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The beginning of 2021 has already seen some wild intra-month swings. January saw the S&P 500 race ahead over 3% but ended the month down a bit more than 1%. For different reasons, February experienced a similar pattern as it also started the month strongly...

2021 February Outlook
  • Alpha City
January 22

2021 Outlook: Transitioning To Recovery, Further Gains Ahead

This week we released both our 2021 Year Ahead Outlook research report as well as our Outlook Webinar, which was f of actionable conclusions for investors. Today, we wanted to invite you to Watch The Replay, and also summarize the presentation’s bigger points. Moreover, the Webinar included 10 favorable large...

  • FSI Sector Allocation
December 29, 2020

2020 December FSI Sector Outlook

Despite the ongoing election controversies and the continued rise in COVID19 cases, November has been a great month for equity markets. Indeed, the Standard & Poor’s 500 index has risen over 10%, again reaching all time highs during the month. Importantly, there have been positive developments on the COVID19 vaccine...

  • Signal from Noise
December 26, 2019

2020 Could Be the Year "Animal Spirits" Return to Equities

– Strong equity return years—like 2019’s near 30%—often followed by good years – Another double-digit equity return expected, fueled by improving world growth – Tech, financials, materials, energy and industrial sector stocks should benefit Raise a glass if you have one handy —get one if you don’t—with just a few...

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