We’re happy to share Donoghue Forlines’ perspective on how financial, political, and economic factors may influence markets.
April 2025 Market Commentary
Is Dust Settling? Risk happens fast! Identifying investment regime changes and opportunity is the most important part of asset allocation. Narratives and headlines are the symptoms of underlying fundamentals. The economy was slowing and overvalued. The tariff noise...
Markets in Motion – A Great Time to Be Tactical
2025 has been no stranger to volatility. In our last commentary, we warned that with high valuations and economic uncertainty (Chart 1), it would not take a large catalyst to weigh on stocks. In the last three weeks risks have materialized, and major US indices have...
January 2025 Market Commentary
First off … thank you! Another year is in the books, and we are grateful to all our Advisors, Fiduciaries, Brokers, and Partners who trust us with your business. We love being able to do this every day and look forward to the future. With a new year brings a new...
October 2024 Market Commentary
Markets are extremely momentum driven in the short-term, but over the long term are driven by fundamentals. We believe we are at a critical juncture where the short-term price action is not aligned with the long-term macroeconomics.
August 2024 Market Commentary
2024 is starting to produce volatility and we wanted to share our quarterly Market Commentary that incorporates all of our SMA product offerings (fundamental, rules-based, & blended strategies).
Donoghue Forlines Momentum Strategy Named to PSN Top Guns List of Best Performing Strategies for 1Q 2024
Donoghue Forlines announced today it has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for 1Q 2024. The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.
Markets in Motion – All Clear? Not Yet
In our last commentary, we highlighted the changing macroeconomic environment and the risks to the current bull market. As a result, we de-risked our portfolios at the beginning of April.
April 26 – Market Commentary
2024 is off to an exciting start and we wanted to share our quarterly Markets in Motion that incorporates all of our SMA product offerings…
Markets in Motion – What Will the Fed Do Next?
In 2024, we have seen US inflation repeatedly exceed expectations, gasoline prices creep higher, gold break out to all-time highs, feverish speculation in cryptocurrency and segments of the equity market
Webinar – Global Tactical Portfolios March 5 2024
Watch our latest webinar – Global Tactical Portfolios recorded March 5, 2024, by Nick Lobley, Portfolio Manager at Donoghue Forlines.
January 2024 Market Commentary
First off … thank you! Another year is in the books and we are grateful to all our Advisors, Fiduciaries, Brokers, and Partners who trust us with your business
Markets in Motion – Will Santa Come Early?
A little over a month ago, various Federal Reserve officials directed a pause and started to signal that the US central bank might have reached its terminal destination in this rate hike cycle. These statements came with the caveat that short-term rates would stay...