We’re happy to share Donoghue Forlines’ perspective on how financial, political, and economic factors may influence markets.

Markets in Motion – Glass Half Bull

Markets in Motion – Glass Half Bull

The seasonal market weakness that has historically dogged investors in September put a damper on the third quarter rally. As we head into the final quarter of the year, there are a mounting number of headwinds (or narratives) threatening to slow the recovery from the...

Markets in Motion – The Tax Man Cometh

Markets in Motion – The Tax Man Cometh

Since our last Markets in Motion, our Global Macro view has begun to playout. Since mid-May, growth/quality equities have turned from laggards to leaders as cyclical assets have faltered. We think this move has only just begun and we remain convicted in our...

Markets in Motion – Much Ado About Inflation

Markets in Motion – Much Ado About Inflation

Concerns about higher than expected inflation have weighed on investors over the past few months. In our March Markets in Motion, we discussed our view that structurally higher inflation is not a near term risk. This month, we’d like to elaborate further on that view...

Markets in Motion — Rates Madness

Markets in Motion — Rates Madness

Bond yields have jumped sharply in recent weeks. But this isn’t so surprising … in our January Markets in Motion, we felt 2020 marked a secular low point for rates and urged clients to re-think how bonds fit in their asset allocation. The clear catalyst for this move...

Get in touch with us