We’re happy to share Donoghue Forlines’ perspective on how financial, political, and economic factors may influence markets.
Rethinking Traditional Asset Allocation Innovation Free Cash Flow
Recorded June 24, 2021 Provided by: Asset TV24 mins | 24 secsChief Investment Officer | Portfolio ManagerChief Executive Officer | Chief Investment Officer TrimTabs Asset ManagementWe believe that the combination of R&D /Free Cash Flow Innovation with Risk...
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 – Re-Affirming Our Macro View
This month, during our investment committee meeting, we made no changes to our global tactical portfolios. We believe these are our best meetings because it means our monthly process has built conviction in our global macro view and our current allocations. As we dive...
Webinar – Global Tactical Portfolios – First Quarter 2021 Review
Recorded April 28th, 2021Presented byJohn Forlines III Chief Investment OfficerNick LobelyPortfolio Manager
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...
Webinar – Current Market Trends and The Case for Tactical Management
Recorded March 31st, 2021Presented byJohn Forlines III Chief Investment OfficerNick LobelyPortfolio Manager
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...
Markets in Motion — Bitcoin and Beyond…
Bitcoin keeps gaining momentum in price and institutional interest. The world’s favorite cryptocurrency has gone stratospheric since late last year and recently eclipsed the $50,000 level. Such mind-boggling returns have caught the public's attention, including Elon...
Markets in Motion – Out With the Old… And in With Some New-s
First off … thank you! 2020 is over (finally) and we are grateful to all our Advisors, Brokers, and partners who trust us with your business. We love being able to do this every day and look forward to the future—and in this issue of Markets in Motion ™ we want to...
Markets in Motion – Now That That’s Over – US Election Part 2
The US election has passed without any big surprises. In Our US Election Markets in Motion: Part 1, our October 28 Webinar, and our recent Short-term Outlook, we favored three election outcomes: Joe Biden is the favorite to be the next president and we believe there...
Let’s Get Ready for the US Election: Part 1
The United States Presidential & Congressional Election is less than a week away. We wanted to spend this time sharing our thoughts and research to help navigate you and your clients through this turbulent time. Source: J.P. Morgan US Equity Strategy & Global...
Markets in Motion – Straight Talk For This Virus Market
“Let be the past; the future guard with greater care.” -From a Roman Monument, 100 B.C.E. It’s no secret our global tactical portfolios have been positioned defensively this year. As global macro strategists, we focus on the systemic risk to the global economy and...