TrimTabs Donoghue Forlines Tactical High Yield Index; Investing for the Next Decade

Presented by Jeff Thompson

CEO & Portfolio Manager

Recorded November 25, 2020

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Donoghue Forlines (previously W.E. Donoghue) is a Boston-based tactical investment firm that has specialized in active risk-managed portfolios since 1986. We offer a full suite of proactive strategies designed to help advisors and their clients de-risk when market circumstances warrant it, enabling them to stay disciplined to meet their investment objectives. Learn More.

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Markets in Motion – The Great Consolidation

by John A. Forlines, III | Commentary, Markets in Motion

Over the past few weeks, equities have largely moved sideways. But it is not just the past few weeks that have been a wash. Zooming out on the S&P 500 shows that it is now trading at roughly the same level as it was in May of 2021 and May of 2022.

April 2023 Market Commentary – From Pain to Gain

by John A. Forlines, III | Commentary

Asset prices fluctuated considerably during the beginning of 2023 but ended up posting widespread gains. A decline in U.S. Treasury yields helped boost both fixed income and equity returns, while commodity prices fell.
Financial markets digested multiple crosscurrents during the first quarter, including stress in the global banking system, falling inflationary pressure, and mixed global growth data.

Markets In Motion – Something Broke

by John A. Forlines, III | Markets in Motion

A few weeks ago we shared our thoughts on the SVB collapse and the regional bank crisis (link). As we enter the fourth week of this crisis, we can begin to draw more conclusions. First, banks do not seem to have the same balance sheet problems as in 2008.

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The views expressed are current as of the date of publication and are subject to change without notice. There can be no assurance that markets, sectors or regions will perform as expected. These views are not intended as investment, legal or tax advice. Investment advice should be customized to individual investors objectives and circumstances. Legal and tax advice should be sought from qualified attorneys and tax advisers as appropriate. Use of products, materials and services available through Donoghue Forlines may be subject to approval by your home office. All of the products or services described on this website may not be available to you.