2020 Market Outlook Webinar Recap

By |2020-01-17T09:02:03-08:00January 17th, 2020|Market Commentary|

Time to Read: 3 Minutes Central banks around the world supported the rally in equity markets in 2019. We continue to see signs of global economic recovery but expect more market volatility in 2020 than we saw in 2019. We remain slightly underweight equities and overweight on high-quality bonds while we continue to assess the

Could the Iran Crisis End the Bull Market?

By |2020-01-17T08:57:40-08:00January 7th, 2020|Market Commentary|

Time to Read: 5 minutes General Qassem Soleimani, head of Iran’s elite military force and one of the most powerful figures in the Islamic Republic, was killed by an airstrike in Baghdad on Friday, January 3rd, 2020. The Trump administration ordered the airstrike to deter “imminent and sinister attacks on American diplomats and military personnel.”

Signs of Global Recovery

By |2019-11-25T12:44:21-08:00November 25th, 2019|Market Commentary|

Time to Read: 4 Minutes | At Brown Wealth Management, we closely monitor global economic indicators to guide changes in client portfolios. Recently, signs of global economic recovery have emerged. A combination of much easier global monetary policy and a modest reduction in geopolitical risk (i.e., the U.S.-China trade war and Brexit) are likely partially

2019 Mid Year Webinar Recap

By |2019-07-15T12:02:07-08:00July 12th, 2019|Market Commentary|

Time to read: 2 minutes | A year after cutting equity exposure from an overweight position to marketweight, we are focusing on key indicators to help determine what’s next for the markets. Here are our key takeaways from Brown Wealth Management’s Mid Year Update Webinar: The secular bull market will favor an overweight to

The Fed to the Rescue

By |2019-07-12T11:57:39-08:00June 13th, 2019|Market Commentary|

Time to read: 5 minutes | “Don’t fight the Fed” is one of our rules of tactical investing. This year it’s been easy to observe Federal Reserve policies directly affecting capital markets. The Fed pivot on January 5 ignited a stock-market rally that took some of the US averages, such as the S&P 500 and

The Trade War is Not (Yet) Over

By |2019-05-20T11:36:47-08:00May 20th, 2019|Market Commentary|

Time to read: 7 minutes | The first half of May has been a rude awakening for investors as the U.S./China trade conflict has unexpectedly escalated. This escalation started with a weekend tweet by President Trump, followed by increased tariffs on Chinese imports that range from 10% to 25%. The response from China - tariffs on