Posts by Simeon Wallis
The Pulse on the Economy and Capital Markets: July 11 – 15, 2022
At a glance: Last week, the markets faced another multi-decade high inflation as investors grow concerned that the Federal Reserve will raise interest rates by 1% at the end of the month. The Consumer Price Index (CPI) report was higher than expected sending the market into a tailspin as technology, smaller companies, emerging markets and…
Read MoreThe Growth of Impact Investing: From Pension Funds to Endowments Divesting Fossil Fuel Assets
At a glance Main takeaway: Pension funds and endowments are actively seeking opportunities that align with their goals to make positive environmental and social change through impact investing. Invest with confidence: Limited partners have shifted their focus towards impact investing despite a lack of standardization to accurately measure the true benefits. Next steps: Developing a…
Read MoreThe Pulse on the Economy and Capital Markets: July 4 – 8, 2022
At a glance: Markets were up across the board as economic data suggests the worst is possibly behind us, and that the Fed may not respond as aggressively to raising interest rates. The Nasdaq and Russell 2000 had the largest gains and bitcoin rallied big ending the week up nearly 13%, while government and investment-grade…
Read MorePart III: International investing is making a comeback as domestic markets continue to struggle.
Throughout history, domestic and international markets alternate outperforming each other by decade. Watch the final part of our Economic FAQs series as Aprio’s Chief Investment Officer, Simeon Wallis, and Senior Wealth Advisor, David Kutner, discuss the current state and future of global economies, including: Diversifying into international markets, specifically in areas where there is controversy,…
Read MorePart II: How long do we ride the economic rollercoaster before we hit a rebound?
There will always be a level of inherent market volatility. In fact, Wall Street has a phrase for it —”prices rise on a wall of worry.” Watch part 2 of our 3-part Economic FAQs series featuring Aprio’s Chief Investment Officer, Simeon Wallis, and Senior Wealth Advisor, Davi Kutner, as they discuss the market’s resilience and…
Read MoreThe Pulse on the Economy and Capital Markets: June 6 – 10, 2022
At a glance: Stocks, bonds and crypto experienced one of the worst weeks since the early days of COVID, causing concern among investors that the Fed may react aggressively in raising interest rates. The Consumer Price Index (CPI) came in well above expectations as year-over-year inflation increased by 8.6%. Core CPI is causing a big…
Read MoreThe Pulse on the Economy and Capital Markets: May 30–June 3, 2022
At a glance Stronger than expected economic and job news had investors concerned that the Federal Reserve would have to be more aggressive in raising rates, leading US stocks and bonds lower. Crypto and commodities, specifically energy, industrial and consumer discretionary outperformed while bonds declined nearly a percent. The tech industry experienced fast growth during…
Read MorePart I: If the economy had a relationship status, it would be labeled “it’s complicated”
The underlying fundamentals that are driving the US economy are relatively strong despite the slow pace of growth. And yet, it’s uncertain if this growth will continue or if we’ll tip into a recession. Watch part 1 of our 3-part Economic FAQs series featuring Aprio’s Chief Investment Officer, Simeon Wallis, and Senior Wealth Advisor, Davi…
Read MoreUnderstanding the Market Turbulence – May 2022
The Pulse on the Economy and Capital Markets: May 16–20, 2022
At a glance Related resources: Disclosures Investment advisory services are offered by Aprio Wealth Management, LLC, a Securities and Exchange Commission Registered Investment Advisor. Opinions expressed are as of the current date (May 24th, 2022) and subject to change without notice. Aprio Wealth Management, LLC shall not be responsible for any trading decisions, damages, or…
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