We believe that the next 2-3 months may bring positive results, with a possible rotation away from the overbought “Magnificent Seven” to sectors that lagged in 2023.
Quarterly Market Updates
Investment categories struggle in Q3 despite generally positive 2023
During the last three months, many investment categories have struggled. In common categories, only money markets and commodities posted positive returns. Several factors played into this result.
AI is among drivers of narrow stock rally
The recent stock market rally has been almost entirely driven by 10 companies, mainly in areas of artificial intelligence/technology, travel, and home construction.
Bond and stock markets begin looking up
After a bear market last year, 2023 is looking up. See year-to-date results for some investment indices below. If you are a client, you can check your real...
Our outlook is relatively optimistic after a year of change
2022 was a year of change and joy for me personally, and also a year of changes in investing.
Portfolio management in 2022: More overhaul than tune-up
At LWP, we’ve been conducting plenty of maintenance this year on client portfolios as the road turned from smooth to rocky.
Managing portfolios through a bumpy, banner year
2021 was a banner year for stocks, but it also held market and economy twists that few predicted. As writer and educator Laurence J. Peter says, “An economist...