UNLOCK THE POWER OF THE VAULT

Equities Could Rally Further, but Alternatives May Be Preferable

May 28, 2020

Equities Could Rally Further, but Alternatives May Be Preferable

May 13, 2020 | Jospeh Burns | iCapital Network

A comparison of equity market performance today and after the Lehman bankruptcy suggests talk of a market recovery may be premature.

Following a month when the S&P 500 Index had its best return in over three decades, many are wondering if we have safely returned to a directionally rising, risk-on market in U.S. equities. The velocity of the rally has been tremendous, dating back to late March and including the “strongest 3-day percentage increase since 1931”1. Still, even after the market upturn, most equity indices remain in negative territory for the year, down (10%-20%) year to date.
 
Much has been written about how the market decline, precipitated by the deadly COVID-19 pandemic, is unlike the global financial crisis of 2008. While the primary causes behind the steep equity losses in both 2008 and 2020 are very different, the immediate effect on the S&P 500 Index was actually quite similar:…

Read more…

Go Back
Gordon Dunne
September 30, 2019

“Always, but especially in this day of lawsuits and ever increasing regulations, the responsibility for a financial advisor t do their own due diligence on products they sell falls squarely on themselves. No one is going to take greater interest in protecting their practice than they are. We use the Blue Vault Partners Nontraded REIT Review to keep us informed of the performance of every single nontraded REIT. Finally, complete transparency is available for advisors using nontraded REITs. Every advisor using REITs in their practice should make the small annual investment of subscribing to Blue Vault’s reporting services.”