Assante Team

Helping our clients
gain financial confidence

Markets

How this Year’s Investment Themes are Playing Out in Real Time

How this Year’s Investment Themes are Playing Out in Real Time

Markets | Apr 29, 2021

Our market outlook going into 2021 was for ramped up vaccine deployments, accommodative monetary and fiscal policy, and upbeat corporate earnings to drive equity markets higher. We also projected an…

Portfolio Construction: A New Season

A New Season

Markets | Mar 31, 2021

What Opportunities are Driving Renewed Investor Optimism? Spring has sprung! While this spring may not have the usual fever, the potential for a normal summer or fall is improving as…

Trending for the Long Term: Portfolio Construction

Trending for the Long Term

Markets | Mar 2, 2021

Market activity in the past few weeks has reminded us of the dangers of speculation. A small number of early investors make vast profits at the expense of a much…

Bubble but for how long: Portfolio Construction

Bubble, But For How Long?

Markets | Feb 1, 2021

Without a doubt, 2020 was a “loss” year. Individually, we lost the ability to live our normal way of life. Globally, currencies lost their purchasing power as central banks added…

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