Winter 2011 Quarterly Newsletter – Individuals
By Meredith StoudtPosted on January 27th, 2011
Winter 2011 Quarterly Newsletter – Individuals
ECONOMIC SUMMARY
Goldilocks Brings Investors A Great 2010
While it’s said that economists and analysts make predictions in order to give weathermen something to laugh at, a solid review of where we came from is necessary in order to focus on the future. Click To Learn More
EQUITY MARKETS
Low Valuations Were Our Friend
The equity markets enjoyed a tailwind of low valuations at the beginning of the year due to jitters over a double dip recession.
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FIXED INCOME
Money Kept Pouring In
Still scared from the Great Recession of 2008, individual investors that missed the 2009 run-up poured cash into fixed income, to the tune of $236B through November searching for yield on their assets. Click To Learn More
HEDGE FUNDS, PRIVATE EQUITY & REAL ESTATE
Worth The Costs?
Equity-based hedge fund managers had difficulty adding value due to high correlations among stocks. Hedge fund index returns should be viewed skeptically from a data perspective for reasons too lengthy and boring to discuss in this brief review (i.e. survivorship bias). Click To Learn More
COMMODITIES & CURRENCIES
Global Growth Lights A Fire Under Commodities
Commodities benefitted generally from expectations of renewed global growth, and specifically from emerging markets (Brazil, India, and China especially) requiring significant resources to continue building their infrastructure and satisfying their emerging middle class populations.
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NEW YEAR’S RESOLUTION
Get Organized
In households throughout the world, it is often common that one spouse is more ‘financially attuned’ than the other. Rather than both taking the lead on financial matters, one spouse usually drives that ship for the most part. This can lead to a sticky situation. Click To Learn More.
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| Clint Edgington, CFA Partner Beacon Hill Investment Adivsory |
Mark Fissel, RFC Partner Beacon Hill Investment Adivsory |