Director of Research Edward McIlveen provides a summarized economic outlook, including a brief discussion of Francis Investment Counsel’s asset class ratings.
Category: Market Reviews
Market Update 4.20.20
Jon Nolan, Senior Research Analyst for Francis Investment Counsel, discusses how the coronavirus pandemic is negatively affecting the U.S. energy sector, calling specific attention to the underlying value of crude oil.
Market Update 4.13.20
Senior Research Analyst Kevin Roloff shares some perspective from Francis Investment Counsel’s investment committee, including the question on everyone’s mind: Have we reached the bottom?
Market Update 3.25.20
U.S. markets rebound as stimulus package works its way through Congress and the Fed pumps liquidity into credit markets. On-the-ground investment manager research in Asia suggests signs of stronger rebound than anticipated following national shut-downs.
Market Update 3.23.20
A look at historic actions taken by the Fed and interesting stock movements of the day.
Market Update 3.20.20
Our leadership team collectively discusses common questions and concerns for plan sponsors given the fallout surrounding COVID-19.
Market Update 3.20.20
Ed McIlveen takes a step back from analyzing daily performance and instead focuses on our reaction to negative emotions, providing the important reminder that now is not the time to abandon your long-term strategy.
Market Update 3.18.20
Ed McIlveen discusses oil, the yield curve, and what our team is hearing from investment managers.
Market Update 3.17.20
Ed McIlveen touches on fiscal stimulus headlines and why our research team is focused on economic fundamentals.
Market Update 3.16.20
In the midst of another hectic day of market volatility, Ed McIlveen shares insights from Francis Investment Counsel’s investment committee meeting.