Market Insights

With a full-time dedicated analyst in-house, Head Investment Partners isn’t just reliant upon sharing the opinion of a New York analyst with our clients. We parse through the opinions of our trusted resources on an ongoing basis to both help direct our investments and provide timely communication to our clients. By providing timely insights and a targeted message, we believe we can not only foster better long-term performance, but better investors as well.

HIP Q2 UPDATE

Q1 2024: JUST AS WE EXPECTED…
Don’t be fooled by the title…we didn’t predict the more than 10% return for the S&P 500 in the first quarter…but our year end update said not to bet against anything.

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FOMO ’24 – Revisiting Lessons Learned

Fear is among the most powerful of all human emotions.  Fears emanate from life experience as well as education.  Fears are logical and can be essential

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HIP Newsletter: Carry On

“Stand by Me” is a parallel to the comfort of an old friend…as investors this is CASH

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2024: Don’t Bet Against Anything

Any genuine recap of 2023 must involve several exclamation points.  What a unique year!  Who among us would have expected a stock market surge of over 25%  given the headwinds we encountered (and still face)?

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HIP Insights: Understanding Bond Math

“People worry about the riskiness of stocks, but bonds can be just as risky.”

Peter Lynch

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The Pause or the Inflection Point?

Investors seeking calm heading into the back-half of 2023 found little during Q3. Equities largely sold off around the globe while bond yields rose.Global Central banks (including the US Federal Reserve) continue to remain center-stage, despite efforts to push them aside for other news stories.

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Historic, Unprecedented and Unusual

In the lexicon of the investment community, the words historic, unprecedented, and unusual are tossed around recklessly to the point that they sometimes lose their true meaning.

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HIP Mid-Year Update

Skepticism, anxiety, uneasiness, and doubt…the foundational principles of the first half of 2023’s rally. This YTD rally isn’t like many of the past, driven by greed, speculation, and exuberance. Instead, equity markets outperformed despite all the negativities. They exceeded the expectations of most Wall Street “experts.”

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Does the Fed Pause Mean Anything?

In late 2020, Federal Reserve Chairman Jay Powell ushered in a term to describe inflation in the US that he will unlikely ever escape: Transitory.
In the Spring of 2021, the Federal Reserve said rates would stay near 0% until at least 2024.
After hiking for 10 consecutive meetings to the tune of 5% in total, the Fed clearly changed its mind!

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Q1: Better than Anticipated?!

Had we told you that we would see two of the largest banking failures in US history in the first quarter, few would have expected the outcome we garnered. Yet another tumultuous ride concluded far from how many would have projected it to play out…at least so far. 

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A Market of Stocks

Not a day goes by without investors referencing “the stock market.” On a recent webinar, we were reminded by JPMorgan’s Global Market Strategist, Gabriela Santos, of a simple, subtle, and often forgotten truth of investing. Rather than a stock market, we should more precisely focus on a market of stocks.

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2022 Market and Economic Recap

Calendar Year 2022 has served investors many slices of humble pie. It didn’t just seem unusual…it was!

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Reliability of Sources The articles and opinions expressed in this document were gathered from a variety of sources, but were reviewed by Head Investment Partners,LLC prior to its dissemination. All sources are believed to be reliable but do not constitute specific investment advice. In all cases, please contact your investment professional before making any investment choices.

Return on Products The return assumptions are not reflective of any specific product, and do not include all fees or expenses that may be incurred by investing in specific products. The actual returns of a specific product may be more or less than the returns used. The Standard & Poor’s 500 (S&P 500) is an unmanaged group of securities considered to be representative of the stock market in general. It is not possible to directly invest in an index. Financial forecasts, rates of return, risk, inflation, and other assumptions may be used as the basis for illustrations. They should not be considered a guarantee of future performance or a guarantee of achieving overall financial objectives. The return and principal value of the investments will fluctuate so that, when redeemed, they may be worth more or less than their original cost. Past performance is not a guarantee or a predictor of future results of either the indices or any particular investment.

Opinions Opinions expressed are subject to change without notice and are not intended as investment advice or a solicitation for the purchase or sale of any security. Please consult your financial professional before making any investment decision.

Securities offered through Triad Advisors, LLC (Triad) member FINRA/SIPC. Investment Advisory services offered through Osaic Advisory Services, LLC (Osaic Advisory). Triad and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad and Osaic Advisory.

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