Should Investors Worry About Inflation in 2021?

By |2021-10-13T12:26:12-08:00February 13th, 2021|Market Commentary|

Time to Read: 8 Minutes As discussed in our last webinar, we believe the recovery from the COVID-related recession continues to take hold, partially driven by the massive amount of monetary and fiscal support provided in 2020. Clients of BWM have begun asking: Will all that money printing lead to an inflation problem in

Pre-Election Positioning | October 2020 Webinar Recap

By |2021-10-13T13:40:46-08:00October 20th, 2020|Market Commentary|

Time to Read: 3 Minutes In our most recent webinar titled, “Pre-Election Positioning”, we review where some of our key indicators stand leading into the election and what the election could mean for the markets. Here are the key takeaways: Global recession likely ended this summer, but COVID-19 spread continues without approved vaccine or readily

Excessive Optimism and Record Rally Trigger (Another) Portfolio Rebalance

By |2021-10-14T13:27:08-08:00September 4th, 2020|Market Commentary|

Time to Read: 5 Minutes After March delivered a historical drop in the stock market and ended the longest bull market on record, BWM rebalanced portfolios to move from an underweight position in stocks to an equal weight, taking advantage of attractive valuations and extreme pessimism. Yesterday, we rebalanced again for very similar reasons,

The Next Big Hurdle for 2020: Election Day

By |2021-10-14T13:22:26-08:00August 24th, 2020|Market Commentary|

Time to Read: 7 Minutes 2020 has been a wild year so far—an unprecedented year, you could even say, as many memes do. And yet, another major event looms on the horizon: the presidential election, set against a backdrop of recession, global pandemic and social unrest. Here we consider how markets have behaved through