Seasons play a big role in our lives. Be it summer vacations, holiday parties, or fall festivals at school, our yearly routines are influenced by seasons. Equity markets can often seem cold and mechanical, but they too exhibit seasonality.
The Hilliard Lyons Investment Strategy & Research Team notes that the US is coming off of a record high month for manufacturing, and another strong number is expected. On trade, with NAFTA seemingly in the rear-view, talks will once again center on China. Learn more in the Week in Review for October 1.
ISR resoundingly believes in global diversification. US-only investors are missing out on a massive, and growing, opportunity set. In this piece, we highlight the reasons why international diversification is important, and now is an especially judicious time to stay the course.
The Hilliard Lyons Investment Strategy & Research Team notes that US large-caps continue to buck seasonal trends and posted strong gains for a second consecutive week. Learn more in the Week in Review for September 24.
When the market closes on September 28, the Global Industry Classification Standards (GICS) will undergo the largest sector realignment in its history. Find out what to watch for as this transition unfolds.
The Hilliard Lyons Investment Strategy & Research Team is not surprised to see averages dip at the start of September, and believes trade rhetoric will worsen leading up to mid-term elections. Learn more in the Week in Review for September 10.