HSMV News and Press, First Trust Horizon Managed Volatility Small/Mid From 01/04/23

Summary One of the worst years on record for investing, 2022, is behind us. To prepare you for 2023, we have our annual Marketplace Contributor Look Ahead Roundtable. To kick off we have 6 contributors discussing their macro views. Thank you to all readers of our Marketplace C...

Summary Political Calculations' initial estimate of median household income in November 2022 is $79,212, an increase of $399 (or 0.5%) from the initial estimate of $78,813 in October 2022. Adjusted for inflation, November 2022's estimated median household income represents a new record ...

Summary I expect traditional fossil fuel energy companies to continue to excel, rising to up to 30% of the S&P 500 in the upcoming years as technology stocks continue to shrink. After the most aggressive series of rate hikes in decades, inflation is finally moderating. Whether or no...

Summary We expect 2023 to be a year of transition, with gradual fading of price pressures allowing policymakers and market participants to take a more balanced approach to assessing growth and inflation dynamics. The near-term outlook calls for more of the same: high inflation and rate ...

Summary For 40 years, steadily declining inflation and interest rates buoyed equity returns. That changed abruptly last year. Investors must now adjust expectations to a new macroeconomic and market landscape that will require a fresh mindset to reach long-term goals. By...

Summary Poor sentiment isn’t a reason to shy away from making good investments. It is hard to buy when everyone is telling you how awful things are but that is exactly what great investors do. The odds are certainly in the optimists' favor. Pay no attention to the pessimists,...

Summary Today’s high prices may well lead to tomorrow’s low prices, and tomorrow may arrive sooner than many feared. Asynchronous reopening is set to bedevil the global economy for at least another year. Broad housing market activity during much of 2022 suggests that w...

Summary All those pesky political, economic, and financial issues that depressed investors and markets in 2022? Well, we’ve still got them in 2023. On the other hand, perhaps it's already priced in and investors were just waiting to get end-of-year tax-selling behind us so the lo...

Summary Last year turned out to be the 4th worst year in the stock market since World War II (1945) and also marked the worst year since 2008. The bond market also suffered what many pundits are describing as the “Worst Bond Market Ever”. The stock market is up 81% of ...

Summary The St. James Investment Company is an independent, fee-only, SEC Registered Investment Advisory firm, providing customized portfolio management to individuals, retirement plans and private companies. As it’s likely inflation and interest rates will dominate the investmen...