Capital Markets Outlook
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| What in the world is going on with the market? I get this question posed frequently to me and it presents both a challenge and an opportunity. The challenge stems from the fact that there is typically no context, such as timeframe, and no clear reference to which market is under consideration (stock, bond, commody, currency, U.S., foreign, etc.). So I typically will find a way to reverse that initial question in order to get more information from the asker before answering.
The opportunity arises because we have access to what the top investment managers in the country are thinking, from boutique firms that most people have never heard of all the way to world-reknowned firms that have come under misguided scorn of late. So we have decided to put a representation of the most easily comprehendable current market commentaries on our website on the Capital Markets Outlook page. Bob Jerkovic CFA, portfolio manager for CLS Investments puts out a weekly market commentary along with a video preview. He has just recorded and published their CLS 3rd Quarter 2011 Review videowhich discusses the following, among other things:
So one section of the Capital Markets Outlook page focuses on current market commentary while the other is used to highlight some of the important philosophies and research that our investment management partners utilize when constructing portfolios. The information on the website is not meant to be a replacement or a substitute for speaking to us. It is also only a small representation of the hundreds of managers that are available and who typically have divergent views from each other.
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