The Real Estate Channel

Problems Solved?

Brexit and trade talks provided lots of uncertainty this year. Last week saw progress on both fronts.

Expecting a Market Downturn? Make Sure You’re Following the “Noah Rule”

Predicting a major economic or financial event—whether that’s a recession, market downturn or even your own retirement—requires that you also take action. Otherwise your prediction was meaningless.

What Boris Johnson’s Election Victory Means for UK Assets

We expect to see flows back into UK equity and credit now that some of the Brexit uncertainty has been removed.

Advisors and Clients Walking past Each Other on Sustainable Investment

Did you know that more than $12 trillion in assets under management are engaged in one or more strategies of sustainable investment in the United States? This comprises more than 25 percent of the professional managed assets across the country and is a 38 percent growth from 2016 figures.

The Fund That Isn’t Following the ESG/SRI Herd

In the U.S., between one quarter and one third of all assets managed are done so with an ESG or SRI mandate. Outside the U.S., that percentage is even higher. The Vitium Global Fund, formerly the Vice Fund, buys what most ESG/SRI investors scorn, stocks in the tobacco, alcoholic beverage, gaming and aerospace/defense industries.

All Asset All Access, December 2019

Research Affiliates discusses why they believe value investing is still alive and well and explains how changes to the display of expense ratios seek to enhance clarity for investors.

Is Now the Time to Overweight Real Estate?

With REITs posting strong returns this year, should investors overweight them?

How Real Assets Hedge Against Stocks and Bonds

One way to address market volatility is through real assets – natural resources, infrastructure, and real estate. Those tend to have low correlations with traditional stock and bond allocations. I am speaking today with Michael Natale, who explains why an allocation to real assets can hedge against the risks in stocks and bonds.

Inflationary Angst

We don’t have much time to get our house in order, either in the US or globally. Everything I’ve said today applies, to various degrees, throughout the developed world. Thinking that 2% inflation or zero interest rates coupled with massive deficits will somehow help is beyond wishful thinking.

’Tis the Season for Consumer Discretionary … or Not?

While all eyes are on estimated sales throughout December, sector performance for the month is historically not impressive.

Investing in an Economic Downturn

Yes, there is a downturn in the Global economy, numerous factors are combining together in what seems like a perfect storm of negativity to depress the global economy and quell even the hardiest of investors from any attempts at risk taking. Nothing could, or may I say should, be farther from the truth.

Moving Averages: Month-End Preview

Here is an advance preview of the monthly moving averages we track after the close of the last business day of the month.

Moving Averages: November Month-End Update

Valid until the market close on December 31, 2019.

The S&P 500 closed November with a monthly gain of 3.40% after a gain of 2.04% in October. All three S&P 500 MAs are signaling "invested" and four of five Ivy Portfolio ETFs — Vanguard Total Stock Market ETF (VTI), Vanguard REIT Index ETF (VNQ), Vanguard FTSE All-World ETF (VEU), and iShares Barclay 7-10 Year Treasury (IEF) — are signaling "invested".

Quick Takes

From freight volume to flight delays and real estate to recession risk, we share quick thoughts on a variety of economic subjects.

Pending Home Sales Retreated in October

Today the National Association of Realtors released the October data for their Pending Home Sales Index. According to the National Association of Realtors®, "Pending home sales retreated in October, taking a slight step back after two prior months of increases."