Monthly Market Updates

July 2017 Tactical Market Update

August 8, 2017

L&S Risk Pulse™ Score Medium + Core economic indicators are healthy, but markets indicate potential near-term volatility and/or mild correction. Valuations are trending high. L&S Risk Pulse™ Insights – “The Song Remains the Same” General Comments At L&S, we are… Read More

June 2017 Tactical Market Update

July 17, 2017

General Comments The 24-hour news cycle requires a constant stream of headlines, and the more profound the headlines, the greater the potential audience.  That is why the news often leads with “a baby caught in a well” or something similar.… Read More

May 2017 Tactical Market Update

June 13, 2017

General Comments Political risks remain high, as do geopolitical risks, but overall economic risks seem fairly low.  Credit spreads are low and show very little signs of stress or excess. Clients ask us about the longevity of this recovery, and… Read More

April 2017 Tactical Market Update

May 11, 2017

General Comments The term “new normal” was coined to reflect the slow growth environment that has been prevalent since the end of the Great Recession.  Growth was slow for a myriad of reasons, including and not limited to, the high… Read More

March 2017 Tactical Market Update

April 17, 2017

Last month we commented that we thought the market was due for a pullback. Markets were flat or down very modestly during March, but we do think that risks have risen over the past month, and we did increase our Risk Pulse™ from Medium+ (4 out of 10) to Caution (5 out of 10).