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Investing Archives | Wealthspire Advisors

Mar 27 2020
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Recent Market Volatility and Satellite Fixed Income

By Blog
Our core Fixed Income managers invest in high credit quality sectors such as investment grade municipal and corporate bonds, U.S. Treasury securities, and Government Agency Mortgage Back Securities (MBS). However, many additional fixed income securities exist, primarily of lower credit quality. We call these securities and the managers that invest in them “satellite” fixed income. Two of the largest and best known of these satellite fixed income sectors include High Yield bonds and Bank Loans (aka Leveraged or Senior Loans). The first graph below shows the Yield on the High Yield Index vs. U.S. Treasuries, the “spread”. Please note that…
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Mar 20 2020
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Recent Market Volatility and Municipal Bond Markets

By Blog
You may have seen a couple of notes from us over the past few weeks discussing markets and COVID-19. To break up the tone and for additional perspective, we thought it worthwhile to relay what we are hearing from our investment managers. Below are just a couple observations from the many conversations we are having with municipal bond managers about recent volatility in the investment grade muni space. The response was fairly consistent across the board and broke down into liquidity, valuation, and credit quality. Liquidity One manager mentioned that prior to a few weeks ago, municipal bond mutual funds…
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Feb 13 2020
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chartology 2019 trends

Chartology: 2019 Market Trends and Reframing Expectations

Video
In this edition of Chartology, Chris Maxey of the Investments Team discusses an exceptional 2019, some of the market trends at play throughout the year, and the importance of reframing expectations going forward.  We thought that the start of the new decade and the start of a new calendar year was a good time for us to reflect back on a couple of things that we've seen happening in the market and provide a bit of perspective as we move forward. One of the things that we have spoken about in the past and that we’ll bring up again is…
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Feb 10 2020
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market recap

Winter 2020 Market Recap

Video
In our Winter 2020 Market Recap, Chief Investment Officer Michael Moriarty and Chris Maxey of the Investments Team address the unusual market performance of 2019 and discuss the looming elephant (or donkey) in the room – the upcoming 2020 election. Winter 2020 Market Recap from Wealthspire Advisors on Vimeo.   Michael Moriarty: We're coming off of a very fun Q4 and a very fun 2019. Chris Maxey: I think, somewhat unexpectedly, we saw that 2019 was really a fantastic year. If you look at – just call it a simple 50/50 portfolio – it was the best year that we've…
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Jan 28 2020
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2019 q4 commentary

2019 4th Quarter Commentary: “Farsighted Expectations”

Market Commentary
The last time a balanced 50% stock/50% bond portfolio performed better than in 2019 was back in 1997 Market observers have a mixed track record on short-term (1 year) predictions but much better on a longer term (10+ years) Those longer-term market projections suggest more tepid performance for a balanced portfolio over the next decade than what was enjoyed over the most recent 10 years and especially over the last year Politics can lead to sub-optimal decision making – make portfolio changes, if desired or needed, because of your financial circumstances and where you are versus your financial goals; we…
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Nov 11 2019
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impact investing

Impact Investing: Why it Matters for Investors

By Guides & Whitepapers
Impact Investing has continued to gain popularity with investors across the globe. In this whitepaper, Managing Director Glen Macdonald and SVP Lauren Martin explain what it is, why it is important to investors, and how it can be integrated into your financial plan. Impact investing is on the rise among investors around the world, so much so that The World Economic Forum, Barron’s and leading Wall Street money managers alike have all pronounced that “impact investing has gone mainstream.” This view is backed by evidence of growing demand among investors: at the beginning of 2018, assets under management in the…
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Nov 05 2019
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market recap

Fall 2019 Market Recap

Video
In our Fall 2019 Market Recap, Deputy Chief Investment Officer Dmitriy Katsnelson and Chief Investment Officer Michael Moriarty offer insights into this quarter's market and investment trends. Fall 2019 Market Recap from Wealthspire Advisors on Vimeo. Wealthspire Advisors is the common brand and trade name used by Sontag Advisory LLC and Wealthspire Advisors, LP, separate registered investment advisers and subsidiary companies of NFP Corp. This information should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The commentary provided is for informational purposes only and should not…
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Oct 29 2019
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market recap

Summer 2019 Market Recap

Video
In our Summer 2019 Market Recap, Dmitriy Katsnelson and Michael Moriarty of our investments team discuss recent market trends and what to expect looking ahead. Wealthspire Advisors is the common brand and trade name used by Sontag Advisory LLC and Wealthspire Advisors, LP, separate registered investment advisers and subsidiary companies of NFP Corp. This information should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The commentary provided is for informational purposes only and should not be relied upon for accounting, legal, or tax advice. While the…
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