INVESTMENT MANAGEMENT
MOMENTUM
current reading
positive
MOMENTUM
The S&P found strong technical support after entering correction territory, suggesting that the current rally still has legs and could continue into year-end.
While much may depend on the developing situation in Israel and the Fed’s posturing around the future path of interest rates, for now our Momentum Dial remains in a Positive position.
ECONOMIC FUNDAMENTALS
current reading
negative
ECONOMIC FUNDAMENTALS
Our first look at US GDP in the third quarter showed 4.9% annualized growth, its strongest quarter since 2021. Consumers have been undeterred by higher rates as spending remains robust, although survey data suggests that future uncertainty may curtail these high rates of spending.
As of now, our Economic Dial remains Negative.
MARKET VALUATION
current reading
negative
MARKET VALUATION
It is no coincidence that the recent three-month selloff in equities has coincided with 10-year treasury yields jumping from 4% to 5%, as higher long-term rates make stocks appear more expensive.
While US corporate earnings have stabilized, valuations remain stretched, which leaves our Valuation Dial in a Negative position.
Our composite Three Dials reading remains in a Moderately Defensive position, with two dials Negative and one dial Positive.
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AROUND YOUR INVESTMENTS
DISCIPLINED RISK MANAGEMENT
Our investment philosophy, known as the “Three Dials”, factors in three primary indicators: Momentum, Economic Fundamentals and Valuation.
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The Three Dials provide a cohesive reading on the health, or “pulse” of the markets. The Dials provide a passive investment approach, with an active overlay. Each dial adjusts to data-driven indicators for maximized risk efficiency and an optimal allocation of diversified assets within your portfolio.
MONITORING AND REBALANCING
We conduct regular reviews to help ensure that your portfolio is aligned with your investment objectives and is appropriately positioned with the market environment.
TRANSPARENCY AND ACCOUNT AGGREGATION
We offer a secure digital dashboard that serves as a home to all of your connected financial accounts, so you have a complete view of where you stand financially at any point in time.
