The following presents a brief description of our Investment Review & Commentary 2019 Q2 developed in-house by our firm. CLICK HERE to read the full report. Please CONTACT US directly to request a copy of our current Investment Outlook & Strategy Updates.
Investment Review & Commentary 2019 Q2 ~ Highlights
Benchmark Performance on Page 1 provides index data for the past time periods QTR, YTD, 1-YR, 5-YRS, and 10-YRS annualized. Sources: Black Rock, Morning Star and Wall Street Journal.
Market Recap on Page 2 reviews Market Trends that continue upward ascent in April then dive in May when sentiment deteriorates, but upticks in June amidst positive economic developments. Also covered is review and commentary on Sector performance.
Market Outlook on Pages 3 and 4 provides a comprehensive review of U.S. Economy Downshifts, Corporate Earnings Outlook, A Market that’s Not Cheap, a Trade War that Clogs Global Economy; China, Europe, and Inflation updates, and lastly, Fed Considers a Rate Cut.
Investment Strategy & Portfolio Update Page 5, provides strategy and updates on PSFI Asset Class Model, Key Assumptions, Portfolio Positioning, the Challenges presented by Global Disruptions and Fixed Income Strategy.
In PSFI News on Page 6 provides Retirement Bits and Pieces on Fraud and Password Security, a Legislative Update and more.
To read the comprehensive investment report CLICK HERE.
Disclosure: The Quarterly Investment Review of Parr Financial Solutions, Inc. (PFSI) expresses the views of the firm as of the date indicated. Our views are subject to change without notice. Past performance is not an indication of future results. This commentary is being made available for educational purposes only. The information should not be construed as an offering of advisory services or an offer to buy any securities. Certain information concerning economic trends and performance is based on information provided by independent third-party sources. Parr Financial Solutions, Inc. believes these sources to be reliable, but cannot guarantee the accuracy of this information, or the assumptions on which the information is based. This publication may not be copied, reproduced, republished, or posted in whole or in part without prior written consent.