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Oct 17, 2024 | 
advisorperspectives.com | Chris Konstantinos
By Chris Konstantinos, CFA, Managing Partner, Chief Investment StrategistSUMMARYRate cuts tend to be good for S&P 500 future returns. Recession risk remains relatively low, in our view, with employment normalizing. We are excited to release our October 2024 Chart Pack, our visual quarterly designed to walk investors through what’s happening in markets and why, what may come next, and how we are positioning RiverFront portfolios.
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Oct 16, 2024 | 
etfdb.com | Chris Konstantinos
By Chris Konstantinos, CFA, Managing Partner, Chief Investment StrategistSUMMARY Rate cuts tend to be good for S&P 500 future returns. Recession risk remains relatively low, in our view, with employment normalizing. We view this as a ‘Goldilocks’ scenario for stocks.
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Aug 28, 2024 | 
advisorperspectives.com | Chris Konstantinos
SUMMARYRiverfront believes the probability of recession is lower than market consensus. Our ‘Recession Dashboard’ suggests US resilience, with low financial stress and improving leading indicators. Labor market and consumer signals are more mixed, however. With US payroll and unemployment data surprising to the downside two Fridays ago, Treasury markets quickly repriced the probability of impending recession, helping set off a volatility spike in stocks across the world.
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May 1, 2024 | 
etfdb.com | Chris Konstantinos
By Chris Konstantinos, CFATech Is Well-Positioned When Cash Flow, Balance Sheets and Productivity MatterSUMMARY The US is finally exiting the era of negative real interest rates. We think this is positive for savers and balanced portfolio investors. We believe mega-cap Technology is well-positioned in a higher rate environment.
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Apr 18, 2024 | 
etfdb.com | Chris Konstantinos
By Chris Konstantinos, Managing Partner, Chief Investment StrategistSUMMARY US economy more productive than international peers, according to current real GDP per worker figures. US GDP growth remains robust, which we think bodes well for corporate earnings. We remain optimistic on US stocks. In today’s Weekly View, we created a concise synopsis of three selected visuals from our April 2024 Chart Pack.
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Mar 15, 2024 | 
etfdb.com | Chris Konstantinos
By Chris Konstantinos, CFASUMMARY Q4 earnings were generally positive for S&P 500 companies. Earnings beats and growth driven primarily by technology companies. Earnings growth should continue to be a positive driver for stocks in ’24, in our view. S&P 500 Earnings Continues to Shine Relative to Small-Cap, InternationalIn RiverFront’s 2024 Outlook presented our thesis that US corporate earnings were likely to continue their winning ways this year.
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Feb 27, 2024 | 
etfdb.com | Chris Konstantinos
By Chris Konstantinos, CFASUMMARY The US economy continues to outperform its peers. We believe this relative strength will continue. Economic strength is positive for stocks but creates near-term policy uncertainty. The (Mostly) Pros and (Occasional) Cons of the World’s Strongest EconomyThe term ‘American exceptionalism’ refers to the belief that the United States is a unique and potentially superior nation for historical, ideological, or religious reasons.
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Jan 9, 2024 | 
etfdb.com | Chris Konstantinos
By Chris Konstantinos, CFASUMMARY Our US long-term stock return forecasts are mildly lower than last year. International forecasts slightly higher, except for emerging markets. Fixed Income returns significantly higher than in previous years. Good News… Fixed Income Priced in Investors’ Favor AgainRiverFront is proud to release our 2024 Long-Term Capital Market Assumptions (‘CMAs’).
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Dec 13, 2023 | 
etfdb.com | Chris Konstantinos
By Chris Konstantinos, CFASUMMARY The investment team discusses market controversies for 2024. Topics include the Fed and bond yields, inflation, our region and style preferences, and risks. We also discuss process improvements and the role of leadership on an investment team.
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Oct 31, 2023 | 
etfdb.com | Chris Konstantinos
By Chris KonstantinosSUMMARY US market is now officially in a ‘correction’. We see reasons for optimism into year-end… …due to strength in the economy and earnings, plus seasonal patterns. Reasons for OptimismWhat Happened Last Week? At the risk of making a cheesy Halloween pun, last week was ‘all trick and no treat’ for investors, as markets were spooked by continued interest rate volatility, geopolitical concerns, and a US earnings season which has gotten off to an uneven start.
