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Over modern U.S. history, we’ve hardly gone a moment without hearing predictions of America’s imminent downfall. In that sense, you might say that declinism is one of the great American past times. During his 1960 Presidential campaign, John F. Kennedy painted a scary picture of a Russian enemy well on its way to world domination […]
The first half of 2020 has been exceptionally difficult, affecting each of us in one or many ways. Since our last quarterly commentary, the coronavirus pandemic has continued to take its tragic toll on human life, with over 130,000 deaths in the United States and over half a million worldwide. Measures implemented to combat the […]
I want to start by thanking Linda for her last 10 years at our helm, highlighted by our regained independence as a 100% employee owned firm and the ushering in of the firm’s next generation of investment professionals. Most recently, another member of the firm’s next generation joined Clifford Swan in May and we named […]
Much has changed since we provided our last quarterly commentary in early January, as the economy’s brisk pace continued, and the stock market showed no real signs of letting up. Then came the coronavirus, and with its spread throughout the world have come tragic human loss and economic fallout. Our thoughts are with the families […]
The current financial market panic is unprecedented – just as all preceding panics were unprecedented. Yet, during times of panic, malfunctioning markets, solvency concerns, and high levels of uncertainty, successful investors have learned from financial market history and from an irrefutable logic that reacting or panicking along with the herd is the exact wrong stance […]
Early in the new year, after experiencing strong gains in their U.S. stock portfolios in 2019, investors saw geopolitical risk pulled into the spotlight as the U.S. strikes against the Iranian regime threatened an already delicate status quo in the Middle East. At the time, one might have suspected that 2020 would be a year […]
2019 was a good year for investors, with extraordinarily strong domestic markets. As measured by the S&P 500 Index, stocks returned 31%. The Bloomberg Barclays U.S. Aggregate Total Return index, a proxy for the domestic fixed income market, was up 9% in 2019.In many ways, last year’s record performance is a tale of two years. […]
What a difference a year makes. Or does it? It depends on where you look. A year ago, we wrote about markets being at all-time highs, a strong domestic economy with extremely low unemployment, growing trade protectionism, the Federal Reserve (“Fed”) moving deliberately to raise short-term borrowing rates, and few signs of a looming recession. From […]
At Clifford Swan, we take pride in building customized portfolios to meet client objectives. Our portfolio construction process stems from a carefully crafted research and investment discipline, and our work is most effectively implemented when we have a solid understanding of our clients’ wants, needs, and worries. These worries can be personal or based upon […]
Only a few months ago, domestic stock markets were in a sharp decline. Last year ended with stocks in the red, as a turbulent fourth quarter dragged down annual returns. There’s a saying that time heals all wounds. In this case, investors did not need much time, as 2019’s equity market start has charted an […]
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