October Strikes Again, But Bull Market Still Intact
By Doug Sandler, Chris Konstantinos & Rod Smyth, RiverFront Investment Group With the S&P 500 down over 5% month-to-date, investors are once again…
Author Chris Kostantinos, Riverfront Investment Group
Another Tough Quarter For Global Diversification
By Doug Sandler, Chris Konstantinos & Rod Smyth, RiverFront Investment Group Defending Diversification with Data Sometimes I feel like I have the worst…
What Could Go Right? One of the Reasons We Recently Put Money to Work
By Doug Sandler, Chris Konstantinos & Rod Smyth, RiverFront Investment Group On any given day since 1987, the S&P 500 has risen 69%…
‘Special FX’: Why RiverFront Isn’t Currently Hedging Major Foreign Currencies
By Doug Sandler, Chris Konstantinos & Rod Smyth, RiverFront Investment Group Most U.S. citizens could be forgiven for not bothering to pay close…
Consumer Confidence…As Good As it Gets?
INVESTOR CONFIDENCE… OPTIMISTIC BUT NOT EUPHORIC By Doug Sandler, Chris Konstantinos & Rod Smyth, RiverFront Investment Group Nine years into the U.S. economic…
Trade Tensions: Why, Why Now & How
By Doug Sandler, Chris Konstantinos & Rod Smyth, RiverFront Investment Group We believe that the Administration’s desire to overhaul existing terms of trade,…
The View from Ireland: Brexit is a Mess, Dublin is Booming and Europe is Healthier Than You Think
We Have Cash to Deploy When Visibility Improves By Doug Sandler, Chris Konstantinos & Rod Smyth, RiverFront Investment Group Ireland is a tiny…
Real News, Fake News…Both Need Warning Labels
By Doug Sandler, Chris Konstantinos & Rod Smyth, RiverFront Investment Group While the country worries about fake news, I worry about all news……
Italian Stocks: Political Headlines Obscure Attractive Fundamentals
By Doug Sandler, Chris Konstantinos & Rod Smyth, RiverFront Investment Group Categorizing the start of this month as a ‘tumultuous’ one for European…
Europe: Stocks Making Headway Even in a Volatile Market
By Doug Sandler, Chris Konstantinos & Rod Smyth, RiverFront Investment Group Since February, concerns over inflation in the U.S., protectionist trade policy, softening…
Reading Volatility’s Tea Leaves
By Doug Sandler, Chris Konstantinos & Rod Smyth, RiverFront Investment Group Relative performance during periods of volatility can send important messages about market…
The Bond Bear Gently Bites – Yield Matters
Why we believe the Yield Curve suggests continued economic growth By Doug Sandler, Chris Konstantinos & Rod Smyth, RiverFront Investment Group Even Gradually…
Volatility… A Welcome, if Unruly, Guest
By Doug Sandler, Chris Konstantinos & Rod Smyth, RiverFront Investment Group Volatility is back….and with a vengeance. Recently, few days have gone by…
Emerging Markets Recovery: Resilient Despite Tariff Concerns
By Doug Sandler, Chris Konstantinos & Rod Smyth, RiverFront Investment Group Over the past couple of weeks, RiverFront’s tactical team reinvested the cash…