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…
Author Chris Kostantinos, Riverfront Investment Group
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…
Tug of War Continues: Healthy Economic Backdrop Should Outweigh Trade and Rate Uncertainty
By Doug Sandler, Chris Konstantinos & Rod Smyth, RiverFront Investment Group Reasons to remain invested in stocks Two issues, trade policy and central…
Fair Trade vs Free Trade vs Trade War
Can the US achieve fair trade without initiating a trade war? By Doug Sandler, Chris Konstantinos & Rod Smyth, RiverFront Investment Group For…
2018 vs 2008…. Many More Differences than Similarities
By Doug Sandler, Chris Konstantinos & Rod Smyth, RiverFront Investment Group The lengthy bull market and the recent reappearance of market volatility has…
Inflation: Cyclical Pressures Vs Secular Forces
By Doug Sandler, Chris Konstantinos & Rod Smyth, RiverFront Investment Group Our View: A Cyclical Upturn, Not a Secular Trend When you look…
Italy: Economic Momentum Outweighs Political Intrigue
By Chris Konstantinos, CFA, RiverFront Investment Group With the upcoming Italian parliamentary elections set for March 4, Italy’s fragile political system may create…
Japan’s Election Renews Mandate for ‘Abenomics’
By Chris Konstantinos, CFA, RiverFront Investment Group Japanese Prime Minister Shinzo Abe’s gamble paid off; his Liberal Demographic Party (LDP) has retained its…
Global Synchronicity: Positive Earnings Mirroring Positive Economic Trends
By Chris Konstantinos, CFA, RiverFront Investment Group “Synchronicity is an ever present reality for those who have eyes to see.” – Carl Jung…
‘Fire and Fury’ – A Take On North Korea
By Chris Konstantinos, CFA, RiverFront Investment Group Each of the past few years has served up a geopolitical ‘crisis du jour’. Today, the…
Disinflationary Growth Benefits Commodity Importers
By Chris Konstantinos, CFA, RiverFront Investment Group Global economic growth data has continued to strengthen this summer, while inflation in almost every developed…
International Equities: A Picture is Worth a Thousand Words
By Chris Konstantinos, CFA, RiverFront Investment Group Today we reiterate last week’s theme of an economic ‘baton pass’ from the US to…
Economic Positives Outweigh Negatives for European, Japanese Stocks
By Chris Konstantinos, RiverFront Investment Group Director of International Portfolio Management After meeting with investors across both coasts for much of the…
Protectionism May “Trump” Emerging Markets; The 3 C’s Revisited
By Chris Konstantinos, RiverFront Investment Group Director of International Portfolio Management In the 1st and 2nd quarters of 2016, we evolved from…