Krilogy Financial

Investment Committee & IA Department News – May 2016

Just a growth scare or prelude to something bigger? The S&P 500 is up over 200% from the March 2009 lows and this bull market currently trades just shy of 17x forward earnings and is 7 years into the cycle. However, we know bull markets don’t die of old age or from what are reasonable, yet higher, valuation levels. As…

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Krilogy Financial

Investment Committee & IA Department News – February 2016

Assessing the Total Picture As Ray Dalio, founder of the world’s largest hedge fund, recently stated at the World Economic Forum in Davos, “the problem last year (in 2015) is that almost all asset classes in the world went down in value. That can’t go on too long without producing a depression.” While we believe that a depression, or even…

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Krilogy Financial

Investment Committee & IA Department News – November 2015

Market Comments After wrapping up an extremely volatile third quarter, in large part due to concerns over slowing growth out of China, we’re generally encouraged as we work our way through earnings season in the U.S in Q4 2015. Specifically, we’re hearing management from U.S. companies discuss the relative strength of the U.S. economy. We’re reminded that North America represents…

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Krilogy Financial

IA Department News – August 2015

As we work our way through the third quarter of 2015, the S&P 500 has traded in a fairly tight, yet volatile range, leaving us more hopeful that focus can shift back to what appear to be pretty decent fundamentals during the second half. The lack of breakout on the S&P 500 thus far, only up 1.23% after the second…

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Krilogy Financial

Investment Committee & IA Report – May 2015

As we march through the second quarter of the year, we are continuing to see heightened market volatility with an eye toward the timing of the Federal Reserve’s interest rate lift-off, along with focus on corporate earnings. Thus far in earnings season, we’re seeing roughly three-fourths of the S&P 500 companies beating estimates on bottom-line earnings with less than 50%…

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Krilogy Financial

Investment Committee & IA Report – March 2015

Despite having three full calendar years without a 10% correction in the S&P 500, volatility appears to be on the rise. Krilogy has the systems and team in place to actively manage this volatility for clients and keep portfolios allocated to their appropriate risk tolerance. Portfolio Stress-Testing All Krilogy Portfolio Models undergo forward-looking stress testing as part of our ongoing…

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Krilogy Financial

Investment Committee & IA Report – November 2014

The markets continue to be very active, with many recent ups and downs. Krilogy is actively managing this volatility for clients: Portfolio Stress-Testing: All Krilogy Portfolio Models undergo forward-looking stress testing as part of our ongoing due diligence. Many risk scenarios have made headlines recently and our stress testing process provides Krilogy’s Investment Committee and your Krilogy advisor with analytical…

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