Investment Management

CIO Chris Perras covers recent market action, its relation to interest rates other economic factors, and reaffirms the firm’s year-end outlook.

Chris Perras discuses the ongoing rotation in the markets and the anatomy of a traditional bull market on the 9/13/2019 edition of Stock Talk!

CIO Chris Perras covers recent market action, explains sector leadership in a traditional bull market, and discusses whether or not forecasts from billionaire hedge fund managers are trustworthy on the 9/6/2019 edition of Stock Talk!  

CIO Chris Perras covers the latest action in the markets, and discusses what we expect for the rest of Q3 and Q4 in 2019 and why our outlook still remains bullish.

On the 8/23/2019 edition of Stock Talk, CIO Chris Perras discusses what’s happening in the markets in Q3, 2019, what we believe may be the reasons behind it, and what we see happening for the rest of the year.

CIO Chris Perras discusses the recent yield curve inversion, what it typically means for the stock market, and whether it affects our view for the markets going forward.

On the 8/9/2019 edition of Stock Talk, CIO Chris Perras returns and recaps the action of the last week since the president’s latest tariff announcements, dives into some of the mechanics behind the volatile moves, and puts everything happening into the context of a “Normal Year.”

Senior Portfolio Manager James McFarland fills in for Chris Perras and discusses what’s happening this week in the markets, and goes over a few important things to remember in light of several recent Presidential tweets.

On the 7/26 episode of Stock Talk, CIO Chris Perras recaps the Q2, 2019 earnings reports and covers the LACK of the predictive power of the oft-quoted Fictionary term, “Fed Funds Futures.” Plus, a new “I don’t want to invest now because…”!

CIO Chris Perras gives an update on the markets, and then explains all about the “Smart Money,” and how the term can be mis-used in the financial media today.