Mid-Year Investment Update 2021

The SFM Portfolio Management Team examines the dynamics stemming from the COVID-19 pandemic, reviews current market and economic conditions, and outlines SFM portfolio positioning for the path ahead.

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Money Life with Chuck Jaffe & Zach Jonson

Zach Jonson, Chief Investment Officer at Stack Financial Management, says that the Standard and Poor’s 500 is broken, failing to represent the broad domestic economy, which is one big reason why the market performed well while the economy was suffering in 2020.

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Chasing Value

The first six weeks of 2020 have seen a continuation of the strong market returns experienced during 2019. While investors cheer higher values in their portfolios, we take a deeper look behind the scenes to discover that speculation is becoming more apparent and a cautious stance at this stage in the cycle is warranted.

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Money Life with Chuck Jaffe & Zach Jonson

Zach Jonson, Chief Investment Officer at Stack Financial Management, said that investors and the stock market are being pulled in good and bad directions by an ‘economic and emotional tug-of-war caused by the trade war with China, changes in interest-rate policies, the news cycle and more.

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