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Geneva Reviews Fixed Income and Dividend Investing

Posted by WrapManager's Investment Policy Committee

July 27, 2017

"Dividend‐ growth stocks remain more attractive than most high‐dividend‐yield stocks..."

Investor and consumer confidence remained optimistic in the second quarter as capital markets continued an upward advance and volatility remained dampened. The global economy continued to gain momentum as all the world’s largest economies showed signs of growth while the U.S. consumer remained in good shape. Despite an encouraging backdrop there are some areas that continue to struggle such as traditional retail and energy, which we will continue to monitor as we construct our portfolios.

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Geneva Advisors market perspective Money Manager Commentary

Geneva Advisors - Market Volatility

July 23, 2015
Geneva provides its second quarter market overview for 2015. They discuss geopolitical risks effect on volatility, global economic positioning and their optimism for the future.  “Market Overview U.S. equities generated modest gains in the second quarter. Improving economic data, continued easy global monetary policy and increased merger and acquisition activity combined to help sustain higher equity prices.Geopolitical risks, however, now including those in Greece and China, caused increased market volatility. [+] Read More

Geneva Advisors - Q1 2015 Market Perspective

May 27, 2015
Geneva Advisors provides their First Quarter Perspectives on the market. "The relative strength of the U.S. dollar has been an important force for the market in recent periods. Stock prices are near record highs and valuations of many companies are extended. A disciplined investment process, an active investment approach and a long‐term focus will continue to be critical to achieving investment objectives. [+] Read More

Geneva All-Cap Growth Strategy: Casting a Wide Net into the Stock Market

April 11, 2014
Investors looking to diversify their portfolio across a broad spectrum of the stock market should consider money manager Geneva Advisors' All-Cap Growth Strategy. By investing in a wide range of equities meant to offer attractive capital appreciation opportunities, the strategy can provide investors broad diversification in their portfolios. [+] Read More

Geneva Advisors - First Quarter 2013 Performance and Outlook

May 3, 2013
Geneva Advisors provides the first quarter 2013 net performance of their All Cap Growth Strategy, along with their most recent economic commentary and outlook. "The U.S. equity markets recorded first quarter gains that we believe could be sustainable. The S&P 500 Index increased 10.6% in the three months ended March 31. Growth in domestic Gross Domestic Product during the first quarter bounced back from the slim gain recorded in the final three months of last year. The current outlook is for continued gradual economic growth for the remainder of the year." [+] Read More