Bob Doll’s Ten 2017 Predictions

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I hope you had a wonderful weekend and are finding a way to stay warm!

LRPC’s Monday Morning Minute for this week, “Bob Doll’s Ten 2017 Predictions” (presented below) comes to you courtesy of ThinkAdvisor. As an independent, objective Registered Investment Advisory firm, Lawton Retirement Plan Consultants, LLC has access to research from many sources. Be assured that I will share enlightening, useful information with you each week. If you are short on time, make sure you take a look at each of the ten headings.

Bob Doll, chief equity strategist at Nuveen, is famous for his annual top ten list of predictions. The list has gained notoriety because he has often been right. His top ten list of 2017 predictions may surprise you.

Have a wonderful week!

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Bob Doll’s Ten 2017 Predictions

By Bernice Napach, Senior Writer, ThinkAdvisor

This year will be a year of transition for the global economy and global markets, moving from concerns about “relentless stagnation in economic growth” to rising confidence among consumers and businesses, says Bob Doll, chief equity strategist at Nuveen.

It’s not “necessarily animal spirits,” but “we have turned the corner,” Doll explained at his annual New York City event announcing his top ten 2017 predictions.

Indeed, the S&P 500 index ended 2016 with a 9.5% gain while the Dow Jones industrial average finished the year 13.4% higher.  Doll had predicted a high single-digit gain in the S&P 500 this time last year — one of  8.5 correct predictions he says he made then (he missed when his most favored stock sectors underperformed his least favorite and when non-U.S. stocks did not outperform U.S. stocks).

Unlike most market strategists, however, Doll correctly predicted that Republicans would sweep the White House and Congress during the November election.

In his ten 2017 predictions, Doll says he feels like he’s going further out on a limb than normal because the global economy is shifting toward stronger growth, higher inflation and rising interest rates at a time of increasing uncertainty including possible significant changes in U.S. tax, trade, immigration and regulatory policies under the Donald Trump presidency.

“The 35-year disinflationary, falling interest rate world is ending, and that brings some challenges,” writes Doll. Among them, are a stronger dollar, which, along with rising rates, may offset the positives of an improving economy and tax reform that could help boost corporate earnings. “In their environment, investors may be in for a difficult ride,” writes Doll about one of his 2017 predictions.

Here are his top ten 2017 predictions: [Read more…]

After Reaching New Highs, Can Stock Market Rally Continue?

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MMM Newsletter and Website Header 10.2.15I hope you had a great weekend! Training camps are open and football is back!

LRPC’s Monday Morning Minute for this week, “After Reaching New Highs, Can Stock Market Rally Continue” (presented below) comes to you courtesy of Charles Schwab. As an independent, objective Registered Investment Advisory firm, Lawton Retirement Plan Consultants, LLC has access to research from many sources. Be assured that I will share the most relevant information with you each week. This is a short piece I believe everyone can read in less than 60 seconds.

Where does the U.S. stock market go from here? Are more new highs in the offing, or is a correction just around the corner? See what the experts from Schwab have to say below.

Have a wonderful week!

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After Reaching New Highs, Can Stock Market Rally Continue?

By Schwab Newsroom

It took 14 months and some rather unnerving dips along the way, but U.S. stocks finally climbed to new highs in July. The path ahead could be just as fraught. Stocks could still grind higher in the coming months, but there will likely be more moments that test your resolve.

“Volatility will continue to be elevated, but at this point we believe the U.S. economy should continue to show modest growth, helping to support similarly modest gains for equities,” says Liz Ann Sonders, senior vice president and chief investment strategist at Charles Schwab.

Here’s what you need to know about the market’s ascent and what could lie ahead for investors: [Read more…]

Brexit: How Might Stocks Respond?

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MMM Newsletter and Website Header 10.2.15

I hope you had a great weekend! This is a big week for the United Kingdom (U.K.).

LRPC’s Monday Morning Minute for this week, “Brexit: How Might Stocks Respond?” (presented below) comes to you courtesy of Schwab. As an independent, objective Registered Investment Advisory (RIA) firm, Lawton Retirement Plan Consultants, LLC has access to research from many sources. Be assured that I will share the most relevant information with you each week. This is a short piece I believe everyone can read in less than 60 seconds.

Citizens of the U.K. will vote on June 23 on whether to exit the European Union (EU). You are probably thinking, why should I care? Well, many economists feel that if the U.K. exits the EU, other countries may depart as well. The eventual outcome could be a dissolution of the EU. That, many feel, could lead to a worldwide depression. Checkout what the experts from Schwab think may happen below.

Have a wonderful week!

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Brexit: How Might Stocks Respond?

From Charles Schwab & Co., Inc.

Should I stay or should I go? U.K. voters are mulling this critical question as they prepare to vote on whether to stay in the European Union in a referendum to be held on June 23. Lately, markets have been uneasy about the potential answer. Opinion polls show the desire to leave the EU is gaining momentum among voters. Stocks, particularly in international markets, have fallen as investors contemplate the real possibility of a British exit from the EU — a “Brexit.” As markets react to the headlines, here’s what we think you can expect from the vote’s potential outcomes. [Read more…]

What Do Stock Market Trends In Q1 Mean For Q2 And Beyond?

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MMM Newsletter and Website Header 10.2.15I hope you had a great weekend! We had frost on Friday night!

LRPC’s Monday Morning Minute for this week, “What Do Stock Market Trends In Q1 Mean For Q2 And Beyond?” (presented below) comes to you courtesy of Schwab. As an independent, objective Registered Investment Advisory firm, Lawton Retirement Plan Consultants, LLC has access to research from many sources. Be assured that I will share the most relevant information with you each week. This is a short piece I believe everyone can read in less than 60 seconds.

The first quarter of 2016 proved to be a rough ride in the markets for many of us. Take a look below at what Schwab believes is in store for Q2 of 2016 and beyond.

Have a wonderful week!

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What Do Stock Market Trends In Q1 Mean For Q2 And Beyond?

By Jeffrey Kleintop, Charles Schwab & Co., Inc.

Key points

  • Despite the stark differences in the first and second halves of the first quarter, a few themes dominated the performance trends.
  • In the first quarter, many stocks were boosted by the turnaround in oil and the dollar while the broadening adoption of negative interest rate policy weighed on the performance of others.
  • Looking ahead to the second quarter, more volatility is expected. The trends that may drive second quarter performance could again include the price of oil and the value of the dollar, along with changes in inflation expectations.

Stocks were close to flat at the close of the first quarter, hiding the down and up rides they took to get there. The MSCI All Country World Index fell -11.3% during the first half of the quarter, bottoming on February 11, and then rebounded back to where the year began as the quarter ended.

Key trends in the first quarter

[Read more…]

Five Market Predictions From Big Investors For 2016

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MMM Newsletter and Website Header 10.2.15I hope you had a great weekend. Did you enjoy the Superbowl?

LRPC’s Monday Morning Minute for this week, “Five Market Predictions From Big Investors For 2016” (presented below) comes to you courtesy of ThinkAdvisor. As an independent, objective Registered Investment Advisory firm, Lawton Retirement Plan Consultants, LLC has access to research from many sources. Be assured that I will share the most relevant information with you each week. If you are short on time, try and review the five headings.

What do the best minds in the business think will happen in 2016? Take a look below at what the experts think the markets have in store for us in 2016.

Have a wonderful week!

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Five Market Predictions From Big Investors For 2016

By Emily Zulz, Staff Reporter, ThinkAdvisor

Institutional investors are concerned about generating returns and navigating a low-yield environment as they make plans for 2016, according to a report released by Natixis Global Asset Management. In response, these investors plan to increase allocations to equities and alternative investments, while decreasing exposure to fixed income.

Natixis surveyed 660 institutional investors around the globe to find out their year-ahead market outlook and asset allocation plans. The online survey, included a range of public and private pension managers, insurers, sovereign wealth funds, foundations, endowments and central bankers.

From that survey, Natixis found alpha is becoming harder to obtain for these institutional investors as markets become more efficient.

“Successful implementation of portfolio strategy in 2016 will require walking a tightrope between risk, return and yield,” the report says. “If they are to meet their primary objective of achieving their return targets while staying within their risk budgets, institutions will likely seek added help from outside specialists in their execution of investment plans.”

Based off of Natixis’ survey results, here are five of institutional investors’ predictions for 2016. [Read more…]

Top Six Investment Ideas

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MMM Newsletter and Website Header 10.2.15I hope you had a great weekend. We are almost through the coldest part of the winter. Hang in there!

LRPC’s Monday Morning Minute for this week, “Top Six Investment Ideas” (presented below) comes to you courtesy of ThinkAdvisor. As an independent, objective Registered Investment Advisory firm, Lawton Retirement Plan Consultants, LLC has access to research from many sources. Be assured that I will share the most relevant information with you each week. If you are short on time, try and review the six headings.

Wondering where to invest in 2016? Take a look below at what the experts from ThinkAdvisor believe will be hot this year.

Have a wonderful week!

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Top Six Investment Ideas

By Bernice Napach, Senior Writer, ThinkAdvisor

If there’s one overriding outlook for the financial markets in 2016 it’s this: No big gains are expected. The weakness in oil markets is expected to continue though prices could hit bottom at some point, and the dollar is expected to remain strong though not quite as strong as it’s been relative to other major currencies.

Most important, the change in U.S. monetary policy, following the Federal Reserve’s first rate hike in almost 10 years, will color market performance not only in the U.S. but globally.

Given this backdrop, investors and advisors need to choose carefully for 2016, then monitor investments closely.

Here are the six best investment themes and picks for 2016 that ThinkAdvisor has culled from myriad outlooks by market strategists as well as interviews with strategists and analysts. [Read more…]