WrapManager's Wealth Management Blog
When life changes, we can help you thoughtfully respond.

BlackRock 2017 Investing Outlook

Posted by WrapManager's Investment Policy Committee

January 2, 2017

Global growth expectations appear to be picking up after an extended slide...

BlackRock expects U.S.-led reflation (rising nominal growth, wages and inflation) to accelerate, and sees fiscal expansion gradually replacing monetary policy as an economic growth and market driver around the world. They discuss these topics, as well as the impact of technological change, the risk of a China credit bubble and the dynamics of investor risk appetite, in their 2017 Investing Outlook.

Read the key points of BlackRock's analysis. Or, download the complete commentary (PDF).
[+] Read More

Investment Plan Portfolio Strategy Blackrock Inc Inflation Money Manager Commentary

Lord Abbett: Investing in Dividend Payers and Growers

December 26, 2016
We continue to believe investors will be well-served to focus on dividend growth. As bond yields begin to compete with equities, we recommend an ecumenical approach to equity income and growth in dividends. One of the major impediments to using stocks for yield has been the earnings recession over the last five quarters. The continuation of that trend would have undermined the stability of the dividend payout. The market, however, has now withstood the effects of a stronger dollar on multinational earnings and withstood the energy sector’s adjustment to oil at $50 per barrel. And the S&P 500 is finally growing earnings again, year over year. Read on for a summary of their analysis, or view the entire document here. [+] Read More

Nuveen Weekly Commentary December 2016

December 19, 2016
Investors Focus on Positives, Ignoring Negatives Investor sentiment remained skewed positive last week, helping equity markets rally sharply. The S&P 500 Index surged 3.1%, as the focus remained on prospects for better economic growth, tax reform and potential fiscal stimulus in 2017. For the week, small caps and financials led the way, while health care stocks lagged. Read an excerpt of the complete commentary below, or view the entire weekly investment commentary as a PDF. [+] Read More