Beacon Research

A LOOK AT THE YEAR AHEAD: Ten Investment Forecasts and Four Strategic Wealth Management Themes to Capitalize on Them
 

December 2016
"As we acknowledge each December in presenting our outlook for the coming year, no one can know the unknowable or predict the unpredictable. But, as wealth managers, it is our job to analyze the world around us and invest in the context of the short- and intermediate-term economic landscapes..."

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Comments on Market Movements After The November 8th Elections
 

November 21, 2016
"The proverbial dust has begun to settle following the surprising results of the November 8th elections in the United States. Most pollsters were caught off guard, not only by Donald Trump’s victory, but also with the Republicans completing their “sweep” by maintaining majority control in both the U.S. Senate and House of Representatives ..."

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The Investment Implications of the Upcoming Elections
 

November 4th, 2016
"Next week’s elections are among the most hotly contested in recent history. Undoubtedly, there will be winners and losers beyond the individual candidates running for office. In this report, we analyze ..."

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A Look Ahead at the Year Ahead: Ten Investment Forecasts and Four Strategic Wealth Management Themes to Capitalize on Them

January 8, 2016
"As we acknowledge each December in presenting our outlook for the coming year, no one can know the unknowable or predict the unpredictable. But, as wealth managers, it is a core part of our job to..."

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Market Monitor - November 2014
 

Global Interest Rates: U.S. Yields May Appear Low, But...

"As indicated in the table on the next page, the 2.301% yield on 10-year maturity U.S. Treasury notes
ranks about mid-way..."
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The Outlook: Politics & Policy – October 2014

Presentation by G. William Hoagland
Sr. Vice President
Bipartisan Policy Center

The 114th Congress Outlook & Challenges
Click here to download
 
Market Monitor - September 2014
 

Actively Managing Factor Exposures

"During last year’s fourth quarter, we introduced the powerful attributes of factor investing. (Please see the Beacon Trust Market Monitor dated November 2013 in the Research section of the Beacon Trust website.) We explained that a factor is..."
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Market Monitor - August 2014
 

Assessing Global Growth Risks Part III - China: Quiet Storm or Tsunami?

"Parts I and II of this series are available in the Commentary section of the Beacon Trust website. In Parts I and II, we discussed risks to growth in the US..."
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Market Monitor - March 2014
 

Tactics That Beat When Inflation’s In Retreat

"One of the great non events of the past few years has been the absence of inflationary pressures in the US and global markets. To the contrary, disinflation, which means prices go up at a slower..."
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Market Monitor - February 2014
 

TNT: Explosive Ideas for Successful Security Selection

"TNT, or Trinitrotoluene, is best known as an explosive material, originally adopted by German armed forces to fill artillery shells in 1902. The TNT we have in mind..."
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2014 Outlook


"2014 is starting out in perverse fashion. Risk off (lower risky asset prices) has taken center stage in
global capital markets, and the sell-off in equities has garnered investors’ attention..."
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Market Monitor - December 2013
 

When Disruption is a Positive

"There is no denying that the word “disruption” comes with a negative connotation, “an unwelcome or unexpected break in a process of activity,” even, “a state of disorder." For companies experiencing a disrupted environment, it might mean more time and money to retain customers and..."
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Market Monitor - November 2013
 

All I Want For Christmas Is a Three Factor Equity Model

"Those of us long enough in the tooth might remember a really old Christmas song, “All I Want for Christmas Is My Two Front Teeth.” The nerdy 21st century..."
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