Our CIO, Benjamin Lau, was recently interviewed by Investor's Business Daily. In this interview, Ben shared his top picks for passive investment opportunities in the current economic environment. Click on the image below to read the full article. By clicking on this link, you will be directed to a third-party
One of the most closely watched economic data points is the state of the job market here in America. It’s one of the most personal ways we measure how well we think the economy is performing. When a friend or family member losses their job or gets a new job,
One of the strongest rallies for the U.S. dollar in the last 20 years appears to have finally lost its steam. For the month of November, the U.S. Dollar, as measured by the ICE U.S. Dollar Index (DXY), fell by a little over 5%. This downward move marked the largest
Last Monday, November 21, I participated in a live interview on CNBC’s Worldwide Exchange with host Dominic Chu. You can click on the image below to watch the recording, where I discuss Apriem's views on short-term investments, investing opportunities, and our market strategy. Our next webinar is
The holiday season is in full swing. For many people, this typically entails spending time with family and catching up with friends. For investors, this holiday season means assessing the state of consumer balance sheets. Retail sales are a reliable indicator of this and one that should be closely monitored
Finally! After months of aggressive interest rate increases, the Fed might be making some headway to lower inflation. Last week’s Consumer Price Index (CPI) report for October finally showed that inflation is starting to cool substantially. Truth be told, inflation has been coming down all summer now, but it just
Any uncertainty around monetary policy shifts were answered last week at the Federal Open Market Committee’s policy meeting. With that done, investor’s attention now pivots to Tuesday’s midterm elections. The outcome in the race for the house and senate will set a tone for any changes in the current legislative
It's earnings season and the main attraction of Wall Street's Halloween spectacular is market performance. Especially after such a spooky and volatile year, investors care a lot about fundamentals this go around. So far, sentiment has felt buoyant as more than half of S&P 500 companies have reported and more
Two weeks have passed since the beginning of Q3 earnings season, and many firms have reported numbers higher than expected. 20% of the S&P 500 companies have reported, and over a quarter of them have outperformed expectations. We’ll provide you with more details on earnings next week, as 37% of
Last Wednesday, October 12th, the Apriem Investment Team and I hosted a very timely Market Update Webinar. We discussed how our portfolio strategies are structured to lean on quality, allocation, and research to support your portfolio during a recession. We also answered clients’ frequently asked questions on market timing, inflation,
