Market Update

Apriem Attends PIMCO Wealth Management Forum 2019

Apriem Portfolio Administrator, Matt Kawashima, recently attended the annual PIMCO wealth management forum where he heard from legendary bond managers like Dan Ivascyn and Mark Kiesel. The forum included dialogue about Dan Ivascyn’s (Group CIO) secular view on income investing in today’s environment, an emphasis on investing in high quality bonds with Mark Kiesel

2019-10-28T21:29:22+00:00October 28th, 2019|Market Update|

Revisiting Perspectives

President Donald Trump’s wall, relations with Mexico, phone talks with Russia’s President Vladimir Putin, a temporary ban on travelers from seven predominantly Muslim countries. Whenever you turn on the television or your computer, the inescapable, unrelenting conversation ensues. When it comes to investing and your portfolio, it is only natural to focus on the short-term

2017-02-08T00:00:00+00:00February 8th, 2017|Market Update, Newsroom|

Investment 101: Floating Rate Loans

Historically, floating-rate loans outperform the broad bond market in flat- and rising-rate environments. Given that the Fed raised rates in December and with more increases expected in 2017, floating rate bonds can benefit from it. Floating-rate loans, also called bank loans or leveraged loans, are below-investment grade corporate debts. They are called “floating rate” because

2017-01-06T00:00:00+00:00January 6th, 2017|Market Update, Newsroom|

Year End Note from Apriem

Looking back at 2016 it looks like we had a remarkable year.  The year did not start off so bright though.  Facing a slowing economy and a drop in corporate profits America equity markets started the year off slowly.  Those concerns caused a rush of money into safe haven assets.  From Treasury bonds and boring

2016-12-31T00:00:00+00:00December 31st, 2016|Market Update, Newsroom|

Election Update

I admit, I love this kind of stuff. I was up late watching the Brexit vote and I was up late last night watching our presidential election. As Trump closed in on 270, I also loved watching the stunned faces of many broadcasters. Just as Brexit, last night’s election has proven that modern day polling

2016-11-09T00:00:00+00:00November 9th, 2016|Market Update, Newsroom|