INSIGHTS
Knowledge, Information and Actionable Advice
CIG Asset Management Update: Technology Bubble 2.0?
Summary:
* The performance ratio of the S&P 500 Information Technology Sector to the S&P 500 has hit an all-time high.
* Market returns after hitting these levels have not been favorable in the past.
Commentary:
The performance ratio of the S&P 500 Information Technology Sector to the S&P 500 (the blue line on the above chart) has hit an all-time...
CIG Asset Management Update: “Participating Now and At the Ready for Future Opportunities”
Summary:
* Stocks rebounded from February’s losses.
* S&P 500 performance has been concentrated in only a few names.
* We are making gains while waiting for a broader set of opportunities.
March 2023 Returns:
Benchmark / Index
Return
Benchmark / Index
Return
Growth Benchmark...
CIG Asset Management Update: “Beware of Tail Risks”
February 2023 Returns:
Benchmark / Index
Return
Benchmark / Index
Return
Growth Benchmark
(2.6%)
Balanced Benchmark
(2.6%)
S&P 500
(2.4%)
Bloomberg US Agg Bond
(2.6%)
MSCI...
CIG Asset Management Update: Looking Back on 2022 – An Introspective Retrospective
2022 Returns:
Benchmark / Index
Return
Benchmark / Index
Return
Growth Benchmark
(16.9%)
Balanced Benchmark
(15.8%)
S&P 500
(18.3%)
Bloomberg US Agg Bond
(13.0%)
MSCI EAFE
(14.0%)
MSCI Emerging Markets...
CIG Asset Management Update: “Don’t Fight the Fed”
Summary:
* Stocks added to October’s gains.
* Are markets fighting the Fed?
* What happens when short-term interest rates are higher than long-term rates?
November 2022 Returns:
Benchmark / Index
Return
Benchmark / Index
Return
Growth Benchmark
5.8%
Balanced Benchmark...
CIG Wealth Management Update: Tax-Advantaged Giving Strategies
This year — clearly a highly unusual one in so many ways — there is even more need to carefully review philanthropic options that also have tax advantages.
As we enter the holiday season, many naturally turn their thoughts to charitable giving and yet, for the first time in nearly two decades, only half of U.S. households donated to a charity, according to a study...
CIG Asset Management Update: Are We Experiencing Another “Bear Market Rally”?
Summary:
* Equities bounced in October following September’s drawdown.
* Zooming out: The journey from where we were to where we are versus where we hope to be
* Defining Bear Market rallies
October 2022 Returns:
Benchmark / Index
Return
Benchmark / Index
Return
Growth Benchmark...
CIG Asset Management Update: What Matters Now – Active Management and Alternative Assets
The FOMC raised short-term interest rates, known as the federal funds rate, by 0.75% to 3.25% on September 13 and signaled that they expect the rate to reach 4.6% in 2023. This suggests that investors likely won’t see a rate cut next year.
Stocks suffered their first three-quarter losing streak for the S&P 500 and NASDAQ since the Great Financial Crisis in 2009.
Many...
CIG Asset Management Update: Pain Points – What Can Be Learned; What Can Be Done?
Summary:
* Ready, Fire, Aim: Fed Chair Powell Jackson Hole speech sends stocks sharply lower.
* Reading the Room: “Some pain to households and businesses”
* Active Management: Possible strategies and implementations to relieve pain
August 2022 Returns:
Benchmark / Index
Return
Benchmark / Index...
CIG Asset Management Update: Think Different
Summary:
* Best month for the S&P 500 since November 2020
* The Fed raises short-term interest rates +0.75%
* Contrarian thinking and active investing
July 2022 Returns:
Benchmark / Index
Return
Benchmark / Index
Return
Growth Benchmark
6.8%
Balanced...
CIG Asset Management Update: Quantitative Tightening: The Fed, its Tools and Policies
Summary:
* A challenging first half of 2022.
* Will the Fed do what they say they would and reduce their balance sheet?
June 2022 Returns:
Benchmark / Index
Return
Benchmark / Index
Return
Growth Benchmark
–6.70%
Balanced Benchmark
–5.33%...
CIG Asset Management Update: Stagflation – Is a Perfect Storm Forming?
Summary:
* The economy may be heading toward a period of stagflation.
* How to be prudent ahead of possible stagflation.
May 2022 Returns:
Benchmark / Index
Return
Benchmark / Index
Return
Growth Benchmark
0.19%
Balanced Benchmark
0.30%...
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