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The Eleventh Circuit’s recent ruling in In re Brinker Data Incident Litigation (“Brinker”) is the first time that a federal circuit court has ruled on a lower court’s grant of class...
Riverfront's long-term forecasts for stocks – and particularly bonds – have improved meaningfully from last year.
US Powers Through Market Concerns; Emerging Markets Still Struggling A popular investor adage during mature bull markets is “Climbing the wall of worry.” This is used when the market rises as bearish investors gradually shift their views and add to equity positions even in the face of uncertainty. The second half of 2021 brought uncertaintyRead More
Cyclical Sectors Responded Well to Vaccines, Stimulus, and Pent-up Demand A little over twelve months ago, investors were looking for signs that the bull market and multi-year economic expansion were coming to an end. The onset of COVID-19 put an end to both, but now investors are focused on a new expansion and a new bull market with different dynamics. As we have navigated back and forth between optimism and pessimism, we have also seen leadership changes across asset classes and investment styles. The combination of massive amounts of global stimulus, accommodative central banks, and widesp...
The year finished strong as investors look ahead to a 2021 recovery. Previously lagging sectors, such as Energy and Financials, were the best performers, we believe, due to growing expectations for a full re-opening of the economy. As the rotation towards recovery plays continues, we have increased our exposure to economically sensitive areas such as emerging markets. The Road to Recovery is Paved with Government Spending and Vaccine Approvals Finished the year strong: At the beginning of the fourth quarter, uncertainties surrounding the US elections, timing of vaccine approval, and above-ave...