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Market Strategist
USA
+20 year(s) experience
Ryan provides analysis and research on market trends across asset classes, sectors, and regions to help empower better decisions for creating asset allocation strategies. His insight is disseminated through white papers, articles, training, and interviews with a target audience of financial advisors, portfolio managers, and investment analysts. As an industry leader, Ryan is often quoted in Reuters, CNBC, Bloomberg, MarketWatch.com, Yahoo! Finance, and the Wall Street Journal, while being a regular guest on TD Ameritrade Network, Yahoo! Finance, Bloomberg TV, Bloomberg Radio, and Chuck Jaffe’s Money Life podcast.
PSN Separately Managed Accounts (SMA) Data
The stellar market recovery continued during the third quarter. The U.S. economy continued to stabilize, providing investors with optimism, resulting in equities (S&P 500 index) rising 8.93% during the quarter. Furthermore, the Federal Reserve (Fed) signaled that it will remain very accommodative in the years to come as expectations are for rates to remain near zero until 2023. However, equities fell late in the quarter due to a resurgence of coronavirus cases, while congress could not come to an agreement on an additional economic stimulus package. The risk-on environment, largely driven by accommodative monetary policy and the Fed’s change to its inflation policy, boosted corporate bonds, while 10-year Treasury yields rose three basis points to 0.68% during the quarter.
Topic Industry News
Zephyr Portfolio Analytics, PSN Separately Managed Accounts ...
Despite being shortened due to Thanksgiving, the trading week is not light on economic data releases. A couple that I will be watching closely will be durable goods orders and consumer spending. Businesses and individuals have displayed optimism by increasing their purchases of big-ticket items since the peak of the pandemic in March. We find out if this spending continued in October, despite a surge in coronavirus cases. Finally, we will get additional data on the red-hot housing market which seems likely to continue its strength due to historically low mortgage rates...
Topic Industry News
Zephyr Portfolio Analytics, PSN Separately Managed Accounts ...
The week ahead will be highlighted by the release of October retail sales numbers as we head into the ever important holiday shopping season for retailers. With coronavirus cases picking up in October, the level of retail sales will be an interesting watch. Speaking of retailers, the week ahead is full of earnings releases from the biggest names in retail such as Walmart, Home Depot, Target, and Lowes. Headwinds persist for retailers, however, companies with a solid ecommerce presence should be able to weather the storm...
Topic Industry News
Zephyr Portfolio Analytics, PSN Separately Managed Accounts ...
Now that the 2020 Presidential election is behind us, we can now turn our attention back to the third quarter earnings cycle as it starts to wind down. The Biden victory and additional legalizations of marijuana at state levels should provide a boost to some pot stocks, which will announce earnings during the week. Additionally, the earnings release from Walt Disney will capture headlines as the company shifts its focus to streaming services. The week is light on economic data as the Veterans’ Day holiday is observed. However, small-business and consumer confidence measures will be noteworthy, as will the consumer price index release...
Topic Industry News
Zephyr Portfolio Analytics
Separately managed accounts (SMAs) are growing in popularity and poised for mainstream adoption as investors demand more transparency, control, and customization in a post-pandemic world. SMAs provide investors with a professionally managed portfolio of individual securities, which allows the investor to directly own all securities in the account. This feature makes SMAs popular with investors who may want to optimize tax efficiencies or customize the portfolio to include companies that exhibit superior ESG characteristics. Historically, SMAs have been earmarked for high net worth investors due to their hefty account minimums. However, the advancement of trading fractional shares at wire houses and turnkey asset management platforms may bring down the minimums and make SMAs accessible to a much wider pool of investors and add to their growth...
Topic Industry News
Zephyr Portfolio Analytics, PSN Separately Managed Accounts ...
In a lot of ways this election will be unlike any we have experienced in recent memory. There is a plethora of uncertainties that investors must contend with, including the ongoing pandemic, over 12 million unemployed, recession, fiscal stimulus stalemate, potential contentious transfer of power, policy uncertainty, and an open supreme court seat. This list of growing dynamics will make it difficult to use past market behavior around elections as a benchmark for what to expect this year. However, I do believe it is worth considering historical trends before and after past elections with the opportunity to gain some insight on what we might expect this go around...
Topic Industry News
Zephyr Portfolio Analytics, PSN Separately Managed Accounts ...
The week ahead marks the last week before the Presidential election, and it will be busy, particularly for earnings releases. The majority of the famed “FAANG” stocks (Facebook, Apple, Amazon.com & Google (Alphabet)) will report their much-anticipated earnings. As for economic data, the red-hot housing market will be on display, with new and pending home sales. We will also see how confident consumers are, as coronavirus cases continue to increase, and we march closer to the election. Finally, business optimism has picked up, which has been evident in an increase in durable goods spending, and we will find out if the spending continued in September. Ryan Nauman's Weekly Recap: COVID-19 Market Edition and subscribe to have it delivered to your inbox each week!
Topic Industry News
Zephyr Portfolio Analytics
The red-hot housing market takes center stage during the week ahead. With mortgage rates remaining historically low and the pandemic shifting the way people work and live, look for the market to remain red-hot. Third quarter earnings releases pick up speed during the upcoming week. With expectations for earnings growth to remain low, most will be tuning in to hear what executives have to say about their future earning guidance. We hear from companies who have been the poster child of the quarantine trade including Netflix and Amazon.com, as well as companies who have been hit especially hard during the pandemic including American Airlines and Southwest Airlines. Ryan Nauman's Weekly Recap: COVID-19 Market Edition and subscribe to have it delivered to your inbox each week!
Topic Industry News
Zephyr Portfolio Analytics
The week ahead includes some important economic data points that will provide us with a better sense of the economic health in the U.S. Leading indicators such as the NFIB small-business index and consumer sentiment index will gives us some insight on how consumers and small-business owners are currently feeling and their outlook on the economy. Additionally, inflation, measure by consumer price index, will be released on Tuesday. Expectations are for core inflation to increase by 1.8%, which is still below the Fed’s target. However, inflation has started to increase at a quicker pace during the pandemic due to an increase in money supply and strong Fed actions. Despite the uptick in inflation, disinflation pressures remain. Rents in large cities have fallen, increase in permanent job losses, supply disruptions and changing consumer habits continue to make inflation a difficult figure to gauge moving forward. Finally, the third quarter earnings season kicks off during the next week, as big financials taking center stage. Ryan Nauman's Weekly Recap: COVID-19 Market Edition and subscribe to have it delivered to your inbox each week!
Topic Industry News
Zephyr Portfolio Analytics
In a lot of ways this election will be unlike any we have experienced in recent memory. There is plethora of uncertainties that investors must contend with, including the ongoing pandemic, over 12 million unemployed, recession, fiscal stimulus stalemate, potential contentious transfer of power, policy uncertainty, and an open supreme court seat. This list of growing dynamics will make it difficult to use past market behavior around elections as a benchmark for what to expect this year. However, I do believe it is worth considering historical trends before and after past elections with the opportunity to gain some insight on what we might expect this go around. Ryan Nauman's Weekly Recap: COVID-19 Market Edition and subscribe to have it delivered to your inbox each week!
Topic Industry News
Zephyr Portfolio Analytics
We are going to find out a lot about the health of the consumer during the upcoming week as we get personal income and consumer spending reports for the month of August. It is important to note that these readings will be the first readings that do not include the juiced-up unemployment benefits that were part of the CAREs Act which ended in July. Personal income will likely fall due to the removal of the additional $600 per week of unemployment insurance benefits. However, businesses have reopened which may offset the removal of the benefits. Additionally, we will get the September jobs report which I will be watching closely, particularly the number of permanent job losses. Ryan Nauman's Weekly Recap: COVID-19 Market Edition and subscribe to have it delivered to your inbox each week!
Topic Industry News
Zephyr Portfolio Analytics
Data from the red-hot housing market continues during the upcoming week with the release of existing and new home sales. Both numbers should be strong, particularly new homes, as we found out this week the confidence for home builders is at record highs due to the increase in demand for new homes, as limited existing home inventory has pushed buyers to build. Additionally, the manufacturing and services PMIs for September will be released on Wednesday. After rising above the breakpoint level of 50, which signals expansionary conditions, the question remains will both PMIs continue to signal expansion. Ryan Nauman's Weekly Recap: COVID-19 Market Edition and subscribe to have it delivered to your inbox each week!
Topic Industry News
Zephyr Portfolio Analytics
The week ahead will be highlighted by the Federal Reserve (Fed) meeting announcement and Chairman Powell’s follow-up press conference. It is well documented that the Fed plans on keeping interest rates low for the foreseeable future as the central bank has laid their monetary policy on the table so there shouldn’t be much anticipation in terms of their rate policy. However, many may want to listen to their economic forecasts and expectations moving forward. As for economic data, the week contains multiple releases from the red-hot housing market. Additionally, retail sales for the month of August will be released which will be widely watched as the pace of sales slowed in July. Finally, consumer sentiment will be updated, which is an important indicator for consumer spending and the potential health of the economy. Ryan Nauman's Weekly Recap: COVID-19 Market Edition and subscribe to have it delivered to your inbox each week!
Topic Industry News
Zephyr Portfolio Analytics
The highlight for the week ahead is sure to be the August jobs report. Employment levels have rebounded the past few months while the pace of unemployment claims has slowed, so this upcoming report will be widely watched. Additionally, the manufacturing sector will take center stage on Tuesday as investors hope conditions continue to improve and signal expansion. Ryan Nauman's Weekly Recap: COVID-19 Market Edition and subscribe to have it delivered to your inbox each week!
Topic Industry News
PSN Separately Managed Accounts (SMA) Data
What a difference a quarter makes. After experiencing its worst quarter since the Great Financial Crisis during the first quarter, the S&P 500 index rebounded during the second quarter to post a +20.54% return, which marked the best quarter since 1998. Just as the coronavirus caused chaos during the first quarter, easing concerns regarding the pandemic, historic monetary and fiscal stimulus packages and the easing of coronavirus induced lockdowns provided optimism for investors which drove the historic rally. Additionally, economic data stabilized and signaled the worst may be behind us.
Topic Industry News
