Investing in U.S. equities has been frustrating for most investors over the past few years. After an above average 2014, U.S. stocks have been generally flat for the last 18 […]
OPCM Investment Cycle 2016
Learn how OPCM investments cycle through the portfolio.
OPCM US Equities Outlook 2016
OPCM’s fundamental, valuation, and sentiment thoughts on U.S. equities going into 2016.
OPCM Foreign Equities Outlook 2016
Learn where we are overweight in foreign equities in 2016.
OPCM Investment Outlook Webinar – Discipline and Multi-Asset
Discover why we are increasing exposure to natural resources for the first time in many years.
OPCM Fixed Income Outlook 2016
Explore how we are positioning the fixed income asset class in a potentially volatile 2016.
Initial Quarterly Earnings and Valuation Thoughts – 2016
While equities markets continue to gyrate daily, it is sometimes easy to forget we are actually in the middle of the fourth quarter earnings season. As markets fret about the […]
The OPCM Investment Cycle: “Initiation, Full-Position, Reduce, Sell”
2015 was a difficult year for most investors and essentially all asset classes. A few of the only ways to make money in 2015 were to either be long the […]
Equities Round-Up for 2009
Written March 2009 After posting record losses for the first two months of 2009, global stock markets rebounded in March. Although the move was swift, the first quarter generated […]
Equities Outlook for 2009
Written January 2009 As most people know by now, the domestic stock market fell approximately 38% in 2008. Shockingly, this performance figure was one of the better returns experienced […]