Roberts Nash Advisory Group

All Archives

  • BASE CASE Scenario Q2 2018
    by Jay Nash
    04/04/2018

    Please find attached the forecasts currently being used by our Economics and Strategy Team.  The document includes their “base case” scenarios for investment markets given different economic scenarios and what they view the odds of each to...

    Read more
  • Aftershocks Are The Norm
    by Jay Nash
    04/03/2018

    Financial markets have trembled in recent days but it’s important to keep things in perspective. Aftershocks are the norm after a market earthquake. Before the February episode there had been only 10 instances since 1988 when volatility (the VIX...

    Read more
  • Trade War?
    by Nash Family Wealth
    03/23/2018

    Financial markets are reacting negatively to a potential trade war between the U.S. and China. War, however, may be too strong a word at this juncture. We say this because of the uncanny strategy used by the combatants: 1) Trump just announced...

    Read more
  • Remarkable Comeback
    by Nash Family Wealth
    03/02/2018

    After months of uncanny calm and stability, volatility came back forcefully in February. In our view, this pullback had more to do with a mean reversion to a more sustainable trend.  In the next few weeks, we will continue to closely monitor...

    Read more
  • Budget Deficits and the U.S. Dollar
    by Nash Family Wealth
    03/02/2018

    The February announcement by Congress that it would increase government spending this year and next will prompt a temporary growth spurt in the U.S. but have a more permanent impact on America’s budget deficit which is slated to surge past 5% of GDP...

    Read more
  • Budget Canada 2018
    by Diane Nash
    02/28/2018

    You will find attached a short summary of the 2018 budget produced by our team of experts. This summary highlights the main changes and impacts for: individuals businesses other measures of interest Full Report

    Read more
  • Canada: January Job Surge
    by Nash Family Wealth
    02/08/2018

    Job creation has surged on a seasonally-adjusted basis in both November and December and we expect the same thing to happen in January: we are calling for an increase of 50,000. This aggressive forecast (consensus is at +10K) is based on our view...

    Read more
  • Will Higher Wages Lead to US Inflation?
    by Nash Family Wealth
    02/08/2018

    January’s larger-than-expected increase of U.S. hourly earnings stirred up concerns about the return of inflation. As the thinking goes, firms will pass on to consumers the higher costs brought by rising wages. But if history is any guide, firms...

    Read more
  • S & P Rally Ends Abruptly
    by Nash Family Wealth
    02/06/2018

    It’s now official. The longest S&P 500 rally since the 1960s without a 5% correction or more has ended at 399 days. The U.S. benchmark plunged 4.1% on February 5, the largest daily decline since August 2011. The S&P 500 is now down a...

    Read more
  • Reaching Tomorrow's Women Investment Advisors
    by Diane Nash
    02/05/2018

    There are currently no articles available.

    Read more

Pages