Nash Family Wealth
History
Articles
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Fri, 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...
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Fri, 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...
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Fri, 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...
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Thu, 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...
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Thu, 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...
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Tue, 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...
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Fri, 02/02/2018
2018 got off to a flying start, with U.S. equities delivering their best January since 1989. While that price surge is surely impressive, it is not unprecedented. Since 1950, there have been 20 instances where the S&P 500 began the year with a...
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Sun, 01/21/2018
"With Hyrich and co-manager Erin Greenfield since 2008, investors can count on stable management and a proven process borne out by a strong long-term track record. As such, this fund is worth consideration for complementary global equity exposure”...
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Wed, 01/17/2018
Household debt in Canada is seen by some as unsustainably high and a source of vulnerability for the financial system. But the international evidence suggests that Canadian household leverage and home prices are not abnormal. Drawing on Statistics...
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Wed, 01/03/2018
In the coming year, we believe risk assets should continue to outperform, as the economic and financial backdrop remains healthy. But, as we are getting closer to the latter stages of the business cycle amid high levels of bullishness within the...