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Week Ahead
The Nasdaq is back on a roll, thanks to excellent results from Broadcom. Bonds have a very negative week, both in the US and in Europe, with yields rising. The Fed…
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Week Ahead
US Equities to new records; outrageous (!) forecast of 7,007 for the S&P 500 by the end of 2025. Bonds turn higher, thanks to lower yields, both in the US and…
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Year Ahead 2025 Part II: Crafting Robust Equity Portfolios
InflectionPoint Robust Equity Portfolio To optimize our portfolio across various market conditions, we employ a regime-based allocation strategy. By identifying four key economic scenarios —’Resilience’, ‘Too Hot’, ‘Crash Landing’, and ‘Immaculate…
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Week Ahead
US Equities cheer the Thanksgiving week with the Dow making another all-time record. Bonds turn higher, thanks to lower yields, both in the US and Europe. This Friday’s November labour report…
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Year Ahead 2025 Part I: Crafting Resilient Fixed Income Portfolios
This post will share our thoughts on how to piece together resilient fixed-income portfolios. What do we at InflectionPoint view as resilient portfolios? They are diversified and robust investments designed to…
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Week Ahead
Nvidia’s good earnings lifts US Equities, with the Dow making an all-time record. David Kostin hikes his target for end 2025 to 6,500 for the S&P 500. Stable bonds in the…
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