Perspectives Archives - Innovative Portfolios

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What Happens Now That the Fed Cut Interest Rates?

Innovative Portfolios EditorSeptember 30, 2024Perspectives10-year Treasury yield, Consumer Price Index, Federal Funds Rate, inflation slowdown, interest rate cuts, mortgage rate, resilient economy, U.S. Federal Reserve

The Federal Reserve has finally cut interest rates, a move that the market had eagerly anticipated for some time....

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Is the Economy’s “Soft Landing” Finally Here?

Innovative Portfolios EditorAugust 31, 2024Perspectivesearnings growth expectations, GDPNow Model, inflation, market soft landing, S&P 500 Index, U.S. Bureau of Labor Statistics, unemployment rate

Economic conditions and data points continue to evolve, sending mixed signals. While growth appears to be slowing, the Federal...

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REITs May Be Lovable Again

Innovative Portfolios EditorJuly 31, 2024PerspectivesConsumer-Price-Index (CPI), diversification, Dow Jones U.S. Select REIT Index, large-cap stocks, long-term investing, Real Estate Income & Growth, real estate sector, REITs

The real estate sector is starting to turn the corner after being unloved for the last few years. The...

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AI’s Effect on the S&P 500

Innovative Portfolios EditorJune 30, 2024PerspectivesArtificial Intelligence (AI), Cboe Volatility Index (VIX), Equal Weight S&P 500, Nvidia (NVDA), resilient economy, S&P 500, Salesforce (CRM)

Jubilant emotions related to the Artificial Intelligence (AI) revolution are likely clouding investors' perceptions. Investors can’t seem to get...

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With Q1 Earnings Season at an End, What’s Next?

Innovative Portfolios EditorMay 31, 2024Perspectivesequities, inflation, interest rates, market resiliency, Q1 earnings season, revenue growth, S&P 500

Equities continue to look pretty appealing as the Q1 earnings season is wrapping up. The cumulative effects of inflation...