Innovative Portfolios is making news in the investment industry.
Our money managers contribute market commentary to a variety of financial news sources. We provide analyses of investment strategies, market movement, and potential outcomes to support financial professionals, advisors, and institutional investors. And we are committed to education and information for registered investment advisors, providing tools and resources that take advantage of our experience as investment advisors.
News, Analysis, and Commentary
Click any of the links below to access our investment perspectives, strategic briefs, and much more.
In the News
Market commentary and investment perspectives for a wide variety of financial news sources
Insights & Analysis
Insightful analysis of investment strategies and approaches, along with potential outcomes
Market Outlook
Video commentary on movements and trends in U.S. and global financial markets
Our Two Cents
Our thoughts on everything from markets to the Federal debt to interest rates and more
The utility sector has been shining brightly these last 12 months. In his latest article for Investing.com, CIO Dave Gilreath examines how the sector may continue to perform based on different future Fed rate cut scenarios.
Are your clients worried about how the upcoming presidential election may impact the market? Using historical data to examine previous presidential markets, the impact of Congressional elections, and more, CIO Dave Gilreath shares his advice—mainly, to ignore politics when investing.
While there are many ways to build a fixed-income portfolio, one asset class that is often overlooked is Preferred Equities. Portfolio Manager & Research Analyst Tom Kaiser, CFA, CPA explains why not to pass them by in his latest white paper.
The CBOE Volatility Index (VIX) was launched in 1990 to measure the implied volatility of the S&P 500 Index, based on the pricing of near-term puts and calls expiring in 30 days. Commonly referred to as the “fear index,” the VIX rises when investors seek protection during times of uncertainty. Read more in our latest blog post.
In this post-Fed rate cut landscape, conventional wisdom states that cyclical stock sectors may perform the best moving forward. But CIO Dave Gilreath suggests that there may be some other, less obvious, market sectors that may fare even better in his latest Financial Advisor article.
Could we be in the early stages of a long-term bull market? In his latest webinar, CIO Dave Gilreath breaks down where we're currently at in the market and compares it to factors such as the US's labor productivity, long-term drivers of stock prices, and conditions of long-lasting bull markets from the past.
The policy uncertainty stemming from the Trump Administration has triggered a wave of emotions and concerns across both social and economic sectors. According to survey data, uncertainty levels are now even higher than during the COVID-19 pandemic—a surprising reality. Read more about what else has been unexpected and expected in our blog post.
Innovative Portfolios contributes investment commentary to these news resources.
Our Team
The Innovative Portfolios team has decades of experience in developing investment portfolios and option-based strategies on top of traditional investments.