Market Outlook
Watch for insights on movements and trends in U.S. and global financial markets with Innovative Portfolios’ video commentary. Here, we’ll assess a wide range of economic, political, and investment factors and their potential—as well as historical—impact on market returns.
Our videos are brief (3- to 6-minute) commentaries on current market trends and their possible significance. The opinions expressed here are not intended to be taken as investment advice. Please see the disclosure at the bottom of this page.
The Bull Awakens: Now What?
The stock market has started to creep upwards from its low levels in 2022—”the bull has awakened,” as they say. But what’s next? CIO Dave Gilreath talks through how to navigate the mixed market signals with your clients to find out.
Happy Birthday, Bulls of the Dow!
CIO Dave Gilreath celebrates the 10th birthday of Innovative Portfolios’s Bulls of the Dow portfolio strategy by sharing about its inception, operation, and performance over the past decade.
The Case for Preferred Securities
As we leave 2022 behind, Innovative Portfolios Senior Portfolio Manager, JR Humphreys discusses Preferred Securities as one particular investment strategy to assess for 2023, reviewing its strengths and potential benefits.
Despite What You Read, There are Reasons to be Hopeful
While current news headlines stir up fears of a dismal 2023 market, Innovative Portfolios CIO Dave Gilreath shares a few reasons why investors and advisors can remain hopeful moving into the new year.
A Grumpy Market
With nearly all the markets (and investors, too) in a foul mood right now, it can be difficult to see light ahead. Yet Innovative Portfolios CIO Dave Gilreath reminds investors and advisors that 2022 looks like market movement during midterm election years throughout history.
DISCLAIMER
Innovative Portfolios, LLC (“IP”) is an SEC-registered investment advisor founded in 2015. Clients or prospective clients are directed to IP’s Form ADV Part 2A prior to deciding to participate in any portfolio or making any investment decision. The views and opinions in the preceding commentary are subject to change without notice and are as of the date of the report. There is no guarantee that any market forecast set forth in any commentary will be realized. This material represents an assessment of the market environment at a specific point in time, should not be relied upon as investment advice, and is not intended to predict or depict performance of any investment. Any specific recommendations or comparisons that are made as to particular securities or strategies are for illustrative purposes only and are not meant as investment advice for any viewer. Past performance does not guarantee or indicate future results.