Tag Archives: LSA

Weekly Economic Update

Economic Update 5-26-2015 Economic results were again mixed, with some improvement in housing, tempered overall but higher core CPI inflation readings and stronger jobless claim data. U.S. equity markets on average were slightly higher, while foreign equities ended up negative … Continue reading

Posted in Economic News | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Weekly Economic Update

Economic Update 5-18-2015 Economic data for the week was mixed, with weaker-than-expected retail sales numbers, decent employment metrics and conflicting sentiment data from consumers and small businesses. Global equities gained on the week, with international stocks outperforming U.S. names—due to … Continue reading

Posted in Economic News | Tagged , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Weekly Economic Update

Economic Update 5-04-2015 The economic picture last week was colored by a poor U.S. GDP release for the first quarter, as well as acknowledgment by the FOMC of slowed conditions.  However, other data, such as the ISM and Chicago PMI came in mixed … Continue reading

Posted in Economic News | Tagged , , , , , , , , , , , , , , , , , | Leave a comment

Fed Update

Fed Note: The FOMC meeting ended with little fanfare as theories continued to swirl about surrounding the timing of the Fed’s choice to raise interest rates.  Will it be June or will it be September?  Or, will it be later?  The Fed didn’t … Continue reading

Posted in Research | Tagged , , , , , , , , , , | Leave a comment

Weekly Economic Update

Economic Update 4-27-2015 In a light week for economic releases, durable goods came in somewhat better than expected, led by aircraft orders, while housing also showed some mixed signs of life.  Housing has been sporadic over the last few years, which … Continue reading

Posted in Economic News | Tagged , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Weekly Economic Update

Economic Update 4-13-2015 Economic data was light and results mixed last week with the ISM services report coming in a bit weaker, but jobs reports—JOLTs and claims—better than consensus.  The FOMC minutes generally read as expected, with differing views on the strength of the … Continue reading

Posted in Economic News | Tagged , , , , , , , , , , , | Leave a comment

Weekly Economic Update

Economic Update 4-06-2015 Despite being a shortened holiday week, it was busy due to a number of economic data releases.  Good news came from upside surprises in factory orders, firmer housing data and a better consumer confidence reading; bad news … Continue reading

Posted in Economic News | Tagged , , , , , , , , , , , , , , , , , , , , , , , , | Leave a comment

Weekly Economic Update

Economic Update 3-30-2015 Last week’s economic data was relatively lackluster, with sporadic results from durable goods, while housing came in similarly to slightly better than expected. Inflation remained slightly negative on a headline basis and below-average on a core level. Equity … Continue reading

Posted in Economic News | Tagged , , , , , , , | Leave a comment

Weekly Economic Update

Economic Update 3-02-2015 Economic data was mixed on the week, with housing figures relatively flat on net, inflation coming in weaker on a headline level due to the impact of lower energy prices, and tempered results in other areas. Adjusted … Continue reading

Posted in Economic News | Tagged , , , , , , , , , , | Leave a comment

2015 LSA Market Outlook

2015 LSA Market Outlook:   LSA has posted our 2015 Market Outlook video and presentation: These views represent the opinion of the Asset Allocation Committee and are informed by subjective assessment of the relative attractiveness of asset classes and subclasses … Continue reading

Posted in Economic News, Research | Tagged , , , , , | Leave a comment

Year End Portfolio Update

Year End Portfolio Update December 18th, 2014 LSA has posted the year end portfolio update report.  Here were some of the high level thoughts: As 2014 begins to wind down it is important to reflect and recap how portfolios did … Continue reading

Posted in Portfolio Updates | Tagged , , | Leave a comment

LSA Manager Interview with Ty Powers from Hatteras

LSA Manager Interview with Ty Powers Portfolio Managers with Hatteras:   TY POWERS, CFA DIRECTOR, PORTFOLIO MANAGEMENT Mr. Power’s primary responsibilities include manager research for the Hatteras Alternative Mutual Funds including hedge fund manager sourcing and due diligence. Prior to … Continue reading

Posted in Fund News | Tagged , , , | Leave a comment