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Author Archives: LSAConnect
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
Fed Update
Fed Update: The FOMC finished their final meeting of the year today, and offered no substantive changes now that the taper has already completed and there isn’t much to tweak—other than raise interest rates, which they didn’t do (no … Continue reading
Chart(s) of the Week: The Currency Crisis in Russia
Chart(s) of the Week: Currency Collapse in Russia Due to plummeting oil prices and economic sanctions, the Russian ruble has lost about half its value to the dollar this year, losing about a quarter of that in the last … Continue reading
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 Hatteras, hedge fund manager, LSA, Ty Powers Portfolio Managers
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Weekly Economic Update
Economic Update 12-15-2014 The economic releases were focused on retail sales (which came in as a slight positive surprise), and several sentiment surveys, which also came in more positively than expected. However, oil prices were the most closely watched and … Continue reading
Posted in Economic News
Tagged energy price, interest rates, International Energy Agency, oil prices, OPEC, Real Estate, Retail Sales, Russia, US dollar index
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Chart of the Week: Is the Decline in Oil Prices Renewing Deflationary Concerns?
Chart of the Week: Is the Decline in Oil Prices Renewing Deflationary Concerns? As oil prices continue their near 40% decline over the past few months and the global economy remains weak, inflationary expectations are beginning to experience their biggest … Continue reading
Posted in Economic News
Tagged cleveland fed, core inflation, CPI, Crude oil, deflation, Inflation, inflationary expectations, weak global economy
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Weekly Economic Update
Economic Update 12-08-2014 Several key economic reports came through last week, including better-than-expected ISM Manufacturing and Non-Manufacturing reports, Stock markets in the U.S. were generally higher on the week on better economic and employment situation report news, while bonds suffered … Continue reading
Chart of the Week: US Manufacturing Renaissance
Chart of the Week: The U.S. Manufacturing Renaissance Despite the negative sentiment coming from the media, US manufacturing activity is at better than three year highs with no signs of slowdown. Although this sparks more optimism for the U.S. … Continue reading
Weekly Economic Update
Economic Update 12-01-2014 Despite a holiday-shortened week, there were several major releases—the more important of which surprised a bit on the upside. S. GDP was revised substantially higher from the first estimate while other releases, such as durable goods, PMI … Continue reading
Posted in Economic News
Tagged commodity prices, crude oil prices, Emerging Markets, oil prices
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Weekly Economic Update
Economic Update 11-24-2014 A busy week of economic data releases: modest weaker industrial production and below consensus expected capacity utilization in October; absent deflationary risk, both domestic PPI and CPI in October came in slightly above the consensus expectation, but … Continue reading
Weekly Economic Update
Economic Update 11-17-2014 Economic figures last week were a bit better than expected, highlighted by a slight positive surprise in retail sales and decent sentiment surveys, which continued to post readings at high levels. Equity markets were just slightly higher … Continue reading
2014 Estimated Capital Gains Announcement
2014 Estimated Capital Gains For your reference, we have compiled a fund list of the year-end capital gains distributions in our models. If you are looking to trade client accounts around those distributions, we are in the process of … Continue reading
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