Benjamin M. Lavine, CFA, CAIA, RICP Chief Investment Officer, 3D, a Freedom Advisors company “Remember the Golden Rule: He who has the gold, makes the rules.” – Johnny Hart, writer of comic strip Wizard of Id The events that led … Read More
February 2023 Market Commentary: Hyped Up Over AI
Benjamin M. Lavine, CFA, CAIA, RICP Chief Investment Officer, 3D, a Freedom Advisors company February 2023 Highlights: After initially rallying on January’s strong start to the year, global equity markets pulled back reflecting increased uncertainty over the macroeconomic, geopolitical, and … Read More
What Kind of Landing? A Macro/Market Update from Jeff Weniger, WisdomTree Asset Management
In this episode, we discuss the market and economic landscape with Jeff Weniger, Head of Equity Strategy at WisdomTree. At the time of this recording, we find ourselves at an inflection point between peak inflation, peak economic activity, and … Read More
Flipping Out Over the Big Flip
Benjamin M. Lavine, CFA, CAIA, RICP Chief Investment Officer, 3D My how quickly a consensus-driven prevailing market narrative can shift over a couple of economic releases. Picture an incoming plane expected to make a bumpy landing but doesn’t land and … Read More
January 2023 Market Commentary: Back to the Soft Landing
Benjamin M. Lavine, CFA, CAIA, RICP Chief Investment Officer, 3D Data Source: Bloomberg To read full market commentary, click here. January 2023 Highlights: January saw a surge in risk appetite as global equities rallied from the year-end sell-off over signs … Read More
Kicking off our 2023 season discussing investment industry trends with VettaFi
We are pleased to kick off our 2023 season of the Advisor Success Series Podcast with Dave Nadig and Todd Rosenbluth from VettaFi. Both Dave and Todd are veterans of the fund industry and share their perspectives on prevailing … Read More
Year-End 2022 Market Commentary: Investing Into a Fog of Less Certainty
Benjamin M. Lavine, CFA, CAIA, RICP Chief Investment Officer, 3D Data Source: Bloomberg To read full market commentary, click here. December 2022 Highlights: The 4th quarter recovery in global equities stumbled somewhat in December, particularly U.S. equities, partially hurt by … Read More
Wrapping up 2022 and Looking Ahead to 2023: Andrew Opdyke, Senior Economist at First Trust
In this episode, we welcome Andrew back to our podcast series as we discuss the economic and investment landscape for 2023. We discuss why the U.S. economy will just skate by on real (inflation-adjusted) economic growth, why inflation will … Read More
November 2022 Market Commentary: Beyond the ‘Peak’, the Outlook Flattens
Benjamin M. Lavine, CFA, CAIA, RICP Chief Investment Officer, 3D Data Source: Bloomberg To read full market commentary, click here. November 2022 Highlights: November saw a continued recovery in global risk assets helped by a dovish speech from Fed Chair … Read More
The Return of Active Management (Updated November 2022)
Benjamin M. Lavine, CFA, CAIA, RICP Chief Investment Officer, 3D A long, long time ago (well not that long – 2018) during a market regime far, far away (pre-pandemic seems so distant now), we wrote about the return of active management, … Read More