Asset Allocation Archives - C.J. Lawrence // Investment Management

December 24, 2018
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – The Battle Between Rising Interest Rates and Corporate Earnings Growth is On…CJL Market Monitor at Neutral

Over the past several months the Monitor’s bullishness has moderated as interest rates climbed towards more “normal” levels. The Market Monitor’s current reading is NEUTRAL, with a reading of 0, on a scale of -6 to +6. ...

November 12, 2018
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – The Battle Between Rising Interest Rates and Corporate Earnings Growth is On…CJL Market Monitor at Neutral

October 29, 2018
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – Innovation on Sale

The recent market downdraft may be creating opportunities for active managers and investors to buy industry leaders and innovators at attractive prices. In April of this year, we authored a note titled Innovation at a Reasonable Price, which highlighted increasing rates of research and development ...

January 8, 2018
Blog , The Portfolio Strategist - Terry Gardner

C.J. Lawrence Weekly – CJL Market Monitor Continues to Favor Stocks

As investment managers, we sleep with one eye open and the other on our Market Monitor. The C.J. Lawrence Market Monitor was created in the early 1980s to measure the attractiveness of the stock market. It calibrates the relative appeal of stocks versus fixed income and tests the internal technical ...

October 21, 2017
Blog , The Trusted Navigator - Bernhard Koepp

Embracing Market Volatility – Can You Stomach 20% Annual Market Volatility? You should…

As we reflect on the 30th anniversary of the 1987 crash in the context of an 8-year bull market for stocks, it is worth highlighting that investing based on traditional measures of volatility, like the CBOE VIX index, are not always a good indicator of future market returns. There has been a lot of ...

Asset Allocation

C.J. Lawrence Weekly – The Battle Between Rising Interest Rates and Corporate Earnings Growth is On…CJL Market Monitor at Neutral

C.J. Lawrence Weekly – The Battle Between Rising Interest Rates and Corporate Earnings Growth is On…CJL Market Monitor at Neutral

C.J. Lawrence Weekly – Innovation on Sale

C.J. Lawrence Weekly – CJL Market Monitor Continues to Favor Stocks

Embracing Market Volatility – Can You Stomach 20% Annual Market Volatility? You should…

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