Fairport Flash

Manager of Investments Rick D'Amico discusses the recent gyrations in the treasury market, the implications of the large amount of negative yielding debt across the globe and our expectations for Federal Reserve policy for the remainder of 2019.  

Chief Investment Officer John Silvis discusses the capital markets. Listen for Fairport's perspective on recent volatility, economic expansion and why we continue to believe that equities are attractive.  

Portfolio Manager Katie Sheehan shares Fairport's perspective on anticipated tailwinds in the second half of 2019, items to keep an eye on and what it could all mean for the equity market.  

In March, Manager of Investments Rick D'Amico discussed how the Fed, in Chairman Powell’s words, had adopted a much more “patient approach.” Since then, market expectations for Fed policy have changed significantly. Learn what factors have contributed to the likelihood of two rates cuts in 2019.  

Chief Investment Officer John Silvis discusses our preference for cyclical equities, the impact of China tariffs and client interest in the upcoming Presidential election cycle.

The yield curve has inverted for the first time since 2007. So what? To help answer this question for investors, Portfolio Manager Katie Sheehan takes a step back and defines and discusses U.S. Treasury yield curve spread and its role as one of the three main decision-making factors in Fairport's investment strategy.

Manager of Investments Rick D'Amico focuses on fixed income - the factors that have influenced interest rates, fixed income returns and our outlook going forward.

John Silvis, Chief Investment Officer, shares Fairport’s 2019 outlook: continued volatility, positive returns for U.S. equities, no recession, attractive valuations and shift in monetary policy.