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  • The month of November was momentous, with U.S elections heralding in a sudden shift in investor expectations
  • Sector wise, Financials and Industrials jumped, as rates rocketed and economic expectations rose
  • OPEC agreed to cut output by 1.2 million barrels/day in its first output cut decision since 2008
  • …and more

Please click the following link for more information: Hillview Market Summary – November 2016

We look forward to your questions and comments. Please feel free to reach out to us anytime.

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  • Despite the market’s retrenchment, earnings and economic data were good
  • Emerging Markets have proven resilient since a weak start to 2016
  • Rate-sensitive asset classes retrenched during the month
  • …and more

Please click the following link for more information: Hillview Market Summary – October 2016

We look forward to your questions and comments. Please feel free to reach out to us anytime.

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Inside July’s Market Summary:

  • Earnings season gets under way, with results largely better than expected
  • GDP disappoints, led by a drop in business investment, although the consumer is strong
  • The search for yield continues, supporting higher yielding investments
  • …and more

Please click the following link for more information: Hillview Market Summary – July 2016

We look forward to your questions and comments. Please feel free to reach out to us anytime.

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Inside April’s Market Summary:

  • Many of Q1’s major trends carried over into the beginning of April with equity and commodity prices moving higher
  • Earnings season produced mixed results and ultimately put a damper of the equity market’s rise
  • Foreign equity returns, measured in USD, were helped by the weakening dollar
  • …and more

Please click the following link for more information: Hillview Market Summary – April 2016

We look forward to your questions and comments. Please feel free to reach out to us anytime.

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Inside March’s Market Summary:

  • Global capital markets rebound and commodity prices stabilize
  • The Chinese yuan strengthens and China’s foreign exchange reserves rise
  • Credit markets rise and High Yield bond funds experience enormous inflows
  • …and more

Please click the following link for more information: Hillview Market Summary – March 2016

We look forward to your questions and comments. Please feel free to reach out to us anytime.

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Bargains remain in this niche focused on producing income

  • Although discounts in closed-end funds are shrinking, many are still not far from their historical lows
  • Maury Fertig, chief investment officer of Relative Value Partners, says about 35 percent of the approximately 200 closed-end funds in the U.S. are still trading at discounts of 10 percent or greater
  • With markets stabilizing and discounts starting to narrow, investors with greater risk appetite who want share appreciation and income generation may want to start looking at the space

 

Read the rest of the article here.