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4 posts tagged with "All Cap Core"
Simon Baker and King Lip, of Baker Avenue Asset Management, were recently interviewed by CNBC regarding their All Cap Core strategy. The central premise of the buy and hold strategy, how it ignores the changes in risk in the market, and the dynamic approach of capturing the upside and protecting the downside, were the main themes discussed. Access the entire Baker Avenue Asset Management interview here.
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The majority of the companies in the S&P 500 have reported their third quarter earnings, and of these, more than 80% have surprised to the upside. Roosevelt believes this is a positive indicator, and that the economy is moving from a stabilization phase to a growth stage.
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What are the implications of a depreciating dollar and its impact on the domestic equity market? In the near to intermediate term Roosevelt believes an orderly depreciation of the dollar would be beneficial for the stock market. But if an accelerated decline were to happen, this would be detrimental to stock prices. Foreign demand for U.S. securities would fall as the returns would be negatively impacted due to the currency translation. This would be a serious blow to the domestic economy as this would result in falling bond prices and soaring interest rates.
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Baker Avenue believes it is just as important to play defense as it is to play offense in the stock market. Although their sentiment indicator is still in bullish territory, they are remaining cautiously optimistic for the rest of the year. There will be pullbacks in the market going forward, but they believe the upward primary trend is still in place.
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