Bluestone Capital Management

bluestone

Advisor’s Edge

July 1, 2019

Q2 has ended, and it was both the best of times, and the worst of times. The S&P dropped 6.6% in May, the 7th worst May of all time. Behind the turbulence was a surprise deterioration in the US/China trade negotiations, which re-ignited global growth fears at a time when the macro data has already been slowing. This arguably compelled the Fed…

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June 17, 2019

There are two important trends that we believe may have a material impact on markets and on portfolios in the days, weeks and months ahead:
1. Markets are normalizing. Is your portfolio prepared?
2. Expectations for the Fed appear overly aggressive and may be poised for a surprise.

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June 3, 2019

There has been a tremendous amount of focus, concern and ink spilled on the resurgent US-China trade tensions. Make no mistake, we do not mean to dismiss the gravity of the current situation and the impact it has been having on risk appetite…

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Listen to the Podcast here