fbpx

IronBridge Private Wealth

Forward with Confidence

IronBridge Insights

Generals and Soldiers, Dodging Market Hurricanes, and Revealing the Real Driver of International Stock Performance

Investors in international stocks in 2017 have been more “lucky” than “good” as the majority of their gains haven’t come from fundamental moves in the market, rather they have primarily come from currency fluctuations.  In fact, the majority of these gains came from something likely completely overlooked: the currency risk they were subjecting their portfolio […]

This presentation is for informational purposes only. All opinions and estimates constitute our judgment as of the date of this communication and are subject to change without notice. Neither the information provided nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. The investments and investment strategies identified herein may not be suitable for all investors. The appropriateness of a particular investment will depend upon an investor’s individual circumstances and objectives. The information contained herein has been obtained from sources that are believed to be reliable. However, IronBridge does not independently verify the accuracy of this information and makes no representations as to its accuracy or completeness. All Rights Reserved © 2017–2023

Geopolitics, Discipline and Record Short VIX

In this issue, we focus on how Geopolitics affects the markets, how we maintain discipline in portfolios, and update the charts based on the recent market volatility. On Our Radar NORTH KOREA: The saber rattling continues as tensions escalate. We discuss the affects of geopolitics in our Macro section below. MARKET TURBULENCE RETURNS: The calm markets over […]

This presentation is for informational purposes only. All opinions and estimates constitute our judgment as of the date of this communication and are subject to change without notice. Neither the information provided nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. The investments and investment strategies identified herein may not be suitable for all investors. The appropriateness of a particular investment will depend upon an investor’s individual circumstances and objectives. The information contained herein has been obtained from sources that are believed to be reliable. However, IronBridge does not independently verify the accuracy of this information and makes no representations as to its accuracy or completeness. All Rights Reserved © 2017–2023

Sector Rotation, Breakout in Small Caps, Sectors as a Warning Signal

Sector rotation can be a powerful tool to stay ahead of key macro trends and outperform relative benchmarks.  We have ranked sector performance over the last month.  Currently, the sectors that are leading are Financials, Materials and Technology, which are more economically sensitive. At the same time, the defensive sectors are lagging, such as Utilities and Staples. This reveals an overall […]

This presentation is for informational purposes only. All opinions and estimates constitute our judgment as of the date of this communication and are subject to change without notice. Neither the information provided nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. The investments and investment strategies identified herein may not be suitable for all investors. The appropriateness of a particular investment will depend upon an investor’s individual circumstances and objectives. The information contained herein has been obtained from sources that are believed to be reliable. However, IronBridge does not independently verify the accuracy of this information and makes no representations as to its accuracy or completeness. All Rights Reserved © 2017–2023

Yield Curve Rising could signal next Market Peak

The yield curve has been steadily declining since the end of QE3 in 2014. Historically, an inverted yield curve has preceded recessions. However, it is not until the yield curve starts to rise after being inverted that we should be on the lookout for the next major stock market correction. In this issue we discuss: […]

This presentation is for informational purposes only. All opinions and estimates constitute our judgment as of the date of this communication and are subject to change without notice. Neither the information provided nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. The investments and investment strategies identified herein may not be suitable for all investors. The appropriateness of a particular investment will depend upon an investor’s individual circumstances and objectives. The information contained herein has been obtained from sources that are believed to be reliable. However, IronBridge does not independently verify the accuracy of this information and makes no representations as to its accuracy or completeness. All Rights Reserved © 2017–2023