Date: October 2016

7 posts in October 2016

28Oct

Q3 GDP Beats Estimates

Real GDP for Q3 2016 came in at a better-than-expected rate of 2.9%. This “advance estimate,” released by the Bureau of Economic Analysis, was above consensus/economists’ estimates of around 2.5-2.6%. In Q2, real GDP increased by an annualized rate of 1.4%. As Astor previously observed, a Q3 GDP report that at least met expectations, along…

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25Oct

Will September’s Economic Pickup Mean a Reason to Hope for Q4?

Readings on September’s economic output pointed to a bounce back after a disappointment in August. We see these as hopeful signs that the economy, which has been growing slowly but steadily, may be positioned for further gains in Q4 and as we head into the end of the year. ISM Manufacturing A drop in PMI…

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18Oct

Passive Investing Grows in Popularity—But No Panacea

As the investing public, from institutions to individuals, moves away from stock picking and other traditionally active strategies, the beneficiary is passive investing. As the Wall Street Journal reported recently, pension funds, endowments, 401(k) retirement plans, and retail investors are opting increasingly for passive investing that tracks an index. For the three years ended Aug….

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17Oct

Invest Like an Economist—Not a Stock Picker

While the expansion of the $3 trillion ETF industry continues to attract attention for the sheer size and popularity of this investment vehicle, there is yet another reason to favor ETFs—one that’s near to my heart as an economist and investment manager. ETFs allow you think and invest like an economist, and not a stock…

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11Oct

The Tension between Reacting and Overreacting: One Number Does Not Make a Trend

In asset allocation and investing, there is a natural tension between reacting and overreacting. The goal is to ensure you are skilled at the former, while avoiding the latter. At Astor Investment Management, we believe our macroeconomics-based approach to asset allocation helps us react to what we determine to be real change in the economic…

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5Oct

What Are You Looking At?

Fed-watching. Oil prices. The latest geopolitical headline. All sources of anxiety, some of them manufactured. The real question is, what should you be focusing on? Even as markets persist near all-time highs, volatility not indicating too much concern, the subconscious anxiety appears to be growing. As we’ve seen in recent years (and, more recently, during…

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3Oct

THE LIBRARY

Click here for the latest information on our strategies   Listen to a Webinar with CEO and Founder Rob Stein   VIEWPOINTS Revisiting Active:  Is the Trend in Passive Over? Picking the Right Sectors for 2017 Invest like an Economist, not a Stock Picker Look to ETFs as Passive Investing Grows in Popularity What are…

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