Investment Commentary Archives - Sierra Investment Management

Sierra’s Market Minute: The Challenges of Fundamental Management

Fundamental managers are often renowned for making predictions We've found that while a manager may be correct in their opinion, it may have some unintended consequences for clients EVP of Investment Management, Doug Loeffler [...]

Sierra’s Market Minute: The Good, the Bad, the Ugly of the COVID-19 Recovery

Economic shutdowns due to the spread of COVID-19 last year led to significant drops in equity and other risk assets’ prices This week's Market Minute with Executive Vice President of Investment Management, Doug Loeffler, co [...]

Commentary: Three Reasons to Own Bonds in 2021

It could be that Jerome Powell and the Federal Reserve officials are the happiest of all of us to bid adieu to 2020 Earlier this year, during the emergence of the global COVID-19 crisis, the Fed pushed interest rates to historic [...]

Commentary: Winning at the Horse Races

For most people the end of summer means one last dash to the beach, back-to-school shopping, and some final wagering at the horse track At least this has been the case for me The last bet on the last race at the Del Mar Racetrack [...]

Sierra’s Market Minute: Election Day Volatility Concerns

https://wwwyoutubecom/watchv=A4LSX5EkjKM.

Three Investment Ideas in Front of the Election (and Despite the Recent Red Tape)

Plenty of pollsters and pundits are speculating about the outcomes of the November elections in the US and chancing a guess over how to position investments based on their prophecies Rolling the dice with your wealth based on thi [...]

Sierra’s Market Minute: It’s all in the numbers

https://wwwyoutubecom/watchv=5s2PExxqW5o&t=2s.

Sierra’s Market Minute: Maximum Drawdown

https://wwwyoutubecom/watchv=LuNkvb_IWxk.

Wall Street Journal: Dow, S&P Hit New Highs as Investors Look to Earnings

US stocks rose Thursday, hitting new intraday highs, as investors shifted focus to corporate earnings for cues on the health of the economy after an initial US-China trade deal was sealed "Over the past year, the uncertain [...]

Sierra’s Market Minute: A look at global stock valuations

https://wwwyoutubecom/watchv=3HbHjg8vDpg.