Last month, we shifted our recommendations for both Market Cap and Style in our model-driven thematic strategies. We moved to neutral on growth vs. value and switched from large cap to mid cap for Market Cap. These changes were recommended by our models and consistent with our views on the market outlook over the next […]
Our Market Cap and Style models shifted for August. Market Cap is now recommending mid cap, and Style moved to neutral. Both models had been on their prior recommendations since the beginning of February. The changes are due mostly to factors driven by the market’s sharp rebound in July that impacted the technical and trend […]
There are no changes to our thematic strategies for July. Entering the third quarter, we continue to favor large cap and value. The bias toward value influences our ongoing favorable view of international markets on a relative basis vs. the growth-dominated U.S. market benchmarks. Among economic sectors, we still prefer value-oriented financials and industrials. We […]
There are no changes to Northlake’s thematic strategies as we head into June. We still have a preference for large cap and value and continue to like international exposure which tilts much more toward value than the major U.S. indices that are dominated by large cap growth stocks in technology industries. Our recommendations of large […]
We are sticking with our preference for large cap and value after reviewing our updated models. We also continue to think exposure to international makes sense in strategies primarily focused on thematic exchange traded funds (ETFs). For clients with strategies using Northlake’s Market Cap and Style models, holdings in the S&P 500 (SPY) and Russell […]
Northlake’s models are stable for April despite the recent stock market volatility. We are making no changes to our model-driven or thematic strategies. Client assets following our models will remain invested in the S&P 500 (SPY) and the Russell 1000 Value (IWD) reflecting our model signals and market and economic outlook. Thematic strategies not using […]
We are departing from our usual monthly blog update that focuses solely on our Market Cap and Style models and thematic strategies to provide our current thoughts on market volatility surrounding the Russian invasion of Ukraine and our decision thus far to sit tight and not make major changes to client portfolios. March 2022 Model […]
Our 2022 stock market outlook calls for lower than average but positive stock market returns with greater downside risk. For bonds, we anticipate higher interest rates in the 5-to-10-year maturity range we typically use in client accounts. In order to best align client accounts with our outlook and the latest signals from our Market Cap […]
We begin 2022 sticking with our preference for small and mid caps, while remaining neutral on growth vs. value. Our Market Cap and Style models favor the S&P 400 Mid Cap (MDY) and are neutral on the Russell 1000 Growth (IWF) and Russell 1000 Value (IWD). These positions will be maintained. On our thematic strategies, […]
We are moving back to mid cap after three months of our large cap recommendation, while sticking with our neutral view on growth vs. value. For clients using Northlake’s Market Cap and Style strategies, the shift from large cap to mid cap triggers the sale of the S&P 500 (SPY) with proceeds reinvested in the […]
Office
20 N 3rd Street
Bayfield, WI 54814
Mail
PO Box 1165
Bayfield, WI 54814
tim@northlakecapital.com
847-226-9713
