FEATURED BLOG POST

Millennials Are Seeking Prenups—and It Might Just Be Worth Considering

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sofi wealth, market commentary

Political Risks Driving the Market – Week of Apr. 27, 2017

A victory for the centrist Emmanuel Macron in the first round of the French Presidential Election sent equities, interest rates, and the dollar higher this week. Polls are forecasting an easy victory in the second round for Mr. Macron over nationalist politician and Eurosceptic Marine Le Pen. The result was a welcome development for the so-called “reflation trade” after political uncertainty on both sides of the Atlantic and some disappointing data spurred a bond rally while equities languished. We continue to like our allocation of globally diversified equities, a short duration bias in fixed income, and exposure to emerging markets.

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sofi wealth, market commentary

Portfolio Change, Jobs, & GDP Data – Week of Apr. 13, 2017

Last week we changed our portfolio allocations, increasing exposure to emerging markets and foreign exchange as well as taking broader fixed income exposure. But first we’ll cover the economy. A huge miss on the jobs report and recent threats of military escalation in the Far and Middle East sent bond yields lower while the dollar continued to depreciate against many of the world’s currencies. The disconnect continues between so-called “soft” survey data and the more traditional economic statistics. However, optimism remains elevated even as more traditional measures of economic activity indicated subpar growth in the first quarter.

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