Nothing is so painful to the human mind as a great and sudden change.
Mary Shelley

Frankenstein

So far, the talk surrounding trade tariffs and restrictions have only made the markets nervous and the politicians priggish.  But last week’s rhetoric seemed to increase the possibility of escalation.

Everyone seems to agree: free trade is good for the world economy. However, all sides in this evolving debate have seemingly moved further apart and further away from free trade.  If free trade is good, then why not have free and fair trade?  This is the argument coming out of Washington, and I’m guessing that the discussion will continue to escalate.

But how far does the escalation go before it affects our economy?  Trade constitutes only about 10% of our economy, helping to buffer the effects of any tariffs imposed on our industries.  But as more industries and consumers become entangled in this debate, the protests will become louder.  Countries where trade constitutes a much larger share of GDP will be hurt more by any increase in tariffs. When the dollar strengthens relative to their local currencies, prices of goods imported for production will rise.  Combine increasing inflation with any dollar denominated debt and some of the cracks begin to appear in emerging economies.

In the US, markets have already begun to reflect the consequences of the trade debate with the S&P 500 producing only tepid performance compared to the Russell 2000.  Last week’s market activity saw a sell-off in technology, which had been a market leader.  New leadership will need to appear.  Headwinds seem to be getting stronger as tariffs and rising interest rates look to curtail what has been a very good and lengthy run for the markets. But nothing goes on forever. Finding safe harbor in a market tempest is not always easy but with diversification and a proper asset allocation, managing market turbulence will be made easier.  Everything changes and so will this market.

Interested in some printable marketing materials to show clients when discussing their options within the Salt Creek Investors platform?

 

New SCI informational one-pagers are available in the marketing library on the SCI Advisor Portal.
View printable PDFs by clicking the links below:

SCI HIGHLIGHTS

WHAT VOLATILITY?

The first five months of 2018 brought an increase in market volatility unseen for years.

Following are some volatility metrics on the SCI Active Allocation strategy through May 31, 2018:

 

Compare SCI Models to a comparable allocation using the S&P 500 and Barclay’s AGG (assuming correlation of – .15) 

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SCI’s conservative model is 65% bonds & 35% equity 

SCI conservative model standard deviation:
2.98
65% Agg / 35%
S&P 500 model standard deviation:
3.43
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SCI’s aggressive model is 13% bonds / 87% equity

SCI aggressive model standard deviation:
6.46
13% Agg / 87%
S&P 500 model standard deviation:
7.27

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Diversifying among different asset classes with low correlation coefficients helps to reduce volatility allowing investors to capture more gains per unit of risk.

SCI MONTHLY WEBINAR
A monthly webinar to highlight special topics, answer questions and to provide training on best practices. Please join us for a laid back and open session on the Salt Creek Investors platform every month on the 2nd Tuesday @ 12pm CDT.

Join from PC or Mobile: 

Click here for SCI Webinar Login 

Meeting ID: 325 159 0655

Dial In Audio: 669-900-6833

Next Session is:
July 10th @ 12pm CDT

 

“Bring Your Best: Fund Comparison & Analysis”

 

A special Q&A session for those interested in the deep analytics underlying the SCI Active Allocation strategy. Submit your mutual fund picks by July 2nd and we will process the funds through our algorithms and prepare a data set to compare the mutual fund’s performance to SCI’s top picks! 

Featuring special co-host: Jim Kaffen, President, Sortino Investment Analytics

 


LaSalle St. Investment Advisors, LLC
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Elmhurst, IL 60126

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