Annex Wealth Management
Annex Wealth Management is a registered investment advisory firm with more than $5.5 billion in assets under management. The firm caters to more than 15,000 clients of varying types, but focuses mostly on individuals.
Key People:
17950 W. Corporate Drive
Suite 300
Brookfield
,
WI
53045
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A perennial trade war
A trade war with China seems to be a perennial that just mutates into new forms. The latest is a chip war.
Portfolio positioning in divergent markets
Equities are strong, especially large cap growth. Watch for weakness in small to midsize banks with the potential of further rate hikes. There is an opportunity for yields with cash management while divergent central banks pose a threat.
Where The Magnificent 7 Are Leading Us
Improved economic data seems to be showing the beginning of a bigger bull - but is growth spread past the "Magnificent 7" stocks? Annex Wealth Management's Mark Beck and Derek Felske discuss.
Nothing to stress out about
The Federal Reserve released results from its latest bank stress tests. Surprising no one, every bank passed.
Politics and portfolios
A key challenge for investors is to not let their political opinions adversely affect their portfolios. Political winds change and they don’t tend to be the biggest drivers of returns in portfolios.
Whistling past the graveyard?
In regards to the weekend 'mutiny' in Russia, maybe investors are simply asking, “What does this really mean for the profitability of corporate America?” Answer: probably not much.
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The FOMO rally
FOMO: the fear of missing out. Is that what's happening? And what might derail it?
How does the 3-day Russian ‘mutiny’ present opportunity?
Global unemployment is the lowest in decades while US productivity plunges amidst rising wage rates. Options are cheap for those worried about current conditions while the potential for pain with low quality companies and deteriorating earnings is a threat.
Europe’s Recession Still Hasn’t Reached Our Shores
Stocks closed down after a significant rally, but the US economy still hasn’t suffered the downturn experienced overseas. Will the Fed continue to raise rates in 2023? Annex Wealth Management’s Dave Spano and Derek Felske discuss.
Country cross-currents
Different markets in different countries have their own dynamics. That’s where there can be a diversification benefit to investing globally.