Category Archives: Market Update

SGI’s ‘View from the Summit’ Q12017 Market Commentary

CLICK HERE for the SGI’s quarterly market commentary ‘View from the Summit’ covering Q1 2017.

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Bloomberg Interview – Taking Stock with David Harden, CEO of Summit Global Investments

The link below is an 8-minute mp3 audio file of David Harden’s interview with Pimm Fox and Kathleen Hays of Bloomberg’s Taking Stock podcast on 8/16/2016. David discusses SGI’s low volatility strategy and how it works within various market environments. … Continue reading

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Market Update – December 2012

Season’s Greetings & Merry Christmas! As this week comes to a close, the markets struggled to find their way amongst the noise in Washington, D.C.  ”Risk on” was one of the themes this week in the U.S. equities markets as … Continue reading

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Market Update – November 2012 (Part 2)

Global uncertainty has created more volatile and linked markets around the world.  Parts of the euro zone have dipped back into a recession, with the Netherlands being particularly hard hit.  Israel and the Palestinian Hamas group are launching rockets at … Continue reading

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Market Update – November 2012

I enjoy riding roller coasters….when I go to Disneyland or an amusement park.  However, I don’t enjoy getting whipsawed down, back and forth by the stock market.  I know you don’t and more importantly, we all know our clients really … Continue reading

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Market Update – October 2012

Market volatility is back.  Volatility driven by companies reported earnings (Google, Microsoft, GE & McDonald’s missing earnings) and increasing volatility globally whipsawed the markets this week.  Capping off the last full week we saw the S&P 500 dropping -1.66% last Friday. Over … Continue reading

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Market Update – September 2012

The SGI Low Volatility Equity model actively manages individual equities (no ETF’s or funds).  As you are well aware, over the last month the market has seen the return of more upside and downside volatility as evidenced by the daily … Continue reading

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Market Update – August 2012 Six Month Review

The second quarter of 2012 began with U.S. equities continuing to give back some of the gains achieved earlier in the calendar year. In the days leading up to August 31, 2012, markets continued to be shaken by European debt … Continue reading

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Market Update – May 2012

For May stocks fell in a straight trajectory and the VIX, a measure of volatility, increased over 40% to end the month at 24.06.  The first half of the month was driven by concerns over Europe.  But towards the end … Continue reading

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Market Update – April 2012

For April stocks skidded and volatility appeared throughout the month.  Volumes increased and the VIX, a measure of volatility, ended the month at 17.15, still below average (though the last week of the month saw an uptick in price which … Continue reading

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