Diversified Digest: April 10

April 11th, 2017 | posted in: Investing

by: R. Samuel Fraundorf

Diversified Trust’s investment team brings you headlines of note for the week.  Click on the links to access the articles.

  • With the Fed’s minutes this week is more insight into their balance sheet and its impact to tightening as they decide to run some of it off.  That isn’t necessarily all bad news.
  • Emerging markets in general have been extremely strong from an equity performance point of view.  But not all the news has been good, even though markets seem to react like it is.
  • Euphoria is also part of the US equities markets, and at least one Fed official may be paying attention to it as they navigate the process of economic growth and stable prices.
  • The latest employment figures continue to show a decreasing gap between unemployed with a college diploma vs. some high school education (9%+ spread in 2010 vs. 4.3% spread currently). But race and education seem to be impacting life expectancies and may be influencing political processes.
  • There are areas of investing that are moving farther away from the interaction of humans buying and selling things.  Hedge funds are trying their hands at artificial intelligence and the arrival of SkyNet may be financial rather than mechanistic.