ACM VidCasts – Investor Education

The Armbruster Capital Management News & Education section of our website incorporates articles, vidcasts, and newsletters specifically geared towards issues that our clients are facing today.

ACM VidCast – Investing though a low stock market return period

Weak market periods and low investment returns.

2022 was a year of dramatic selloffs in both the stock and bond markets. Bonds, hit by extraordinary losses at a level not seen since 1842, failed to offset the stock market’s painful 18.1% decline.

While investors focus on recession, interest rates, and inflation, there may be a more concerning issue for the long-term investor. What if we are heading into an extended period of weak market returns?

In our latest InvestEd video, Mark Armbruster, CFA, and Chris Cebula, CPA, discuss the current economic environment and academic research to explore the possibility of persistent low returns and provide some ideas on portfolio resiliency in weak market periods.

ACM VidCast – Investing during inflation: Protect your investment returns during high inflation

Investors are asking how to invest during inflation? There are economic experts who currently have strong opinions about inflation like Larry Summers and Nouriel Roubini, but even they can’t predict the future. So how can you protect your future investment returns in a high inflationary environment? In this ACM InvestED episode, we’re going to discuss inflation, which is currently at 40-year high. We’ll also talk about its potential impact on your investment portfolio, and how to react as an investor or perhaps why you shouldn’t overreact.

ACM VidCast – Stock Market Valuations – Why they (still) matter

In today’s market the riskiest investments seem to keep going up. Stocks sporting huge valuations like Tesla (TLSA) and Rivian (RIVN), cryptocurrencies like Bitcoin (BTC), and SPACs garner a lot of attention, and they have made a lot of money. However, historically this type of investing has ultimately resulted in steep losses. Stock market valuations and fundamentals still matter, even though they may seem quaint at times.

In our latest VidCast, Mark Armbruster, CFA discusses current market valuation, possible expectations for future returns, and why valuation is still very relevant.

ACM VidCast – The stock market ahead: Inflation, Secular Stagnation, or Stagflation? – September 2021

Our latest InvestEd Vidcast discusses the current economic environment and thoughts about inflation, economist Nouriel Roubini and stagflation, and Larry Summer’s secular stagnation. While somewhat mutually exclusive, all three are possible in the coming years. None appear to be too rosy for investors and the stock market. We discuss each scenario and how to invest through what could be a challenging economic cycle.

ACM VidCast – Investing: Hedging Inflation vs. Long-term Returns – May 2021

There are worrisome signs about inflation these days, but it is impossible to know for sure if it is coming. It is also very hard to hedge and can be costly if you are wrong. What about inflation protection by holding real assets such as commodities, gold, inflation-protected bonds or even real estate? Should we accept that inflation will be part of the investment experience, even if it causes some short-term disruptions? Join Mark Armbruster, CFA and Chris Cebula as they discuss the GDP, US debt, housing and consumer prices, and investing in times of inflation in the latest from the ACM InvestEd VidCast Series.

ACM VidCast – Factor Investing: Why doesn’t everyone use it? -March 2021

Factor investing is an investment approach that is deeply rooted in academic research. Using factors in investment portfolios can help dampen volatility, improve diversification and investment results. Join Armbruster Capital’s Mark Armbruster, CFA and special guest, Alex Botte CFA, CAIA from Two Sigma, as they discuss the attributes of factor investing in the latest from the ACM InvestEd VidCast Series. Learn what a factor is, how it relates to portfolio risk, and how it can improve portfolio construction. Warning – we got a little carried away and went over our typical ten minutes or less threshold.