We’re happy to share Donoghue Forlines’ perspective on how financial, political, and economic factors may influence markets.
W.E. Donoghue & Co, LLC Announces Company Name Change to Donoghue Forlines LLC
Investment firm, W.E. Donoghue & Co., LLC, announced that the company began operating under the name Donoghue Forlines LLC effective September 30, 2020.
Markets in Motion – Straight Talk For This Virus Market
“Let be the past; the future guard with greater care.” -From a Roman Monument, 100 B.C.E. It’s no secret our global tactical portfolios have been positioned defensively this year. As global macro strategists, we focus on the systemic risk to the global economy and...
Markets In Motion – Virus Market Special Update Vol. 4
First, let’s continue to revisit our Virus Crisis Exit Playbook, which we have had in place since late March and will continue to publish until we have a vaccination solution (meaning polio or measles-type percentage effectiveness) or cure. Nothing is really normal in...
Video: Here’s a scientific way to make better investment decisions
Our Chief Investment Officer John Forlines III, was recently featured on CNBC discussing heuristics and human behavior, particularly related to investing. Check out this video to learn more rules you can apply to investing and to see how you can avoid falling victim...
Markets In Motion – Virus Market Special Update Vol. 3
In our recent communications, we continue our focus on crafting easy-to-understand, longer-term narratives for Fiduciaries and Advisors and for their Clients. This update is going to introduce the first and near-term specific risk not priced in the current equity...
Markets In Motion – Virus Market Special Update Vol. 2
In our April Markets in Motion™ and in our GT Suite Webinar this month, we continued our focus on crafting easy-to-understand, longer-term narratives for Fiduciaries and for Advisors and their Clients. This update is going to center specifically on changes to our...
Video: Three investment mistakes that will drain your portfolio during the coronavirus outbreak
Our Chief Investment Officer John Forlines III, was recently featured on CNBC discussing decision making and investor bias during volatile and bear markets. Check out this video to learn the major mistakes investors make and how to correct them.
Markets In Motion – Virus Market Special Update Vol. 1
In our March Markets in Motion and our Envestnet hosted webinar, we focused on the need in a financial crisis (whatever the origin) to help craft easy-to-understand, longer-term narratives for Advisors and their Clients. Panicking and abandoning diversified investment...
Market Update – Wharton Business Daily with John Forlines
SiriusXM Business Radio in partnership with the Wharton School of Business hosted John Forlines, W.E. Donoghue CIO, to talk markets and investor pyschology during their daily markets segment on Wharton Business Daily with Dan Loney. Listen to the interview, recorded...
Video: How Bear Markets Differ and Why That Should Frame Recovery Expectations
John Forlines III, W.E. Donoghue’s Chief Investment Officer and Professor of Behavioral Finance at Duke University, joined George Moriarty of Investment News for a quick chat on how bear markets differ and why that should frame recovery expectations.
Market in Motion — Short Term Panic Equals Long Term Pain
As a Behavioral Finance Professor from Duke University and CIO of the firm I think it makes sense to take a break from the virus news and the first official “bear” market since 2008 and consider the two charts below. The first is a long-term chart of the S&P 500....
Markets in Motion — Green Shoots Delayed; Gauging the Economic Impact of China’s Latest Export, COVID-19
In our 2020 Outlook published last month, we forecasted a global economic upswing driven by a combination of central bank easing and fiscal stimulus. Consistent with this prediction, global manufacturing & service PMI’s surged in January. In the US, consumer...
