KanalyBlog

Kanaly Trust Second Quarter Investment Outlook & Strategy Conference Call

On April 20, Kanaly Trust CIO James Shelton and CEO Drew Kanaly hosted our quarterly conference call via webinar. The presentation covers on our economic and market outlook, with a focus on strategy for current and future market conditions. Key investment issues covered during the call included:

• The U.S. economy continuing to show surprising strength although few investors believe it.
• The on-going bull market supported by strong corporate earnings and a very friendly Federal Reserve policy.
• Expectations for the bull markets to continue in 2011, although certain factors could pose a threat late in the year.
• Key risks to the present bull market.
• The three-decade bull market in bonds, which is likely to end soon.
• Commodity prices, which are likely to continue higher before rising interest rates threaten later in 2011.

Watch a recording of the webinar.

 

 

The Disconnect Between Wall Street, Main Street

This week, Kanaly Trust chairman and CEO Drew Kanaly was a featured guest on Fox Business News to discuss why Wall Street remains bullish on the markets. "Earnings are spectacular; everyone has been surprised at how robust earnings have been, which continues to drive stocks. Interest rates are at zero, so marginal decisions are easy in the face of rising earnings - investors are going to own stocks and other risky assets. That's what's driving stocks."

Watch the segment.