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Crow Point Partners Blog

Welcome to Crow Point’s blog page. This is our opportunity to comment on a range of financial and general investing topics including market activity, interesting trends or data points. This is also where we will challenge commonly held investing shibboleths with hard data – myth-busting as we call it. We hope you enjoy it and we welcome your feedback.

Crow Point Liquid Alternative Funds Update - Q4 2018

The Crow Point Partners Liquid Alternative Funds lineup struggled through the fourth quarter of 2018 as the environment for taking investment risk deteriorated sharply and somewhat unexpectedly as we entered October.  All the Crow Point funds...

January 15, 2019 / by David Cleary, CFA

Q1 2019 Market Outlook

The fourth quarter of 2018 was disappointing for investors as, seemingly overnight, economic and political risks increased resulting in a sharp correction of virtually all asset classes. On September 30th, US investors were enjoying the fruits of...

January 4, 2019 / by David Cleary, CFA

The Federal Reserve: What Me Worry?

So, it’s safe to say, the market was very disappointed by the Fed’s 25 basis points tightening yesterday as well as the guidance provided for future hikes in 2019.  Reading the FOMC minutes from November and listening to Fed Chairmen Powell’s...

December 20, 2018 / by David Cleary, CFA

Elections, Policy, Trade and Markets

Now that mid-term elections are behind us, economic and investment decision makers can get back to business.  We will know soon how much of the October swoon was related to interest rate fears and how much was election related.  Given the market’s...

November 7, 2018 / by David Cleary, CFA

Crow Point Liquid Alternative Funds Update - Q3 2018

The Crow Point Partners Liquid Alternative Funds lineup posted very strong performance results during the third quarter of 2018, exceeding return targets while maintaining overall low levels of portfolio volatility. The strategies have remained...

October 9, 2018 / by David Cleary, CFA

Q4 2018 Market Outlook

The third quarter of 2018 proved to be a good one for investors as markets, particularly in the United States, extended this year’s bull market.  Risk assets in the US, notably growth-oriented stocks, continued to outperform other asset classes as...

October 4, 2018 / by David Cleary, CFA

Sometimes Yield Curves Don't Mean What You Think They Mean

Recently, many investors and market pundits have been looking at the term structure of interest rates – also know as the “yield curve”-  as a source of concern for equity markets.   In the attached chart, courtesy of Ed Yardeni, one can see why: in...

June 27, 2018 / by David Cleary, CFA

Dont Fear the Fed Reaper

If you hadn’t noticed, markets have been skittish lately. Much of the angst relates to rising rate fears and rate sensitive sectors have gotten crushed this year. Here is a sample... Commentators will tell you raising rates is a subject the Fed has...

May 29, 2018 / by David Cleary, CFA

Focus on the Growth. The Rest is Noise

Over a year has passed since the election of Donald Trump. It’s been a fascinating period in political circles and, according to CNBC, in investing markets. But has the market really been that interesting? Profitable, no doubt, but from a price...

January 5, 2018 / by David Cleary, CFA
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