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Publications, Insights & News

The information and opinions presented were prepared by Optimum Quantvest Corporation (OQC) and are intended strictly for informational purposes only to sophisticated and knowledgeable investors. 

Views expressed in this presentation are solely the opinions of the investment professionals at OQC and are subject to change at any time without notice.  The information in these documents may not be reproduced in whole or in part without the express written permission from OQC.  The external sources used in compiling of the information presented have been deemed reliable by OQC, however, we do not assume to reconfirm their absolute accuracy and limitations. Market data presented is provided by third party and OQC is not responsible for any errors or omissions in the data. OQC, as a Registered Investment Adviser, invests in many of the securities, security types, sector and/or industries discussed in the commentaries.

The information contained in the commentaries does not constitute investment advice or guidance. Additionally, it should not be utilized as the singular basis for investment decisions. While we maintain the views expressed in our financial commentaries, there is no guarantee that OQC’s investment strategies will achieve their stated investment objectives. Investing in securities involves the risk of loss that a prospective investor should be prepared to bear prior to investing.  The volatility of benchmark indices and our various strategies can be materially different.

Financial Outlook - Second Quarter 2022 Thumbnail

Financial Outlook - Second Quarter 2022

We believe inflation will stay somewhat persistent and force the FED to continue to tighten more than the market currently foresees. In our opinion, real (inflation adjusted) interest rates will stay negative for the time being, thereby supporting the US economy.

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Financial Outlook - First Quarter 2022 Thumbnail

Financial Outlook - First Quarter 2022

The Federal Reserve has started a tightening campaign by raising the Fed Funds rate in March 2022. We believe that market expectations are for the FED to continue to raise the Funds rate by the middle of 2023, followed by rates cuts in 2024 as the economy slows. Higher rates will most likely impact all asset classes as the discount rate for future cash flow rises.

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Financial Outlook - Fourth Quarter 2021 Thumbnail

Financial Outlook - Fourth Quarter 2021

In our opinion, it will be difficult for the FED to have a meaningful impact on inflation unless they tighten significantly more than the market currently expects. We expect that in an environment of still-low real rates, equities, especially Value, should do reasonably well.

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Financial Outlook - Third Quarter 2021 Thumbnail

Financial Outlook - Third Quarter 2021

Financial markets are starting to worry about lower growth coupled with higher inflation. The Federal Reserve is likely to start tapering their Quantitative Easing program in November. We expect a continued modest rise in market interest rates. With real rates in the US still significantly negative, monetary conditions will still be stimulative even with slightly higher rates.

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Financial Outlook - Second Quarter 2021 Thumbnail

Financial Outlook - Second Quarter 2021

US Equities look fairly valued as long as bond yields stay in this year’s range. Longer-term, higher bond yields could threaten the equity market. Corporate bonds are priced at the rich end of the historic range, leaving little room for bad news

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