In the News
Innovative Portfolios is a contributor of market commentary and investment perspectives to a wide variety of financial news sources and publications.
Exorcising Misconception on Interest Rate Impact on Stocks
The notion that rising interest rates are bad for stocks is wrong and illogical. Dave Gilreath, Innovative Portfolios Chief Investment Officer and Portfolio Manager, discusses this topic, inflation fears, market performance in these environments, and how to exorcise the fear in your clients’ minds. Published May 4, 2021, in Medical Economics magazine.
Conditioning Clients' Minds for Corrections
Are you putting off the uncomfortable conversation with your clients? Innovative Portfolios Chief Investment Officer Dave Gilreath discusses strategies for dealing with clients with a potential correction on the horizon. Published in FA Online March 29, 2021.
Equities Likely to Grow, but Finding Yield Remains Difficult
While the outlook is still positive for equity stocks, low interest rates have investors searching for yield. Have you considered alternative sources to find higher yields for your portfolio? In this commentary for CNBC, Innovative Portfolios Managing Director Dave Gilreath discusses potential investments types that may be able to provide higher yields and gives an outlook on which sectors can provide growth in 2021.
Ways to Position for the New Infrastructure
As the promise of vaccines to overcome coronavirus are fast becoming a reality for 2021, investors may now be able to consider potential for fixing the nation’s deteriorated infrastructure. In this November 23, 2020, commentary for FA Online, Dave Gilreath reviews ways advisors might want to prepare for anticipated Congressional attention and federal spending in the coming year.
Straddling the Pandemic and Post-Pandemic Markets
How do you straddle the transition from a pandemic to a post-pandemic market? For HCP Live® (formerly Physicians’ Money Digest), Innovative Portfolios CIO Dave Gilreath offers some perspectives on key sectors and industries.
The Start of Something Big When a Lovely Thing Dies?
Is the run of growth stocks about to end? And, if so, will the next run be in value stocks? Dave Gilreath, Chief Investment Officer at Innovative Portfolios, looks at the past…and toward the future of both…in this commentary for HCP Live® (formerly Physicians’ Money Digest).
As Correlations Shift, So Should Asset Allocation Logic
With fixed-income performance withering in recent years, advisors are hearing from clients about shrinking yields. But most aren’t aware of the trends now erasing deeply-held beliefs about the traditional 60-40 stocks-to-bonds allocation. Innovative Portfolios Managing Director Dave Gilreath details the correlation changes for Financial Advisor.
Innovative Portfolios, LLC (“IP”) is an SEC-registered investment advisor founded in 2015. Clients or prospective clients are directed to IP’s Form ADV Part 2A prior to deciding to participate in any portfolio or making any investment decision. The views and opinions in the preceding commentary are subject to change without notice and are as of the date of the report. There is no guarantee that any market forecast set forth in any commentary will be realized. This material represents an assessment of the market environment at a specific point in time, should not be relied upon as investment advice, and is not intended to predict or depict performance of any investment. Any specific recommendations or comparisons that are made as to particular securities or strategies are for illustrative purposes only and are not meant as investment advice for any viewer. Past performance does not guarantee or indicate future results.