In The News

Victoria Fernandez, Chief Market Strategist, joined CNBC to discuss our feelings on an additional rate hike this year, why we look at companies from an individual level rather than a sector level, and our target for the S&P 500.

“Regardless of whether you think we’re in the 7th or 8th inning, we believe we are closer to the end of the market cycle than the middle so we think there’s going to be some more upside potential on the value names than the growth names. “says Crossmark’s Chief Market Strategist, Victoria Fernandez.

Chief Market Strategist, Victoria Fernandez, joined Bloomberg Markets to discuss the trade war’s implications on the tech sector and some other companies beyond the headline names that we’ve added.

Chief Market Strategist, Victoria Fernandez, joined CNBC to discuss a few names we’ve recently added to our portfolios based on strong consumer numbers.

Chief Market Strategist, Victoria Fernandez joined Yahoo Finance to discuss 3M, Microsoft and other names that we are paying attention to as 1st Quarter earnings are announced.

“I think we’re going to see a positive surprise” says Victoria Fernandez, Chief Market Strategist, on our expectations for Q1 earnings season.

Chief Market Strategist, Victoria Fernandez, joins CNBC to discuss potential high earnings in the U.S. despite the market’s expectation of low numbers in the first quarter.

Chief Market Strategist, Victoria Fernandez, joined TD Ameritrade Network to discuss the market’s reaction to the recent jobs report, earnings, and why we’ve moved slightly more towards value stocks.

Chief Market Strategist, Victoria Fernandez, thinks there’s strong enough fundamentals that can help the market meet new highs this year.

Victoria Fernandez, Chief Market Strategist, joins Bloomberg Daybreak: Asia to discuss the market impact of the Brexit negotiations and where we see the pound heading.

Chief Market Strategist, Victoria Fernandez, discusses how Crossmark is leveraging dividends, options strategies and fixed income to take advantage of the current marketplace.

Chief Market Strategist, Victoria Fernandez, joins Bloomberg Markets live to discuss the Fed’s objective to extend the economic expansion.

Chief Market Strategist, Victoria Fernandez, joined CNBC to discuss the market’s reaction to the Fed announcement along with the position Crossmark is taking and the uncertainties we are still looking at.

“Uncertainty is going to be the biggest player in the market going forward, so we are taking a more conservative approach in both our fixed income and our equity strategies.” Says Victoria Fernandez Chief Market Strategist.

Chief Market Strategist, Victoria Fernandez, joined Bloomberg in Houston to discuss coming inflation data and the outlook for the U.S. economy.

With the US economic outlook, would the Fed consider cutting rates? Chief Market Strategist Victoria Fernandez joins Fox Business to discuss earnings expectations and the potential moves of the Fed in 2019.

We’re seeing a lot of momentum moving forward. Chief Market Strategist, Victoria Fernandez, talks about consumer confidence turnaround in the market with CNBC.

Could a second government shutdown spark a greater market reaction than the first? Chief Market Strategist Victoria Fernandez joins CNBC to share her insight on how the potential shutdown could set the playbook for the debt ceiling later this year.

With a rising labor force participation rate, what could this mean for the economy? Victoria Fernandez, Chief Market Strategist, returns to the Squawk Box on CNBC to discuss the January job report, potential inflation and the possible rise of the Federal Fund rates later this year.

“Earnings is going to be key going forward,” Chief Market Strategist, Victoria Fernandez discusses the current sentiment in the market along with the fundamentals we are looking at.

Environmental, Social, and Governance data: how useful is it? Zachary Wehner, Portfolio Manager, believes issues-based data may be a more reliable indicator.

“The bond market always seems to have it’s own story to tell.” Victoria Fernandez, Chief Market Strategist, discusses the flattening yield curve and and why it doesn’t necessarily mean that a recession is imminent.

Victoria Fernandez, discusses findings from Crossmark’s recent values survey along with how regulation could help to increase opportunities in ESG investing

Crossmark’s Steward Global Equity Income Fund (SGIDX) is listed as one of the best performing ESG funds of 2017 by Bloomberg’s Sustainable Finance Brief.

Thought Leadership

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Retirement Investments Through a Different Lens

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Pure Style Indices – A Unique Play on Factors

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The Yield Curve and Its 3 Key Risks: Duration, Volatility and Credit

With the current flattening of the US yield curve to around 20-30 bps on a constant-maturity Treasury (CMT) basis and to 10-20 bps on a US Swap rate basis, a lot of economist, investor, and media attention has Read More >

Investors, Advisors and Values-Based Investing

We conducted a nation-wide survey of high net worth investors to get to the core of this question - how much do investors know about values-based investing approaches? Read More >

Volatility in the Bond Markets Highlights Advantages for Municipal Bonds

Municipal Bonds have demonstrated in previous periods of volatility and rising interest rates to have an advantage over other fixed income sectors. Read More >

Investing in Premium Bonds

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Responsible Investing Part 3 of 3

Fiduciaries can deepen their relationships with clients through understanding their clients' unique values and investing priorities. Read More >

Responsible Investing Part 2 of 3

Each Investor has unique priorities and values that affect how they approach responsible investing. Part 2 in our 3-Part Series discusses four main avenues for approaching this growing movement. Read More >

Responsible Investing- Part 1 of 3

Responsible Investing is a rapidly growing movement. It has established roots in history that date all the way back to biblical times; is evolving in modern times to reflect the political and social themes... Read More >

The Changing Landscape of the Female Investor

When evaluating the preferences of female investors, we see that 82% of women want to make a positive social impact through their investments. Read More >

Smart Beta Explained

Smart beta strategies offer a transparent investment vehicle with exposure to factors that can translate to outperformance for top-performing active managers. Read More >

The Millennial Market for Financial Advisors

Millennials have quickly become a marketing buzzword for brands and services to target. What defines the Millennial generation and why should Financial Advisors pay attention... Read More >

Dividends: A Significant Driver of Total Return

The vast universe of dividend investment strategies existed long before the Federal Reserve created a low interest rate environment. Now, yield starved investors seemingly turn more and more to... Read More >

Volatility as an Asset Class

Volatility has existed since the advent of free markets. However, it was difficult to measure and track due to technological shortcomings. This changed when... Read More >