NEWS

Commentary | March 2017

By Affinity | Apr 12, 2017

Quarterly Commentary The market’s ascent in the first quarter continued a trend that began shortly after the November 2016 election.  Market participants seem to be expecting the implementation of new economic policies designed to produce an increased rate of growth for corporate profits as well as the overall economy. The new favored policies are likely…

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Speaker Event: Clyde Prestowitz, founder and President of the Economic Strategy Institute

By Affinity | Apr 5, 2017

Trade has reemerged as a priority in the current Administration. What is the current state of trade, what does the future look like, and how will it impact the US? Clyde Prestowitz will discuss these issues. Mr. Prestowitz is founder and President of the   Economic Strategy Institute. His leadership has propelled ESI into an…

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Commentary | December 2016

By Affinity | Jan 25, 2017

Market Review for 4th Quarter 2016 While the market’s gain was generated entirely after the November elections, there were other factors that helped drive the market higher. In the fourth quarter, markets appeared to be buoyed by an improved outlook for real GDP growth and rising corporate profits. Estimates for real economic growth for the…

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Affinity Investment Advisors, LLC Names Robert Venable, CFA as Chief Operating Officer and Compliance Director

By Affinity | Oct 5, 2016

Affinity Investment Advisors, LLC, an Irvine, Calif.- based leading independent investment advisor, announces the addition of Robert “Bob” Venable to its leadership team as Chief Operating Officer and Compliance Director, a newly created position at the firm. As Chief Operating Officer, Venable will be responsible for oversight and management of investment operations to ensure both…

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Commentary | 2Q 2016

By Affinity | Sep 26, 2016

While the market’s rise in the second quarter was not robust, it did reflect underlying optimism on the part of US investors. The preliminary data pertaining to real GDP growth in the recent quarter suggest the growth rate was about 2.5%. The 2.5% represents an increase from the less than 1% real growth in the…

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Q1 2012 Commentary

By Affinity | Apr 5, 2012

The first quarter represented the second consecutive quarter of above normal stock market returns. This favorable performance reflected the modest improvement in economic conditions in the US, and increasing evidence the financial markets in Europe were stabilizing. Initial readings on economic growth in the quarter supported the expectations for modest real growth in the 2.0%…

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Q4 2011 Commentary

By Affinity | Feb 20, 2012

The stock market produced an abnormally high return in the fourth quarter following a very disappointing third quarter return. The volatility of returns in the last two quarters of 2011 was characteristic of the year as a whole. Throughout 2011, the stock market experienced periods of heightened volatility as economic and political events unfolded. Good…

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Affinity Investment Advisors, LLC Relaunches as Independent Boutique

By Affinity | Jun 13, 2011

(December 6, 2010) Driven by the immense opportunities for independent firms, the core team that founded Affinity Investment Advisors in 1992 has now re-launched the firm under the Affinity brand as of November 1, 2010 to service institutional and retail clients. Affinity was first launched as an independent firm in 1992. It was acquired in…

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FundFire: Ex-Morgan Stanley Team Relaunches Inst’l Shop

By Affinity | May 3, 2011

Reported By Yael Bizouati November 19, 2010 A team of large-cap portfolio managers has returned to independence after a few years with Morgan Stanley Investment Management and a few months with Invesco. The team, led by Gregory Lai, has reformed its pre-Morgan Stanley institutionally-focused equity manager, Affinity Investment Advisors. It’s at least the second team to…

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