Alan Gayle in the News

Global Funds Raise Equities to Highest in Nearly a Year: Reuters Pol

Global Funds Raise Equities to Highest in Nearly a Year: Reuters Pol

"Now that the Fed is unlikely to raise interest rates over the near term, the biggest risk to the economy and the markets is trade tensions with China," said Alan Gayle, president of Via Nova Investment Management.

U.S. funds prefer domestic assets and a but bigger cash buffer

U.S. funds prefer domestic assets and a but bigger cash buffer

"The combination of aggressive Federal Reserve rate hikes, an escalating and potentially prolonged trade dispute with China and the upcoming mid-term elections has generated a great deal of anxiety for the markets," said Alan Gayle, president of Via Nova Investment Management. "Fear and uncertainty are currently dominating market psychology."

U.S. fund managers leave allocations largely unchanged

U.S. fund managers leave allocations largely unchanged

"We are in a battle between facts and fears," said Alan Gayle, president at Via Nova Investment Management. "The facts are a strengthening economy with increased employment, earnings and spending which is helping to fuel impressive sales and earnings growth for companies. The two main fears are how fast the Federal Reserve will raise interest rates and how far trade tensions will escalate. These risks have grown in recent months."

World stocks hit month peak; dollar firms to three-week high

World stocks hit month peak; dollar firms to three-week high

“Strengthening economic growth and a confident Fed is helping to support the dollar,” said Alan Gayle, president of Via Nova Investment Management LLC in Fredericksburg, Virginia. “Higher short-term interest rates make the dollar more attractive relative to other currencies.”

U.S. funds preferred cash in April at expense of bonds

U.S. funds preferred cash in April at expense of bonds

Bond investors are likely to be facing steady headwinds,” said Alan Gayle, president at Via Nova Investment Management. “That suggests a favourable and supportive backdrop for earnings and stock prices, and we favour stocks over bonds.”

Treasury yield milestone may augur changing tide for risk

Treasury yield milestone may augur changing tide for risk

“I don't think that the 3 percent level necessarily makes bonds a buy,” said Alan Gayle, president of Via Nova Investment Management in Fredericksburg, Virginia. “I don't think investors should be abandoning stocks when the economy is growing and earnings are up roughly 20 percent from a year ago.”.

Stock Market Outlook: Back to a More Volatile Normal?

Stock Market Outlook: Back to a More Volatile Normal?

"2018 is shaping up as a year when we’ll see tension between economic strength and the policy reaction to that...

By March, we should start to see some traction from tax reform,” says Alan Gayle, president at Via Nova Investment Management, a registered investment advisor. While working Americans already have seen some benefit in their take-home pay — which could translate to more spending — publicly traded companies still are “digesting the nuances” of tax reform, he adds.