Retirement Planning Today: Clearing the Hurdles

By Kathleen M. Fisher (pictured) and Tara Thompson Popernik “Money isn’t everything,” proclaimed American fashionista André Leon Talley, “but it is when you start thinking about…your retirement days.” While retirement may bring more time for entertainment and family, today even prospective retirees of substantial means (or fabulous taste) may not feel confident that their experiences [...]

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You’ve Got to Take Risk. So, Manage It

Seth J. Masters (pictured), Daniel J. Loewy and Martin Atkin Below-average expected returns will make it difficult for most investors to achieve their goals with traditional portfolios unless they increase stock exposure dramatically.There is a better way.

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How Much Will Fed Tightening Hurt?

Seth J. Masters (pictured) and Ding Liu A lot of people worry about what will happen when the Federal Reserve lets interest rates rise. Our research suggests that’s not the big risk. 

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The Case for the 20,000 Dow, One Year Later

In July 2012, we argued that the Dow Jones Industrial Average would rise to 20,000 within a decade. At the time, the 20,000 Dow looked impossibly far off. With the market up over 20% since then, our forecast now seems less ambitious. What has changed over the past year? And what should we expect looking [...]

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This Rate Cycle Is Different, but Stocks Should Still Do Well

By Chris Marx (pictured) and Alison Martier Stocks have generally performed very well in rising-rate environments. But the current rate cycle is unlike any other of the past 40 years, keeping investors on edge. A lot will depend on how inflation behaves.

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Cyclical Stocks Appeal After Defensive-Led Rally

This year’s equity market rally was initially led by defensive stocks, as macroeconomic concerns persisted despite improved risk appetite. With valuations in these sectors looking stretched and cyclically oriented stocks starting to rebound in May, is a bigger shift starting to unfold? 

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How Much Risk Does Adding Stocks Pose?

Investors have good reasons for their recent net increase in stock fund purchases—and good reasons to remain anxious, in our view. While market volatility has returned to normal, memories of the wild market swings of the past five years loom large. Here’s what we think about the risk of increasing stock exposure now.

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Equity Markets Still Have a Lot Left in the Tank

Upbeat headlines alone don’t make the case that US equity markets will continue plowing ahead. But we think there’s plenty of evidence that 2013 could be the fifth consecutive year that equity investors climb the “wall of worry.”

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Is It Time to Get Back into Stocks—or Too Late?

After five years of fleeing stocks for the perceived safety of bonds, US mutual fund investors became net buyers of stock funds in January. While some see the return of the retail investor as a negative indicator for stocks, we say, “Better late than never.”

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UK Equities Reach Inflation Tipping Point

Jon Ruff and Patrick Rudden As UK inflation surges ahead, equity investors should be concerned. With yields on inflation-linked bonds at extreme lows, we think real assets offer a better way to combat the risk of rising prices.

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