April 26, 2021 Hidden Risks Passive Investors Should Know by Shri Singhvi Passive portfolios have delivered outsized returns. But one of their performance drivers is a threat most investors are unaware of—concentration risk. What’ll happen if the investment environment turns? Capital Markets Outlook, Equities Likes 0 SHARE Bookmarks
April 07, 2021 Banks Roll Out the Welcome Mat for Higher Rates by Todd Buechs, Michael Howard Bank stocks remained near March lows last year. But now that interest rates are moving higher, bank stocks should benefit. Will investors take notice? Capital Markets Outlook, Equities, Rising Rates Likes 0 SHARE Bookmarks
January 29, 2021 Should You Give SPACs a Shot? by Wrug Ved SPACs comprised nearly 50% of 2020’s IPO volume and show no signs of stopping. But are they right for you? Alternatives, Athletes & Entertainers, Business Owners, Capital Markets Outlook, Women & Wealth Likes 0 SHARE Bookmarks
January 11, 2021 2021 – Seeing Light at the End of the Tunnel by Matthew D. Palazzolo, Christopher Brigham After a shocking 2020, we turn our eyes to what 2021 may bring for the economy and markets. What will it spell for the pandemic, economic growth, and corporate profits? How should investors position for what may come? Capital Markets Outlook Likes 0 SHARE Bookmarks
January 05, 2021 Novel and Not-So-Novel Lessons from 2020 by Beata Kirr, Alexander Chaloff Every year offers lessons—from tried and true tenets to once-in-a-lifetime teachings. And despite its exceptional nature, 2020 again offers several key takeaways. Here they are. Capital Markets Outlook Likes 0 SHARE Bookmarks
November 16, 2020 Should You Invest at Market Highs? by Alex Coulard Investing during a deep downturn often provokes anxiety. But putting money to work at all-time highs feels like you already missed your chance. How can hesitant investors muster their courage? Capital Markets Outlook, Equities, Wealth Planning Likes 0 SHARE Bookmarks
February 03, 2020 Why are interest rates so low? And where might they go? by Matthew D. Palazzolo, Christopher Brigham Interest rates around the world are at the lowest levels in history. We sort through the reasons why and use them to think about where rates might go from here. Capital Markets Outlook, Economics, Equities, Fixed Income, Multi-Asset Likes 1 SHARE Bookmarks
January 02, 2020 2020 Brings Less Uncertainty, But Not Certainty by Matthew D. Palazzolo 2019’s equity markets turned out to be better than many investors predicted. Despite this strong performance, not everything’s rosy. The economy is still somewhat fragile, and one issue, in particular, may be the critical driver of US growth this year. Capital Markets Outlook, Economics, Equities Likes 0 SHARE Bookmarks
December 02, 2019 Energizing Europe: Regional Markets Show Signs of Recovery by Nicholas Davidson European stocks have outperformed US equity markets in recent months, after several years of underperformance. Is this the start of a longer trend? It’s too soon to say, but some unfolding developments could signal a reversal of fortune for a long-unloved asset class. Capital Markets Outlook, Equities Likes 0 SHARE Bookmarks
November 01, 2019 Can Munis Continue to Deliver? by Daryl Clements Despite the municipal market’s strong year-to-date rally, an aging US expansion and low yields continue to top municipal investors’ concerns as we enter the home stretch of 2019. When conditions are evolving and visibility is limited, active and flexible strategies can help balance risk and reward. Active & Passive , Capital Markets Outlook, Fixed Income, Late-Cycle Investing, Municipals Likes 0 SHARE Bookmarks
October 02, 2019 Evaluating the Headwinds To the Economic Outlook by Darren Williams The global economy faces its most challenging year in over a decade. Policymakers still have options, but can they use them effectively? Capital Markets Outlook, Economics Likes 0 SHARE Bookmarks
September 03, 2019 Are We Closer to a Recession Post-August? by Matthew D. Palazzolo, Christopher Brigham To help us assess the macroeconomic environment and put the recession fears into perspective, we look at our dashboard, which continuously monitors numerous metrics that provide insights into the health of the economy. Today, five metrics are particularly telling. Capital Markets Outlook, Economics Likes 0 SHARE Bookmarks
July 31, 2019 US Corporate Cash Is Down—Will Stocks Follow? by Sharat Kotikalpudi, Caglasu Altunkopru The recent decline in US corporate cash hasn’t raised a lot of eyebrows, but it has caused one of our equity-quality indicators to flash a warning. Since equity quality is one of the signals with a strong track record of predicting market sell-offs, should investors be worried? Capital Markets Outlook, Equities, Multi-Asset Likes 0 SHARE Bookmarks