European Bond Market: What Lies Beyond the Politics?
Treasury Snapshot: A Look at Yields as Trump Takes Office
S&P 500 Snapshot: A Modest Gain on Some Inauguration Volatility
Treasury Yields: A Long-Term Perspective
Five Decades of Middle-Class Wages: A Year-End Update as Trump Becomes President
ECRI Weekly Leading Index: "Disentangling Cyclical from Structural"
Secular Trends in Residential Building Permits and Housing Starts
Weekly Heating Oil Prices Unchanged
RecessionAlert Weekly Leading Index Update
Philly Fed Manufacturing Index: Continued Improvement
New Residential Housing Starts in December Beat Consensus
The Latest News in Alternative Investing
Using alternative investments allows investors to hedge against changes in the market and still see positive returns. Commodity ETFs and real estate investments offer investors options outside of traditionally “safe” investments. The rise of popularity in alternative investments has led to the acquisition of many smaller, specialized firms with specific industry knowledge that claim to understand how to best profit from the many asset classes.
Are Investors in Denial?
You’re in denial if you believe that U.S. stocks are fairly valued, the Eurozone does not face a crisis or a strong dollar will support stability in the global economy. Those themes were presented by Albert Edwards and his fellow speakers at annual investment conference sponsored by Societe Generale.
New Tools to Prove You Acted as a Fiduciary
This article, the first of two parts, is a review of some of the more prominent new tools that advisors can lean on as they prepare for the full DOL rule implementation on April 10. Each of them addresses a different aspect of the rule, and they all approach it from different angles.
New Research on Forecasting Returns with the CAPE Ratio
Developing an Effective Advisor Training Program
How to Help Smart Employees Deal with Adversity
Lifting Your Clients above the Fray
The Benefit of Brevity
What I Learned from Value Investor Guy Spier
Gundlach’s Forecast for 2017
Equity Market Review and Outlook: Q4 2016
For the first time in quite a while, Washington could prove to be a source of positive earnings catalysts in the months ahead.
Top Five Macro Themes for 2017
What a difference a few months can make. The world economy now looks to be on sounder footing, with economic data surprising to the upside, developed and emerging market economic momentum improving, global manufacturing recovering and the US profits recession ended.
Under Control: How a Disciplined Approach Can Keep Investors Focused
Investing for the long term is not a new concept, yet an increasingly large body of research suggests that investors are prone to short-term thinking. Although behavioral finance has identified the importance of taking emotion out of investing, for many this is easier said than done. While behavioral modifications can help, we believe that a risk-controlled investment approach can help limit rash decisions, while keeping investors focused on the long term.
Bond Market Review and Outlook - Q4 2016
Markets were in reflation mode during the final weeks of 2016, sending the 10-year US Treasury yield to its highest level in more than two years. While economic indicators have shown modest improvement, most of the rise in yields is built on lofty expectations. In the coming years, we think a strengthening macro backdrop may support modestly higher yields.