Commentaries

Timely market commentaries from leading investment firms

13 Healthcare Sector Stocks With Healthy Valuation

Today’s video on the Healthcare Sector Stocks is another in the continuing series of videos where we are looking for value in each of the 10 major sectors as reported by Standard & Poor’s. This particular video is going to be on the Healthcare Sector.

Tax Loss Harvesting in a Straight Up Market

In an equity market that has mostly moved straight up this year, the logical question is, how have we been realizing losses? Our analysis of potential tax benefit1 may provide the answer.

European Interest Rates: How Far to R*?

When the ECB’s rate-cutting cycle ends, should the neutral rate be far higher than pre-pandemic? Not in our view.

What Investors Should Know About Political Turmoil in France

On the latest edition of Market Week in Review, Investment Strategist BeiChen Lin discussed the ouster of France’s prime minister and the potential market implications. He also provided an update on the health of the U.S. economy.

The Fed Is Still Leaning Toward a December Rate Cut

The markets sure had a lot to process this year – from surprisingly resilient economic data, to the Fed kicking off its easing cycle to an unprecedented presidential election season.

2025 Corporate Bond Outlook

Strong 2024 performance may be tough to replicate given tight credit spreads, but we still have a favorable view on corporate bond investments given the strong economy.

Irresponsible and Addictive Deficits

Why hasn’t tighter monetary policy caused a recession? One reason: federal budget deficits have been huge.

Over-Exuberant Positioning for a December Rally

Last week we processed robust economic data and growing clarity on Federal Reserve policy, instilling a consensus view for a strong market that is now well reflected in positioning.

Thoughts From the Bond Vigilantes

Amid concerns about the impact of rising deficits on U.S. Treasuries, it helps to differentiate bond investments by maturity, credit rating, and global relative value.

The Shifting Landscape of Commercial Real Estate

As the office buildings market faces headwinds, investors look to alternative sectors.

Tomorrow's Market Outlook Symposium Brings Critical Insight

'The past is not necessarily prologue,' said VettaFi’s Head of Research Todd Rosenbluth, in advance of tomorrow’s Market Outlook Symposium.

2025 Municipal Bond Outlook

We believe municipal bonds currently offer a compelling balance of risk and reward for investors in higher tax brackets.

Look Beyond Today’s Stock Market Outperformers

A significant valuation gap has emerged between the top-performing megacap stocks and the rest of the market, creating potential opportunity.

Leverage And Speculation Are At Extremes

Financial markets often move in cycles where enthusiasm drives prices higher, sometimes far beyond what fundamentals justify.

Homes for Christmas

Whether you want to buy or rent, finding an affordable, comfortable home can be extremely difficult, if not impossible.