On inflation and Fed policy, Jeffrey Gundlach disagreed with comments made by Treasury Secretary Steven Mnuchin and Fed Chairman Jerome Powell. But Gundlach’s views were in line with the consensus on those key issues – inflation will not spike dramatically higher and the Fed will continue with its planned rate hikes.
In this issue, Research Affiliates discusses positioning for potentially volatile markets and the link between equity valuations and macroeconomic conditions.
The current recovery started in June 2009, 105 months ago, making it the third longest recovery in U.S. history.
David Lau is the founder and CEO of DPL Financial Partners, a firm focused on the distribution of commission-free insurance products geared toward the RIA and fee-based advisor channel. In this interview, he discusses his suite of products and related services.
We generally don’t get our investment philosophy from beer commercials, but the takeaway from this one bears reflection: Deviate from what is working at your own peril.
The US doesn't face "secular stagnation" caused by outside or uncontrollable forces, like foreigners (and bad trade deals), technology that steals jobs, or Unions that are too weak. Growth is slow because government has grown too big.
Gregg S. Fisher founded Gerstein Fisher in 1993 based on a vision of offering a quantitative investment management approach grounded in sound economic theory and more efficiently implemented through technology. In this interview, he discusses the virtues of multi-factor investing and which factors are attractive in today’s market.
A recent paper from the World Economic Forum – the group that runs the Davos conference – stated that Americans pay more for healthcare than other countries but get inferior outcomes. That rhetoric was amplified by Warren Buffett, when he called health care costs a “hungry tapeworm” eating into the American economy. But, before you assume that Americans are not getting good value for their health care dollars, let’s look at the data.
We recently surveyed over 1,500 advisors to see which asset managers they are most likely to recommend to their peers. Here are the fund companies and ETF providers that came out on top in seven different categories.
At the request of The Wall Street Journal, over the last month we conducted a series of polls asking our readers to forecast the returns for the next 10 years for a series of asset classes. The results are below.