Customization is increasingly important across a number of industries. For advisors, the ability to create personalized portfolios that can meet the specific demands and preferences for investors is going to be vital. Join the professionals at Envestnet and VettaFi as they unpack the latest in direct indexing innovation.
The consensus is wrong, and the Fed has not engineered a “soft landing.” A recession is all but certain in the first half of next year, according to Jeffrey Gundlach.
Todays markets remain unusual and perplexing, with the fixed income space in particular seeming both ripe with opportunities and fraught with danger. A strategy centered on preferred income focused on the utilities sector could provide diversification to investors.
Advisors are using tax-managed products for tax-sensitive clients. In this interview, we learn how tax-managed products maximize the after-tax returns for investors to help them get to their goals with greater certainty.
Don’t fear the Fed’s 25-basis-point rate hike on Wednesday, according to Jeremy Siegel. Given the strength of the economy and low unemployment, he said stocks can withstand higher rates.
In this interview, Woody Brock discusses why the dollar will remain as the reserve currency, his outlook for inflation, and how AI will affect the economy and the job market.
Amid fears of a recession, the S&P 500 is up more than 14% this year, and AI stocks have risen many times more than that. But the market is not in a bubble, according to Jeremy Siegel.
Join the Delaware Funds by Macquarie® Municipal Fixed Income team for an interactive discussion that will help answer some of the biggest questions on municipal bond investors’ minds.
“Owning bonds is better than white-knuckling it in stocks in an economy that is going into a recession,” Jeffrey Gundlach said.
Join the experts at abrdn and VettaFi to learn how an allocation to infrastructure could boost your portfolio.
Over the next decade, the total return for U.S. or global equities will be nearly zero, according to Felix Zulauf.
The conventional wisdom is that the pandemic induced a trend of de-globalization, as major economies decreased the reliance of their supply chains on other countries. But, according to Louis-Vincent Gave, globalization will thrive, and the focus will shift from China to India and other southern hemisphere countries.
The Fed and its loose monetary policy are to blame, according to Lacy Hunt, for high inflation, excessive risk taking, slow growth and other maladies afflicting our economy.
The odds of a “hard” recession are 99%, according to David Rosenberg, and it will start in the second quarter. Indeed, he said, it may have already started.
“Be careful in the equity markets,” warned Larry Summers. The bond market is predicting a recession but, he said, the equity market has not priced that in.
The fiercest adversary of investing based on environmental, social and governance (ESG) is Aswath Damodaran. ESG is a failure, its advocates are to blame, and the concept should be retired, according to Damodaran.
High-yield investors beware. Junk bonds that were financed at low, fixed rates will eventually mature and, according to Jeffrey Gundlach, weak issuers that cannot refinance at higher rates will default.
Join Global X to understand how transformative technologies are disrupting our economy, creating exciting opportunities for investors. “Charting Disruption” is Global X’s annual flagship thematic outlook for the trends, technologies and bold ideas shaping the future. Join VettaFi | Advisor Perspectives on February 21st for a webcast to learn more.
Let’s explore whether the CFP Board, the most powerful and prominent organization supporting the advisory profession, can do more to support the adoption of a full fiduciary standard. We’ll also ask whether the CFP Board actually owns the trademark for “certified financial planner,” as it claims.
“Geopolitical recession” doesn’t exist as a defined term. But it should, according to Ian Bremmer. If relations among global powers were framed in economic terms, we would be in the “bust” phase of the business cycle, he said.
The bond market is much cheaper than the stock market, according to Jeffrey Gundlach. Investors should abandon the traditional 60/40 stock/bond allocation in favor of a 40/60 split.
Great articles don’t always get the readership they deserve. We’ve posted the 10 most-widely read investment, planning and practice management articles over the last two days. Below are another 10 that you might have missed, but I believe merit reading.
As is our custom, we conclude the year by reflecting on the 10 most-read practice management articles over the past 12 months. Tomorrow, we will highlight the 10 best articles you probably missed.
As is our custom, we conclude the year by reflecting on the 10 most-read investment and planning articles over the past 12 months. Tomorrow, we will highlight the 10 most-read practice management articles.
As the world economy prepares for a true transition to decarbonization, interest in renewable energy has re-emerged as an important topic for investors. This interview features Rene Reyna, who is head of thematic and specialty product strategy for the ETFs and Indexed Strategies teams at Invesco.
Happy Holidays from Bob, Sally and their grandchildren
“I have never seen so much bearishness in the market,” Jeremy Siegel said, “which is a great sign for stock investors.”
It’s common knowledge that, for many Americans, the greatest fear is outliving their retirement nest eggs. With retirement having the potential to stretch for decades, it’s no wonder people are worried. But for women, the risk of not having adequate funds for retirement is even greater than it is for men. As advisors, we must understand and address the financial planning challenges unique to women.
For the past 15 years, Bob Huebscher has been privileged to interview Jeremy Siegel, the Russell E. Palmer Emeritus Professor of Finance at the Wharton School, about his outlook for the economy and the markets. This year, for the first time, Bob will interview Jeremy live.
Invesco and Nasdaq have partnered together to form the QQQ Innovation Suite which has helped investors access the world’s most innovative companies. This year, the suite has expanded to offer investors more ways to access innovation across the market cap spectrum.
“Expect a recession by the middle of next year,” Jeffrey Gundlach warned investors. The Fed’s monetary tightening will not be as aggressive as expected, he said, but high rates will dampen housing, consumer spending and other sectors, and will force the economy to contract.
As clients age and their financial lives evolve, most reach a point where they stop accumulating investment assets and begin taking distributions from their investment and retirement portfolios. This presentation introduces financial advisors to a comprehensive approach to creating longevity-oriented investment portfolios and managing retirement income.
Advisors and their clients need to manage pressures they have not seen for 20 years: market volatility, inflation, rising interest rates and potentially higher taxes. With fixed income not holding up as a low-risk part of the portfolio, it is time to look at other strategies to protect client portfolios.
Join us and marketing guru Kristen Luke to learn how to stand out from the competition and attract your ideal clients in 2022 and beyond. In this CE-eligible webinar, you’ll have the opportunity to ask Kristen anything and see how specializing in a niche allows you to be more effective when counseling clients. (Please note: You must be an AP Premium Member to register for this webinar.)
The overriding story of Vietnam is the triumph of free markets over communism.
Clients often assume that their need for life insurance ends when they stop working. I spoke with Neil Drzewiecki, the head of life products for MassMutual Life Insurance Company, about how whole-life insurance can play an important role in your client's retirement income strategy.
According to Woody Brock, inflation will not fall back to the pre-COVID 2% level that the Fed wants. Two underlying structural changes will keep inflation at about 4.
Democracy is under attack, yet many Americans fail to see the threat, according to Seth Klarman. Leadership must come from the business community to respond to this challenge.
Direct indexing is the fastest growing segment of the asset management industry. In this interview, Brandon Thomas of Envestnet explains how direct indexing helps clients gain low-cost, tax-efficient exposure to asset classes, ESG and quantitative strategies.
Sell stocks and buy opportunistic bonds, according to Jeffrey Gundlach. “The capital gains potential is the best in the last 15 years," he said. Bonds are “the place to be.”
“Price matters again in investing,” according to Bob Wyckoff a managing director of Tweedy, Browne. “That serves the interests of value investors.”
The world is undergoing a dramatic energy regime shift that has been accelerated by recent events, including the COVID crisis, the Ukraine war, and growing concerns about climate change. The Harbor Energy Transition Strategy ETF was introduced to position investors for this transition.
Investors increasingly want more control and customization of their portfolios. Personalized managed accounts give them the opportunity to do that.
The price of oil, as measured by the benchmark WTI index, could hit $150 this summer, according to Jeffrey Gundlach. That price may not be sustained, he said, “but the path of least resistance for oil prices is up.”
Two of the world’s most respected investors, Jeremy Grantham and Ray Dalio, offered identical warnings: The bubble in U.S. equities is unwinding, and the economy is headed for stagflation.
Plan for long-term Inflation that will be fought aggressively by the Fed, higher policy rates, and slower economic growth, according to Raghuram Rajan.
The Fed is at a crucial junction, according to Lacy Hunt. It has to contain inflation. If not, the stability of the U.S. economy over the longer term is seriously in doubt.
To achieve its mission of reducing inflation, the Fed will keep raising rates, according to Albert Edwards, and won’t stop before the S&P 500 hits 3,000.
The Fed is on a single-minded mission to fight inflation, according to Jim Bianco. To do that, it will crush stock prices and home values.
The U.S. economy will be in recession in the second half of this year, according to David Rosenberg. Equity Investors should brace for a 30% bear market decline.