In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will explain the concept of a P/E ratio as a valuation reference using FAST Graphs for evaluating stock prices.
Maria Giraldo discusses the performance of the corporate credit sector this year and the rationale for our cautiously optimistic outlook for 2024.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation, will be discussing the potential of food stocks as investments. He will cover more than 25 food stocks and provide a high-level analysis of their performance and potential.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will delve into the world of office real estate investment trusts (REITs), and explore whether there are any good investment opportunities in this sector.
GMO has published a new 7-Year Asset Class Forecast
The shocking decision by Alibaba Group Holding Ltd. to cancel the spinoff of its cloud division is offering a fresh reason for investors to sell China tech stocks in an earnings season yielding mixed results.
Today's uncertain economic climate is putting particular pressure on four market segments. Here's what to watch out for in the months ahead.
In this issue of Fixed-Income Sector Views, our Sector Teams identify positive technical trends that have helped to support spreads, but remain vigilant for signs of credit deterioration as the slowing economy and the bite of higher rates start to be felt by issuers.
In this video, the best time in decades to invest in REITS, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation, will discuss the concept of FAST Graphs and analyze several REITs that he finds attractive.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will discuss different strategies for income investors in the current high-interest rate environment – bonds vs. stocks.
Healthcare stocks have underperformed the global market this year. But taking a closer look under the sector’s hood reveals a more complex picture. In key industries, earnings growth forecasts are healthy and valuations look attractive.
Starting in mid-2020, we began worrying about and forecasting higher inflation. The reason behind this was our belief in Milton Friedman and his view that inflation is “too much money chasing too few goods.”
Still doing “T-bill and chill”? As a strategy, rolling Treasury bills may have worked well so far this year, but history suggests it’s time for municipal bond investors to get off the sidelines and back into the market—and soon.
If you're close to retiring, beware of the little-known sequence-of-returns risk that could take a huge slice out of your retirement income.
Weakness in US equity markets since July reflects ongoing uncertainty about the macroeconomic outlook. Despite the concerns, stocks with quality and defensive features have performed relatively well and could help portfolios surmount shaky conditions ahead.
The Federal Reserve (Fed) elected to not raise the federal funds rate at the October/November 2023 Federal Open Market Committee (FOMC) meeting.
Higher macro and market volatility, along with greater dispersion, creates a favorable environment for active trading, according to K2 Advisors. Get the team’s latest hedge-fund strategy outlook.
Recent economic data, we believe, suggests sticky inflation with positive GDP growth is more likely in 2024 than a soft landing. We expect that interest rates will stay higher for longer on the back of increased Treasury supply and hawkish Federal Reserve rhetoric.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will discuss the current investment opportunity in Realty Income (O), a popular real estate investment trust (REIT).
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will discuss the concept of value investing and its importance in the world of investing.
Credit challenges to come as the economy slows.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. will illustrate how value investing is the smart way to invest in stocks. Whether you’re investing for growth or income, value investing can be highly effective.
Investors are accustomed to getting a snapshot of the market by looking at the latest index statistics. But today, average spreads and yields for investment-grade corporate bonds are deceptive. A look under the hood reveals that intermediate-maturity corporates are a much more compelling opportunity than long-maturity ones.
With annual deficits now in the trillions and interest payments on government debt at all-time highs, something needs to change.
A major investing mistake that investors often make is avoidable. We all realize that investing mistakes are going to be made. And there are some investing mistakes that are simply unavoidable and there’s really not much you can do about them.
Our emerging market debt valuation metrics across all but the U.S. interest rate dimension remain unambiguously attractive. In our Quarterly Valuation Update, we provide our Q3 assessment.
The muni yield curve has been inverted before, but not for any meaningful length of time—until now. With yields on short-term muni bonds still significantly higher than those on intermediate-term munis, what’s an investor to do?
The long history of business cycles illustrates that rising inflation precedes recessions. Inflation accelerations don’t just happen, they are caused.
Steve Brown, Chief Investment Officer for Total Return and Macro Strategies, discusses the portfolio strategy implications of the evolving geopolitical, economic, and policy landscape.
A run of shrinking quarterly profits may finally end soon, but it's probably not time to break out the champagne just yet.
The High Yield Bond category is up 5.9% through September, ranking it among the best performers in the fixed income space. Payden & Rygel’s Jordan Lopez and Nick Burns outline three factors contributing to the market’s strength.
Quarterly Macro Themes, a quarterly publication by our Macroeconomic and Investment Research Group, explores critical and timely areas of research and updates our baseline views on the economy.
In this video, Chuck Carnevale and Colton Carnevale will do a deep dive into this company and help you determine if NextEra Energy is at an attractive entry point today or not, watch the video to find out!
Medical Properties Trust is a very controversial healthcare REIT. Most estimates range the fair value somewhere between $10 and $20 a share and the stock trades at around $5, just a little bit better than $5 a share.
Risks remain tilted to the downside. Uncertainty about the strength and speed of monetary policy transmission and the persistence of inflation are key concerns. The adverse effects of higher interest rates could prove stronger than predicted, and greater inflation persistence would require additional policy tightening that might expose financial vulnerabilities.
As Markets Insider reported, NVIDIA is the king of AI and it’s recently become the king of the stock market. But is NVIDIA still a good investment today after rising so much?
Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation has 5 really interesting growth stocks for you in today’s video. These are companies that have double-digit earnings growth that can be bought at attractive valuations based on that growth.
The Federal Reserve weighs the data while investors wonder: Is the rate-hike cycle over?
With the rapid pace of urbanization, there’s an increasing demand for efficient and sustainable power solutions, and ABB’s advancements in smart grids and renewable energy integration are pivotal in meeting the demands of this transition.
For the second time in four months, the central bank decided to not increase interest rates but indicated another hike in 2023 is likely.
In this video, Colton Carnevale will take you through the various metrics that FAST Graphs has to offer such as EBITDA and Sales.
GMO has published a new 7-Year Asset Class Forecast.
Celebrating an exciting milestone: Franklin Income Fund turns 75. Learn more about this flagship strategy and read some fun facts from back in 1948.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will cover two very interesting stocks for your dividend growth investing that have been requested by subscribers to look at.
Bridgewater Associates LP founder Ray Dalio said he doesn’t want to own bonds and prefers cash, highlighting difficulties investors face as global central banks try to manage inflation.
BlackRock and Human Interest have found that American workers earning less than the national average are not saving due to lack of access to saving tools. Broadening access requires an intuitive and automated approach to retirement savings.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation has five really good dividend growth stocks for you to look at today with low debt and offer the potential to make good long-term rates of return and he thinks you’re going to find them very attractive.
For the savvy private wealth investor, portfolio diversity is key to success. Investing in infrastructure is one option that can help you both optimize your portfolio and make a positive and meaningful impact on your local community.
Innovative provider of custom indexes becomes a key part of a growing suite of VettaFi index solutions, which now power nearly $19 billion in ETFs and other vehicles.