Structural changes in the world’s energy systems represent significant investment potential across an array of sectors. Analysts on our equity research team offer insights into the impact and opportunities.
Managing substantial wealth often requires specialized capabilities and expertise.
New findings from EBRI’s recently released 2023 Retirement Confidence Survey reveal what’s top of mind for American workers and retirees. Below, we look at two key findings – alongside ways the industry is responding.
The standoff between the White House and Congress over raising the US debt ceiling has been the talk of the town for months. Now that the government has reached an agreement, savvy investors will be on the hunt for opportunities—and we think there will be some attractive ones.
Choppiness in the equity market continues as investors look to see a debt limit deal approved.
The collapse of Silicon Valley Bank and Signature Bank heightens the Federal Reserve's policy dilemma over fighting inflation while maintaining financial stability. We analyze what the crisis means for the banking system and the economy.
Following OPEC’s surprise production cut in April that saw crude oil squeeze from $65 to $80 per barrel in a manner of days, hedge funds and the like have once again resumed selling on slowing growth and recession fears.
I originally posted a video covering the hospital REIT Medical Properties Trust on February 17, 2023, when the price was $12.96. On February 28, 2023, I did a follow-up update video after the price had fallen to $8.72.
While we don't expect the U.S. government to default, the uncertainty may heighten market volatility in coming days. Here are answers to some of the questions we're hearing most often.
The semiconductor cycle is dead, long live the super cycle!
Diversification is a cornerstone of thoughtful, long-term focused investing. Incorporating assets and asset classes that don’t always move in tandem – that is, their returns aren’t strongly correlated – can help temper stock and bond market risk.
After embarking on a rapid tightening cycle in March 2022, the Federal Open Market Committee (FOMC) appears poised to pause its interest rate hikes in the middle of this year.
Parking your fixed-income assets in cash may seem like a safe choice in today’s volatile investing environment, but it’s actually a risky proposition. Here are three reasons why sitting on the sidelines can be a dangerous game.
Here are GMO’s updated forecasts for performance of various asset classes over the next seven years.
Markets are still facing uncertainties regarding the impact of the Federal Reserve’s aggressive rate hikes and quantitative tightening, a potential economic slowdown, and the likelihood of other unforeseen consequences of financial disintermediation.
Economic moats, also called business moats, are competitive advantages that help a company maintain long-term profits and market share over competitors.
As the credit market grows more stringent, investors should consider high-quality, longer-term bonds. Here are some fixed-income strategies.
This is part of a continuing series of analyze-out-loud videos prepared at the suggestion of subscribers to the FAST Graphs’ YouTube Channel on how to research stocks – and how to know when to buy or sell a stock.
Lawmakers in Washington set government spending and revenue plans every fiscal year, usually producing a shortfall that many of us know as the federal budget deficit.
Today’s competitive landscape is creating an interesting opportunity for discussions between money managers and their small business owner clients looking to incorporate more technology-centric investments into their portfolios.
This is part of a continuing series of analyze out loud videos prepared at the suggestion of subscribers to the FAST Graphs’ YouTube Channel on how to research stocks.
On the heels of its 10th consecutive rate hike since March 2022, the Federal Reserve hedged its bets on pausing rate adjustments.
Anne Walsh, CIO of Guggenheim Partners Investment Management, joins Bloomberg TV from the Milken Global Conference to discuss the implications of ongoing issues in fixed income and how capital rationing favors private credit.
Along with identifying your goals and time horizon, assessing risk is a key part of building a holistic financial plan. And while affluent investors generally have higher risk tolerances, determining their individual risk profiles isn’t straightforward.
As the name implies, loss aversion is our instinct to not just prefer a gain over a loss but to prioritize avoiding losses over almost anything. It might sound wise to try avoiding losses but taking it too far could keep you from realizing your financial goals.
Markets posted a strong first quarter, though it was a rollercoaster ride. The path forward will likely stay turbulent, with bank turmoil likely tightening credit conditions and the Fed still wrestling with inflation.
Over the past year, the municipal bond market has seen increased volatility stemming from rising interest rates across the yield curve.
Despite continued geopolitical events and a potential banking crisis, markets remained focused on the economy and central banks’ attempts to control inflation.
GMO has published a new 7-Year Asset Class Forecast.
Our emerging market debt valuation metrics across all but the U.S. interest rate dimension remain unambiguously attractive. In this new, compact version of our Quarterly Valuation Update, we provide our Q1 assessment and introduce summary valuation graphics to assist in quantifying expected returns.
For years, investors seeking tax-efficient income grappled with a key question: Are municipal bonds that are subject to the alternative minimum tax (AMT) worth their higher yields? After all, an attractive bond yield didn’t hold as much luster once the AMT shaved off up to 28%.
The lack of diversification benefits of government bonds in 2022 was painful for multi-asset investors. The sell-off in US Treasuries in particular was sharp, and we saw correlations versus stocks move well into positive territory.
U.S. stocks climbed for a second straight day Tuesday, with the tech-focused Nasdaq Composite ending near a five-week high, as jitters over bank instability eased.
Help end investors understand that bailing out of bonds could mean locking in losses and missing a potential recovery.
GMO 7-year Asset Class Forecast: February 2023
U.S. equities are lower as pressure has returned to the banking sector, which remains top of mind.
The market gyrations are not rooted in a banking crisis, but in financial cracks from rapid rate hikes.
When markets react, consider a broader historical perspective before changing your financial course.
Although the dust has not yet settled, we think it’s a good time to pause and consider the implications of the recent Silicon Valley Bank (SVB) collapse.
What our experts think about today's market action.
U.S. stocks are falling in pre-market trading as recent banking turmoil on this side of the pond made its way to Europe.
U.S. stocks are extending last week's sharp declines that have come amid worries regarding the ultimate impact on the banking sector of the recent collapses of SVB Financial and Silvergate Capital.
U.S. equities are modestly higher in pre-market action following the February labor report that was only modestly above estimates.
U.S. stocks are higher, paring weekly losses though the markets remain choppy following this week's hawkish Congressional testimony from Fed Chairman Jerome Powell.
More women in senior roles will support the long-term success and sustainability of emerging markets.
Markets this month were unable to build upon January's momentum following speculation that the central bank will continue with interest rate hikes.
U.S. stocks are subdued in pre-market action as the global markets remain choppy amid the backdrop of uncertainty regarding the ultimate impact of aggressive monetary policy tightening.
Valuations have reset after a volatile year.
The S&P 500 is rising after falling the past four sessions as equites have shown some volatility amid festering uncertainty regarding the ultimate economic impact of aggressive global central bank tightening.
GMO 7-year Asset Class Forecast: January 2023.
