The year ended on a highly upbeat tone for investors as equities rose to new heights against a backdrop of inflation and a prolonged pandemic
Based in Tokyo, Japan, Kurita Water is a global leader in water management and water treatment chemicals.
Long before supply chain issues and soaring consumer prices made the headlines, I warned readers that massive monetary expansion made persistent inflation inevitable.
Loomis Sayles' high yield sector team share their views on rising rates, CCC-rated bonds and where they're seeing potential opportunity in 2022.
Supply-chain issues are often cited in the current debate about inflation—and aren’t going away as quickly as consumers and businesses would like. Our Franklin Templeton Investment Solutions team explores how supply chains became stuck, whether they will loosen up in 2022, and the implications for multi-asset investors.
As the Federal Reserve debates its monetary tightening timeline, the labor market is an important factor to watch in the year ahead, according to our Franklin Templeton Investment Solutions team. Read their thoughts on the labor market’s implications for both monetary policy and risk assets.
It’s well studied that factors like debt and financial uncertainty impact the way people feel about retirement and prepare for it. In this series, BlackRock explores insights from our 2021 DC Pulse research and additional work with the Employee Benefit Research Institute (EBRI) to recognize inequitable effects and find ways to build a better retirement for all.
2021 has been a year of notable economic growth after unexpected change caused by the COVID-19 pandemic. In our Economic and Market Outlook for 2022, we lay out some of the “known unknowns” we believe could significantly affect the investing landscape...
We are entering a new market regime unlike any in the past half century: We see another year of positive equity returns coupled with a down year for bonds. But we have dialed back our risk-taking given the wide range of potential outcomes in 2022.
A new piece from the GMO Asset Allocation Team discusses value traps, growth traps and which are worse for investors.
Historically, fourth quarter tax loss selling of closed-end funds (“CEFs”) has been prevalent in the market. CEFs may be more susceptible to tax loss selling given they trade on a stock exchange and market prices (investor return) can deviate from underlying net asset values (“NAVs”) (fund return).
Since its founding in 1963, Tokyo Electron has been accumulating the technological expertise it builds on to deliver industry-leading production equipment in two product categories: semiconductors and flat panel displays.
In this special report, the Northern Trust Economics team shares its outlook for growth, inflation, employment and interest rates in the year ahead.
At Russell Investments we have created a series of podcasts aimed at helping you gain insight in how to build a better business, or attract female clients, minimize the impact of taxes on a portfolio or articulate the value you bring to your clients.
When your largest position, Viasat Inc. (Ticker: VSAT), enters into a transformational merger involving regulatory complexity, interesting technology, enough equity issuance to require a shareholder vote, and a conceptual doubling down against what might be called the “Elon Musk-generated low-earth-orbit satellites (LEO) space craze...
The receding pandemic should continue to provide a tailwind. However, as economies begin to normalize, expectations for the future path of monetary and fiscal policies are shifting. And as markets adapt to a post-Covid economy, we expect increased volatility, more rotational markets, and leadership changes. The risk of a policy error has also increased at the margin, with future Federal Reserve leadership and policy more uncertain today than a month ago.
The results of hiring high quality, skilled workers can impact several business functions for companies. But is there added potential for talent acquisition strategies to lead to positive social outcomes and improved financial results?
It’s well-studied that factors like debt and financial uncertainty impact the way people feel about retirement and prepare for it. In this series, BlackRock explores insights from our 2021 DC Pulse research and additional work with the Employee Benefit Research Institute (EBRI) to recognize inequities and help find ways to build a better retirement for all.
GMO Asset Allocation team presents a chart of four major U.S. equity bubbles dating back to 1929, illustrating just how long it really takes for investors to climb back to historical levels of return.
Is inflation truly transitory? Will central banks start to tighten the policy reins? Will earnings continue to boost equity valuations? Heading into year end, the K2 Advisors team ponders these and other questions in its fourth quarter (Q4) hedge-fund strategy outlook.
Despite multiple headwinds, including increasing inflation, rising rates, and tight labor markets, our view is that the U.S. economy is in good shape. Markets may experience higher volatility as the Fed begins to taper its bond buying program, but we expect that to be a short-term issue.
Excerpts from Cerulli Associates' report on asset owner and manager perspectives when it comes to promoting diversity & inclusion.
The Fed's more hawkish stance at September’s FOMC meeting, rising upside inflation pressures, and near-term volatility drove Treasury yields higher at the end of the month.
Supply chains typically aren’t something the average person needs to think about too much. When they’re working, these high-tech, globalized networks of parts suppliers, assemblers, shippers, and distributors allow companies to make and move goods around the world so quickly and cheaply that it’s tempting to take them for granted.
GMO Asset Allocation Team examines the fact that although every bubble is unique, classic common threads also run through everyone.
Saving for retirement is a decades-long endeavor with factors – both excepted and unexpected – that can affect confidence and preparedness. Even though much of the conversation has centered around amassing a nest egg, it’s also important to look at what else can be done to improve retirement readiness for all.
The strong economic and market trends of the first half of 2021 wavered during the third quarter. The coronavirus delta variant caught up with the US at the height of the summer, just as vaccinations slowed and concerns grew that inflation might flare and persist.
This gem of a mid-cap dividend growth stock has also been a powerful growth stock as well. The company started paying its first dividend in 2015 and has grown at an average rate exceeding 100% per year. Although I doubt it will continue growing its dividend at that rate, I do believe it will continue growing its dividend at a very high rate going forward.
GEA is one of the largest global suppliers of food processing technology, building the machinery, plants, processes and systems that help producers deliver food to people.
We view the U.S. Treasury yield spike as resolving a disconnect between the powerful restart and lower yields in recent months, and stay tactically pro-risk.
U.S. stocks fell Tuesday on persistent concerns over the debt ceiling, along with a continued increase in Treasury yields. The S&P 500 closed down 2%, the Nasdaq fell 2.8%, and the Russell 2000 fell 2.3%.
We have become famous (or infamous) regarding our views that there is a bubble in long-duration assets. In this report, we investigate what’s causing such widespread bubbles, their potential effects on the overall economy, and the interesting investment opportunities resulting from the bubble’s misallocation of capital.
We stay tactically overweight European equities with two key events on the horizon: a European Central Bank (ECB) meeting and the German election.
Today Straumann leads the market with a full portfolio of prosthetics and products for restoring and regenerating teeth and dental tissue. Over the last 30 years, it has enabled millions of people to regain tooth function and improve the appearance of their teeth.
On August 24 and 25, we held our second annual Thought Leader Summit. Here is a short summary of each session and a link to watch the replay for CE credits.
A properly diversified credit portfolio should have exposure to both high-yield corporate bonds and bank loans.
Based in Brussels, Belgium, with offices in Luxembourg and Singapore, Sofina is a family-run investment company with equity holdings in Europe, the U.S. and Asia.
Inflation remained in check following the global financial crisis for over a decade despite a massive expansion of the Fed’s balance sheet.
Carl Zeiss Meditec was formed in 2002 when the medical device business was spun off from the larger Zeiss Group, a leader in optical, semiconductor and electronics manufacturing equipment founded in 1846 in Germany.
Vaccines have been nothing short of a miracle; however, too many have been opting to not get them, endangering themselves and others, despite overwhelming evidence of the pro versus con.
The resurgent virus should keep a lid on Treasury Yields.
Falling demand will help limit the extent of more price increases.
The United States is just at the beginning of a housing boom that could last for the next five years.
The yield curve is a powerful indicator. More powerful than many others as May West reminds us. As the greatest reopening momentum now appears behind us, today, our All-Weather portfolio looks more all-weather than it did earlier in the year.
June’s Consumer Price Index (CPI) again surprised to the upside, adding fuel to headline-writers’ panic about inflation spikes and market speculation that the Federal Reserve (Fed) will need to act soon to rein in prices.
Be forewarned – we are going to empty the quote bin this quarter.
The Value vs. Growth reversal, which started in earnest in the late Fall of 2020, generated exciting returns for many of our portfolios through May.
Known globally for its charm bracelets, Pandora is the world’s largest jewelry brand.