The allure of China as a global manufacturing hub is unlikely to fade anytime soon.
Although bonds may not always be able to significantly contribute to growing an investor’s wealth, their lower risk profile can bring comfort in positioning an investor to maintain that wealth.
As the performance of China’s equity markets remains uneven and unpredictable, portfolio manager Hardy Zhu and Chief Investment Officer Sean Taylor highlight the potential growth agents that could improve long-term investment returns.
Some experts believe investment-grade corporate bonds remain an opportunity-rich corner of the fixed income market.
The growing popularity of alternatives creates increased demand for private assets, with one surprising category above all.
This year's tale of two markets has underscored resilience at the index level but considerable weakness at the individual member level, leading to massive performance divergences.
In his mid-year outlook, Jim Cielinski, Global Head of Fixed Income, recognizes markets were impatient in wanting rate cuts, but the offset is fresh opportunities for investors to capture attractive yields.
Financial markets have posed a number of vexing questions to investors over the past two years, not the least of which included the height to which interest rates could rise without negatively impacting US economic activity.
Back in the early days of COVID, there was one key indicator that signaled or predicted the high inflation ahead: the M2 measure of the money supply. Unlike in the aftermath of the Financial Panic and Great Recession of 2008-09, M2 surged at an unprecedented pace in 2020-21.
Market expectations for Federal Reserve rate cuts in 2024 have shifted dramatically, from six cuts expected at the start of the year, to barely one or two at this writing. Here’s why we think the US economy’s resilience and the year-to-date increase in yields may prolong an attractive opportunity in fixed income.
After the S&P 500’s incredible run—up 57% from its October 2022 lows and with an election on the horizon, its normal for investors to wonder whether to take some chips off the table or hold off on investing to see what happens.
Lower inflation does not mean lower prices.
I may as well just say it. Based on the present combination of extreme valuations, unfavorable and deteriorating market internals, and a rare preponderance of warning syndromes in weekly and now daily data, my impression is that the speculative market advance since 2009 ended last week.
Total net worth, or household wealth, has reached a new record high, at least in nominal terms. This has pushed many to argue that Americans have been using the accumulation in net worth to increase consumption.
Signs of cooling inflation are bringing bond bulls back as the Federal Reserve recently kept interest rates unchanged yet again.
Economic indicators are released every week to provide insight into the overall health and performance of an economy.
The latest consumer survey data from the New York Federal Reserve had interesting data.
The old saw about doing the same thing and expecting a different result is less simple than it seems. Sometimes you need a few attempts to get it right.
Bitcoin could be headed for the stratosphere, according to a new report by Bernstein. The global investment firm is predicting that the world’s top digital asset could hit $200,000 by 2025, $500,000 by 2029 and—no, you’re not seeing things—$1 million per token by 2033.
Investment-grade corporate bonds remain attractive given their lower risk and relatively high yields. Long-term investors who can handle volatility might consider high-yield bonds and preferred securities, but we wouldn't suggest large positions in either.
On the latest edition of Market Week in Review, Director and Senior Investment Strategist Alex Cousley discussed recently released economic data from China, including home prices and credit numbers. He also covered the Bank of England’s (BoE) recent rate decision and provided an update on U.S. retail spending during May.
We are excited to announce that Ian Bremmer will once again headline Exchange, happening on March 23-26, 2025 in Las Vegas.
Senior loan ETFs have gained traction as elevated rate expectations spill over into the second half of the year.
Small cap performance has been a hot topic lately, with many pundits declaring the small cap premium on life support or dead altogether.
Blockchain is relatively young, but it’s increasingly becoming a political hot spot. That’s worth examining.
When it comes to stocks with the artificial intelligence (AI) label, Nvidia (NVDA) arguably takes the cake.
A rising number of U.S. taxpayers are subject to an investment income surtax, introduced a decade ago in federal legislation. Here are some strategies that may help mitigate the impact of the tax.
First-generation low carbon equity benchmark indices were developed almost a decade ago with the goals of mitigating climate risk and preparing for the transition to a low carbon economy.
The health of the British economy is top of mind for voters in this election.
Market indexes can be a useful barometer of long-term performance. But the investment opportunity set need not start and end there. Fundamental Equities investor Alister Hibbert uses an unconstrained approach in seeking to identify those rare companies that stand out from the pack.
The Tax Cuts and Jobs Act of 2017 (TCJA) is expected to sunset at the end of next year and there is likely to be a lot of chatter about what the potential changes in tax laws could mean for U.S. taxpayers.
It could be an opportune time to take advantage of core bond exposure now before a potential rally despite latest Fed-speak.
New research highlights how active management may be more beneficial than passive strategies for avoiding overvalued securities.
The Federal Reserve policy can set the tone that drives interest rates across the maturity range but an earlier market rate downturn can occur as a signal of investor perception of a slowdown in the economy.
Is the labor market okay? Depends on who you ask. The answer to that question should be a strong guidepost for whether you like Consumer Staples relative to the broad market.
Recently, James Grant, editor of the Interest Rate Observer, was asked about his outlook for interest rates. He sees interest rates moving in a cyclical pattern, potentially rising for another multi-decade period.
GMO has published a new 7-Year Asset Class Forecast.
Portfolio Managers Guy Barnard and Greg Kuhl highlight how the shelter component of CPI is exerting downward pressure on inflation, paving the way for rate cuts – a tailwind for listed real estate.
The S&P 500 surpassed its 27th record high for the year this week—and still notching more (up to 29 already!)—driven by rising earnings, cooling inflation, and an economy that remains on solid ground.
A top risk for investors, elections may see a shift from centrist to more populist policy that could slow exports, raise inflation, and increase volatility in the global markets.
Partnering with firms that have the requisite scale and demonstrated access to top-tier investment opportunities is one way investors can potentially eliminate the J-curve in a private markets investment program.
An array of data sources show a labor market that still has plenty of strength.
In the second half of the year, investors will likely be navigating a potential divergence in monetary policy among the major economy central banks, a more normalized U.S. interest rate regime, and an equity market that may favor quality.
High interest rates continue to add a dose of uncertainty into the bond markets. Investors are responding by turning to active ETFs.
The real estate sector has been hamstrung this year as the Federal Reserve has yet to deliver widely hoped for interest rate reductions.
Mining brings economic benefit and environmental costs.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will go over 10 value stocks with low debt and strong growth with very consistent operating histories over time, but best of all, they are in value today.
Last week, Donald Trump proposed replacing the income tax with a tariff on imports. Washington DC let out a loud, and collective, scoff. The average American was intrigued. More on this in a few…but to be clear, the idea as it stands won’t work in our current system.
Last week’s inflation data was very encouraging, with key indices like the Consumer Price Index and the Producer Price Index coming in below expectations. Stay up to date with the latest commentary from Professor Siegel.
For those of you who are not math geeks, ‘rise over run’ is the formula for the slope of a line. What does this have to do with the latest Federal Reserve (Fed) decision, you may ask?
