Why should anyone be allocating to investment-grade corporate bonds right now?
In this video, Part 2 of 3, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will go over how you can calculate and assess intrinsic value (fair value) based on the future expectations of the growth of any stock you are looking at for long-term investment success.
The latest National Federation of Independent Business (NFIB) survey was an economic warning that departed widely from more robust governmental reports.
We believe high-yield munis carry additional risks, but are worth consideration by investors in higher tax brackets who are comfortable taking added risks.
After a strong start to the year, equity investors are assessing whether a range of escalating risks will lead to continued volatility ahead. In this quarter’s Systematic Equity Outlook, we’ll explore macro and micro risks through a systematic lens, and how we’re positioning portfolios to harness alpha opportunities ahead.
If investors are detectives seeking clues for outperformance in the US large-cap equity market, natural language processing is a team of tireless assistants.
Demand for copper is on the rise. Can its supply keep pace?
The market has been highly tuned to news from the Fed or developments in artificial intelligence technology to set expectations.
Active ETF strategies have stormed the scene over the past year and are growing at a dizzying pace.
At February's Exchange conference, New Frontier Advisors Chief Investment Officers was interviewed about his firm and the coming markets.
Interpreting flows into ETFs and mutual funds sometimes feels an awful lot like reading tea leaves, but I love it.
Dollar strength resulting from central banks' independent policies on rate cuts is unlikely to be tampered by China's deflation or geopolitics.
It’s a frequent question asked by organizations looking for an outsourced investment solutions provider. Our answer may surprise you.
Debt distress is rising fast, but restructuring is becoming more complex.
We demystify the credit risk transfer securities market.
The dynamics of fiscal and monetary policy are now entering a new phase. Due to the emergence of negative Net National Saving (NNS), the law of diminishing returns can no longer fully capture the harmful effect of debt on economic growth.
Even if higher-for-longer interest rates are applying downward pressure on prices, bonds still look enticing.
Bitcoin’s much anticipated quadrennial halving occurred last weekend and the rewards earned by bitcoin miners will be, well, halved.
Timing has never been a crucial undertaking for fixed income allocations dedicated to asset preservation largely because this is a long-term endeavor dedicated to keeping an investor’s wealth intact.
VettaFi examines the opportunities the growing hydrogen industry presents to the traditional midstream space.
Losing a loved one is one of the hardest experiences you’ll go through in life. Oftentimes, families are left scrambling.
Stronger economic growth is allowing the Fed to stay patient. That means a likely delayed start for expected interest-rate cuts.
Dr. Bernanke found significant shortcomings in the BoE's forecasting.
In this article, Russ Koesterich discusses why a higher rate environment may still allow stocks to end the year higher.
We put the recent market movements in perspective, which have been driven by time (it has been a while since we had a 5%+ pullback), overly optimistic, complacent market sentiment, and higher Treasury yields amid persistent inflationary pressures and signs of a more patient Fed.
Economic “reflation” is becoming the next bullish narrative as equity valuation increases continue to outpace earnings gains, at least according to Gold Sachs and Tony Pasquariello.
The economy continued to grow in the first quarter at what we estimate is a 2.6% annual rate. That’s a slowdown from the 3.1% rate in 2023, but still good compared to the past couple of decades when the average growth rate has been 2.0%.
Amid geopolitical tensions in the Middle East, bullish momentum could remain for a pair of Vanguard oil ETFs.
The melding of yield and rate risk mitigation is available in the Vanguard Intermediate-Term Bond ETF (BIV).
Today, we look at the world of “alternative investing.” I put it in quotes because this was originally a somewhat pejorative term. Back in the 1960s (and maybe before?), brokers sold you stocks and bonds, saying that was how smart people invested
Our outlook on the 11 S&P 500 equity sectors.
The impact of high inflation on individuals’ finances is not something to take lightly, especially in the U.S., because for almost 40 years we have had no experience with such an event and have no clue how to deal with it or how to try to minimize its negative impact.
Monetary authorities saved the day again in the first quarter, but over-reliance on them is looking to be increasingly risky for investors. The new boss is geopolitics and that is where investors should be looking for guidance.
Local currency rates and FX continue to screen attractive, as credit spreads transition to neutral. As we look ahead to our Emerging Country Debt Strategy’s 30-year anniversary on April 19th, our team paused to reflect on how important our valuation metrics have been in discussions with our clients.
In today’s video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation is going to look at how to calculate the intrinsic value of a common stock and why it is so important to long-term investing success.
Copper is trading at a 52-week high, oil is above $90 a barrel and the S&P 500 Energy Index just hit a fresh all-time high.
Educating workers about workplace benefits is vital to employee retention, according to findings from Franklin Templeton’s 2024 “Voice of the American Workplace” survey. Our Jacque Reardon shares findings from the survey related to what employees want—and how employers can meet these needs to benefit both parties.
Some experts think that efforts to expand blockchain technology are being forced upon end users and investors.
Inflation concerns are top of mind again, with consumer prices and producer prices rising higher last week.
So far this year, the US equity market has shown remarkable resilience and US inflation has remained sticky. Against this backdrop, a recent survey of our chief investment officers offers analyses and perspectives on key areas, such as Federal Reserve rate cut expectations, geopolitical risks, uncertain corporate earnings and opportunities in different asset classes.
Traders can continue riding the strength of the AI wave with the Direxion Daily Semiconductor Bull and Bear 3X Shares (SOXL).
Investing in private markets has obvious upsides, including potential higher returns, access to a broader opportunity set, and greater diversification.
Three months of discouraging inflation data coupled with some hot economic data points are considered headwinds for U.S. Treasurys.
Reviewing the basics can keep you from being caught off guard if your investment is returned to you before the stated maturity date.
Have you seen the price of natural gas lately?
Just as a GPS navigator analyzes real-time data to recalibrate routes efficiently, active management interprets market conditions to steer portfolios towards investment goals.
Inflation, one of many inputs to multi-asset decision-making, cooled substantially last year, but upside surprises in early 2024 for the US and Europe have many investors concerned that the path back to normal has hit a roadblock.
The Northern Trust Economics team shares its outlook for key APAC markets.
Nouriel Roubini, Stephen S. Roach, Nancy Qian, and more assess what it will take to improve the country’s economic prospects.
Oftentimes, we’re best able to understand something we’re interested in through analogies that clarify the matter by establishing connections between it and other parts of life.
