Each year, I head to the woods of Maine for an event called “Camp Kotok.” Over the coming week or so, I’ll be sharing some videos of conversations I had with attendees while there (and also pointing to coverage from other attendees, as well).
Investors should be aware of potential real-time market exposure risks when implementing large changes to their portfolios.
After a rush among issuers to file for spot bitcoin ETFs, followed shortly by a rush to file for ether futures ETFs, the environment for crypto-related ETFs looks significantly different from early 2023 when several crypto ETFs announced closures.
The potential for a Fed pause presents an opportunity for investors to consider adding duration back into their portfolios.
Public and private projects are fueling a new building boom.
Flagging office occupancy rates have municipal bond investors concerned. But US cities have more than one card to play in the revenue game.
In this video, Chuck Carnevale, Co-founder of FAST Graphs, the Fundamentals Analyzer Software Tool will analyze the performance and valuation of PayPal (PYPL) stock.
This article takes a look at a long-term perspective on Treasury yields as of the July 31, 2023 close. The chart below shows the 10-year constant-maturity yield since 1962 along with the Fed funds rate (FFR) and inflation.
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Do high-yield bonds still make sense for income investors at this stage of the credit cycle? We think so.
The common currency has not led to common outcomes.
We see compelling value in high-quality, liquid fixed income assets that may offer potential resiliency if the economy weakens.
After an unprecedented pause that started in March 2020, student loan repayments will finally resume in October 2023.
We see emerging markets better withstanding volatility and benefiting as supply chains rewire. We switch our EM debt preference to hard currency from local.
It’s time for our annual August report, “Charts for the Beach.” Each year we highlight five of our favorite charts we think consensus is currently overlooking. So, head for the beach, but be safe and heed the warning about the critical lifeguard shortages. Yet another sign the labor markets are historically tight!
Investors are taking fright at commercial real estate risks in Sweden. But we think the situation is less threatening than feared.
What would you do if you won the Mega Millions? It’s now up to a record $1.55 billion! We would start a not-for-profit to educate people not to play the lottery.
Such is the latest rationalization to support the “bull market” narrative.
July was an impressive asset-gathering month for ETFs. Much of the heavy lifting was done by the industry’s largest ETFs.
Investors often conclude that they would have performed better by simply investing in the S&P 500 index rather than a well-diversified portfolio.
July was another good month for stocks across the board. The U.S. indices were up in the low single digits, while international markets also did well. Riskier investments like the Nasdaq and emerging markets did best.
It’s no secret that we are currently in a high interest-rate environment. The Federal Funds rate, the benchmark rate in the U.S. set by the Federal Open Market Committee (FOMC), currently sits between the range of 5.00% and 5.25%.
Despite some improvements in corporate health, Global Macro Strategist Craig Burelle shares why he thinks companies are likely to experience more pain in the months to come.
Of course, hindsight is always 20/20. Last year there were many reasons to be bearish. Things were seemingly so bad, with everyone expecting a recession, that there was nowhere to go but up.
Coming into the year, over 60% of economists expected the economy to enter a recession in 2023. But the economy’s resilience, particularly in the wake of aggressive rate hikes, has surprised the market and supported better than expected earnings growth and the equity rally year-to-date.
Evan Harp sat down with Dr. Preston Cherry to discuss financial psychology, how it differs from behavioral finance, and how advisors can benefit from incorporating it into their practices.
Earnings season has thus far been a mixed bag, and despite a notable increase in the beat rate, the market is rightfully shifting focus to guidance for the rest of the year.
Companies that are on course to overcome ESG controversies deserve closer attention from investors.
The nation's complex and contentious fiscal processes are deemed a credit risk.
After 17 months of intense fighting, the costs of rebuilding Ukraine will most likely be far higher than previously expected. European countries, which have repeatedly pledged to support Ukraine but have contributed relatively little to its defense thus far, must coordinate and facilitate this effort.
For now, and according to the June Summary of Economic Projections (SEP) ‘dot-plot,’ the Fed still has one more 25 basis point increase for the federal funds rate before the end of this year.
Market volatility is an inevitable part of investing. And, understandably, tumultuous times will likely trigger emotional responses to match.
Research Affiliates explain why their long-term return forecasts have risen across asset classes and the implications of their near-term outlook for U.S. recession.
Alphabet Inc., the umbrella organization encompassing Google, is a global conglomerate that has revolutionized the world by organizing information and making it universally accessible and beneficial.
Bank of England raises interest rates again as expected. Rate hike likely to hurt first-time homebuyers in London. UK gilt curve appears to be pricing in a "higher rates for longer" scenario.
In any environment, multi-asset investors should prudently balance risks across equity, corporate credit and government bonds. But near-term tactical shifts can help take advantage of ever-evolving market conditions in the pursuit of long-term returns.
While US economic data continues to deteriorate along with much of the globe, pockets of growth have developed. We continue to be generally cautious but have expanded the portfolio to include Japan where we see opportunity today.
We are in the last half of what is the most disruptive and violent of the generational periods.
Fitch Ratings unexpectedly downgraded the U.S. credit rating from AAA to AA+, only the second downgrade in U.S. history, citing debt limit standoffs and rising entitlement costs.
While Washington continues a seemingly unbridled spending spree under the assumption “more spending” is better, debts and deficits matter. To better understand the impact of debt and deficits on economic growth, we must know where we came from.
The sovereign credit rating cut is unlikely to significantly change views toward U.S. Treasuries, but questions about debt sustainability may grow louder over time.
Referrals from established clients are a good way to organically grow an advisory business.
The more painful the situation, the more motivated we are to act. Here, we share an example of how an advisor can build a relationship with a client to become a trusted advisor and how that trust helps inspire referrals.
Todd Rosenbluth appeared on Bob Pisani’s “ETF Edge” to discuss AI ahead of the coming AI Symposium.
Equity Insights offers research and perspectives from Putnam’s equity team on market trends and opportunities.
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Australia and Canada are experiencing a surge in population growth, while growth rates have slowed substantially in the UK due to post-Brexit frictions.
Raymond James CIO Larry Adam examines the reasons for the decision and what the impact may be on the financial markets.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a Mr. Valuation, discusses the differences between investing in growth stocks vs. dividend growth stocks.
New public policies reflect growing urgency to address climate risk, which equity investors should emphasize, too.
