Peter Chiappinelli, CFA; GMO LLC discusses the common benchmark, the Bloomberg Barclays U.S. Aggregate Bond Index (the Agg). There’s nothing passive about the Agg, as it’s aggressively been taking on more risk. There are three main reasons for this concern: the simple math of bond duration; the changing composition of the index; and the very logical financing behavior of corporate borrowers.
When it comes to handling inflation, all companies aren’t equal. Investors could be well served by focusing on what might be one of the most important variables in a rising interest rate environment: a company’s ability to raise its prices.
If you get to know Gen X investors more closely, you’ll see their generational role in their personal lives presents a roadblock to their retirement plans. While Gen Xers want to help family members ranging from grown children to aging parents, these family ties are costly. Here are five factors Generation X investors may want to keep in mind.
After a rough November in the bond markets, portfolio manager Margie Patel assesses where the high-yield market stands and where it might go.
How much do investors worry about volatility? It comes down to their life stages. Dr. Brian Jacobsen takes a data-driven look at retiree and non-retiree viewpoints, with results from the Wells Fargo/Gallup Investor and Retirement Optimism Index.
The President-elect has called for $1 trillion investment in infrastructure, much of which will depend on public-private investment for funding. For municipal bond investors, the private sector’s increasing role in financing public transportation projects may provide an opportunity.
If U.S. inflation rises above 2%, how much inflation overshooting would the Fed tolerate? The Bank of England’s policies may provide clues.
To me, it looks like investors have almost fully embraced the idea of low growth and low inflation. If either of these factors surprise to the upside, we could exit the relatively narrow trading range the market has been in for the past few months.
In a low-interest-rate environment, what should investors keep in mind? Rick Friedman with GMO LLC explains.
Many asset allocation strategies that focus on value have had disappointing returns lately, with their managers having some explaining to do. However, the S&P 500 Index has some explaining to do as well.