Parking your fixed-income assets in cash may seem like a safe choice in today’s volatile investing environment, but it’s actually a risky proposition. Here are three reasons why sitting on the sidelines can be a dangerous game.
Despite economic uncertainty, we see compelling value in high-quality, liquid assets that we view as more resilient in the face of a potential recession.
Markets are still facing uncertainties regarding the impact of the Federal Reserve’s aggressive rate hikes and quantitative tightening, a potential economic slowdown, and the likelihood of other unforeseen consequences of financial disintermediation.
It’s hard to open up a newspaper these days and not see a scary story about the debt ceiling debate. The Biden Administration is saying that a “default” is approaching if an agreement isn’t reached soon.
Tencent Holdings Ltd. posted its fastest pace of revenue growth in more than a year but earnings missed estimates, reflecting an uneven internet sector recovery during China’s post-pandemic reopening.
The Federal Reserve’s latest 0.25% interest-rate hike has likely capped one of its most aggressive policy-tightening cycles in 40 years. And the cumulative 5% policy rate increase in just over a year is now starting to have an effect on rate-sensitive sectors and inflation.
Rising rates in today's fixed-income markets have led to more attractive bond prices and higher yields, alleviating some of the challenges facing income investors.
Muni investors have more reasons for optimism than concern as California tackles a projected $31.5 billion budget deficit.
Every financial decision has a tax implication, and sufficient planning is not done until the taxes have been considered and reported correctly. Here are seven pitfalls advisors can avoid.
What's on the menu? Heading into a profits recession, there are many things to consider when building a portfolio. Here's a sneak peek at what we are serving up.
Profit margins have remained elevated in the U.S. for a decade, and in a new white paper, GMO’s James Montier examines why that has been the case, ultimately finding the culprit in fiscal deficits.
Doug Drabik discusses fixed-income market conditions and offers insight for bond investors.
Many investment strategists are forecasting that the U.S. economy could experience a recession in the next year or two.
As the US economy begins to feel the weight of the Federal Reserve’s rate hikes, investors have grown leery of US high-yield corporate bonds. On the surface, that makes sense. Historically, credit conditions soured when growth slowed.
What is the number-one reported factor for a happy and fulfilling retirement?
While 92% of advisors who outsourced to AssetMark increased personal income, 66% of advisors say they don’t really understand turnkey asset management platforms (TAMPs) or know what role they should play in supporting their firm.
That’s exactly why we created our latest guide: “TAMPs: A Game-Changer for Your Practice.” Inside, we explore modern asset management solutions, the benefits of outsourcing asset management, and how financial advisors can get started with a turnkey platform.
Valkyrie’s Leah Wald offers perspective on the state of crypto ETFs and regulation, along with current crypto market dynamics. VettaFi’s Tom Hendrickson and LOGICLY’s Emil Tarazi discuss their recent partnership and highlight the surging interest in Treasury ETFs.
Nearly a year ago, I – provisionally and with qualifications – declared I-Bonds to be the fabled “free lunch” due to the remarkable 9.62% rate they were paying. That rate came down – a lot – so should you still buy them?
Although affordability remains an obstacle, recent data offer reasons to be more constructive as broader conditions still appear supportive of home prices.
Whether it’s high inflation or greater market volatility, Monte Carlo analysis will reveal how those uncertainties impact a client and provide peace of mind about their plans.
We think the U.S. debt limit showdown will spark renewed volatility in markets. That risk reinforces why we stay invested and cautious by going up in quality.
The risk of a US debt default is greater than it’s ever been, threatening to tip global markets into a brand-new world of pain. For investors, there are few places to hide other than the oldest hedge in the book: gold.
Technological progress in the last two centuries, and especially in the recent past, has been nothing short of amazing. So why are we so unhappy? Why aren’t we all rich?
As the credit market grows more stringent, investors should consider high-quality, longer-term bonds. Here are some fixed-income strategies.
When planning for retirement, taking even the smallest risk can be life changing. Discover why financial advice during retirement planning is crucial with Harold Evensky.
Depending on your financial situation, you may qualify for a subsidized loan or an unsubsidized loan. Here’s the breakdown of subsidized and unsubsidized loans, along with how to get each of them.
Political brinkmanship in Washington adds to concerns about the economy.
There is a disconnect between the Fed’s message regarding taking a pause in hiking interest rates this year and the market’s expectations of rate cuts.
The Banking emergency arising with mid-sized, regional banks is a direct consequence of policy decisions. Examine the causes of bank failures in 2023 and the potential for larger contagion.
Portfolio manager John Paul Lech explores the defining changes of the last three years. Here he explains how he is navigating the new era of rising interest rates and financial tightening.
Saving for college can be daunting. Many parents don’t know how prepared they will be for college costs in the future. Parents face the question of how much to save and which funding vehicles to use.
The longer-term risks of sticky inflation, monetary policy changes, and slowing economic growth continue to challenge the markets. Within this uncertain backdrop, Franklin Income Investors’ Ed Perks shares his latest outlook and the investment opportunities he sees across fixed income and equities.
Join the thought leaders at WisdomTree and VettaFi for a robust discussion about the challenges and opportunities available in the fixed income space.
So far this year, the ETF industry has witnessed as much sound as fury. While we haven’t seen the record-breaking flows of past years, we have seen plenty of launch and closure activity.
Markets want to believe policy interest rates will soon fall—but inflation and growth data tell a very different story, argues Franklin Templeton Fixed Income CIO Sonal Desai.
An allocation to fixed income may help investors navigate a potential recession as well as uncertainty around the Federal Reserve’s policy trajectory.
Fixed-income markets are likely to be volatile given macro-driven risks and the higher cost of borrowing.
The Cboe's new 1-Day Volatility Index, launched on April 24, and was built to measure the expected volatility of the S&P 500 over the next day of trading. VIX1D is a response to a surge in the use of extremely short-dated options.
After moderate gains in March, markets continued to rally in April. U.S. markets were up by low single digits, while bond markets were moderately positive. International markets were mixed, with developed markets showing modest gains while emerging markets ticked down.
Economic reports and corporate data last week highlighted the cautious stance of corporations, contrasted against a resilient consumer, who continues to be propped up by strong demand in the labor market and increasing wages.
When March’s bank failures ignited a historic bond rally, few, if any, made more money than Josh Barrickman. His army of funds gained roughly $26 billion, the equivalent of more than $1 billion in paper profits every single trading session.
Financial cracks from rate hikes have led to jitters over commercial real estate. Yet granularity is key. We see opportunities in some U.S. industrial properties.
With regional bank volatility grabbing headlines, CIO Larry Adam looks at what this activity means for the economy and asset classes.
If the Fed pauses, will that revive risk assets? Tom Nelson and Miles Sampson of Franklin Templeton Investment Solutions weigh in on the investment implications of the latest US central bank actions.
For this edition of Bull vs. Bear, Karrie Gordon and Nick Peters-Golden debated the long-term investing case for gold ETFs. Have the yellow metal’s fundamentals fundamentally changed?
Research has shown that investing in IPOs has been a bad deal – you lose money compared to a comparable index fund. But a new paper shows that certain VC-backed IPOs deliver alpha for investors.
The biggest risk to a planner/client relationship lasting through the client’s lifetime can be the adult children the client has appointed to hold their power of attorney.
Investments in a selection of private markets – also known as “alternatives” – reduced the volatility of portfolios in 2022.
Taking risks is no longer necessary to make a return on your savings.
