Chief Economist Eugenio J. Alemán discusses current economic conditions.
Stephen Dover, Head of Franklin Templeton Institute, shares his scorecard on some market prognostications for 2022, and what his team is watching in 2023—from blockchain to balanced portfolios.
The key takeaway from Wednesday’s FOMC meeting: despite encouraging inflation news, the Fed believes they have a long inflation fight ahead.
Confused about whether your student loans will be forgiven? Everyone is.
In part 1 I covered a model portfolio that was built on August 24, 2021, with the primary objective of generating a higher level of current income safely.
The Northern Trust Economics team shares its outlook for inflation, growth, employment and interest rates.
If you think high-yield savings accounts offer juicy rates to park some cash, wait until you see what money-market funds are paying.
U.S. stocks are solidly lower as the markets continue to digest the economic implications of yesterday's 50-bp rate hike from the Fed.
In our 2023 outlook, we outline three key themes for the new year and highlight several implementation solutions investors can use to navigate potential challenges and grow client portfolios in the new year.
Andy Rothman explains the three reasons why he’s now bullish on China after being cautiously optimistic.
Starting in 2012, it became more and more difficult for prudent dividend growth stock investors looking for income.
Global Investment Report's 3Q Update of the 2022 hedge fund survey.
There are two types of tax-advantaged accounts for saving for college expenses: A Uniform Transfers to Minors Act (UTMA) account and a 529 Plan. While both plans have their differences and advantages, consider both as viable options.
Things are looking up for people who are close to retirement, according to a Morningstar report published Monday.
The world’s biggest bond market got the ammo it needed from a below-forecast consumer price figure to fully lock in a Federal Reserve downshift in their policy-rate tightening pace, though not enough to wave an all clear sign for Treasuries.
Yield is set to be a more important component of total return for investors during the next few years as the “Fed Put” exerts less influence on markets.
One thing to consider when opening a 529 plan is whether it should be a custodial or individual account. While both allow you to save for college costs and enjoy some tax breaks, they differ in terms of who has control of the account and the assets in it.
Goldman Sachs Group Inc., UBS Group AG and Deutsche Bank AG are among banks profiting as the growth of Brazilian hedge funds forces them to look overseas to fuel returns.
With mortgage rates retreating from their highest since 2002 and the US housing market cooling, some buyers are expecting to get a deal next year instead of having to contend with sky-high home prices. Unfortunately, that’s just wishful thinking.
Emerging Markets (EM) assets were subject to three strong headwinds in 2022, namely, China’s zero Covid-19 and real estate crisis, aggressive interest rate tightening from the US Federal Reserve (Fed), and the Russia invasion of Ukraine.
The chorus of buy calls on government bonds is growing louder but BlackRock Inc. begs to differ.
The current market environment is attractive for a covered call strategy.
I was reminded in a recent read of Robert Hagstrom’s book, Warren Buffett: Inside the Ultimate Money Mind, how Warren Buffett and Charlie Munger define the economic earnings power of a business.
As one year ends and another begins, we’ll look at how the Outcome-Based ETF industry evolved in 2022, how defined outcome ETFs distinguished themselves during the downturn, and what lies ahead for Outcome-Based ETFs in 2023 and why they’re more relevant today than ever before.
U.S. stocks are soaring in pre-market trading amid a softer-than-expected November consumer price inflation report.
By any measure, America is failing at that task. For the sake of the economy, society and even the environment, it must do better.
As the US economy veered toward the biggest inflation shock in four decades, investors flocked to the one corner of Wall Street that seemed a sure-fire refuge: Treasuries that provide extra compensation to keep up with rising consumer prices.
Rather than feudalism, we are headed toward hyper-capitalism, where each person is an entrepreneur constantly selling his or her services to the highest bidder.
“Verb sales” in retirement income, or in liability minimization, needs regulatory support immediately. By “verbs,” I mean selling services – such as financial planning – rather than “nouns” – such as investment products like annuities.
The Fed’s mandate is stable prices and maximum employment.
Central banks are incurring losses.
We’ve broken down nine of the best 529 plans.
More balanced risk strategies in PLIBs are likely to be optimal (e.g., 40-50% equities), although the ability to personalize the risk level is important based on the household situation and preferences.
Federal Reserve Chair Jerome Powell has history on his side as he and colleagues split with Wall Street over how long interest rates will stay high in 2023.
For the first time in a long time, muni investors may be able to earn attractive yields without having to take undue risk.
The recent escalation in interest rates is squeezing household budgets.
Many have been asking this question since earlier this year, a question that has no easy answer. As economists – us included – continue to forecast the most ‘telegraphed’ recession in history, it is important to point to those things that make this economic cycle very different from past economic cycles.
For a long time, one acronym reigned supreme on Wall Street — TINA, or “there is no alternative,” which was used to talk about the allure of stocks in a low interest-rate environment. But now, BARB — or “bonds are back” — is the new queen.
The steady drumbeat of warnings that the American economy is careening toward a recession finally struck a nerve on Wall Street.
Economic news—and market reactions to it—increasingly resemble a tennis game. Spectators follow the ball back and forth, thinking something will happen but usually it doesn’t.
As the debate heats up over ESG investing, fixed-income professionals say they need more data than what’s currently out there.
From homeowners renting out spare rooms to publicly traded real estate investment trusts, landlords in colder areas of the US are bracing for their heating costs to soar this winter.
It's the end of the world!
U.S. stocks ended higher in a quiet day, trimming some of the week's losses.
It’s been a spectacular year for the US dollar. Using the popular broad dollar index, it managed to rise to its highest level since 2002 by the end of September. Since then, the greenback has endured a peak-to-trough fall of more than 9% and continues to trend downward.
After a challenging 2022, it is time for investors to look forward to opportunities. Emerging Markets (EM) debt stands out as one place where investors can potentially take advantage of an underutilized asset class that offers attractive yields and diversification.
“95 years ago, your crystal ball reveals: Russian debt default, LTCM fail, DotCom implosion, 9/11 attacks, financial crisis and great recession, pandemic killing millions, 3 market crashes. Would you put your money into stocks? No? You missed a 10X return.”
In his latest memo, Howard Marks weaves together some of the themes he’s explored in 2022 to explain what he believes really matters in investing and what doesn’t. He discusses the disadvantages of short-term thinking, the difference between volatility and risk, and the one word he believes defines the essence of investment excellence.
“Web1” represents static websites, and “Web2” represents the shift in the delivery of the internet to user-centric, dynamic web offerings and platforms.
“Expect a recession by the middle of next year,” Jeffrey Gundlach warned investors. The Fed’s monetary tightening will not be as aggressive as expected, he said, but high rates will dampen housing, consumer spending and other sectors, and will force the economy to contract.
