In the first of a two-part series on the communications services sector, Mandana Hormozi of Franklin Mutual Series breaks down the streaming wars and uncovers hidden opportunities she sees within the rubble.
In a continuation of the first quarter, stocks and bonds struggled to find any sort of traction in the second quarter, leading to one of the roughest six-month starts to a calendar year on record.
Though risks are rising, strong hiring and purchase activity suggest that the economy can keep growing.
At -20%, the first half of this year officially went down as the worst 6-month period to start the year for the stock market (as measured by the S&P 500) since 1962 when it returned -22%.
Wall Street and Washington are loudly debating whether the US economy can escape a recession -- but that monumental judgment will be made by eight eminent economists meeting quietly and far from public view.
The decision to annuitize at age 65 may be optimal in instances of extreme longevity (age 90-95+) or if there is a prolonged environment for stocks and bonds that is as bad or worse than any conditions experienced in the historical record.
The path to lower inflation without causing a recession—the so-called “soft landing” —has been made significantly more challenging by the events of the last few months.
After one of the sharpest selloffs in history during the first half of 2022, yields in US fixed income have increased markedly. Learn how Bramshill maintained defensive positioning during this correction and is now poised to allocate to sectors with attractive yields and total return potential.
US power plants are poised to reap their best summertime profits in nearly two decades thanks to soaring electricity prices that are outpacing the high costs of natural gas and coal.
Some investors think the US is already in a recession. As we wrote two weeks ago and as recent data have confirmed, we don’t think that’s the case.
When you become an uncomparable financial advisor, you don’t have to compete with other advisors because you are unique. Here are the five components of uncomparability.
The price of bitcoin, along with other cryptocurrencies, has crashed. New legislation seeks to better inform consumers about the risks in digital assets and minimize the potential for losses by establishing a clearer regulatory framework.
US corporate bonds are posting one of their worst selloffs since the financial crisis and could deteriorate further if recession predictions prove accurate.
New research shows that screening for “green” environmental, social and governance (ESG) criteria has led to positive risk-adjusted returns for corporate bonds. High demand among investors for those bonds contributed to the outperformance, raising the question of whether it will be sustained.
Buying individual bonds takes more work but is usually worth it in the long run.
The primary benefits offered by municipal bonds are generally well known to investors.
For the better part of the last decade, interest rates have been near zero and leverage has driven asset prices higher.
Gasoline consumers around the world, from families to businesses, have had to deal with record prices at the pump for months...
The economics profession has long had a vigorous academic argument over “natural” interest rates. What would rates be if we could somehow remove all the subjective actors—central banks, commercial lenders, government agencies—that conspire to set them? What would nature do if we left it alone?
Revenue above expectations, pandemic federal aid and reserves have strengthened states' financial outlook. But states will need to prepare as pandemic aid winds down and the economy slows.
Rough water is ahead, but equity markets may sail higher over the next 12 months...
Markets are slumping. Crypto has cratered. Yet one corner of the financial world continues to offer investors strong, low-risk returns: Humble I bonds.
Spiking inflation, rising interest rates and growing fears of a US recession dominated global equity markets in the second quarter. While the outlook is very cloudy, it’s important to evaluate what types of strategies can help investors in an economic downturn.
While a direct indexing strategy is a great addition to an investor’s portfolio, you’ll want to ensure your clients are properly diversified and also poised to reap the benefits of active management, while recognizing that active management doesn’t generate as many tax losses as tracking the index does.
The investing world seems highly uncertain these days. Investors are understandably having trouble balancing earnings, the Fed, fiscal policy, inflation, economic growth, disease control, and geo- and US politics. Read our latest report to learn about the two certain events that are central to our current portfolio positioning.
The Supreme Court’s decisions on abortion and gun safety reinforced how ideology polarizes politics and prevents civil discussion and progress. Market ideology has also polarized discussion and harmed advice standards.
Markets were exceptionally volatile during the first half of 2022, foreboding poor capital market returns. Here is a quick review of nine areas of heightened risks.
The labor market has come a long way over the past year.
Lao Tzu wrote, “A journey of a thousand miles begins with a single step.”
As we move into the second half of 2022, there are lots of things to worry about.
The latest data suggest that we may already be in a recession.
Chris Galipeau, Senior Market Strategist of Putnam’s Capital Market Strategies group, recently spoke with Scott M. D’Orsi, CFA, a Portfolio Manager in Putnam’s Fixed Income group on the Active Insights podcast.
Chairman and largest shareholder, Harold Hamm, is trying to own our shares of Continental Resources (CLR US) at a price of $70.
The recession calls are getting louder on Wall Street, but for many of the households and businesses who make up the world economy the downturn is already here.
Where can investors turn when the markets are a riddle? Raymond James CIO Larry Adam seeks advice from antiquity.
Mutual fund managers evaluate many characteristics of potential investment opportunities.
If you have your own independent firm (i.e., RIA), you are not immune to the macro effects of the downturn either. You will be squeezed as well.
Everyone is stressing about consumer debt. Investors have been dropping the shares of big banks, credit-card specialists and younger fintechs because of fears about the pain that rising living costs and interest rates will inflict on borrowers.
With the US bear market entering its seventh month, it’s not too soon to think about what other risks might be lurking. Private equity is at the top of the list.
For anyone who’s retired or nearing retirement, sinking stocks, rising inflation and the prospect of a recession can be a nightmare economic brew.
U.S. stocks are seeing pressure in early action following the long holiday weekend, with global recession concerns weighing on sentiment.
Incorporating a wide variety of portfolio risk mitigation techniques is essential to address unforeseeable macroeconomic challenges.
If I had a time machine, 1972 isn’t the destination I would choose for Britain — not with so much inflation, strike action and strife just around the corner.
The first half of 2022 brought a brutal selloff to emerging markets, but also fueled hope for the second half: stocks, bonds and currencies have begun to outperform their peers in the US.
Things can only get better for the $4 trillion muni market in the second half of the year, according to Wall Street strategists.
As mass layoffs start to make headlines and recession chatter gets louder, there is a lot that traditionally employed folks can learn from freelancers to defend their finances amid anxiety about a downturn.
No doubt about it, this has been a very challenging market environment to navigate, and we look to be in for more of the same. The Fed will continue to tighten monetary policy, and the longer the conflict in Ukraine persists, the longer we’ll likely feel the pressure from elevated gas prices.
Let’s start with a basic question. If you have unused property—cash or anything else—why would you lend it to another party?
Inflation, China, Russia, Central Banks, Labor, Recession: It's been quite a year thus far.
Global risk assets were at the epicenter of a selling spree Friday as investors kicked off the second half of the year with recession concern front and center.
