There are eight global mountaintops scaling 26,000 feet or higher, including Mt. Everest, the most famous of them all.
Investors in Bitcoin and other digital assets have been pummeled recently by the longest losing streak since 2011.
They are creations of easy credit, beneficiaries of central bank largesse. And now that the era of unconventional monetary policy is over, they’re facing a challenge like never before.
Treasuries extended their slump in New York, driving the yield on the benchmark 10-year note up by the most in more than three weeks, as renewed inflation concerns and economic data supported expectations for multiple Federal Reserve rate hikes in coming months.
The bear has ended a long hibernation.
Our fiscal deficit, as measured by the debt-to-GDP ratio, has grown to levels that could impede growth, as predicted by financial theory and confirmed by empirical evidence. Moreover, new research shows that our burgeoning deficit could increase risk premiums for both stocks and bonds.
Meet a woman driven to change investment regulation and understand why it’s important that she succeeds.
How are advisors coping with the new Department of Labor (DOL) rollover rules? Here are a dozen observations.
Summer is right around the corner, and traditionally that’s when families pack their bags and get away for a well-deserved vacation. Since this is the first summer travel season in three years that feels like the before times, airlines and airports are bracing for what is expected to be a particularly busy three months.
It looks like the economy will grow for a while, just not very fast. And we simply don’t know what will happen when the Federal Reserve tightens in the face of a slowing economy.
Texas now leads the nation in the number of Fortune 500 companies that are headquartered in the state.
For investors wondering where to store cash, comparing the maturity profiles on Treasuries with their “risk of loss” history can help reveal where value might lie within shorter maturities.
The war in Ukraine will pour more gasoline on the already raging inflationary fire, threatening to send the global economy into stagflation. Stagflation is a slowdown of economic activity caused by inflation.
The Franklin Templeton Institute hosted the Global Investor Forum last week in New York featuring internal and external speakers with expertise across economics, history, foreign policy, sustainability and investment management.
Central bankers can’t drill for oil, grow more crops or repair global supply chains. That means the only quick fix available to Federal Reserve Chair Jerome Powell and his colleagues for cooling the fastest inflation in four decades may be raising interest rates so much that they crash the economy into recession.
The US Securities and Exchange Commission is taking its biggest step yet to stop money managers from misleading investors when they claim their funds are focused on environmental, social or governance issues.
The Federal Reserve's resolve to fight inflation could be tested even before a recession hits by dislocations in certain corners of the market that are not well understood. This is about more than just a bear market in stocks or an implosion in cryptocurrencies. Rather, this is about the “plumbing” that keeps markets running smoothly and facilitates the flow of money in and out of the financial system.
Investors’ expectations that interest rates will not rise much may be very misguided.
The outlook for credit amid rising inflation, monetary tightening, and war in Europe.
Advisors can help the sandwich generation assess their risk for LTC and protect financial goals with the right approach to insurance.
The price of foods, fuels and other essential items are spiraling ever upward as Russia’s war on Ukraine compounds supply-chain woes stemming from the pandemic. Central banks may be in the driving seat when it comes to tackling inflation, but it’s governments that face the fallout and so are compelled to act.
How much money would it take to make you feel wealthy? What is wealth? What is money? These are just some of the mind-bending questions raised by the results of a new Charles Schwab Corp. survey taken way back in Ye Olden Times of February.
Treasury Inflation-Protected Securities, or TIPS, can help protect against inflation over the long run, but in the short term their performance may be dictated more by price declines in the secondary market.
Do these statistics surprise you?
U.S. equities are trading lower in afternoon action with the markets unable to extend yesterday's solid gains.
I want to draw your focus to the three most important, yet boring, tax strategies that every advisor should be discussing with every client.
With economies scrambling for alternatives to Russian fossil fuels, Dina Ting, our Head of Global Index Portfolio Management, offers perspective on single-country portfolio exposure to other world oil producers.
"The bear is coming! The bear is coming!" Indeed, it is. Should you be worried?
Stocks start the week higher following recent bearishness.
Investing during a recession can be a very difficult, and often dangerous, prospect.
Volatility is the standard measure used by advisors to measure risk. It has been useful but has limitations. There are ways that volatility will not provide an accurate representation of the risk of an investment portfolio.
The U.S. was experiencing some of the highest inflation in its history.
A fatal shortcoming lies beneath the academic papers that have relied upon “back-testing” to promote the 4% rule. Use our Premium membership service to add your logo and send this to clients.
The Northern Trust Economics team shares its outlook for key markets in the month ahead.
New graduates face fierce financial headwinds of soaring rent, ballooning student debt and inflation. The oft-repeated message to the young to “save early and often” may feel near-impossible. Still, it's worth highlighting the benefit of doing so for those who can somehow squirrel some money away.
“What does a yellow light mean? Slow down!
John Paul Lech, Lead Manager of the Matthews Emerging Markets Equity Fund, explains the potential value that unique real estate equities can offer emerging market-growth portfolios.
U.S. equities plunged, finishing near the lows of the day, following disappointing quarterly results from Target Corporation and Lowe's Companies, with both retailers warning of rising cost pressures.
The risks of tightening into a downturn.
Rick, David and Govinda will identify the risk cycle, and explore how risk can be 'wrapped' with portfolio income insurance to provide a reliable stream of income. The certainty of lifetime income may give individual investors the assurance to not only spend confidently, but to allocate more to equities without the fear that a terrible market event will force them to spend much less than planned in retirement.
Looking for a tactical way to de-risk your portfolio? You might consider rotating a portion of your equity allocation into high-yield bonds.
Credit market volatility this year has been extreme.
Do we respect ourselves and our family members enough to treat them like they are our clients?
If we follow the threads underlying inflation over the past year to their earliest beginnings, they run straight through the fog of pandemic, quickly pass by the financial crisis in 2008, and wind their way past the Great Inflation of the 1970s...
Like a supertanker, US debt-service costs only change course very slowly. But it’s happening now -- and from Washington’s point of view, the new direction is the wrong one: they’re heading up.
Whenever I surf television cable news channels, I see the plethora of ads for financial planning. But they are run by companies that sell financial products or are owned by huge insurance companies.
Wylie Tollette, Head of Client Investment Solutions with Franklin Templeton Investment Solutions, joins the head of the Franklin Templeton Institute, Stephen Dover, for a conversation on the recent equity market selloff.
Advisors face an uphill battle to get attendance to their events.
This article explores the benefits of annuities with lower explicit fees, a category I dubbed as “annuities Lite” in a previous article that focused on GLWBs.
Investor sentiment has become so bearish that it’s bullish.
