ICYMI: In this roundup, we’re highlighting the five most popular pieces of content from the previous week.
The Federal Reserve has indicated it plans to start raising short-term interest rates soon.
Loomis Sayles' Mortgage and Structured Finance Team shares its views on key themes in 2022.
From the pandemic and geopolitical tensions to broader macroeconomic developments, new obstacles to "normality" seem to be cropping up everywhere.
Supply-chain problems became the almighty boogeyman in 2021 alongside Covid, and now its partner in crime, inflation, is the thing causing anxiety. The Consumer Price Index rose to 7% in December 2021, which is the highest it’s been since the early ’80s. But should the typical consumer be worried about inflation?
U.S. junk bonds just posted their worst start to a year ever, and their dour performance last month made them a potentially surprising victim of the Federal Reserve’s looming rate-hike campaign.
Nearly four years ago, we wrote a market commentary titled “A New Waze of Investing” in which we highlighted the incredible technological innovations that were changing our everyday lives and our perspectives on long-term investing.
The intricacies and knock-on effects of the COVID-19 pandemic on the semiconductor and automotive industries continue to present interesting dynamics for investors to navigate.
This month’s Absolute Return Letter deals with a hyper-sensitive topic.
Ben Graham is ascribed as being the father of value investing.
Investors have been spoiled by the trend in falling long-term interest rates over the past 40 years, but the economic backdrop is changing. Read our new report where we explain the concept of equity duration and analyze how interest rates, earnings, and the relationship between the two can impact equities.
Emerging Markets (EM) have demonstrated their resilience during the greatest economic shock since the Global Financial Crisis.
What would you guess the average American worker makes in a year? This is the question Nina Strohminger, professor of legal studies and business ethics at University of Pennsylvania’s Wharton School of Business, asked her business students recently.
The US Federal Reserve is walking a tightrope—if it acts too quickly it risks hampering growth and market volatility, but if it acts too slowly it risks spiraling price increases.
Eager to show their commitment to mitigate climate change, U.S. colleges are touting their efforts in the bond market with a trendy financing tool.
American families are feeling the financial squeeze of soaring inflation and a persistent pandemic as fractious Democrats return to Washington this week no closer to a deal on a tax and spending bill party leaders hoped would by now provide relief.
Ongoing labor market shifts are a risk to economic growth.
We’ll review what may be the most compelling bear case I’ve seen in a long time, along with some other unpleasant data. Then we’ll look at some equally compelling reasons those views may be wrong.
When assets get overvalued and get into crazy territory, explaining their overvaluation feels like playing this “infinity times infinity” game. But at least, if we line up different crazy valuations next to each other, it is going to be easier to distinguish levels of craziness.
The decade-long bull market has infected advisors and their clients – especially those in or nearing retirement – with a dose of complacency that hides the perilous outcomes most consider impossible.
Chief Economist Scott Brown discusses the latest market data.
The Federal Open Market Committee (FOMC) of the Federal Reserve did not make any formal changes to its policy, but did signal it would begin raising the fed funds rate soon.
The longstanding negative correlation between stock and bond prices is an artifact of the low-inflation environment of the past 30 years.
Bonds tumbled across the world on Thursday after Federal Reserve Chairman Jerome Powell’s latest hawkish pivot, with yields from Wellington to London breaching multi-year highs.
Strategists are mapping out their best trade ideas after Federal Reserve Chair Jerome Powell set the stage for raising interest rates to combat the highest inflation since 1982.
Large hedge funds and private-equity firms may soon have to start reporting steep losses, major redemptions and other extraordinary events in near real-time to the U.S. Securities and Exchange Commission -- a change that the regulator says will help it protect the financial system during meltdowns and wild swings like the meme stock mania that roiled markets a year ago.
In our latest issue, Andy Rothman discusses how last year’s experiences can help us plan for China’s 2022 economic prospects.
Disagreements about the outlook for inflation in the new year and beyond continue.
Meme stocks, cryptocurrencies, the broader stock market: All have tumbled with astonishing speed this year, and few strategists think the pain will end here.
Large asset managers provide model portfolios for many purposes — as options in 401(k) plans, as blueprints for institutional clients and affiliated financial advisors, and as suggestions for unaffiliated investment advisors. These have the “lather, rinse, repeat” conflict of interest.
“I’m opposed to financial planning,” said no one ever. Yet most of us avoid financial planning, despite the best efforts of the financial media to extol its virtues.
Given the many forces shaping the economy and markets, 2022 will be a stock picker’s—and a bond picker’s—market. Prices are indeed stretched in pockets of the market, but many areas offer attractive potential supported by compelling fundamentals and exposure to growth themes.
In today's digital-first world, a marketing funnel is how financial advisors attract ideal prospects, engage clients and COIs, and stimulate referrals.
The COVID-19 pandemic looked set to batter the world’s banks—and yet banks’ balance sheets are now the strongest they’ve been since the global financial crisis (GFC).
Surging markets spurred a buying frenzy for everything from stocks and cryptocurrencies to new homes over the last two years. Now, with inflation at a nearly 40-year high and at least three priced-in rate hikes, the hunt for investing safe havens is on.
U.S. wages are rising after decades of stagnation. And yet, by all indications, income inequality in the U.S. is the highest ever and growing, and tens of millions of full-time workers still fail to earn a living wage.
To reap the potential tax benefits of MLP investing and to make sure the allocation is meeting an investor’s needs, it’s important to understand the nuances of MLP investing.
Laurence Kotlikoff is a world-class economist who can convince you to pay off your mortgage and make you snort out your nose laughing at the same time; Money Magic is his compendium of life hacks aimed at leaving the reader wealthier and happier.
A “boatload” of news this week suggests that the shipping industry continues to look very attractive from an investing point of view. Global cargo carriers are estimated to have recorded $150 billion in profits in 2021, the first time they’ve collectively reached that figure in a single year.
Many analysts project China will soon be larger by GDP than the US—which shouldn’t be so hard with a population four times larger—but it’s not clear to me that China’s seemingly unlimited linear growth will continue three or four more decades. I can remember when the same was said about Japan.
In his renomination hearing, Fed Chair Jerome Powell stressed that the key to maximum sustainable employment and financial stability was keeping inflation low.
When reviewing the current state of the global economy and investment markets, we recommend focusing on market signals and weeding out market noise.
The surge of the coronavirus omicron variant has implications not only for broader asset-class allocations but also for macro exposures within asset classes.
For China, the year ahead holds special political and economic significance.
All 2-sigma equity bubbles in developed countries have broken back to trend.
With January being a month for prognostications, David Mann, our Head of Global Exchange-Traded Funds (ETFs) Capital Markets, shares his annual outlook for the ETF industry and key trends he sees taking shape in 2022.
The head of the Bank for International Settlements, Agustin Carstens, recently set out a dark vision for our financial future, quoting Goethe’s “Faust” and claiming that the “soul” of money was at stake.
If a recently widowed client hasn’t fired you, then you are among a lucky few. Here’s a thought experiment that illustrates the vulnerability advisors face when they don’t engage the female half of a couple.
The webcast will explore the impact of inflation on fixed income investments and potential inflation hedges from non-traditional sources.
