Industrial metals are well on their way to being among the top performers of 2020, supported by red hot demand from China and global supply concerns.
At various points previously, we have discussed the debate regarding active vs. passive management. Proponents of passive management insist that active managers cannot consistently outperform a passive benchmark and therefore investors are better off to invest in lower cost index funds.
The rally in energy companies is likely premature. To understand why such may be the case, we have to review a bit of history.
Passage of last year's SECURE Act may spark increased adoption of lifetime income products in defined contribution plans. Here's why.
“Dr. Copper,” so named for the metal’s ubiquitous use in many different applications, has been ripping higher since its 52-week low in March, thanks to a number of factors including promising economic data.
Two weeks ago I talked about Peter Turchin’s idea of “elite overproduction” leading to social and economic crisis. While he doesn’t have any solutions, Turchin helps illuminate how we reached this point. Today we’ll go a little deeper and think about the implications.
For global fixed income investors, diversification is key. In our latest Q&A, Portfolio Manager Teresa Kong, CFA, discusses where she's finding opportunities across Asia today.
To the extent that stock prices reflect expectations of future value, investors don’t like the prospects for oil, and oil’s demise signals muted prospects for economic growth.
A Happy Thanksgiving weekend to all my US friends. This year was different for many of us—sometimes by choice, sometimes not. But there’s one bit of good news I think we can all share: The holiday season means 2020 is almost over. Soon, we’ll be able to turn the page.
In all this tech euphoria and COVID-19 quarantining, investors are missing a key fact. People need people.
While we expect global growth to slow in the fourth quarter as many countries try to contain another wave of COVID-19, we have upgraded our 2020 GDP growth forecasts for the US and China.
The tide in the $20 trillion Treasury market appears to be turning in favor of the bulls for now, with expectations growing that the Federal Reserve will boost purchases of longer-maturity debt as soon as next month.
Gold “is a hedge on policymakers screwing up, and there has been a lot of screwing up in the last 20 years.”
It was a bumpy ride for corporate bond investors this year. After the sharp, pandemic-driven selloff in February and March, total returns for most corporate bond investments have climbed their way back into positive territory.
There is new reform legislation making its way through Congress which will significantly affect how many of us save for retirement and specifically how, and how much, we can contribute to our retirement accounts and at what ages. This is the most significant retirement saving reform legislation in years. I’ll break it all down for you below.
Here are four habits to incorporate into your daily routine that will trigger referral activity.
The US elections have implications for emerging markets in the area of global trade relations in particular, but for investors, it’s important to look at countries and companies individually within the asset class, according to Portfolio Manager Andrew Ness. He joins our Head of Equities Stephen Dover to discuss how emerging markets are navigating today’s challenges—including the COVID-19 pandemic—and note they are home to some of the most innovative and resilient companies in the world.
When the definitive story is written about U.S. financial markets during the coronavirus pandemic of 2020, expect America’s housing market to play a starring role.
House Speaker Nancy Pelosi faces the imminent challenge of uniting a divided Democratic Party behind President-elect Joe Biden’s agenda without endangering her slim majority in midterm elections two years from now.
This article highlights the real golden goose behind retirement accounts – the immense value in not having to pay taxes on investment income and rebalancing.
America, and the world, received a huge shot of hope this week. The $210 billion drugmaker Pfizer announced on Monday that its coronavirus vaccine is 90% effective at preventing COVID-19.
Actual third-quarter earnings may be less important than what business leaders say about their expectations.
Despite the overwhelming challenges Las Vegas and Southern Nevada have faced in 2020, the help, assistance, and contributions from a variety of local charities have not only positively impacted the lives of many grateful beneficiaries, but also fulfilled the lives of those in a position to give.
We came up with a theory many years ago to address how important psychology is to owning common stocks. We found that the risks go up in a stock market, or in an individual stock, when a “well-known fact” (WKF) was acted on in the extreme.
A few questions advisors and allocators are asking in today's global equity environment are:
How is digital transformation creating new opportunities in small-cap companies, particularly during COVID-19? How have opportunities and risks in the small-cap segment evolved? Where are we finding the best opportunities both domestically and internationally?
In this webinar, Polen Capital's Tucker Walsh and Rob Forker will explain how their investment philosophy allows them to focus exclusively on the world's best companies. This focus on durable, high-quality companies enables them to uncover and invest in businesses that can survive and thrive in nearly any environment while also managing risk. The webinar will cover:
The presenters will be available after the presentation to answer attendees' questions live.
Municipals posted modestly negative total returns in October, with the S&P Municipal Bond Index finishing the month down -0.14%. Interest rates moved higher as economic data remained firm...
Evidence from the field of behavioral finance suggests investors can’t handle the truth – many delude themselves about their own skills and performance. The ability to delude oneself leads to persistent and costly investment mistakes.
Businesses love Congressional gridlock. Tech stocks had been trending down for days before the election as they faced antitrust scrutiny, but now that it appears certain Congress will remain divided, they’ve recovered most of their losses. The tech-heavy Nasdaq 100 jumped close to 10% for the week.
Like a good caddy, the tools on the Nasdaq Dorsey Wright Research Platform offer guidance, advising you toward logical club selections based on present conditions, while you remain the ultimate decision-maker.
The roller-coaster ride of 2020 still has a few twists and turns to navigate. But the massive policy response to the COVID-19 pandemic brought a quick, though incomplete, recovery. With volatility expected to continue, where can investors look for opportunities?
Head of Equities Stephen Dover joined Templeton Global Macro’s Katie Klingensmith and Fiduciary Trust Company International’s Gene Todd for a discussion about what they are keeping an eye on as investors.
The volatility of the cross-currency basis was a point of focus throughout March and April, swinging wildly in either direction as funding stresses surfaced. A scramble for liquidity and dollars was, with impressive effectiveness, ultimately satiated by the handiwork of central banks, most notably the U.S. Federal Reserve’s flooding the monetary system with the pre-eminent reserve currency.
The latest on how equity managers across the globe fared during the third quarter, plus how the upcoming U.S. election is impacting manager viewpoints.
I hear from people all the time who slightly mess up a sales meetings: they get the time wrong, there is noise from pets or kids in the background, etc. But what if you royally screw up?
The U.S. strategy to rely on vaccines and treatments, rather than emphasizing social distancing, masks and testing nationwide, threatens to delay the return to normal life for Americans.
First it was the art, then the Manhattan mansions, now it’s the superyacht. The Ron Perelman clearance sale continues.
Here at U.S. Global Investors, we’re very bullish on commodities, particularly industrial and precious metals.
Where is virtue on Wall Street? Princeton lecturer JC de Swaan, who is also a partner at the investment firm Cornwall Capital, sought to find out. His book, Seeking Virtue in Finance, is his answer.
Markets have continued to rally despite the ongoing economic impact of the pandemic and the uncertainty of the upcoming U.S. election. We’re expecting increased volatility in the near term, and we think a cautious approach is the best course of action.
On October 8, Square SQ, the payments company helmed by Twitter CEO Jack Dorsey, announced that it purchased 4,709 Bitcoins, a $50 million investment, representing 1% of the firm’s total asset. As a result, Square became the second technology firm to go long on Bitcoin in recent months after MicroStrategy MSTR, a business intelligence firm, crowned the crypto as its treasury reserve asset of choice.
The Federal Reserve and other central banks will eventually discover that breaking up isn’t easy after partnering with their governments and the financial markets to avert a pandemic-driven depression.
The OPEC+ alliance warned of a “precarious” outlook as a resurgent coronavirus pandemic hurts oil demand, dropping further hints about a potential change of policy next month.
If beating the market was as easy as becoming a top tennis player, there would be a lot more Serena Williams and Roger Federers. The lessons of acquiring skill in tennis are crucial for investors to heed.
The transition toward a more sustainable energy system presents potential opportunities for investors. We explore what those opportunities are, and identify potential watchpoints.
Passive investing continues to gain share at the expense of active. In doing so, however, it is also substantially increasing systemic risk.
How do I get my staff to realize they have the power to effect change and they don’t have to come to me with every single problem?
Asset managers that had been longtime ETF holdouts -- including Wells Fargo, Federated Investors and Dimensional Fund Advisors -- are finally diving in.
Investors and analysts are bullish about the devices, partly because 5G networks are more built out in China.
Every January, I start keeping track of the predictions for the upcoming year I hear in the financial media and from advisors and investors. With the arrival of the fourth quarter, it’s time for my third review of how those forecasts played out.
Market update from BlackRock's municipal bond team.
