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.
Given elements of uncertainty tied to COVID-19, geopolitics and policy decisions to come in the United States and across the globe, our K2 Advisors team believes the current environment may favor nimble, shorter-term strategies.
High-yield bonds can generally offer more income in a very low-interest-rate world. However, if the economic or stock market outlook deteriorates, it could be a bumpy ride.
The pandemic has amplified four long-term macroeconomic disruptors, and fiscal policy – a key swing factor – may hold the key to upside or downside surprises. Read our long-term outlook and learn implications to consider when investing.
Despite stellar equity returns over the last decade, the funded status for many defined-benefit plan sponsors has either stagnated or fallen. Here's why.
Sports betting and financial markets have a lot in common. The wisdom of the crowd is setting prices and the markets are highly efficient, making it difficult to outperform.
Given the United States is the world’s largest economy, investors around the globe will be watching the US presidential race—and market implications—with keen interest.
Investors should try to avoid getting distracted by the feuding political parties within the U.S. A lot of the infighting is being fueled by outside actors, who thrive on the chaos and the division. Russia’s Putin and China’s Xi Jinping are delighted that we’re so divided right now.
Policy will continue to be carefully calibrated as China walks a tightrope between supporting growth and maintaining financial stability.
Is there any other business on earth where an owner can be as incompetent as Fred Wilpon and come away richer than ever?
The pandemic has changed investor behavior. It has altered the qualities and services investors look for in a financial advisor.
Even as markets were rocked by uncertainty as the coronavirus lockdowns began, the seeds of stability were sown in the massive fiscal and monetary policy response.
You may have seen headlines questioning whether this is the end of the gold rally. Hardly. Corrections are normal and healthy. During the rally of the 2000s that culminated in gold hitting its previous record high of $1,900, there were several significant pullbacks, some of them exceeding 20 percent.
Our election 2020 coverage begins with fiscal policy, security risks that are slowing foreign investment, and legislative standstills.
