The war between Russia and Ukraine—and subsequent economic and financial ripple effects—has exacerbated stress in global markets and ushered in an acute risk-off environment.

Javelin and Stinger missiles, Molotov cocktails and now…crypto war bonds. To support its life-or-death struggle against Russia, Ukraine is seeking to tap the rapidly expanding potential of cryptocurrencies. If it succeeds, other nations facing dire circumstances may follow.

As a financial planner, it’s your job to help the client understand why certain investment steps are in their best interest when their intuition may be telling them otherwise.

My wife and I have downsized. We sold a large condo in a high-rise building and are moving to a much smaller house in a nearby community. The process taught me a lot about financial planning.

This is the first part of a new series on investment analytics in the wealth management industry and how advisors are using analytics to communicate with clients and prospects. We will look at some of the more popular analytics and go over what they are, their good points, and their potential pitfalls.

Just as 9/11 dramatically changed the flow of history, resulting in two wars and hundreds of thousands of deaths and millions of lives ruined, so too will Putin’s invasion of Ukraine. We are seeing only the first effects and getting glimpses of second-order effects. The broad third-order effects will not be visible for a long time, though they’ll be obvious in hindsight.

Portfolio Manager Shuntaro Takeuchi explains how rising inflation and volatile markets may cast Japan as an investment haven, with a breadth of hidden value available to be tapped.

Advisors need to understand how crypto markets work and how to make crypto part of a balanced portfolio to take advantage of this opportunity.

American households took on over $1 trillion in new debt in 2021 for only the second time in history, pushing consumer debt above $15 trillion for the first time ever.

This week's biggest news adds to the complications in energy markets.

I have been holding off on commenting on the Russia-Ukraine conflict until some sort of resolution occurred.

Bill Hench is head of the small-cap team at First Eagle Investments and portfolio manager of its small-cap strategy. The First Eagle Small Cap Opportunity Fund (FESCX) was established April 27, 2021.

I propose a strategy that can produce larger price gains or losses than bonds and higher yields than traditional bond funds or ETFs. If yields decline soon, investors can expect double-digit returns in a relatively short period.

As investors look for ways to protect their investment portfolios from market shocks, finding the most efficient hedging instrument becomes a top priority.

Since the initial publication of research documenting active share, its advocates have clung to the belief that the metric could identify funds that would outperform. But the academic evidence has all but disproven that thesis.

Growth stocks went on an extraordinary run during the pandemic, but rising rates set the stage for value stocks. What’s ahead for factor investing, and is there a different way to look at the question of growth vs. value? (Spoiler: Yes.)

Review the latest Weekly Headings by CIO Larry Adam.

Headquartered in Brisbane, Australia, TechnologyOne is Australia’s leading enterprise software company.

There have been roughly 100,000 Russian troops on the border of Ukraine for about a year now. This is not a new development. What is Putin's main goal and how is all of this impacting equity markets?

Stephen Dover shares insights on investing in fixed income in a rising-rate environment with Walter Kilcullen, Head of US High Yield for Western Asset Management, and Reema Agarwal, Head of Floating Rate Debt for Franklin Templeton Fixed Income.

We all love alliteration (hence, Rich’s favorite term to describe the Fed is “lily-livered”) but when it comes to the “Powell Put” or the “Powell Pivot,” we think investors need to understand the facts and intentions of the Federal Reserve before accepting a saying just because it rolls smoothly off the tongue.

No, we did not run out of titles.

A crash to Earth for growth stocks and cryptocurrencies is one thing, but a sharp decline in mainstream bond mutual funds could spell enormous trouble. Signs are emerging of the beginnings of a potential downward spiral in these funds, which could ultimately lead to redemption halts and subsequent panic by retail investors.

Some weeks, it can be hard to find a topic I think is really interesting to write about.

Most investors are probably less diversified than they think they are.

Prices paid to U.S. producers jumped in January by more than forecast, pointing to persistent inflationary pressures as companies contend with supply-chain and labor constraints.

Are many of the recent problems in the world – from income and wealth inequality to China-U.S. hostility – the result of the structural overvaluation of the dollar and its reserve-currency status?

Oil prices have rocketed to seven-year highs due to supply disruptions, rising demand, geopolitical tensions between Russia and Ukraine, and the cold snap in the United States.

Over the past decade, interest in environmental, social, and governance (ESG) investing has grown dramatically.

While I was raised to believe in the importance of helping others and to appreciate the help my own family was given, it was a personal tragedy that was the impetus for much of what I’ve done.

After “whisper” estimates for the December jobs report, out last Friday, had plunged well into negative territory, payrolls instead jumped by 467k—well above the official consensus of only 125k, and close to twice the highest Bloomberg estimate.

Custom-designed, printed marketing materials help customers know, like, and trust you by making your brand more recognizable and memorable, and deepen relationships with existing clients. Here’s how.

The season before we started this annual “NFL Alphas” post, the Tampa Bay Buccaneers defeated the Oakland Raiders (formerly of Los Angeles and now of Las Vegas) in Super Bowl XXXVII.

Quantitative finance is built on the premise that exposure to factors such as value/growth, market capitalization, momentum and profitability/quality explain the variation of performance of diversified portfolios. New research shows that carbon dioxide emissions represent a new factor.

IMO 2020 has contributed to higher shipping rates.

We have never seen anything like this. Governments and their central banks injected approximately $30 trillion of fiscal and monetary stimulus into the global economy from February 2020 to the end of 2021.

The Federal Reserve has indicated it plans to start raising short-term interest rates soon.

From the pandemic and geopolitical tensions to broader macroeconomic developments, new obstacles to "normality" seem to be cropping up everywhere.

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.

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.

Much of the global economy has transitioned quickly from an early-cycle recovery to a mid-cycle expansion that now appears to be rapidly progressing toward late-cycle dynamics.

So-called “green” stocks that have a good environmental, social and governance (ESG) profile have lower expected returns. But new research shows that they also have less risk and similar risk-adjusted returns to “brown” stocks.

Investors have already started positioning for a new Fed tightening cycle as well as sticky inflation. Many are rotating into real assets, including gold and real estate, which have inherent value outside of the traditional financial system.

ETFs are a negligible owner of US stocks. Primary and secondary ETF trading has not grown quicker than total stock trading. The impact of ETFs on stocks is less strong than frequently suggested.

The longstanding negative correlation between stock and bond prices is an artifact of the low-inflation environment of the past 30 years.

The Northern Trust Economics team shares its outlook for key markets in the month ahead.

Members of Loomis Sayles' IG Credit Sector Team share their views on key themes in 2022.

Recently one expert asked whether the letters I receive are authentic or perhaps I make them up. I’d like to use this column to address this and ask financial professionals to consider things we often don’t talk about in this industry.

A portfolio’s return is driven by its investment strategy—a set of decisions that governs allocation and timing of capital among the portfolio’s positions.

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.