Debt, Tech And Trade Wars Cloud The Investment Horizon
Global equities posted their first quarterly decline in two years during a volatile first quarter. Growing concerns about rising rates, … Read more
Global equities posted their first quarterly decline in two years during a volatile first quarter. Growing concerns about rising rates, … Read more
The active/passive debate has been raging for years, and both approaches have merit. But there’s more to the story than … Read more
There’s not much suspense around this week’s Fed meeting: the fed funds target rate is almost certain to rise by … Read more
Rising US interest rates could pose a challenge for target-date funds (TDFs) that concentrate on “core” US fixed-income exposure. Diversifying … Read more
Worried about rising rates? Don’t take your money out of the municipal market and put it in cash. That could … Read more
Economic trends clearly point toward higher inflation and interest rates ahead, which will likely make capital markets more volatile. Based … Read more
What should bond investors do when rates are rising and the credit cycle is ending? Perhaps not what you would … Read more
As Facebook’s market capitalization has tumbled by $60 billion over two days, investors have refocused on the gargantuan proportions of … Read more
China is rapidly becoming a trendsetter in many digitally driven industries. This is turning conventional research methodology on its head. … Read more
Passive equity strategies have seen massive inflows over the last decade, in part owing to active management’s struggles. But a … Read more
It’s human nature to want to protect your portfolio when the market takes a sharp turn. But too often, bond … Read more
There’s a curious anomaly in the US stock market. Shares of highly profitable companies have risen more slowly than their … Read more
The US corporate credit cycle is nearing its end, and the cycle in parts of Europe isn’t far behind. This … Read more
Following a strong 2017, emerging-market debt (EMD) held its own in January despite a sharp rise in US interest rates. … Read more
Target-date funds played a big part in helping defined contribution (DC) plan participants stay invested through February’s market turmoil. And … Read more