As you move through retirement, it’s important to set time aside to reflect on how you’re doing. While most people often focus on their health and finances, it’s equally as important to think about other areas of your life as you approach the midpoint of your retirement.
Much of the current decrease in the headline retail sales number can be attributed to the decline in gasoline prices at the pump.
U.S. Treasury auctions are of interest lately due to growing U.S. debt and high interest rates. What are Treasury auctions, how do they work, and what should investors know?
After years of insufficient investment and sagging productivity in the UK, the Labour Party recognizes that achieving high-quality growth will require a comprehensive policy approach that builds on many intermediate objectives. But devising a strategy is only the first step; the real challenge lies in implementation.
In their mid-year outlook for global stocks, Head of Americas Equities Marc Pinto and Head of EMEA and Asia Pacific Equities Lucas Klein argue that while risks of an economic slowdown remain, the potential for unlocking new shareholder value is also strong.
Today emerging markets are too big to ignore. The asset class represents a large and growing proportion of the world economy, accounting for over 40% of global GDP in 2022. The asset class includes a broad spectrum of issuers, with investment opportunities of varying risk/return.
Valued for their reliability across economic regimes, investors don't have to sacrifice growth when blue chip investing with FBCG.
Bond investors have been looking for an approach that delivers attractive, repeatable, uncorrelated active returns. Is their wait over?
Higher education is one among many paths to success.
Macro worries meet AI wonderwall. Stocks have managed to climb a wall of macro worries, thanks to largely solid earnings that we believe can expand beyond AI beneficiaries and continue to support prices. As Q3 begins, we look for:
Investors often ignore geopolitics, usually to their benefit. Now might be one of those times when we should pay attention. In the past few weeks, hostilities between East and West have accelerated. It’s a worrisome trend.
Over the last decade, there has been an ongoing fundamental debate about markets and valuations. The bulls have long rationalized that low rates and increased liquidity justify overpaying for the underlying fundamentals.
In this video Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation is going to discuss how to find the best stocks to invest in regardless of your investment strategy and regardless of the level of the market, whether you are looking for growth or if you are looking for income.
Recent economic data slightly underperformed expectations, though nothing dramatically concerning. Jobless claims dipped just below the 240K level, which is something to watch closely. Claims above this threshold have historically been indicative of labor market weakness, which could influence Federal Reserve (Fed) policies.
Americans remain pessimistic about the state of the economy largely because the big jump in prices overwhelmingly outweighs the drop in inflation. Unfortunately, the current state of US politics means that more attention will be paid to assigning blame, rather than debating solutions, ahead of November’s presidential election.
Corporate bonds continue to garner interest as investors may be locking in current yields now before eventual rate cuts take place.
Experienced real estate investors know that one of the primary fundamental measures of strength is occupancy rate.
The allure of China as a global manufacturing hub is unlikely to fade anytime soon.
Although bonds may not always be able to significantly contribute to growing an investor’s wealth, their lower risk profile can bring comfort in positioning an investor to maintain that wealth.
As the performance of China’s equity markets remains uneven and unpredictable, portfolio manager Hardy Zhu and Chief Investment Officer Sean Taylor highlight the potential growth agents that could improve long-term investment returns.
Some experts believe investment-grade corporate bonds remain an opportunity-rich corner of the fixed income market.
The growing popularity of alternatives creates increased demand for private assets, with one surprising category above all.
This year's tale of two markets has underscored resilience at the index level but considerable weakness at the individual member level, leading to massive performance divergences.
In his mid-year outlook, Jim Cielinski, Global Head of Fixed Income, recognizes markets were impatient in wanting rate cuts, but the offset is fresh opportunities for investors to capture attractive yields.
Financial markets have posed a number of vexing questions to investors over the past two years, not the least of which included the height to which interest rates could rise without negatively impacting US economic activity.
Back in the early days of COVID, there was one key indicator that signaled or predicted the high inflation ahead: the M2 measure of the money supply. Unlike in the aftermath of the Financial Panic and Great Recession of 2008-09, M2 surged at an unprecedented pace in 2020-21.
Market expectations for Federal Reserve rate cuts in 2024 have shifted dramatically, from six cuts expected at the start of the year, to barely one or two at this writing. Here’s why we think the US economy’s resilience and the year-to-date increase in yields may prolong an attractive opportunity in fixed income.
After the S&P 500’s incredible run—up 57% from its October 2022 lows and with an election on the horizon, its normal for investors to wonder whether to take some chips off the table or hold off on investing to see what happens.
Lower inflation does not mean lower prices.
I may as well just say it. Based on the present combination of extreme valuations, unfavorable and deteriorating market internals, and a rare preponderance of warning syndromes in weekly and now daily data, my impression is that the speculative market advance since 2009 ended last week.
Total net worth, or household wealth, has reached a new record high, at least in nominal terms. This has pushed many to argue that Americans have been using the accumulation in net worth to increase consumption.
Signs of cooling inflation are bringing bond bulls back as the Federal Reserve recently kept interest rates unchanged yet again.
Economic indicators are released every week to provide insight into the overall health and performance of an economy.
The latest consumer survey data from the New York Federal Reserve had interesting data.
The old saw about doing the same thing and expecting a different result is less simple than it seems. Sometimes you need a few attempts to get it right.
Bitcoin could be headed for the stratosphere, according to a new report by Bernstein. The global investment firm is predicting that the world’s top digital asset could hit $200,000 by 2025, $500,000 by 2029 and—no, you’re not seeing things—$1 million per token by 2033.
Investment-grade corporate bonds remain attractive given their lower risk and relatively high yields. Long-term investors who can handle volatility might consider high-yield bonds and preferred securities, but we wouldn't suggest large positions in either.
On the latest edition of Market Week in Review, Director and Senior Investment Strategist Alex Cousley discussed recently released economic data from China, including home prices and credit numbers. He also covered the Bank of England’s (BoE) recent rate decision and provided an update on U.S. retail spending during May.
We are excited to announce that Ian Bremmer will once again headline Exchange, happening on March 23-26, 2025 in Las Vegas.
Senior loan ETFs have gained traction as elevated rate expectations spill over into the second half of the year.
Small cap performance has been a hot topic lately, with many pundits declaring the small cap premium on life support or dead altogether.
Blockchain is relatively young, but it’s increasingly becoming a political hot spot. That’s worth examining.
When it comes to stocks with the artificial intelligence (AI) label, Nvidia (NVDA) arguably takes the cake.
A rising number of U.S. taxpayers are subject to an investment income surtax, introduced a decade ago in federal legislation. Here are some strategies that may help mitigate the impact of the tax.
First-generation low carbon equity benchmark indices were developed almost a decade ago with the goals of mitigating climate risk and preparing for the transition to a low carbon economy.
The health of the British economy is top of mind for voters in this election.
Market indexes can be a useful barometer of long-term performance. But the investment opportunity set need not start and end there. Fundamental Equities investor Alister Hibbert uses an unconstrained approach in seeking to identify those rare companies that stand out from the pack.
The Tax Cuts and Jobs Act of 2017 (TCJA) is expected to sunset at the end of next year and there is likely to be a lot of chatter about what the potential changes in tax laws could mean for U.S. taxpayers.
It could be an opportune time to take advantage of core bond exposure now before a potential rally despite latest Fed-speak.
New research highlights how active management may be more beneficial than passive strategies for avoiding overvalued securities.
