This week is part two of our conversation about alternative investments. As I pointed out last week, this space has evolved into a distinct asset class of its own. I believe investors need to understand the good, the bad, and the ugly aspects of investing in alternatives.
In case you missed it, a $5 trillion tax hike looms over American households and businesses in President Joe Biden’s latest budget proposal, which would include a 25% annual minimum tax on unrealized capital gains for individuals with incomes and assets exceeding $100 million.
While climate-related disasters and record temperatures intensify around the world, commitments to decarbonization initiatives from governments and businesses seek to address the most pressing challenges.
India's economic journey over the last decade has been remarkable and it’s just getting started.
Another strong quarter in markets led to another stellar performance for the Momentum and Growth factors.
As equity volatility and market uncertainty continue, investors increasingly turn to equity income strategies for opportunity.
The prospect of interest rate cuts may be helping to fuel gold's rally. However, it's not the only factor propelling gold to new highs.
Stubbornly high inflation and solid economic may be conspiring to force the Federal Reserve to keep interest rates higher for longer.
Free cash flow ETFs VFLO and SFLO can be used to introduce factors to a portfolio. The funds offer exposures to quality, value, and growth.
Amid economic challenges, increased dispersion in high yield bonds suggests opportunities for selective investment choices versus broad sector-based strategies.
Investors may be missing out on midcap stocks despite their notable appeal in performance and limited risk compared to other firms.
A changing rate narrative now leaves advisors weighing the costs and benefits of taking on additional interest rate risk.
Over recent decades, the hot tech trends (from search to cellphones to social media to the digital economy and now to AI) have been a predominantly American story.
The AI-driven cloud and chip industries come into focus in the next month as Microsoft, Meta Platforms, and others prepare to report earnings.
The Northern Trust Economics team shares its outlook for growth, employment, inflation and interest rates in major markets.
Discover the reasons investors diversify their portfolio with alternative investments.
Many investors are bullish, or not fearful, of the future of stock returns. At Smead Capital Management, we continue to explain to our investors how poor the outcomes will be. Some ask when this view will change.
Why should anyone be allocating to investment-grade corporate bonds right now?
In this video, Part 2 of 3, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will go over how you can calculate and assess intrinsic value (fair value) based on the future expectations of the growth of any stock you are looking at for long-term investment success.
The latest National Federation of Independent Business (NFIB) survey was an economic warning that departed widely from more robust governmental reports.
We believe high-yield munis carry additional risks, but are worth consideration by investors in higher tax brackets who are comfortable taking added risks.
After a strong start to the year, equity investors are assessing whether a range of escalating risks will lead to continued volatility ahead. In this quarter’s Systematic Equity Outlook, we’ll explore macro and micro risks through a systematic lens, and how we’re positioning portfolios to harness alpha opportunities ahead.
If investors are detectives seeking clues for outperformance in the US large-cap equity market, natural language processing is a team of tireless assistants.
Demand for copper is on the rise. Can its supply keep pace?
The market has been highly tuned to news from the Fed or developments in artificial intelligence technology to set expectations.
Active ETF strategies have stormed the scene over the past year and are growing at a dizzying pace.
At February's Exchange conference, New Frontier Advisors Chief Investment Officers was interviewed about his firm and the coming markets.
Interpreting flows into ETFs and mutual funds sometimes feels an awful lot like reading tea leaves, but I love it.
Dollar strength resulting from central banks' independent policies on rate cuts is unlikely to be tampered by China's deflation or geopolitics.
It’s a frequent question asked by organizations looking for an outsourced investment solutions provider. Our answer may surprise you.
Debt distress is rising fast, but restructuring is becoming more complex.
We demystify the credit risk transfer securities market.
The dynamics of fiscal and monetary policy are now entering a new phase. Due to the emergence of negative Net National Saving (NNS), the law of diminishing returns can no longer fully capture the harmful effect of debt on economic growth.
Even if higher-for-longer interest rates are applying downward pressure on prices, bonds still look enticing.
Bitcoin’s much anticipated quadrennial halving occurred last weekend and the rewards earned by bitcoin miners will be, well, halved.
Timing has never been a crucial undertaking for fixed income allocations dedicated to asset preservation largely because this is a long-term endeavor dedicated to keeping an investor’s wealth intact.
VettaFi examines the opportunities the growing hydrogen industry presents to the traditional midstream space.
Losing a loved one is one of the hardest experiences you’ll go through in life. Oftentimes, families are left scrambling.
Stronger economic growth is allowing the Fed to stay patient. That means a likely delayed start for expected interest-rate cuts.
Dr. Bernanke found significant shortcomings in the BoE's forecasting.
In this article, Russ Koesterich discusses why a higher rate environment may still allow stocks to end the year higher.
We put the recent market movements in perspective, which have been driven by time (it has been a while since we had a 5%+ pullback), overly optimistic, complacent market sentiment, and higher Treasury yields amid persistent inflationary pressures and signs of a more patient Fed.
Economic “reflation” is becoming the next bullish narrative as equity valuation increases continue to outpace earnings gains, at least according to Gold Sachs and Tony Pasquariello.
The economy continued to grow in the first quarter at what we estimate is a 2.6% annual rate. That’s a slowdown from the 3.1% rate in 2023, but still good compared to the past couple of decades when the average growth rate has been 2.0%.
Amid geopolitical tensions in the Middle East, bullish momentum could remain for a pair of Vanguard oil ETFs.
The melding of yield and rate risk mitigation is available in the Vanguard Intermediate-Term Bond ETF (BIV).
Today, we look at the world of “alternative investing.” I put it in quotes because this was originally a somewhat pejorative term. Back in the 1960s (and maybe before?), brokers sold you stocks and bonds, saying that was how smart people invested
Our outlook on the 11 S&P 500 equity sectors.
The impact of high inflation on individuals’ finances is not something to take lightly, especially in the U.S., because for almost 40 years we have had no experience with such an event and have no clue how to deal with it or how to try to minimize its negative impact.
Monetary authorities saved the day again in the first quarter, but over-reliance on them is looking to be increasingly risky for investors. The new boss is geopolitics and that is where investors should be looking for guidance.
