GMO has posted a new 7-Year Asset Class Forecast.
Artificial intelligence and generative AI remain the proverbial hype trains of thematic investing this year.
Longer duration Treasuries have been mired in a bear market since 2020 but could finally start to see a reversal of fortune.
This week marks the official start to 2Q24 earnings season, with the big banks among the first to report. While much of the last six weeks has been dominated by the softening macro backdrop, the S&P 500 looked past the weakening data – notching 37 record closes already this year.
Diverse stakeholders shared perspectives at AB’s Advancing Retirement Income symposium.
The lags between a shift in monetary policy and the economic impact are long and variable. While the actions of the Federal Reserve during the pandemic were unprecedented, it finally looks like the excess money pumped into the economy has worked its way through the system. And with the M2 measure of the money supply down from its peak, the economy is reacting.
Some state that “bears are like a ‘broken clock,’ they are right twice a day.” While it may seem true during a rising bull market, the reality is that both “bulls” and “bears” are owned by the “broken clock syndrome.”
The assassination attempt against former President Trump gave a bump to his odds of becoming president, as they rose from 60% to 67% on Monday morning on Predictit.org.
Outlook 2024: A Turning Point, released in December 2023, featured our perspective on how stocks might respond to turning points in inflation and monetary policy.
The initiation of the excessive deficit procedure will hinder European unity.
Broad measures of investment-grade municipal bonds didn’t do much of anything in the first half of 2024, but some believe it could be poised for some upside.
The case for beginning to recalibrate rates in the S. is on a winning streak for getting stronger with each data print
A second straight month of encouraging U.S. core CPI data supports an initial Federal Reserve rate cut as early as September.
In this article, Russ Koesterich discusses why bonds are still not a reliable hedge for equities in an environment where inflation remains elevated and volatile.
On the latest edition of Market Week in Review, Investment Strategist BeiChen Lin and Regional Director Chris Kalman discussed the highlights from June’s U.S. inflation report.
We want to repeat what we have said in the past: “One data point doesn’t a trend make.” However, the June data, after weaker than expected readings for April and May, confirm our suspicion that inflation numbers during the first quarter of the year were a fluke.
Private market growth in recent years has been remarkable. We think there's more to come.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation is going to review 7 stocks that are known as the Magnificent 7. They are all clearly great businesses, and because of this they have become very large enterprises.
In seasoned investment circles, nearly everyone reads the memos from Howard Marks, the co-chairman of Oaktree Capital Management, which he’s been writing for his clients since 1990. The most widely read of these memos, “Something of Value,” is foundational reading for anyone serious, or anyone who wants to get serious, about investing.
History suggests that it is better to embrace progress than hinder it.
Softening inflation supports the potential for a Federal Reserve interest rate cut in coming months, but there are complexities below the surface.
The S&P 500 posted a near-perfect week, with gains every day except Thursday.
Many people want the passive income that can come with rental properties, but they come with risks and responsibilities.
Lately, I have been getting many questions about investing in private equity. Such is common during raging bull markets, as individuals seek higher rates of return than the market generates.
We are in the time of year when Americans pack transatlantic airliners for their European vacations. I had actually hoped to be one of them. That didn’t work out but we can still talk about events in Europe. And we probably should, because potentially major changes are happening.
As many of you are no doubt aware by now, France’s left-wing New Popular Front alliance thwarted Marine Le Pen’s National Rally party in a stunning upset, leaving the country without a clear majority in parliament.
Heading into the second half of 2024, it appears the markets are no longer focusing on the odds for a recession.
Following Russia's invasion of Ukraine in the early months of 2022, and the subsequent sanctions imposed by the U.S., some investors were forced to liquidate their Russian investments. Many investors, uncertain about the potential scope of the coming war, also took the opportunity to liquidate their investments in all of Eastern Europe.
As we survey the economic landscape, we are reminded of Otis Redding’s classic hit, which is all about patience. “Looks like nothing’s gonna change, everything still remains the same.”
Welcome to our new weekly blog series, “Navigating the Earnings Season.” In this series, I dive into the world of earnings reports from major companies, spanning giants like JP Morgan and Pepsi, as well as niche players in various sectors.
We’ve seen the active ETF take in about 1/3 of all net asset inflows year-to-date, which is an impressive haul by historical standards.
More inflows into active bond ETFs during the month of June is following the overall trend of higher inflows since the start of the year.
Net interest income helped big banks, which begin reporting second-quarter earnings July 12, but there's concern about how long it can keep going.
I have been looking forward to writing this blog for a long time. I joined Russell Investments on July 12, 2004 and now that it is my 20th anniversary, I feel it’s the right moment to share some of what I have learned along the way.
Taking on credit risk but not interest rate risk has been relatively rewarding to ETF investors thus far in 2024.
There’s more to artificial intelligence (AI) than the US tech giants. Equity investors can find overlooked opportunities in emerging-market companies.
The second half narrative remains dominated by the path of interest rates, inflation, and the looming election.
Comparing public fixed income and private credit markets involves weighing factors related to liquidity, transparency, credit quality, risk premium, and opportunity costs.
Although the market is off to a rough start to the year, we think it should recover.
The UST yield curve has been inverted, but there is speculation about when it will “un-invert" and move out of negative territory.
After a fruitful career and plenty of practice paying taxes, you may feel prepared for the tax man in retirement. But a review of your post-retirement taxable income may yield some surprising insights.
With high yields and compelling opportunities, we think the muni market looks exceptionally attractive today.
Provisions in the SECURE 2.0 Act introduced new ways this year to avoid a 10% early withdrawal penalty from retirement accounts. Our Bill Cass explains the implications for savers.
Demand for alternatives has spotlighted convertible arbitrage for portfolio diversification and risk-adjusted returns, after decades of underappreciation. Advisors must understand these strategies to effectively guide clients in the evolving market.
The economy is off to a strong start in 2024, with a strong employment picture and the Dow Jones Industrial Average crossing 40,000 for the first time. But even with those tailwinds, questions about the economy and the markets remain as we head into the second half of 2024.
AI worked well in equity markets in the first half and could deliver for investors over the next six months.
For the 12 months ending July 3, the average return posted by the widely followed Russell 2000 and S&P SmallCap 600 indexes was 8.3%.
No investor wants to miss the wave of a massive, transformational technology. Spot these big shifts early, and you have a chance at Nvidia-like returns.
The outlook for the Federal Reserve (Fed) through the first six months of 2024 has been a bit of a roller-coaster ride to say the least. While one could argue the overarching premise has been for rate cuts, it has certainly not been a smooth ride.
It’s an election year, which means you can expect to hear presidential candidates being asked about their plan for preventing Social Security from going bankrupt.
