Every news item these days seem to swing between extremes. When in reality, these bank failures are not atypical. Read our latest insight to learn what similarities these recent bank failures have with previous failures and what the warning signals are.
We have the royal coronation in England to remind us that once upon a time, one person would issue all the laws – which is an unfair but very effective way to make things happen. Here are the edicts that I would issue if the financial services world made me its king.
A few months ago, the internet was filling up with predictions that we’d have a 2008-style crash in home prices. The thinking was that the increase in interest rates would cause mortgage payments to skyrocket and price out an entire generation of homebuyers.
You can’t add more hours to a day or decrease the amount of work on your plate. Your only option is to save time by increasing your efficiency. The question is how.
India’s ability to attract foreign investment has long been hampered by subpar infrastructure and excessive bureaucracy. But reputations can obscure real change.
With the European Market’s earning season fully upon us, let’s look at expectations for the month ahead. According to our proprietary analytics, the European energy and real estate sectors have experienced the highest level of downward revision to sales of all sectors on both a one- and three-month basis.
Over the past year, the municipal bond market has seen increased volatility stemming from rising interest rates across the yield curve.
A new report from Bain highlighted a key statistic: Individual investors hold roughly 50% of the estimated near-$300 trillion of global assets under management. Yet those same investors hold just 16% of AUM in alternative investment funds. Some HNW investors are seeking to diversify away from public equities to safeguard their portfolios and are allocating to private market investments through alternatives. Opto Investments and Riskalyze recently announced a strategic partnership that combines Riskalyze’s growth platform with Opto's technology-enabled private markets solution to build investment strategies that offer exposure to private credit, private equity, real estate, venture capital, and infrastructure.
Direct indexing is an innovative investment strategy that can solve a variety of investor challenges. We discuss the five main benefits of incorporating direct indexing in a client’s portfolio.
In the spirit of being a good corporate citizen working to build a better world, Franklin Templeton is launching a Diversity, Equity and Inclusion (DEI) webpage that will highlight the company’s DEI efforts.
China’s domestically driven economic growth has not yet translated to Emerging Market stock performance, which has tended to have been weighed down by international political tensions.
We hope you enjoy the latest NewsLetter from Harold Evensky.
The latest IMF reports shows the mounting risks facing emerging markets.
The fiercest adversary of investing based on environmental, social and governance (ESG) is Aswath Damodaran. ESG is a failure, its advocates are to blame, and the concept should be retired, according to Damodaran.
How do you go from the theoretical to the practical? What AI tools can you use that will streamline and improve your processes?
JPMorgan has unseated itself for the title of largest actively managed exchange-traded fund in the $7 trillion arena.
The startup world has had a tough year — plagued by mass layoffs, plummeting venture capital investment and the chaotic collapse of Silicon Valley Bank. But many in tech believe that the worst is yet to come.
Alphabet Inc.’s Google has consolidated its artificial intelligence research groups into one unit, the company’s latest move to keep from falling behind in the AI race.
The disruption in office real estate is outlasting the term on its loans.
VettaFi’s Tom Lydon discusses recent advisor polling data on everything from 60/40 portfolio returns to active ETFs. Sprott’s John Ciampaglia spotlights their lineup of energy transition ETFs, including the first-ever nickel miners ETF. Horizon’s Scott Ladner explains the process behind their ETF-centric, goals-based model portfolios.
How can advisors ensure that clients will keep their assets with you?
I reviewed some advisor websites and I was confused by their value propositions.
Hedge funds are betting on higher Treasury yields in a market that’s divided over whether the US economy can avoid recession and Federal Reserve interest-rate cuts.
As Microsoft Corp., Alphabet Inc., and — now — Amazon.com Inc. blaze ahead in the race to deploy advanced chatbots like ChatGPT, one rival remains nowhere to be seen. Apple Inc. may be biding its time for the technology to mature...
If the US ceases to be the world’s economic leader, it can only blame itself.
In spite of weakness in some economic data, problems in the banking sector, and much higher interest rates, real GDP in the first quarter will almost certainly show moderate growth.
Pricing power and profit margins showed signs of stabilizing in the first quarter. But a survey of Loomis Sayles’ credit analysts leads us to believe the bottom in corporate fundamentals is yet to come.
Investors are losing their ability to resist a stock rally that much of Wall Street is convinced is doomed.
Sometimes when volatility jolts financial markets, the safest trades can quickly morph into dangerous bets.
Back before clocks went digital, you could say “a stopped clock is right twice a day” and even youngsters would know what you meant. A mechanism could be nonfunctional but occasionally correct.
Chinese economic data blew expectations out of the water this week, reflecting a strong comeback for the Asian giant as it finally emerges from the world’s most restrictive pandemic-era lockdown.
Former Treasury Secretary Lawrence Summers rejected speculation that the dollar is rapidly losing its dominance in the global economy, and highlighted China’s detractions in providing an alternative reserve currency.
China’s economy has turned the corner, and is on a path towards a gradual, domestic demand-driven recovery. Andy Rothman outlines the reasons why China’s recovery is likely to be sustainable.
ChatGPT is the fastest growing app of all time, gaining more than 100 million users just two months after its launch in November. It allows users to have human-like conversations that include reasonable-sounding and often correct answers to all sorts of questions. Like humans, it can ask for more information and explain reasoning.
Big Tech earnings next week will offer investors a dose of reality following this year’s impressive gains in the sector that were powered by hype over artificial intelligence.
Can central banks simultaneously provide liquidity to banks suffering sharp deposit withdrawals while also slowing money and credit creation by raising interest rates? In essence, can central banks quantitatively tighten and quantitatively ease at the same time?
Corporate bond investors may be wondering if banking sector turmoil will affect financial institution bond issuers. Here's what to know now.
Many investors, including my clients, have been worried about their Schwab account safety. Are they right to be worried?
Bitcoin’s dominant showing in 2023 is leaving exchange-traded fund investors divided on what’s next for the world’s biggest cryptocurrency.
Despite continued geopolitical events and a potential banking crisis, markets remained focused on the economy and central banks’ attempts to control inflation.
Consisting of 60% stocks/40% bonds, this classic investment portfolio has historically been a trusted way to generate returns and diversify investor portfolios. However, we believe the 60/40 allocation may now be working against investors.
Procter & Gamble Co. and its peers have vowed to recapture profit margins that slipped during the pandemic. Now, investors are getting a chance to gauge their progress.
This year’s top US bond managers agree that Federal Reserve interest-rate cuts are inevitable this year. The main debate they see is how deep the economic pain gets.
This week as regional banks start reporting earnings we will get a better look at the lasting effects of the bank crisis kicked off by the failure of Silicon Valley Bank last month. Looking at recent earnings forecast revisions, regional banks appear particularly exposed to short- and longer-term headwinds.
Homebuilders continue to finish homes faster than they’re starting new ones. Improved supply chains are allowing them to work through backlogs built up during the pandemic when they couldn’t keep up with demand.
The value style is in the early stages of what Mutual Series believes could be a multi-year outperformance relative to growth.
My guest today, Harin de Silva, is one of the leaders of the quantitative investing community and the winner of several Graham Dodd Awards for institutional research. He is a member of the Q Group and a pioneer in factor investing.
Your prospect is not an expert and has no ability to judge whether you’re right for them based on the information you provide about their finances.
Start me up! This iconic Rolling Stones song keeps racing through our minds as we glance across the investing landscape. Why? Because it feels like the drivers of this turbulent market – Federal Reserve (Fed) tightening, inflation, recession worries, geopolitical fears – will never stop.
Thanks to the recent banking crisis, the Fed’s “dual mandate” has taken on a new meaning. The increased economic uncertainty during the first quarter drove investors towards safer assets, boosting investment grade bonds.
