The Northern Trust Economics team shares its outlook for key markets in the month ahead.
An often overlooked and underutilized fixed-income alternative, preferred securities offer investors compelling diversification and income opportunities in today's volatile, rising interest rate environment. With yields and returns comparable to high-yield fixed income, today's preferred securities have evolved into a distinct and attractive income-generating asset class.
Russia’s invasion of Ukraine has exacerbated inflation, which was already rising. The big questions now are how far will the Fed be willing to go to slow inflation, and how will the market react as rates increase?
The war in Ukraine has further complicated the investment backdrop, and fears of a recession are rising now that the U.S. yield curve has inverted. Given so much uncertainty, we are focusing on what we can control and maintaining a defensive posture
An unusually strong tug of war between economic forces is playing out in global markets, with a booming economy and low unemployment offset by the effects of the Russian invasion of Ukraine and expanded inflation. Expectations over the timing and magnitude of Fed interest rate increases rapidly evolved as clarity began to emerge around central bank responses to inflation.
Over the past decade it has seemed like Value investors have been very much left on the sidelines, bemoaning rampant speculation and valuations untethered from fundamental reality, while Growth investors have, quite frankly, been living it up in some style.
It’s not just interest rate changes that affect the markets, changes in the Fed balance sheet can also be a source of negative returns to equity and bond markets.
The first quarter of 2022 brought violence that rocked communities – and markets – internationally. We look at what aftershocks may still be yet to come.
Headquartered in Basel, Switzerland, Roche is one of the largest biotech companies in the world, providing state-of-the-art diagnostics and treatments for serious diseases, including COVID-19.
Sanofi is one of the largest pharmaceutical companies in the world.
The third largest homebuilder in the US, PulteGroup builds and sells homes in 40 cities across the country.
Known for its status as one of the top three US credit bureaus, Equifax is a global data analytics company with a goal of “helping people live their financial best.”
For more than 100 years, Belden has been a leader in designing and manufacturing the cables and wires connecting the infrastructure that controls our roads, buildings, factories, energy supplies and homes.
After living through more than two years of COVID-19, its variants, and the attendant supply-chain disruptions and inflation concerns, one thing is clear: Uncertainty is the only certainty.
Headquartered in Spring, Texas, with offices around the world, Hewlett Packard Enterprise helps businesses realize the power of their enterprise data.
Headquartered in Brisbane, Australia, TechnologyOne is Australia’s leading enterprise software company.
After a third quarter where large capitalization US equities were barely up and global equities were down, both came roaring back in the fourth quarter of 2021.
We don’t expect the West to impose widespread sanctions in the event Russia invades Ukraine.
Recruit Group delivers the digital meeting spaces of choice for matching individuals and business clients.
Inflation, a tightening Fed, and geopolitical tensions have placed the stock market on edge in the early days of 2022. Targeted buying of investment themes with strong growth potential may help
As we examine the municipal bond “board” at the start this new year, it looks to us to be a more challenging one than a year ago. More like chess than checkers. Winning will likely require a more complex, multi-faceted strategy than in 2021.
The season before we started this annual “NFL Alphas” post, the Tampa Bay Buccaneers defeated the Oakland Raiders (formerly of Los Angeles and now of Las Vegas) in Super Bowl XXXVII.
We have never seen anything like this. Governments and their central banks injected approximately $30 trillion of fiscal and monetary stimulus into the global economy from February 2020 to the end of 2021.
Loomis Sayles' Mortgage and Structured Finance Team shares its views on key themes in 2022.
Headquartered in Japan, Ulvac makes vacuum devices and instruments for manufacturers in the semiconductor, electronics, chemical, pharmaceutical and food industries.
Companies are buying raw and intermediate goods at a record pace, which we believe will influence economic growth in 2022.
Members of Loomis Sayles' IG Credit Sector Team share their views on key themes in 2022.
Given the many forces shaping the economy and markets, 2022 will be a stock picker’s—and a bond picker’s—market. Prices are indeed stretched in pockets of the market, but many areas offer attractive potential supported by compelling fundamentals and exposure to growth themes.
Headquartered in Japan, Sysmex is the No. 1 provider of blood diagnostics equipment in the world.
The municipal bond market has historically outperformed relative to Treasurys during periods of rising interest rates.
There are three pillars of investing for us at Smead Capital Management.
Most investors need little persuading that emerging markets offer exciting opportunities.
Members of Loomis Sayles' Global Credit Sector Team share their views on key themes in 2022.
Loomis Sayles' Emerging Markets Debt Sector Team share their views on key themes in 2022.
The year ended on a highly upbeat tone for investors as equities rose to new heights against a backdrop of inflation and a prolonged pandemic
Based in Tokyo, Japan, Kurita Water is a global leader in water management and water treatment chemicals.
Long before supply chain issues and soaring consumer prices made the headlines, I warned readers that massive monetary expansion made persistent inflation inevitable.
Loomis Sayles' high yield sector team share their views on rising rates, CCC-rated bonds and where they're seeing potential opportunity in 2022.
Supply-chain issues are often cited in the current debate about inflation—and aren’t going away as quickly as consumers and businesses would like. Our Franklin Templeton Investment Solutions team explores how supply chains became stuck, whether they will loosen up in 2022, and the implications for multi-asset investors.
As the Federal Reserve debates its monetary tightening timeline, the labor market is an important factor to watch in the year ahead, according to our Franklin Templeton Investment Solutions team. Read their thoughts on the labor market’s implications for both monetary policy and risk assets.
It’s well studied that factors like debt and financial uncertainty impact the way people feel about retirement and prepare for it. In this series, BlackRock explores insights from our 2021 DC Pulse research and additional work with the Employee Benefit Research Institute (EBRI) to recognize inequitable effects and find ways to build a better retirement for all.
2021 has been a year of notable economic growth after unexpected change caused by the COVID-19 pandemic. In our Economic and Market Outlook for 2022, we lay out some of the “known unknowns” we believe could significantly affect the investing landscape...
We are entering a new market regime unlike any in the past half century: We see another year of positive equity returns coupled with a down year for bonds. But we have dialed back our risk-taking given the wide range of potential outcomes in 2022.
A new piece from the GMO Asset Allocation Team discusses value traps, growth traps and which are worse for investors.
Historically, fourth quarter tax loss selling of closed-end funds (“CEFs”) has been prevalent in the market. CEFs may be more susceptible to tax loss selling given they trade on a stock exchange and market prices (investor return) can deviate from underlying net asset values (“NAVs”) (fund return).
Since its founding in 1963, Tokyo Electron has been accumulating the technological expertise it builds on to deliver industry-leading production equipment in two product categories: semiconductors and flat panel displays.
In this special report, the Northern Trust Economics team shares its outlook for growth, inflation, employment and interest rates in the year ahead.
At Russell Investments we have created a series of podcasts aimed at helping you gain insight in how to build a better business, or attract female clients, minimize the impact of taxes on a portfolio or articulate the value you bring to your clients.
When your largest position, Viasat Inc. (Ticker: VSAT), enters into a transformational merger involving regulatory complexity, interesting technology, enough equity issuance to require a shareholder vote, and a conceptual doubling down against what might be called the “Elon Musk-generated low-earth-orbit satellites (LEO) space craze...