Bond prices whipsawed over the past month as volatility spiked across markets. What's next for fixed income markets?
Technology stocks led the market for much of this year, with AI euphoria in full effect. Recent cracks in the momentum caused some investors to question whether the enthusiasm has been exhausted. Technology investors and active stock pickers Tony Kim and Reid Menge offer answers ― and an optimistic outlook.
With the Nasdaq-100 Index (NDX) lower, it might not yet be safe for investors to rush back to mega-cap growth stocks.
Families may want to consider a comprehensive plan for college, including actions to take during the high school years, and consider how a 529 plan can help guide savings. Our Bill Cass offers details on college planning.
It's a good time to revisit which equity market sectors are defensive themes. Certain products are nondiscretionary we can't live without.
There’s no denying that consumers are digging around for more deals and prioritizing essentials over discretionary items.
The KraneShares Sustainable Ultra Short Duration Index ETF (KCSH) offers low risk income investing with notable yields and diversification.
A Universal Basic Income (UBI) sounds great in theory. According to a previous study by the Roosevelt Institute, it could permanently increase the U.S. economy by trillions of dollars. While such socialistic policies sound great in theory, history, and data, they aren’t the economic saviors they are touted to be.
Common wisdom is that consumers are pulling back on spending, but some green shoots are sprouting that might break ground as big retailers prepare to report second-quarter results.
The financial markets appear to be rather confident the Fed will finally begin its rate cutting process at the September Federal Open Market Committee meeting, at a minimum. The debate has now shifted as to what this easing cycle will ultimately look like.
Previously reliable recession signals have not worked in this cycle.
The flexibility offered through individual bonds translates well for tailoring individual financial goals and needs.
For plan sponsors, the trend toward de-risking often leads to a simplification of the equity manager lineup in the return-seeking portion of the portfolio.
The Jensen Quality Growth ETF is a high-conviction U.S. large-cap ETF with a growth tilt. The ETF’s investment approach is rooted in bottom-up fundamental analysis, focusing on quality companies that have demonstrated consistent performance and resilience over time.
Staying invested through volatile periods has provided superior returns vs. selling when volatility rises and reinvesting later.
Having been warned about the risk, investors now ask if the yen carry trade unwind is complete. Here's how far it might still go.
It's an ideal time to add bonds, especially if they are poised to outperform stocks over the next 10 years.
No one enjoys getting dumped. This holds true in finance and investing as much as it does in romantic relationships. When companies are dumped from the major indexes, their managers and shareholders may feel jilted and their stock may flounder post-breakup.
Last Monday morning, I tried to shake up the conversation about how far behind the curve the Federal Reserve (Fed) is currently by suggesting an inter-meeting 75 basis points (bps) cut and another 75 bps cut in September.
The Bank of Japan needs to proceed cautiously.
The acquisition further expands Janus Henderson’s private credit capabilities and complements Janus Henderson’s existing highly successful securitized credit franchise and expertise in public asset-backed securitized markets, and further expands our capabilities into the private markets.
Pretty much every month there’s one week that has the most important economic reports. For the month of August that’s this week. The reports this week include consumer price inflation, producer prices, retail sales, industrial production, housing starts, and unemployment claims.
During volatile times, it is important to maintain perspective, stay focused on your long-term objectives, and avoid knee-jerk reactions based on the latest twists and turns in the market.
Slower employment cements the case for the Fed to start a series of rate cuts.
Economic indicators are released every week to provide insight into the overall health and performance of an economy.
I can't let this month pass without noting a significant anniversary: This is the 25th year I’ve been writing Thoughts from the Frontline. You can visit the archive and see every issue since January 2001.
On Monday morning, investors woke up to plunging stock markets as the “Yen Carry Trade” blew up. While media headlines suggested the sell-off was due to fears of a recession, slowing employment growth, or fears over Israel and Iran, such is not the case.
On Monday, global equities and digital assets underwent a dramatic selloff as the unwinding of the Japanese yen carry trade rattled markets. The S&P Global Broad Market Index (BMI), which measures the performance of more than 14,000 stocks around the world, retreated 3.3%, its worst trading day in over two years.
When the Federal Reserve (Fed) cut rates in response to the COVID-19 pandemic, mortgage rates fell below 3% in 2021 and many households refinanced or obtained new loans.
Actively managed ETFs continued to gain traction in July with $24 billion of net inflows. This represented 19% of the industry’s net inflows.
China’s two-speed economy and the internationalization of the renminbi suggest long-term opportunities may be found amid near-term challenges.
When I was in high school, I really wanted a car. My loving parents took every situation as an opportunity to teach. They told me that if I wanted a car, I would have to earn it.
Investors can still extract yield while adding core bond exposure with the NEOS Enhanced Income Aggregate Bond ETF (BNDI).
It looks like investors have been adding shares of Amazon.com to their carts in recent weeks.
Multi-asset strategies must adapt to a promising—but changeable—environment for generating income.
Municipal bonds maintained their summer strength and posted a second-consecutive month of positive performance in July.
When the Federal Reserve lowers its key short-term interest rate, the impact isn't uniform across the financial universe.
During volatile markets, investors may flock to safe haven sectors like utilities that can weather a recession.
Everybody loves a good comeback story: Seabiscuit. The Mighty Ducks. 493 stocks in the S&P 500 index.
What the Fed's monetary-policy tools signal about the market.
In this PIMCO Perspectives, we explore the dispersion playing out across monetary policy and financial markets.
As the number of Americans retiring in other countries continues to grow, our Bill Cass shares five considerations for individuals planning to retire abroad.
With investors reacting to the worst global stock market sell-off since the early days of the COVID pandemic in 2020, Portfolio Manager Oliver Blackbourn and Global Head of Multi-Asset Adam Hetts consider the all-important question – what next?
The growth of bureaucracy around the world has led to a proliferation of rules. This creates multitudes of problems, one of which is that the state has made understanding what it is doing impenetrable, boring, nuanced, and technical.
Four interlinked principles form a compelling investment philosophy for uncovering promising growth companies.
After absorbing the US Federal Reserve's repeated assurances that a “fundamentally healthy” economy gave it ample time to decide on when to cut interest rates, the market was caught by surprise when new data suggested otherwise. Such is the danger of signaling a consensus where none exists.
The early August sell-off could represent just the market taking a breather after seven months of fantastic returns and could be right back on track, albeit with additional volatility.
A stealth bear market could be defined as a bear market where several stocks have fallen more than 20% within the market, but yet the overall market itself hasn’t fallen. That’s why we call it a stealth bear market.
Over the past 20 years, the corporate bond market has experienced an evolution driven by cycles, regulatory shifts, and changing demand.
High interest rates – the condition investors have had to contend with for over two years now – can be a drag on dividend stocks and ETFs.
