Don’t miss out. Prepare to take advantage of opportunities in the second half.
June of 2024 was a good month for financial markets. Leading the pack were (again) technology stocks, with the NASDAQ up 6% on the month. Close in second place were emerging market ex-China stocks, largely driven by India, Taiwan, and South Korea, all of which had large rallies in the month.
On the latest edition of Market Week in Review, Senior Director and Chief Investment Strategist for North America, Paul Eitelman, and Regional Director for North America Advisor & Intermediary Solutions, Lam Guluka, discussed key market themes from the second quarter.
Making a case for emerging markets (EM) investing has never been straightforward.
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
In 1539, 30 years after San Juan was founded, the Spanish began building defenses of its harbor on the northern shore of Puerto Rico. Construction continued for another 250 years. Now that’s a long time-horizon! The mammoth fort known as Castillo San Felipe del Morro (or “El Morro”) is still standing.
We are contrarians and oddly crave the moments when history, psychology and mathematics get defied in the U.S. stock market. We believe this is one of those points in time.
Economic indicators are released every week to provide insight into the overall health and performance of an economy.
Key Takeaways
Financial advisors get a bad rap. Some deserve it; most don’t. The problem for the entire investment advisory and portfolio management community stems from the “career risk” they inevitably face.
The Generation X report released by Natixis Investment Managers included a check of investment sentiment and opportunities for advisors.
VettaFi looks at U.S. energy independence and the role the U.S. plays as a global energy supplier.
The presidential debate was the big story of the week and revealed a mild market preference for former President Trump. Notably, during the 90 minutes of the debate when there was no other market news, S&P 500 Futures rose 10 points, due to Trump’s business-friendly policies despite his higher-policy unpredictability.
We review the key themes of the first half of a busy year.
In 1852, Karl Marx said "Men make their own history, but they do not make it as they please; they do not make it under circumstances chosen by themselves, but under circumstances directly encountered and transmitted from the past."
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, aka Mr. Valuation will showcase 10 blue-chip dividend growth stocks with yields above 3%, the opportunity for those yields to continue growing in the future and where we can be very certain that the dividend is safe.
Although this missive is tabbed as a 3rd quarter expository, it strikes home more as a 2025 conundrum because contained in the current data is a cause and effect that we believe is clearly being overlooked. Let’s begin with the fact that the stock market averages are trading at record highs.
Investors have been so preoccupied with Fed policy that they missed the economy sticking the soft landing.
Goldman Sachs recently upped its price target to S&P 6300 for the end of this year, along with Evercore ISI upping its year-end target to 6000. Such is not surprising given the strong run in the markets this year.
The giant federal debt we’ve been talking about isn’t just borrowed money. It is also lent money. Loans are two-party transactions. One side receives temporary use of cash which it agrees to repay with interest. The other gives up the current use of that cash in exchange for receiving interest. Ideally, it works out for both… but not always.
This week I had the privilege of participating in a YPO (Young Presidents’ Organization) event held in Victoria Falls, Zimbabwe. One of the main topics of discussion was investment opportunities in neighboring Zambia, a country that, despite its challenges, is a rising star on the African continent, due largely to its copper exports.
Rick Rieder and team argue that the economy is making further progress towards normalization and continues to offer a once-in-a-generation investing opportunity, which isn’t adequately represented by the benchmarks.
Initial rate cuts by the European Central Bank and Bank of Canada may signal a transformative trend toward monetary easing.
Retail trade sales in the U.S. are reported by distribution channel. For example, gasoline sales are reported through the gasoline stations distribution channel, although those gasoline stations’ sales also include everything else sold at gasoline station convenience stores, i.e., hot dogs, tobacco, sodas, gum, chips, coffee, etc.
How to help position your portfolio in anticipation of an economic downturn.
Investors of all stripes are getting increasingly acquainted with the AI megatrend, but some may not realize the depth therein.
The Asian high-yield market is evolving faster than investor perceptions.
Looking to assess your portfolio for the current inflation outlook? Natixis Investment Managers' Cyclicality vs. Inflation outlook can help.
Adapting to the new cycles requires swift operational changes, making the guidance of experienced managers crucial.
U.S. corporate pension plan sponsors are required to measure their plan liabilities for a few important purposes.
Sour sentiment toward emerging-market stocks is obscuring uncommon opportunities for equity investors.
The Northern Trust Economics team shares its outlook for major markets, with a spotlight on the eurozone.
A richer dialogue between human experts and large language models may improve outcomes.
CIO Sean Taylor says the second half of the year looks positive for emerging markets but country selection as a risk control will be critical in what is proving to be a politically-charged period for equities.
Schwab Sector Views is our six- to 12-month outlook for stock sectors, which represent broad sectors of the economy. The Schwab Center for Financial Research (SCFR) combines a factor-based approach with a market and economic assessment to determine the ratings.
Father Gregory Boyle developed the world’s largest gang intervention and rehabilitation program based on the belief that jobs stop bullets. Following his lead, US policymakers must learn to appreciate the broader meaning of work as they navigate uncertain economic waters, particularly the looming artificial-intelligence revolution.
Chief U.S. Economist Ryan Boyle explains why measures of inflation don't match feelings about prices.
As an advisor, you know that no two clients are alike. Each has their own financial goals, risk tolerance and opinion on how they want to invest.
Marc Pinto, Head of Americas Equities, and Chris Benway, Director of Research, consider how the U.S. election may influence markets leading up to November, discuss policies worth monitoring as the election draws near, and remind investors to prioritize quality in times of uncertainty.
Remember when an inverted yield curve used to predict recessions? Here we are about two years removed from the Treasury yield curve moving into negative territory, and the U.S. economy has yet to move into recession territory. The economy’s resilience has certainly been a surprisingly welcome development and has left many a market participant wondering what happened.
Investors need a better grasp of risk-management tools to gauge a portfolio’s strategic resilience in a rapidly changing world.
Much like the universe, which began with a big bang nearly 14 billion years ago, but is expanding so rapidly that scientists predict it will all end in a “big freeze” trillions of years from now, our current monetary system seems to require perpetual expansion to maintain its existence.
As you move through retirement, it’s important to set time aside to reflect on how you’re doing. While most people often focus on their health and finances, it’s equally as important to think about other areas of your life as you approach the midpoint of your retirement.
Much of the current decrease in the headline retail sales number can be attributed to the decline in gasoline prices at the pump.
U.S. Treasury auctions are of interest lately due to growing U.S. debt and high interest rates. What are Treasury auctions, how do they work, and what should investors know?
After years of insufficient investment and sagging productivity in the UK, the Labour Party recognizes that achieving high-quality growth will require a comprehensive policy approach that builds on many intermediate objectives. But devising a strategy is only the first step; the real challenge lies in implementation.
In their mid-year outlook for global stocks, Head of Americas Equities Marc Pinto and Head of EMEA and Asia Pacific Equities Lucas Klein argue that while risks of an economic slowdown remain, the potential for unlocking new shareholder value is also strong.
Today emerging markets are too big to ignore. The asset class represents a large and growing proportion of the world economy, accounting for over 40% of global GDP in 2022. The asset class includes a broad spectrum of issuers, with investment opportunities of varying risk/return.
Valued for their reliability across economic regimes, investors don't have to sacrifice growth when blue chip investing with FBCG.
Bond investors have been looking for an approach that delivers attractive, repeatable, uncorrelated active returns. Is their wait over?
