“Gold is no longer a safe haven.” “Gold isn’t an effective hedge against inflation.” “Gold is dead.”
It’s been a tough year for investors, particularly in growth stocks.
It appears to us that global innovation has bottomed and offers attractive value.
Investors see a myriad of unknowns right now, and popular discussion continues to focus on a dichotomy between growth and cyclicals. We think there is a third choice that's being ignored.
U.S. equities are higher in afternoon action following a recent plunge to lows not seen since 2020.
Inflation remains persistently high, dominating everything else in the macro outlook.
In the midst of back-to-school season, David Mann opines on the real-life applications of mysterious middle-school math and exchange-traded funds.
In the 1980s there was a famous TV ad for Wendy’s with the tagline “Where’s the beef?”.
As the U.S. CPI data continues to rise, Charles Hamieh, Portfolio Manager at ClearBridge Investments, dives into the opportunity present for investors looking at the infrastructure space as an inflation hedge moving forward.
It’s easy to overlook the fact that, in thinking about investment risk, we are implicitly making a choice about the benchmark against which risk is measured.
After previously eschewing interest-rate hikes, the US Federal Reserve has been tightening monetary policy at an unprecedented rate.
Central banks haven't finished tightening and the U.S. Treasury yield curve remains inverted.
Bleeding into this week, the British pound reached its lowest level ever Monday, relative to the U.S. dollar.
Policy responses to shortages are not always effective.
The municipal bond market has not been immune to bouts of volatility hitting the markets this year, but there are still pockets of opportunity, according to Franklin Templeton Fixed Income’s Director of Municipal Bonds, Ben Barber.
Stocks are far from cheap. Based on Buffett’s preferred valuation model and historical data, return expectations for the next ten years are as likely to be negative as they were for the ten years following the late ’90s.
The U.S. dollar has been on a tear in recent months, bringing it to its highest valuation versus other major developed currencies in more than 35 years.
A yield on gold and silver is an attractive alternative to falling yields in dollars or the negative yield with costs of vaulting your precious metals. But are the yields high enough?
While 2022 has been a challenging year for nearly every segment of the capital markets, it comes with a silver lining for income investors: higher yields.
Oil has been routing since summer after reaching historic highs of over $130 per barrel, but we may see some relief soon as near-term events may trigger a rally.
Precious metals markets are trying to tough this week despite another large rate hike by the Federal Reserve.
“Invest in what you know.” You’ve likely heard this advice before.
The pandemic drove up debt, and higher interest rates are adding to the burden.
We had been bullish on stocks all the way back to March 2009, when mark-to market accounting was fixed and the Financial Panic started to recede
The world will be going from an era of zero rates and loose monetary policy to higher rates and likely slower growth, except in certain sectors. Adjusting to this change will be both problematic and also full of potential opportunities.
Portfolio Manager John Paul Lech explains why investors in emerging markets should go upstream in order to leverage the long-term power of the EV sector.
Inflation is top of mind for consumers and market participants. In the United States, many are questioning whether student loan forgiveness will make inflation worse, and if the recently passed “Inflation Reduction Act” will offer relief.
Review the latest Weekly Headings by CIO Larry Adam.
We are now in another downswing in the ongoing bear market.
Corporate profit margins finished 1999 at just a shade under 6% of U.S. GDP.
Warren Buffett famously described the stock market as “a device to transfer money from the impatient to the patient.”
Asset bubbles have been prevalent throughout history.
Balancing acts. As the Fed walks the line between curbing inflation and averting recession, anxious investors are seeking to balance the two risks. Amid the uncertainty, we believe stock selection matters more.
With interest rates on the rise, the once red-hot US housing market is finally showing signs of cooling.
Let’s face it, the last three years have been challenging for investors. The global pandemic has had a domino effect on so many aspects of our lives.
U.S. stocks are moving higher in pre-market trading, following yesterday's third-straight 75-basis point rate hike from the Fed.
The Federal Reserve released new economic projections suggesting interest rate hikes will be faster and larger than previously forecast.
Federal Reserve Chairman Powell delivered another forceful message to markets that an early pivot back to rate cuts will not happen until inflation is under control.
The Federal Reserve once again voted unanimously to raise rates by three-quarters of a percentage point - 75 basis points (bps) - today, bringing the target for the federal funds rate to 3.00 – 3.25%, and signaled expectations for continued hikes ahead.
After a lower-than-expected July inflation print led many investors to rejoice at the prospect of inflation having peaked, the recent August print showed that consumer prices continued to rise year over year – albeit more slowly than prior months.
When it comes to investing in stocks, I believe that intelligent investing implies investing for specific objectives or needs.
In a time of uncertainty, we believe that quality is the key to investing in equities.
Generating investment income is challenging, especially in the low-yield environment we have been living with for the past decade.
Innovation was the market darling thematic for many years leading up to COVID.
Portfolio Manager Michael Oh, CFA, says attractively valued companies are growing in Asia unfettered by inflationary headwinds.
U.S. stocks are declining in pre-market trading as the markets await the Fed’s highly anticipated monetary policy decision tomorrow.
Despite widespread use in institutional portfolios, alternative investments are not typically found in US defined contribution plans.
FedEx (FDX) preannounced an earnings shortfall and the stock price is down more than 20%.
