We believe one of the hardest things to do in common stock investing is to hold winners for a long time. This is especially true with what are normally cyclical industries.
After more than 40 years of work in the financial markets, studying all the data I could get my hands on, I’ve found it to be universally true that those who argue “history doesn’t matter” have never actually studied history.
As the European Central Bank leaves negative policy rates behind, attractive valuations herald a much-improved total return potential.
Crude oil prices dropped substantially to start the week after the dollar rallied.
Labor force participation is the greatest shortfall in an otherwise thriving labor market.
Our last update was on August 1st.
U.S. stocks have come off the worst levels of the day and are threatening a move into positive territory.
Major EMs are more resilient to U.S. interest rate hikes today than they were in past cycles.
With less than three months left before the 2022 mid-term elections, it is officially silly season when it comes to interpreting economic reports.
Review the latest Weekly Headings by CIO Larry Adam.
Pulling forward growth over the last decade remains the Federal Reserve’s primary tool for keeping financial markets stable while economic growth rates and inflation remained weak.
The bipartisan Creating Helpful Incentives to Produce Semiconductors for America Act, or CHIPS Act, was signed into law this week, setting aside $52 billion to boost domestic semiconductor research and production.
The latest data shows inflation is still with us at an 8.5% annual rate. That means we can expect the Fed to keep tightening, trying to reduce demand and relieve pressure on consumer prices.
Let’s talk about something few people have any interest in talking about this year.
Lower July CPI inflation is likely the beginning of a trend.
PIMCO’s Global Advisory Board discusses the longer-term outlook for geopolitics, inflation, and other macro themes.
Take-Two Interactive Software makes games for consoles, computers, and phones
The Northern Trust Economics team shares its outlook for growth, inflation and interest rates.
Jim Cramer recently stated it will be time to buy stocks when the Fed pivots.
U.S. stocks are moving upward, continuing yesterday's rally, as the markets digest the release of the Producer Price Index.
Despite price declines in many sectors, the Federal Reserve may continue its hawkish approach.
The outcome of next year's world championship chess match will likely hinge as much on technological superiority as on individual human ingenuity.
Twenty years ago, people on trading floors at investment banks worked in silos.
Mutual Series’ Oliver Wong believes high-quality microcaps house hidden benefits, despite the extreme market declines seen in the first half of the year.
The world of politics and political maneuvering never ceases to amaze us.
Most consumers wait for things to go on sale before buying them, look for promo codes prior to purchasing something online, and suggest that discounts are the greatest influence on their purchase decisions around the holidays...
This video reviews 5 investment grade dividend paying growth stocks that appear attractively valued in the industrial sector.
Trading ETFs efficiently can help reduce costs and minimize risk. Learn best practices from our capital markets team.
For decades, relative global stability, sound economic-policy management, and the steady expansion of trade to and from emerging markets combined to keep costs down.
In a world of instant updates and daily stock market news, investors often fixate on chasing short-term returns or “beating the market.”
While reading Jeff Nussbaum’s new book Undelivered, I came across the story of Boston’s Mayor Kevin White and the 1974 busing of Boston public school students.
U.S. stocks are trading mixed in pre-market action, with the markets anticipating tomorrow's start of a flood of July inflation data.
A more integrated global economy is making sanctions less effective.
People are buying gold hoping to hedge against inflation. We offer a more compelling reason to own gold and discuss what it can do when you own it.
It’s time for our annual August report, “Charts for the Beach.” Each year we highlight five of our favorite charts we think consensus is currently overlooking. Load up the cooler, get your towel and chair, and enjoy the charts! And, watch out for those sharks!!
Successful investing in Emerging Markets is inextricably linked to a deep understanding of Environmental, Social and Governance (ESG) factors.
Corporate fundamentals have been deteriorating in the US. Over the past six months we have seen meaningful erosion in profit margins, pricing power and the outlook for credit.
With the Senate having passed a budget plan yesterday with only Democratic votes as well as a tie broken by Vice President Harris, it is only a matter of time before President Biden signs the first significant tax hike since the “Fiscal Cliff” tax hike in early 2013.
A trifecta of factors support the dollar, including the relatively strong performance of the U.S. economy, tightening monetary policy by the Federal Reserve, and safe-haven buying.
Mania. It’s hard to recognize when you’re in it.
Office spaces still have a role in the future of work.
Every investor must learn the one investing lesson in surviving the long game: how math works.
This is a quick market update for readers of Advisor Perspectives.
As of last month, the U.S. jobs market fully recouped the number of jobs that were lost due to the pandemic, in less than half the time it took following the previous downturn.
It’s a recession! No, not yet!
CIO Robert Horrocks, PhD, says well-managed companies, not inflation and interest-rate cycles, will determine long-term investment returns.
Russ Koesterich, Managing Director and Portfolio Manager, of the Global Allocation team explains why investors should expand their definition of quality in today’s market environment.
As expected, Wall Street wins again.
On the latest episode of the Behind the Markets podcast, we had a fascinating conversation with Don Kohn, former Federal Reserve vice chair, and Dave Goodson, Head of Securitized Fixed Income and Senior Portfolio Manager at Voya Investment Management.
During market downturns, financial pundits can often make you feel like the world is ending.
