Rising inflation, rate hikes, supply-chain problems and the Russia-Ukraine war have contributed to growing recession fears.
Since the recession of 2008 in 2009, financial stocks in general have been trading at significantly lower valuations than normal.
Applying volatility benchmarks correctly is the key to effective portfolio management.
“This market has a 1929 like feeling....”
Persistent … or transitory? It’s the inflation question that has been weighing on financial markets over the last year. As each economic data point trickles out, it is analyzed and re-analyzed, with that focus in mind. But it may be the wrong question to ask.
Investors are worried.
Social Security has a problem.
The proliferation of semiconductors throughout our economy may drive more durable, less cyclical demand and earnings.
All eyes will be on the results of the Federal Reserve meeting on Wednesday when it announces how much it's going to raise short-term rates, its new projections for the economy and short-term rates for the next few years, as well as Chairman Powell's press conference.
In our third of three posts on small-cap valuations, let’s examine how focusing on dividend payers amid a volatile market backdrop has provided excess returns, with even lower valuations.
What will be the Fed's next steps after a rapid course correction?
Energy has been on quite a run.
We are treating this column like a running conversation with the reader.
There’s no way of knowing for certain whether a recession is imminent, but for many Americans, it’s sure starting to feel that way. According to Google, more people in the U.S. searched for the term “recession” than at any other time in the past two years.
Complaining about federal debt is a time-honored American tradition. Remember Ross Perot and his hockey-stick charts? Then there was Harry Figgie’s 1992 best-selling book, Bankruptcy 1995. It was quite a sensation at the time.
With National 529 Day last month and graduation season underway, the cost of education is at the top of many people’s minds.
This article is relevant to financial professionals who are considering offering model portfolios to their clients.
Headline inflation in May rose 8.6% from a year ago, accelerating from April’s 8.3% growth rate.
When will the bear market end?
Stocks modestly lower ahead of tomorrow’s inflation report.
Most investors take their cue from stock price volatility.
Shanghai, the Chinese commercial hub with 26 million residents, ended its two-month citywide pandemic lockdown last week, a sign that the world’s second largest economy may be ready to return to business-as-usual.
Crude oil and energy equities have been on a tear for the last two years.
Not all value strategies have benefited equally during value stocks’ recent outperformance versus growth stocks.
How many billionaires are there in the United States?
Go around the world in one blog post; Loomis Sayles' Macro Strategies Group shares a visual snapshot of its GDP growth expectations for the months ahead.
Investor sentiment expert Peter Atwater believes the bear market is only just beginning.
Howard Marks’s latest memo explores recurring investment themes to contextualize the current market correction and the bull market that preceded it. He discusses the role played by financial innovations like SPACs and cryptocurrencies and why he believes psychology, not fundamentals, primarily drives investment cycles – and likely always will.
The ECB and the Fed both need to quickly normalize policy from the emergency settings adopted when the pandemic first hit.
Japan zero-inflation mindset is no match for today's price pressures.
The most recent change on the supply side of the global oil market has involved Saudi Arabia suddenly and dramatically regaining its swing-producer role.
Gold and silver is money. Everything else is credit.
This is one of my favorite charts, and one that helped get us onto the right side of the global policy pivot that has rippled across markets this year.
Academics argue that there are three proven factors of investing: Value, quality and momentum.
On the latest edition of Market Week in Review, Director of Investment Strategies, Shailesh Kshatriya, and Director of Institutional Investment Solutions, Greg Coffey, discussed the recent PMI (purchasing managers’ index) readings from China and the U.S.
A cooler housing market isn't a bad outcome.
U.S. equities are lower as the recent volatility continues despite yesterday's gains.
Thoughts on recent market volatility and implications for investors from Head of Franklin Templeton Institute, Stephen Dover.
JP Morgan CEO Jamie Dimon caused a stir lately when he talked about a "hurricane" hitting the US economy.
We are excited to start sharing the thought process of Erlanger Research on Advisor Perspectives as perspectives and unique views are something that there is no shortage of in our shop
Absent a crisis, stiffer regulation of cryptocurrencies could take many decades, especially given that major players are pouring huge sums into lobbying.
Investors are shifting their focus from runaway inflation to slowing global growth as central banks hike rates to tame price pressures.
We have a very precise methodology for dissecting the world’s equity markets.
Strong employment and spending will help the economy grow through current shocks.
Will the Fed pause its rate hikes as markets correct?
LPL Research looks at the May jobs report and its impact on markets and Federal Reserve (Fed) policy.
Let me take a minute to introduce myself and my publication The FRED Report.
It’s not all doom and gloom, though. Due to stratospheric oil and gas prices, energy stocks have been the one bright spot in an otherwise dour market this year. Through the end of May, the S&P Oil & Gas Exploration & Production Index gained an incredible 60%, compared to the S&P 500, which fell about 13%.
The chance that all the necessary pieces will line up that way? Somewhere between slim and none, and as my dad used to say, “Slim left town.” And while my memory isn’t perfect, I don’t believe any speaker at the conference believed in the possibility of a soft landing. And even if we get one, we have serious problems that predate this inflation. They haven’t gone anywhere.
Is a “lost decade” ahead for markets?
