Nearly seven years have passed since the publication of our 2016 paper “How Can ‘Smart Beta’ Go Horribly Wrong?”
We wrote last week about the soft landing that markets now seem to expect.
It's easy to take the wrong signal from recent market strength.
Last year an infamous cryptocurrency ad featured the slogan “fortune favors the brave.” And while historically fortune does favor the brave, there is a difference between courage and blind faith.
In 1817, David Ricardo developed his theory of comparative advantage to explain why countries engage in trade together, even when one country has an absolute advantage.
Home prices have started to correct as interest rates rose sharply in 2022.
Many older workers who left the workforce during the pandemic may not return to the labor market.
The team at Infrastructure Capital Advisors provides key insights and advice on current market conditions and economic outlook for this month and the coming months.
The Federal Open Market Committee’s 12 voting members differ on where they think interest rates should go this year. But we know they’re unanimously against cutting rates until at least 2024—or at least they were as of December, according to that meeting’s minutes.
Investors don’t appear to have been fazed by the FAA mishap. Shares of U.S. domestic airlines finished Wednesday up more than 1% before advancing a further 4% on Thursday in response to positive earnings estimates.
This article explores how the addition of specific liquid alternative strategies produces an “All-Terrain” portfolio with the potential for improved long-term performance across a wider range of market environments.
As we start the year 2023, we are reminded of the profound poetry from the band, Echosmith, in the song, “Cool Kids.” It can teach us about what it takes to succeed in long-duration common stock investing currently.
During the holiday season, everyone is looking for a good deal. While searching by the highest percentage discounts seems like it may lead to a steal, the results tend to be underwhelming. Investors often make the same mistake during bear markets.
The Loomis Sayles Global Credit Sector Team discusses rate volatility, possibly deteriorating credit fundamentals and key technicals at play in the market.
In 2022, inflation and interest rates both rose substantially, creating the near-term potential for a recession.
Current federal monetary policy, fixed income returns and economic landscape appear to closely parallel the bond bear markets in the 1990s.
Our 2022 ESG manager survey findings reinforced our belief that the integration of environmental, social and governance (ESG) factors into investment processes is here to stay.
Workers and managers are in a tug-of-war over return to office policies.
U.S. equities are lower in pre-market trading with the Street digesting a slew of results from the banking sector to kick off Q4 earnings season.
U.S. stocks are choppy as the markets wrestle with the implications of a highly anticipated December consumer price inflation report that showed the headline figure declined but the core rate rose, both in line with expectations.
Throughout this year, Wealthspire Advisors’ Investment Team has spent significant time discussing inflation and the Federal Reserve and felt it was important to pivot towards the story in financial markets for 2022, which begins and ends with fixed income.
Market volatility and the Federal Reserve's efforts to reduce inflation will continue to garner attention.
I am on record of often pointing out that it is a market of stocks and not a stock market.
After enduring one of the worst years on record across asset classes, investors should find more cause for optimism in 2023, even as the global economy faces challenges.
GMO 7-year asset class forecast: 4Q 2022.
2023 may be another difficult year for investors who hope to relive the speculative markets of 2020 and 2021.
2022 was a rough year for fixed income, but we anticipate better days ahead as the Fed will likely keep rates elevated in its ongoing battle against inflation.
Healthcare stocks have remained in vogue through volatile markets, driven by increased interest in the sector during COVID-19.
With winter not fully upon us, European industrial production has benefitted from lower energy prices.
Investment Director Cheryl Stober shares her team’s expectations for defaults, risks and opportunities in bank loans.
At KCR, we believe in the Quantamental Investment approach–a strategy that leverages the most useful aspects of both quantitative investing and fundamental investing.
Although inflation appears to have peaked, historical data suggests that prices are unlikely to reverse themselves, which could lead to an extended period of wage inflation.
Gold prices have increased to start 2023 as the dollar index extends last Friday's losses.
With the aggressive pace of rate hikes in 2022 and inflation slowly starting to come down, we are optimistic that we are in the later stages of the tightening cycle.
Deep value offers a compelling opportunity within U.S. equities.
Not long after Friday’s Employment Report multiple analysts and commentators were calling it a “goldilocks” report, by which they meant it showed that the economy was neither “too hot” nor “too cold,” but instead, “just right.”
One of the most common questions you hear when professional investors are being interviewed is “what do you think is interesting in the current market environment?”
The Loomis Sayles High Yield Sector Team shares their expectations for spreads, defaults and trends in the high yield market.
A common error of earnings aggregation from stocks to the market persists.
TMX Group Limited (TMX Group) announced today that it has made a strategic investment in VettaFi Holdings LLC (VettaFi), a U.S.-based, privately owned data, analytics, indexing, digital distribution, and thought leadership company.
U.S. consumers did not slow their spending over the holidays.
European bond-market performance was among the worst on record in 2022, as Europe ran the gamut of geopolitical, economic and market storms.
For many investors who started their investing journey following the financial crisis, forward returns will be disappointing compared to the last decade.
Learn trading techniques to better control pricing when buying or selling ETFs.
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
An era of low inflation and low interest rates has ended.
Welcome to 2023. It’s Forecast Season on Wall Street, the time when everyone tells us what to expect for the new year. Do they really know? Of course not. Forecasters don’t know, investors know they don’t know, yet we all go through this exercise anyway.
Investors who use a 60/40 portfolio had a rough year. In the past, putting 60% in stocks and 40% in bonds has often helped investors hedge against losses in either asset class. But 2022 had other ideas.
This is my least favorite time of the year.
The March contract for the Bloomberg Commodity Index (ERH23) was down for the third consecutive day on Thursday. Since ending 2022 at 112.80, the contract is down 5.03 at 107.77.
