Inflation and activity in Washington D.C. are running hot these days. In our latest investment perspective, we provide an updated outlook on inflation. We also discuss why Congressional agreement on the U.S. debt ceiling is important, what could occur if the threat of default grew, and what investors should do in the meantime.
Read MoreMany goods and service prices have surged in recent months, causing a spike in inflation to levels not seen since the early 1990s. The Federal Reserve believes that the recent rise in prices is temporary and should normalize soon. But what if the Fed is wrong? We outline what investors should consider to help them hedge inflation risk in their portfolios.
Read MoreIt has been over a year since the last time we experienced a significant stock market decline. For many, this long and nearly uninterrupted winning streak raises concerns that a major decline is forthcoming. We outline a few ways to help you survive and even thrive in the inevitable volatility to come.
Read MoreTo start 2021, investors can breathe a sigh of relief. The contentious U.S. election (and inauguration) are behind us, COVID-19 vaccines have arrived, and the U.K. finally approved its post-Brexit trade deal with the European Union. Although we have overcome big hurdles, we are not yet in the clear.
Read MoreThe markets have been driven by the economic improvement that has already occurred and optimism about the potential for further improvement in economic activity down the road. This is part of the reason why the stock market rally is believable.
Read MoreThe year 2020 has already shaped up to be a year that we will never forget. On top of everything that has happened this year, it is hard to believe that in a matter of weeks, a U.S. presidential election will take place.
Read MoreA large portion of the U.S. stock market today is concentrated in a handful of stocks. The technology companies included in these top stocks are drawing attention for their perceived sway on the market as a whole. This has led to some concern among investors that such a small group of stocks having such a heavy influence on performance may mean that there is more risk in the market than usual.
Read MoreOver the last several weeks, stocks have rallied to erase most of this year's losses. The optimism in the stock market has been at odds with economic data signaling that the pace of the global economic recovery following the coronavirus pandemic is likely to be slow and uneven.
Read MoreActivity being deliberately frozen and halted has forced consumers, businesses, and investors to change the way they live and operate for a considerable period. This leads to the question of whether consumer, corporate, and investor behavior will change permanently.
Read MoreAt the moment, we are operating in what is probably the noisiest market that many investors have ever seen. Market moves and government actions that seemed unthinkable a few weeks ago are now daily occurrences. Currently, there is not a lot of visibility on the trajectory of Covid-19 and the breadth and depth of its impact.
Read MoreThese are certainly trying times. It goes without saying that the COVID-19 virus has had an enormous impact on the way we all go about our daily lives. We first want to say that we hope every one of you is safe and healthy.
Read MoreA lot has happened since our last commentary several days ago. The coronavirus has been declared a pandemic by the World Health Organization. The speed at which the Covid-19 disease is spreading has led authorities (on national and community levels) to take strong measures including closing borders, schools, and businesses, as the center of the pandemic shifts to Europe and the U.S.
Read MoreFinancial market volatility has reached levels not seen since the global financial crises in 2008. The severe market turmoil has been due to concerns about the significant drop in business activity and global trade from escalating efforts by public-health authorities worldwide to contain the coronavirus outbreak.
Read MoreAfter such a strong year for stocks with the U.S. stock market once again reaching new all-time highs, many investors are wondering whether they should stay invested. A common concern is that the stock market is likely to come back down from such a high current level, especially given the uncertainty surrounding trade policy, Middle East tensions, and the upcoming U.S. presidential election.
Read MoreWith the recent start of a formal impeachment inquiry against President Donald Trump, many investors are asking how an impeachment might affect the markets. One way to answer the question is to look back in history at previous impeachment proceedings, but the sample size is extremely small.
Read MoreWith 2020 U.S. election campaigns now gearing up and the U.S. stock market near “all-time highs” once again, many investors are asking whether now is a good time to reduce risk or get out of the market altogether.
Read MoreThe yield curve is often used as recession gauge because when it inverts (i.e., short-term rates are higher than long-term-rates), it is typically proceeded by an economic slowdown. This past March, the 3-month-to-10-year part of the curve briefly inverted.
Read MoreToday, it is apparent that all of this trade conflict and policy uncertainty has negatively impacted corporate costs, supply chains, and investment planning; recent comments from company CEOs and declining stock prices are some proof of this.
Read MoreDuring the last three months of 2018, stock markets around the world sold off as investors became increasingly apprehensive about a global economic slowdown.
Read MoreIt's always hard to pinpoint exactly what causes market volatility like what we've experienced recently.
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