News

Macro

What six signs show positivity in markets?

Negative market sentiment is understandable, but there are multiple reasons to maintain some positivity even in this difficult environment.

Data

Direct indexing looks for an opening amidst ETF uptake

New Schwab research shows the growing appeal of exchange-traded funds, while raising questions about whether investors are open to direct indexing.

ESG

Is it time to consider green bonds?

Market dynamics may soon be favorable for green bonds, an area of the market that has seen a recent uptick in flows and assets under management.

Investing

“Semi-liquid” funds: The new good looking beast in town

A wider opportunity set of investors and historical alpha generation from private offerings has attracted asset allocators and strategy providers and positioned interval funds and tender funds as a key solution.

Investing

Identifying the tools you need to lean on in inflationary periods

Real assets are useful portfolio components in all market conditions. But in this inflationary environment, these assets could be essential.

News

Will supply constraints prove to be the differentiator between countries?

In a pre-pandemic world of great abundance, supply was rarely a constraining factor on growth or a driver of higher inflation.

Investing

Will recession threat send more advisers toward alternatives?

With the 60-40 portfolio suffering against a difficult backdrop, could alternatives act as a 'shining star' for advisers?

Investing

Natixis survey shows global retirement security falters as inflation spirals

The annual Global Retirement Index reveals 2022 could be the most challenging year to retire in recent history, as market environment impacts pension savings.

Investing

As Fed battles inflation, financial advisers brace for recession fallout

Advisers are adjusting clients' portfolios to weather the recession that could result from the central bank's response to spiking prices.

Macro

Should investors be wary of a strong dollar?

The greenback provides the green grease which lubricates the global economy and if monetary policy leads to a shortage of dollars, then further upsets and dislocations are quite possible.

News

Will ‘hot’ August inflation shift Fed’s interest rate trajectory higher?

The Fed may be pressured to target a higher terminal fed funds rate as it seeks to tame U.S. inflation expectations following strong price rises in August.

Macro

Is the current inflation structural or cyclical?

Now inflation has become an issue, governments across the world are making the same mistakes as in previous inflationary periods.

Macro

Seven issues in global markets to watch in September

From Europe’s natural gas crunch to the UKs new prime minister to Chinas stimulus measures, Invesco’s Kristina Hooper details seven issues she’s watching closely in September.

Investing

Could summer rally in tech stocks be a bear market trap?

Has the summer rally in tech stocks been a classic bear market trap? A surge that could catch out the unwary and lure them into suffering further losses.

Equities

“We are not single-outcome investors”: The value perspective in difficult market conditions

Remaining disciplined and using periods of volatility to find opportunities are key tenets of the US Value Team at Artisan Partners.

Investing

The signals that point to the market’s long-term recovery

History shows that a rally in a bear market can be something of a false dawn. Several components need to come together to signal a more sustained recovery.