Macro

Investing

Amid a red-hot labor market, are we seeing the end of the US bear market?

Equity markets showed positive signs in a week where there was a surprise gain for the labor market, but recessionary concerns are still an ever-present threat.

News

Why the era of kinder, gentler central banks is over

Although the near-term prospects for recession have diminished, the recessionary outlook 12 to 18 months out is arguably more likely, The new era of central bank policy has started.

Macro

Is now the time for more transparency in advisory fees?

Advisers charging fees based on client assets are feeling a rare pinch of lower income against the backdrop of inflation. Now would be a good time to make that clear.

Macro

Is value’s outperformance peaking?

Growth underperformance appears overextended amid expectations that economic growth will slow and inflation risk will moderate.

Equities

Views from Cardinal Retirement Planning: separating Buffett from Grantham

Long-term investors with generous time horizons can find value in a downturn like this, despite what the bearish voices in the market might say.

Indexing

Investing in times of uncertainty

Where to allocate available funds and tactical moves to improve returns and mitigate risk are important issues that have even the savviest among us questioning the proper strategy and approach.

Fixed Income

Looking to the recovery after a bear market

Northern Trust’s chief investment strategist, Jim McDonald explains why the best portfolios should be built to withstand market volatility and be looking toward the impending recovery.

ESG

The risk perspective – where alternative signals win

Sentifi's Marina Goche explores the main themes that have been driving volatility in markets and contributing to this largely risk-on environment.

Data

Why now is the ‘opportunity of a lifetime’ for advisers

Nepsis’ Chuck Etzweiler believes astute advisers have been brought – "literally on a silver platter" – a healthy and much-needed valuation reset on equity prices.

Equities

Advyzon’s Huckstep: ‘Pessimistic but short of outright bearish’ as we head into second half of the year

Brian Huckstep, chief investment officer at Advyzon Investment Management talks to Investment Strategy about valuations and his near-term predictions.

News

Does the crypto crash matter more than we think?

It can be easy to think of investing in cryptocurrencies as an amusing sideshow to financial markets, but the ongoing collapse may be more widespread and the contagion only just beginning.

News

How to spot if a recession is coming

On the face of it, the outlook is difficult at best, grim at worst, although a downturn would take some of the heat out of inflation.

Macro

European financial advisers remain optimistic despite the unpredictable outlook

A recent survey showed advisers wanted to shift the focus of their business from portfolio management to financial planning to strengthen long-term relationships.

ESG

Incorporating climate transition into capital market assumptions

The impact of climate transition through macroeconomic and corporate fundamental variables will influence asset pricing and therefore asset allocation for investors.

Equities

‘You pay a very high price in the stock market for a cheery consensus’: The value perspective on Fed rate rises

Investment Strategy spoke to value managers to understand how the recent rise in interest rates has changed their perspective on equity markets.

Macro

History doesn’t repeat itself, but it certainly rhymes

Market cycles have similarities and differences, but easy money and speculation precedes liquidations and collapses.