News

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.

News

RIA consolidation on track for another record year, Echelon reports

Three straight quarters of declining deal volume doesn't derail the bigger M&A trend in wealth management.

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.

Research

The battle between psychology and economics: when valuations drift from fundamentals

We drift further away from the financials when an investment thesis or argument is built around a story rather than hard valuation data.

News

Financial advisers turn surprisingly bullish on the second half

Almost 90% of survey respondents believe the stock market can erase most of the losses that occurred during the first half.

Fixed Income

Treasuries to stabilize amid aggressive Fed hiking

The second half of the year should provide bond investors with some much-needed stability, while considering longer-dated Treasuries for portfolio balancing.

Equities

Is the worst now over for small-caps?

According to Royce Investment Partners' Francis Gannon, there was "nowhere to run and nowhere to hide" in a bearish second quarter for small-caps.

News

Natural resources post third largest outflow since records began

Lipper Natural Resources Funds suffered $1.3 billion in outflows over the past week, marking their third-largest weekly outflow on record.

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.

Fund Flows

Is ESG losing its luster? Or just reacting to the economy?

ESG funds aren’t immune to the global economic shock that continues to reverberate and send waves through major economies and investor sentiment.