Macro
Is value’s outperformance peaking?
Growth underperformance appears overextended amid expectations that economic growth will slow and inflation risk will moderate.
Macro
Growth underperformance appears overextended amid expectations that economic growth will slow and inflation risk will moderate.
Equities
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
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
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
Sentifi's Marina Goche explores the main themes that have been driving volatility in markets and contributing to this largely risk-on environment.
Data
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
Three straight quarters of declining deal volume doesn't derail the bigger M&A trend in wealth management.
Equities
Brian Huckstep, chief investment officer at Advyzon Investment Management talks to Investment Strategy about valuations and his near-term predictions.
News
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
We drift further away from the financials when an investment thesis or argument is built around a story rather than hard valuation data.
News
Almost 90% of survey respondents believe the stock market can erase most of the losses that occurred during the first half.
Fixed Income
The second half of the year should provide bond investors with some much-needed stability, while considering longer-dated Treasuries for portfolio balancing.
Equities
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
Lipper Natural Resources Funds suffered $1.3 billion in outflows over the past week, marking their third-largest weekly outflow on record.
News
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
ESG funds aren’t immune to the global economic shock that continues to reverberate and send waves through major economies and investor sentiment.