Portfolios

Macro

What six signs show positivity in markets?

Negative market sentiment is understandable, but Kristina Hooper sees multiple reasons to maintain some positivity even in this difficult environment.

Asset Allocation

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.

Asset Allocation

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.

Asset Allocation

“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.

Asset Allocation

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.

Asset Allocation

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?

Asset Allocation

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.

Asset Allocation

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.

Investing

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.

Investing

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.

Equities

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.

Asset Allocation