Our research shows that on average U.S. stocks performed well a year after the start of a Federal Reserve rate cut cycle.
After the Fed's 50-basis-point rate cut, big banks kick off earnings season amid fears that lower rates could hurt the net-interest income that propelled growth the last two years.
Long-term US Treasury yields rose last week as investors digested mixed economic data that reinforced the idea of a "Goldilocks" economy.
A series of unprecedented and historic events has completely shifted the candidates and dynamics of the race for the presidency and Congress.
The wait is over for earnings watchers, as the latest quarterly read on US corporations kicks off with reports from JPMorgan Chase and Wells Fargo on Friday. Earnings will provide a gut check on the state of the US economy, and investors will be looking for these results to confirm the mostly improving economic data that’s been released in the last month or so.
Market participation broadened beyond technology stocks during the third quarter.
Monetary policy began to transition from restrictive to neutral last quarter, and we’re optimistic that continued easing can prevent a hard landing.
The Federal Reserve began cutting interest rates. Whether the economy falls into recession, hard or soft, is anyone’s guess.
The Wasatch team shares lessons they’ve learned on business models, portfolio management, management teams and markets.
Flashing green light – crowd will determine path forward.
If climate portfolios are positioned in the same giant US stocks held in broad equity allocations, investors may unwittingly double down on risk.
The world could be undergoing a transformation akin to past technological revolutions. But the speed, size and impact of that investment is highly uncertain. We think leaning into the transformation and adapting as the outlook changes will be key.
September is typically the weakest month of the year for stocks, but thanks to the much-anticipated federal funds rate cut, the S&P 500 turned in its first positive performance in a September since 2019
CLOs have delivered the most attractive risk-adjusted returns in fixed income over the past decade, but are often deemed 'too complex.'
Our experts explore the implications of wider S&P 500 earnings growth, potential Fed rate cuts, and the outlook for global equities and bonds amidst ongoing economic shifts.
Financial conditions are a collection of asset prices and interest rates that have the potential to affect the real economy.
The bond market is overextrapolating recession risk.
Strategies and best practices for equity portfolios.
Chief executive officers are no longer trying to be all things to all people.
Explore fixed-income tools that generate income and infrastructure.
With their unrivaled depth and breadth, US capital markets lend themselves well to multi-asset strategies. The US equity market is a key portfolio building block and has outpaced the stock markets of other developed markets over the past decade.
Schwab Sector Views is our six- to 12-month outlook for stock sectors, which represent broad sectors of the economy. The Schwab Center for Financial Research (SCFR) combines a factor-based approach with a market and economic assessment to determine the ratings. For the basics on sectors, please see Stock Sectors: What Are They? How Are They Used?
In 2021, the stock/bond correlation flipped to positive after remaining negative for a majority of the preceding 20 years.
Since mid-2022, when the Federal Reserve was in the midst of its aggressive hiking cycle, investors piled over $1.6 trillion into money market funds, which include Treasury bills.
More than two years after first taking steps to contain swelling inflation, the Federal Reserve (the Fed) has taken a step back, suggesting monetary policy decision-makers have confidence that inflation will continue to move closer to the Fed’s target, allowing them to turn some attention to economic growth.
As GMO celebrates its 30th anniversary managing emerging debt this year, we offer our comprehensive guide to emerging debt markets. Given the tumultuous recent events – a global pandemic, defaults, repricing of interest rates, relentless strength in the U.S. dollar – we’ll focus on the Why as a starting point. Then we’ll dive into the proliferating How, covering strategies and vehicles.
What history can tell us about seasonal returns.
The half-percentage point reduction at the September 17-18 FOMC meeting represents the largest non-COVID era cut by the Fed since 2008.
Conference season brings about its own set of volatility catalysts. Portfolio managers and traders must keep their ears out for clues on the state of the broad economy, specific industries, and individual companies.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation is going to be highlighting what he considers to be the best investment in AI – Super Micro. Chuck has done a lot of research on Super Micro Computer.
GMO has posted a new 7-Year Asset Class Forecast.
MSCI boosted India’s weighting in the MSCI Emerging Markets Index and reduced China’s in its latest quarterly rebalance, continuing long-term trends.
The size of the Federal Reserve’s interest rate cut this week won’t be a game changer for global investors, though risks from China’s slowdown continue to weigh on their minds, according to participants at a regional forum.
With attractive valuations, emerging market equities look like a good opportunity. A factor investing strategy, designed well, may enhance performance and help manage some key risks.
The yield curve measures the difference between short-term, intermediate-term, and long-term Treasury yields.
The Federal Reserve is widely expected to begin cutting interest rates at its September meeting. Market performance may depend on whether the pace of cuts is fast or slow.
The longest continuous yield curve inversion has finally come to an end. Or has it? The answer depends on how you measure it.
States enter fiscal 2025 maintaining stable reserves and moderating fixed costs, yet we expect many will need to make modest spending cuts due to exhaustion of federal pandemic aid.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation and Professor Nathan Mauck, Phd. are going to talk about how to approach growth stock investing. As Mr. Valuation, Chuck is a proponent of growth at a reasonable price, often referred to as GARP investing, and Professor Mauck is going to provide some insights into what that actually means.
As we approach the end of 2024, the latest Consumer Price Index (CPI) report from the Bureau of Labor Statistics (BLS) has provided us with critical insights into the health of the U.S. economy, particularly concerning inflation.
Passive fixed income index investing has evolved significantly over the previous decade, offering investors the flexibility to align risk requirements and investment goals. Learn more from our experts.
Last week, the labor data showed a weakening labor market, but didn't give clear signals for the Fed to cut rates by 50 bp at the next FOMC.
Stock buybacks have boomed in recent years. With corporate cash flows remaining high and potential rate cuts from the Fed, the trend appears set to continue.
The main focus for investors should is no longer if the Fed will cut rates in 2024, but how much and how quickly the Fed will lower interest rates.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation and Professor Nathan Mauck, Phd. are going to talk about how to approach dividend growth stocks-focusing on the health of the dividend, the growth of the dividend. Smart investing with research-driven principles.
We think the decline in the S&P 500 Index on Tuesday may be more technical than fundamental.
Despite pullbacks and elevated volatility in the earlier days of the month, major equity indices were up in August.
The stock market as measured by the S&P 500 is trading at a very high valuation. In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation is going to share 10 extremely high-quality stocks that are not overvalued, and offer good growth and long term total rates of return.
A soft landing for the U.S. economy still appears to be the most likely outcome.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation and Professor Nathan Mauck, Phd. are going to show you our approach to value investing and how stock picking 101 is based on value investing principles and through the use of FAST Graphs! We actually don’t like to start with value, we like to start with fundamentals. Fundamentals first, value second.
