Softening inflation supports the potential for a Federal Reserve interest rate cut in coming months, but there are complexities below the surface.
Heading into the second half of 2024, it appears the markets are no longer focusing on the odds for a recession.
Net interest income helped big banks, which begin reporting second-quarter earnings July 12, but there's concern about how long it can keep going.
After a fruitful career and plenty of practice paying taxes, you may feel prepared for the tax man in retirement. But a review of your post-retirement taxable income may yield some surprising insights.
The economy is off to a strong start in 2024, with a strong employment picture and the Dow Jones Industrial Average crossing 40,000 for the first time. But even with those tailwinds, questions about the economy and the markets remain as we head into the second half of 2024.
One after another, the money-making trading formulas for China’s quantitative hedge funds are disappearing.
It’s an election year, which means you can expect to hear presidential candidates being asked about their plan for preventing Social Security from going bankrupt.
Explore the complexities of the high-yield market through comprehensive insights from our experts.
Almost every industry could ultimately incorporate AI, leaving a puzzle for investors seeking exposure. Using the internet as an example may provide some breadcrumbs.
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.
When researching what would be the companies most likely to benefit from the recent AI advancements, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation, came up with 29 names.
There’s more evidence that growth is slowing, but it appears manageable and unlikely to lead to recession. While rate cuts have begun outside the US, we expect the Fed to follow suit by December. Political developments, especially the election cycle, are now coming into frame.
The addition of Dell Technologies and Super Micro boosted the weighting to the technology sector. We also analyze changes to the value and growth indexes.
Having hit 31 record highs since January and up more than 15% year to date, the S&P 500 is off to its best start to the year since 2019 and the best start to an election year ever, driven by mega-cap tech stocks and artificial intelligence (AI) tailwinds.
We review the key themes of the first half of a busy year.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, aka Mr. Valuation will showcase 10 blue-chip dividend growth stocks with yields above 3%, the opportunity for those yields to continue growing in the future and where we can be very certain that the dividend is safe.
Initial rate cuts by the European Central Bank and Bank of Canada may signal a transformative trend toward monetary easing.
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.
As you move through retirement, it’s important to set time aside to reflect on how you’re doing. While most people often focus on their health and finances, it’s equally as important to think about other areas of your life as you approach the midpoint of your retirement.
U.S. Treasury auctions are of interest lately due to growing U.S. debt and high interest rates. What are Treasury auctions, how do they work, and what should investors know?
Today emerging markets are too big to ignore. The asset class represents a large and growing proportion of the world economy, accounting for over 40% of global GDP in 2022. The asset class includes a broad spectrum of issuers, with investment opportunities of varying risk/return.
In this video Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation is going to discuss how to find the best stocks to invest in regardless of your investment strategy and regardless of the level of the market, whether you are looking for growth or if you are looking for income.
Market indexes can be a useful barometer of long-term performance. But the investment opportunity set need not start and end there. Fundamental Equities investor Alister Hibbert uses an unconstrained approach in seeking to identify those rare companies that stand out from the pack.
GMO has published a new 7-Year Asset Class Forecast.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will go over 10 value stocks with low debt and strong growth with very consistent operating histories over time, but best of all, they are in value today.
The Northern Trust Economics team shares its outlook for U.S. growth, employment, interest rates and inflation.
The updated projection shows the likelihood of one rate cut by the end of 2024.
Positive corporate earnings and greater participation from sectors other than technology carried stocks forward.
Our outlook on the 11 S&P 500 equity sectors.
It’s natural to avoid loss, but sitting on the sidelines out of fear might lead to missed financial goals.
Companies going bust, mounting credit card debt, higher mortgage bills.
Predicting Fed rate changes may be an inexact exercise, but understanding how the tools that do track it work can help investors weather uncertain markets.
You can get rich in investing in growth stocks – people have done it for decades, but you’ve got to pick the right ones and you also need to make sure that you are buying them when the prices and values make sense – growth stocks at a reasonable price!
When the economy is picking up steam, growth stocks offer the potential to capture market gains. But hallmarks of quality—including sustained earnings growth and sound underlying fundamentals—may help weather economic headwinds.
Nvidia faces tough competition, law of large numbers as it prepares to report Wednesday.
We share some of the highlights from the past year that led to significant improvements in environmental protection, corporate governance, and transparency.
If you are interested in investing in a high quality large pharmaceutical company, two of your primary choices would be Pfizer (PFE) or Merck (MRK), of course, Merck being the largest. Which one of these investments would suit you better as an investor?
If you are interested in investing in a high quality large pharmaceutical company, two of your primary choices would be Pfizer (PFE) or Merck (MRK), of course, Merck being the largest.
More than 338,000 Americans relocated for retirement last year – a 44% increase from 2022 – and about a quarter of those retirees moved to a different state.
Walmart kicks off retail earnings season as high interest rates and inflation raise concerns over continued robust consumer spending.
You will find it very difficult to find good value in stocks in a bull market like we’ve had since 2008. As Warren Buffett says – “You cannot invest in what’s popular and expect to do well.”
We think the intersection of hope and fear offers opportunity across asset classes and market segments. Tapping into it, however, requires in-depth research and a discerning eye. Waiting for a clarion bell to ring before deploying capital might leave investors a step behind.
Are the Next Top 10 best performing S&P 500 stocks in 2023 good investments now in 2024?
There are attractive investment opportunities in private credit against a backdrop of a U.S. economy that continues to outpace the eurozone and the U.K.
With continued economic growth and elevated inflation levels, the Fed keeps delaying interest-rate cuts. The Franklin Templeton Investment Solutions team provides a historical analysis to make sense of the Fed rate cycle and what it implies for multi-asset investors.
The Federal Reserve is looking for more confidence that inflation is headed back towards its 2% target before commencing with rate cuts.
It makes sense that longer-maturity bonds typically provide higher yields than shorter-term bonds. After all, more bad things can happen in a longer period than a shorter one, and visibility is poorer for the next 10 years than for tomorrow. Investors expect to be paid for these risks.
The S&P 500 experienced its first 5% pullback since October 2023, but the long-term outlook remains positive.
India is a long-term structural investment story but it isn’t cheap. To get the most from India we believe investors should adopt a selective approach in order to stay aligned with the country’s long-term value creation while not being distracted or paying too much for shorter-term, lower-growth opportunities.
