Market volatility and the Federal Reserve's efforts to reduce inflation will continue to garner attention.
I am on record of often pointing out that it is a market of stocks and not a stock market.
After enduring one of the worst years on record across asset classes, investors should find more cause for optimism in 2023, even as the global economy faces challenges.
GMO 7-year asset class forecast: 4Q 2022.
2023 may be another difficult year for investors who hope to relive the speculative markets of 2020 and 2021.
2022 was a rough year for fixed income, but we anticipate better days ahead as the Fed will likely keep rates elevated in its ongoing battle against inflation.
Healthcare stocks have remained in vogue through volatile markets, driven by increased interest in the sector during COVID-19.
With winter not fully upon us, European industrial production has benefitted from lower energy prices.
Investment Director Cheryl Stober shares her team’s expectations for defaults, risks and opportunities in bank loans.
At KCR, we believe in the Quantamental Investment approach–a strategy that leverages the most useful aspects of both quantitative investing and fundamental investing.
Although inflation appears to have peaked, historical data suggests that prices are unlikely to reverse themselves, which could lead to an extended period of wage inflation.
Gold prices have increased to start 2023 as the dollar index extends last Friday's losses.
With the aggressive pace of rate hikes in 2022 and inflation slowly starting to come down, we are optimistic that we are in the later stages of the tightening cycle.
Deep value offers a compelling opportunity within U.S. equities.
Not long after Friday’s Employment Report multiple analysts and commentators were calling it a “goldilocks” report, by which they meant it showed that the economy was neither “too hot” nor “too cold,” but instead, “just right.”
One of the most common questions you hear when professional investors are being interviewed is “what do you think is interesting in the current market environment?”
The Loomis Sayles High Yield Sector Team shares their expectations for spreads, defaults and trends in the high yield market.
A common error of earnings aggregation from stocks to the market persists.
TMX Group Limited (TMX Group) announced today that it has made a strategic investment in VettaFi Holdings LLC (VettaFi), a U.S.-based, privately owned data, analytics, indexing, digital distribution, and thought leadership company.
U.S. consumers did not slow their spending over the holidays.
European bond-market performance was among the worst on record in 2022, as Europe ran the gamut of geopolitical, economic and market storms.
For many investors who started their investing journey following the financial crisis, forward returns will be disappointing compared to the last decade.
Learn trading techniques to better control pricing when buying or selling ETFs.
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
An era of low inflation and low interest rates has ended.
Welcome to 2023. It’s Forecast Season on Wall Street, the time when everyone tells us what to expect for the new year. Do they really know? Of course not. Forecasters don’t know, investors know they don’t know, yet we all go through this exercise anyway.
Investors who use a 60/40 portfolio had a rough year. In the past, putting 60% in stocks and 40% in bonds has often helped investors hedge against losses in either asset class. But 2022 had other ideas.
This is my least favorite time of the year.
The March contract for the Bloomberg Commodity Index (ERH23) was down for the third consecutive day on Thursday. Since ending 2022 at 112.80, the contract is down 5.03 at 107.77.
Chief Economist Eugenio Alemán and Economist Giampiero Fuentes examine the factors which will contribute to the U.S. economy's path forward in 2023.
Just recently, James Bullard, President of the St. Louis Federal Reserve, suggested the central bank might need to employ the “7% solution” to ensure the complete destruction of inflation.
Tesla’s shares fell by more than 14% on Tuesday, after plunging by 65% in 2022.
Municipal Bond Strategist Jim Grabovac shares his views on outflows, trends and opportunities in the municipal sector.
The U.S. economy continually showed its resiliency through a challenging year.
Bonds are bouncing into the new year after notching a record annual loss last year.
Public and private real estate investments present a compelling opportunity in the current environment of high inflation and rising interest rates, according to Daniel Scher and Blair Schmicker from Franklin Equity Group.
With inflation on the rise and the era of ultra-low interest rates over, financial markets will face a huge stress test in 2023.
Over the long-term, the fundamentals of the dollar suggest a downward bias is likely.
U.S. equities are solidly higher in afternoon action, paring some of the losses that have plagued the start of 2023.
In our Quarterly Strategy Report, we illustrate the relative attractiveness of select developed international sectors.
2022 wasn’t the easiest of years to handle for investors.
The housing sector was a huge and early beneficiary of the super-loose monetary policy of 2020-21.
Bob Doll, CIO at Crossmark Global Investments, provides his annual 10 predictions for financial markets.
Craig Burelle sets the stage for our Sector Teams' Outlook blog series with his views on the macro backdrop in 2023.
After a year defined by inflation and the policy response to it, we expect 2023 to be a year of transition.
Last week, thousands of Americans lived out a real-life version of Planes, Trains and Automobiles, the 1987 comedy that saw Steve Martin and John Candy...
Quarterly commentary giving an overview of the markets and the importance of having and implementing a strategy when investing in the markets.
With 2022 finally over, and not soon enough, such is an excellent time to review our “investor resolutions.”
Advanced economies and emerging markets are increasingly engaged in necessary "wars" – some real, some metaphorical – that will lead to even larger fiscal deficits, more debt monetization, and higher inflation on a persistent basis.
Nikko Asset Management’s Global Investment Committee recently got together to discus their views heading into 2023.