RIA sentiment over the economy and the markets both jumped to their highest levels of the year in the wake of the presidential election, according to WealthManagement.com’s monthly Advisor Sentiment Index.
Falling interest rates and the disappearance of a valuation gap with private real estate should also add tailwinds for publicly listed real estate.
The firm’s research found that investors with assets in model portfolios are happier with their advisors. It also found that 54% of advisors now use custom-built models.
The holiday shopping season should be watched closely, as it’s a good barometer for the economy and stocks.
The uncertain shape and scope of President-elect Donald Trump’s proposed tariffs represent the biggest wildcard to the stock...
Beyond screening for suitable stocks and ETFs, the platform also helps a growing community of religious-minded investors ...
The profit outlook for the group is converging with the rest of the S&P 500, but their valuations are not.
The president-elect’s agenda promises uncertainty and volatility for stocks. A healthy exposure to bonds may be key to peaceful sleep.
In separate news, Alliance Bernstein unveiled several new tax-advantaged SMAs focused on equities and municipal bonds.
Stone Harbor Investment Partners' Stuart Sclater-Booth explains what a second Trump administration means for emerging market debt.