The biggest challenge in investing comes in the bond market, Columbia Threadneedle Investments' Edward Kerschner said. Interest rates have stopped falling after 35 years of decline. "We have a new rate regime," he said.
Fidelity Investments' director of global macro weighed in on the state of the markets at the Inside ETFs conference.
“Low volatility might be becoming vulnerable as investors chasing recent performance and buying into gloomy 2018 outlooks flock into it.”
An index of companies he attacked blew away those he favored.
The numbers don't lie: Stocks fare better when the NFC, not AFC wins the Super Bowl.
The asset manager analyzed 9,940 models with its Aladdin risk management software in 2018. Here's what it learned and suggests.
They actually do OK figuring out what to buy. But they need to do a better job unloading stuff.
There’s peril ahead for both stocks and bonds.