Equities

Traders don’t believe that Congress is foolish enough to allow a default, and even if one were to occur, they are signaling it would be short-lived and less damaging than feared.

Excluding stocks with extreme salience values enhances the basic return effect.

Direct investing through SMAs truly customizes portfolios and manages risk to investors’ specific situations.

Family offices are among those watching the standoff between President Biden and Republicans in Congress over the debt ceiling, which could cause chaos in the markets.

ChatGPT isn’t going to be a stock-picking genius.

Fund managers argue that bonds, particularly higher-rated ones, will be able to better weather any economic slowdown, whereas stocks would suffer more if the Federal Reserve fails to navigate a soft landing.

Companies are likely to pay increasing attention to their behaviors related to ESG factors because the cost of capital impacts competitiveness.

Holding 60% of portfolios in stocks and 40% in bonds, revered as reliable for decades, fell 17% last year, the worst performance since 2008.