During the first half of 2014 the top sectors were Utilities, Energy, and Healthcare. All three sectors are traditionally more defensive in nature, and their solid performance is a signal of cautious investors even though the market recently hit...

If a tax holiday is enacted and the repatriated funds by multinational corporations are used to buy back shares or retire debt, it could potentially act as a very potent market stimulus equivalent to the height of the Fed’s QE3.

Adding currency exposure – at least in the form of a carry trade product – can improve risk-adjusted returns compared to other alternative investments

Options are as vast as the ocean, but not all are smart buys

Investors may want to reconsider exposure to traditional bond risks in today’s markets

Municipal bond investors are likely smiling this summer following a robust first half of 2014. After a rocky 2013, 2014 has rewarded investors in municipal debt with the broad Barclays Municipal Bond Index up an impressive 6% over the first half ...

It is commendable that the Fed is acknowledging complacency, but perhaps the largest contributor to the rise in risk-taking has been the Federal Reserve itself.