Investors should expect a quiet summer with markets rolling along, but with valuations becoming frothy now is a time to consider greater exposure to assets with higher credit quality.
The world of investing has changed dramatically. Over the past decade, many investors have discovered that conventional passive growth stock approaches failed to meet their goals. Following a buy-and-hold approach, investors suffered losses of as...
Much like the television comedy Seinfeld, which celebrated its 25th anniversary this past Saturday, July 5, 2014, the second quarter earnings season is likely to be “a show about nothing.”
As U.S. economic growth gathers pace, yields on 10-year U.S. Treasuries should shift higher over the next two to three years, eventually moving as high as 3.75-4 percent.
While a broad-based secular increase in inflation will be a problem that ...
Equity markets experienced a strong first half of the year, and stock prices already advanced to where we originally thought they would be at year-end. Bond prices rose as yields fell, with the Federal Reserve continuing its monthly tapering of a...
Macroeconomy: With little traction from fiscal policy and structural reforms, the pro-growth policies of Prime Minister Shinzo Abe known as "Abenomics" will continue to rely on the Bank of Japan's loose monetary policy to...
The interest rate exposure within the Barclays U.S. Aggregate Index — also known as its duration — has evolved with changes in its underlying sectors...
Following a week in which investors took pause and focused on the negatives, they reversed course last week and pushed equity prices higher. A number of factors seemed to contribute to the positive tone, not the least of which was an indication f...
Make no mistake: Higher oil prices are a headwind for an economy that doesn’t need one. But in context, it’s a relatively minor headwind, and not great cause for concern at this point.