AI, with its data analysis and predictive power, can revolutionize investing. However, humans remain a crucial part of the process. Franklin Templeton Investment Solutions provides use cases into how different investors can harness AI to achieve their desired outcomes and workflows.
The stimulus actions employed by central banks since the start of the pandemic have dramatically altered the fixed income landscape. Are rates stuck near zero for the foreseeable future, or will inflation and a growing debt mountain force a change?
The FederalReserve’s Federal Open Markets Committee (FOMC) finishes its May meetings on monetary policy today. The Fed is expected raise interest rates by 50 basis points, which would be the first rate hike of more than 25 basis points since 2000.
Is there a statistical relationship between fund flows and market price moves? Portfolio Manager Aneet Chachra evaluates and quantifies the linkage between equity fund flows and simultaneous price moves in the S&P 500® Index.
At Morningstar Investment Management, our asset allocation approach has drawn on our research spanning five decades. Some lessons have stood the test of time and continue to inform our thinking today. We unpack five key lessons that we believe are vital to be a great asset allocator today.
We see broader support for emerging markets (EMs) given the market’s upbeat sentiment on risk assets as U.S. growth holds up, inflation cools and the Federal Reserve prepares to cut policy rates. EMs have been resilient to the latest Fed rate hikes.