Latest Articles
Weekly Fixed Income Commentary: Focus on strengthening economy keeps 10-year Treasury yield above 3%
U.S. Treasury yields finished last week little changed, despite a Federal Reserve (Fed) meeting, a Treasury refunding announcement and important inflation and employment data readings.
Global Weekly Commentary: Keep Calm and Carry On in EM
EM assets have wobbled. Read BlackRock's take on how investors should respond.
Before You Bail On Bonds, Consider These 4 Charts
Rising interest rates have spooked many bond investors. However, history shows that not all bonds are that scary—even when rates are rising.
The Bid: A New Waze of Investing
GPS apps help drivers get to their destination as quickly as possible, providing the efficiency and ease that consumers have come to expect from technology. But GPS apps aren’t the only way that individuals are getting more efficient.
Sustainable Investing: A “Why Not” Moment
BlackRock shows how it is possible to build sustainable investing portfolios - while meeting traditional return goals.
A Macro View – A Look at Corporate Credit Writ Large
Earlier this month, the Buttonwood columnist at The Economist speculated that corporate credit may be the trigger for the next financial crisis. He isn’t the first, and for good reason.
Capital Market Assumptions: A Building Block Methodology
Invesco Global Solutions' Capital Market Assumptions (CMAs) encompass a broad array classes across equity, fixed income and commodity markets globally.
Economic and Market Review: First Quarter 2018
The US economy continued on its upward trajectory, with overall growth and employment posting solid gains. The employment situation also made gains, with an average of approximately 242,000 jobs added each month. Read the full report from Envestnet | PMC.
Managed Accounts: Trend-Based Forecast For 2018
In this Envestat report, we analyzed past managed account data to come up with a forecast for gross sales, redemptions, and net flows for the first half of 2018.
Global Investment Outlook Q2 2018
The U.S. tax overhaul and public spending plans have supercharged growth and earnings estimates, but also have added uncertainty to the economic outlook. We see two major risks to the global expansion and risk assets: trade wars and a spike in real yields.
Fund Strategist Portfolios vs. Advisor Managed Portfolios – A Story of the Tails
This Envestat researches advisors and accounts that had outperformed and underperformed in both fund strategist portfolios (FSP) and advisor-managed portfolios (APM).
Are Fund Strategist Portfolios Changing the Managed Account Landscape?
As noted last year, fund strategist portfolios (FSPs) are growing at a healthy pace. This prompted us to explore whether increased usage of FSP products by advisors on our platform was having a material impact on overall managed account sales, flows, and assets.