Envestnet Institute
Curated educational content to accelerate your practice in an evolving industry.
Editor’s Picks & Trending
Post-Pandemic Peace Divided?
The post-World War II shift to a peace-time economy, which catalyzed a cyclical rebound of nominal growth and inflation, may be the closest historical analog to the upcoming post-COVID era where vaccinations and reopening gain steam through 2021 and 2022.
Regular Contributions Drive Wealth
Many investors wait until they have “enough” money or for when it’s “a good time” to invest in the market. Making regular contributions regardless of these concerns is one of the most powerful ways to build wealth.
Weekly Fixed Income Commentary: Strong economic data boosts Treasury yields
U.S. Treasury yields resumed their increase last week, with the 10-year yield rising 5 basis points, after U.S. and global economic data were stronger than expected. Credit sectors performed well, with high yield in particular generating robust returns.
BMO Market Charts - April 05, 2021
Over the last five years, the outperformance of growth stocks has created a vast difference in market cap between the growth and value indices.
SALT May Make an Infrastructure Package a Bitter Pill to Swallow
Both chambers of Congress still have to achieve majority support for these two massive packages — and some of the White House’s tax plans, which have been proposed to pay for trillions of dollars in infrastructure spending, are deeply unpopular within the president’s own party.
The One Thing Both Parties Agree On: More Tech Scrutiny
Here is one of the worst kept secrets in Washington: lawmakers on Capitol Hill aren’t in love with technology companies.
Currency Hedging Can Boost Yields and Reduce Volatility
U.S.-based bond investors who hedge the currencies of foreign bonds can obtain higher yields and mitigate portfolio volatility.
Revisiting Our Bear Market Bottom Checklist
After dropping 35% from its February 19, 2020 peak of 3,393, the S&P 500 bottomed out on March 23, 2020 at 2,192, ending a selloff that included the quickest bear market in the history of the index.
SALT May Make an Infrastructure Package a Bitter Pill to Swallow
Both chambers of Congress still have to achieve majority support for these two massive packages — and some of the White House’s tax plans, which have been proposed to pay for trillions of dollars in infrastructure spending, are deeply unpopular within the president’s own party.
Global Weekly Commentary: Sustainable investing: it’s a long game
The powerful economic restart has led to a rally in the traditional energy sector. This has raised concerns that sustainable assets may face pressure after stellar performance in 2020. We view such a short-term focus as misguided. The power of the near-term restart should not be confused with the slow transition to sustainability that we see driving long-term returns.
Student of the Market: March Edition
Stay on top of changing market environments by learning from their historical parallels.