Equity markets remain exposed to a number of serious risks, including trade issues, rising bond yields and inflation, stress in the banking system and political turmoil. The good news is that corporate earnings continue to improve, which will be critical if stock prices are to rise.
The rapid growth of impact investing suggests more investors are seeking to align their investment dollars with their values. Understanding your clients’ values and guiding them to making investment decisions reflective of those values can be key to deepening your client relationships.
U.S. Treasury yields rose for a third consecutive week, as domestic political and geopolitical developments appeared increasingly favorable for open global trade. A June hike is now regarded as a 90% probability, as inflation approaches the Fed’s 2% target and the labor market tightens further.
Investors who have been tuned into the latest financial news likely would have noticed the headlines that technology-related stocks are garnering yet again. In recent weeks, volatility has come back to these stocks, leading investors to question whether their multiyear advance...
Tim Holland, Brinker Capital’s Global Investment Strategist, asks and answers those questions we think will be top of mind for your clients as they open their quarterly statements and think back on the quarter that was.
On this week’s podcast (recorded April 13, 2018), Leigh provides a brief review of the markets.
In this episode of The Bid, Chief Investment Strategist Richard Turnill joins us to discuss the shift in momentum from global to domestic, and what this might mean for markets.
Despite the weak start to 2018, the Invesco International and Global Growth team sees positive signs among a number of important Earnings, Quality and Valuation (EQV) measures.
In a whirlwind of economic news, The Organization of the Petroleum Exporting Countries (OPEC) reported that its member countries’ crude oil output declined by 201,000 barrels a day in March over the previous month, bringing its total average production to nearly 32 million barrels a day. Read other highlights and talking points from the latest Week in Review.
Early in the quarter, market activity was buoyed by upward revisions to corporate profit outlooks following federal tax cuts in December, coupled with a squeeze on short volatility positions. However, this momentum eased in the final two months of the quarter as investors became uneasy over a number of developments.
As investors remain on edge, focused on the short term, it might be a good time to reach out and help them keep things in perspective. Use this chart with clients to help them understand the importance of staying invested long term.
Not too long ago, responsible investing opportunities for individuals were focused almost exclusively within the equity securities of publicly listed companies with strong environmental, social and governance (ESG) performance records. As the concept of responsible investing has evolved, so too, have opportunities for investors.