- Investment Insights
With the first half of 2018 now behind us, it’s a great time to trace how managed account programs have fared thus far this year in terms of sales, redemptions, and net flows.
Join Sophie Antal Gilbert, a Consulting Director at Russell Investments and Rob Balkema a Senior Portfolio Manager for Multi-Asset Solutions at Russell Investments, as they explore some approaches for investing in uncertain markets.
When looking to build model strategies—or investment portfolios that target and solve for specific client objectives—we should be conscious of our competencies. We believe it is essential to understand where we lack expertise and need help.
Vanguard Senior Economist Andrew Patterson gives an update on trade tensions, the labor market, interest rates, stock valuations, and expected returns.
Midway through 2018, many of the world’s largest economies are enjoying a remarkable period of synchronized growth. By one estimate, global GDP growth will approach 4% this year. But the specter of tighter monetary policy, trade skirmishes, rising volatility and high valuations may leave investors wondering, “What’s coming next?”
It’s logical for us to start asking about when the next recession might occur and the implications of that for multi-asset investment strategies.
Taxes can have a significant impact on your clients' investment returns. This guide helps them understand the importance of building and maintaining a tax-efficient portfolio.
Help your clients get a better understanding of the differences between index investing and active investing, and the merits of each approach.
Martin Small, Head of U.S. and Canada iShares, has a secret to share: times have changed. Many portfolios today harbor a technology that’s changing the way we look at investing. It’s called the exchange traded fund, and in this episode of The Bid, we’ll explore the ins and outs of its rapid rise.
Tim Holland, Brinker Capital's Global Investment Strategists, discusses the near term risks to the US economy and the market as we approach the halfway point of 2018.
In the most recent edition of Washington Insights, we discussed the latest — and likely final — chapter in the DOL fiduciary rule saga. On March 15, a three-judge panel of the Fifth Circuit Court of Appeals voted to vacate (or nullify) the rule.
Staying tuned to financial news on a daily basis and adjusting portfolios to take advantage of (or avoid repercussions from) potential market movements can be exhausting. This month, we take a break from prognostications and offer a list of five things to keep in mind in today's ever-churning world of markets.
In Vanguard municipal perspectives for the second quarter of 2018, Chris Alwine, head of Vanguard Municipal Group, and Edward J. Saracino, senior product manager, explain why our portfolio managers are reducing risk in our municipal funds.
In this episode of The Bid, Head of BlackRock Portfolio Solutions Brett Mossman and Senior Portfolio Strategist Patrick Nolan dig in to real portfolio data and discuss the reasons behind this outperformance, as well as the trends they’re seeing in advisor portfolios.
Following two consecutive years of double-digit returns in 2016 and 2017, emerging market (EM) debt has had a rocky ride so far in 2018. However, in the view of Invesco Fixed Income, the proximate cause for the recent volatility has been a tightening in US financial conditions, not a deterioration in overall EM fundamentals.
In the Spring Investment Directions, BlackRock strategists discuss the preferable sectors against a backdrop of moderately tighter financial conditions.
Now that the Federal Reserve (Fed) has started raising interest rates, many are concerned about the potential negative impact on bond prices. We continue to advocate a diversified portfolio through changing rate environments.
Given the prospect of further market volatility, the expectation for rising interest rates and a recent pickup in convertible issuance, the Invesco Convertible Securities team has a favorable outlook for this asset class in the near to medium term.
New to the Vanguard commentary this month are tables that show cash flows over a wide range of periods and also the categories' relative return performance.
Interest rates have been rising, and most analysts believe the Federal Reserve will hike rates another two or three times this year. How might this affect bond funds and ETFs?
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.
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.
Volatility is back, the U.S. Federal Reserve (the Fed) is picking up the pace of hiking and trade-war threats are increasing. But global growth is still strong and the U.S. economy is getting a jolt of fiscal stimulus. The tailwinds still outweigh the headwinds for now; however, this balance could shift as the year progresses.
Economic reforms remain critical for emerging economies' attempts to successfully transition from low-wage industrial economies to high-skilled, consumption-based economies.
In this episode of The Bid, Gerardo Rodriguez, Senior Investment Strategist and Portfolio Manager for Emerging Markets at BlackRock, explores how a potential slide toward global protectionism threatens economies and investors alike.
Advisors are recommending responsible investing less but assets are rising. Read more about the trends in the impact space in this report from Nuveen.
If you wanted to write a stock market horror story, the plot might look something like this: As baby boomers retire, they will begin selling stocks. The millennial generation, burdened by student loans and traumatized by the dot-com bubble and global financial crisis, will avoid investing in stocks. The result: “Stockmageddon”!
How can investors beat the market? One group at BlackRock is challenging the notion of traditional stock picking, instead zeroing in on certain factors to help lead to outperformance.
Is this the time to take [measured] risk? Does Trump have an effect psychologically or otherwise on how investors approach investing in today’s market? Tim Clift, Chief Investment Strategist at Envestnet | PMC provides some perspective.
The U.S. stock market has experienced some volatile trading days recently, leading to inevitable questions about whether one of the longest-running bull markets since the Great Depression is about to cool off.
One day removed from Monday’s big losses in the stock market, recent equity weakness still looks like a valuation-based market correction rather than the beginning of a bear market.
Staying the course during market volatility is often difficult for many investors. Some choose to move to cash investments, while others try to time the market. Unfortunately, these investors are often buying high and selling low—and miss the rallies that follow the challenging periods.