article by Envestnet
IN MEMORIAM - Jud Bergman Chairman and Chief Executive Officer (1957-2019)
- Filter:
- Clear Filters
- (-) Market Insights
Results for ""
Fixed Income Insights
Are High Yield Investors Being Compensated for Risks?
In the context of today’s fundamental backdrop and default outlook, spread levels suggest investors are being fairly compensated, relative to other points in the cycle, for the amount of risk they are taking.
Fixed Income Insights
Emerging Markets Sovereign Debt: Does Active Management Pay?
This piece is approved to use with clients.
The performance of Emerging Markets Sovereign Debt can—and does—vary widely from country to country. In this piece, Barings’ Cem Karacadag explores how an active approach can be key to selecting the most attractive opportunities, while also avoiding the bad apples.
Fixed Income Insights
Streaming Income - High Yield: Rates, Recessions and Relative Value
While there is no shortage of risks to consider in today’s high yield markets—from ESG to the end of the credit cycle—Barings’ Martin Horne describes how taking a contrarian approach can help investors uncover pockets of value.
Market Outlooks
September Macro Dashboard
Global leading indicators ticked up slightly in August, but remain in contraction territory. While global growth has slowed, risks are tilted to the downside. The mounting toll of higher trade costs, decreased investment and dwindling confidence are weighing on growth.
Political Commentary
Washington Update: Reg BI - A Case Study in Politically Fueled Regulatory Whiplash
This piece is approved to use with clients.
Earlier this week, a U.S. district court in New York state dismissed a consolidated lawsuit that had sought to halt implementation of the U.S. Securities and Exchange Commission’s (SEC) Regulation Best Interest (Reg BI) rule.
Market Outlooks
Weekly Wire: Halloween is coming and the market is getting spooky (again)
This piece is approved to use with clients.
It’s October and just like Michael Myers in the Halloween movie, market volatility has returned to give us all a fright, with the S&P 500 Index (S&P 500) off nearly 4% at one point for the month.
Market Outlooks
Yields and Stocks Rise as Third Quarter Ends: September Benchmark Review
The S&P 500 moved higher in September as yields bounced off multi-year and even historical lows to end the quarter.
Market Outlooks
Weekly Market Snapshot: October 4, 2019
This piece is approved to use with clients.
Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.
Market Outlooks
Stocks Drop on Growth Concerns, EU to Consider Brexit
This piece is approved to use with clients.
Global stocks fell with disappointing U.S. economic indicators and U.S. plans for tariffs against Europe. The European Union will evaluate the U.K. Brexit plan.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields drop sharply on risk-off sentiment
This piece is approved to use with clients.
U.S. Treasury yields fell dramatically last week, led by shorter maturities. Weaker-than-expected manufacturing data fueled risk-off sentiment.
Market Outlooks
Weekly Investment Commentary: While recession isn’t imminent, growth will remain mediocre
This piece is approved to use with clients.
Equities finished lower for the third straight week, despite a rally on Friday, with the S&P 500 falling 0.30% for the week. Technology, health care and consumer staples were the strongest-performing sectors, while energy, financials and industrials were the weakest.
Market Outlooks
AAM Viewpoints: Searching for Yield in a Low Interest Rate Environment
This piece is approved to use with clients.
The U.S. 10-year Treasury is a barometer for interest rates and factors such as geopolitical concerns, slowing global growth and trade are only a few of the many variables that can impact yields. The important decision for most investors is not whether to invest, but rather which investments might help you meet your goals while staying within your risk tolerance parameters. With the 10-year U.S.