Now that the Fed has lowered rates, positive market conditions may follow, based on past rate lowering cycles. In these cycles, investors and their advisors are likely to benefit through good conditions for stocks, bonds and diversified portfolios […]
In a universe where asset classes that were once uncorrelated are now showing great correlation, investors and their advisors can leverage alternatives to potentially achieve diversification objectives. Alternatives come in many sizes and flavors […]
Hovering over the market’s outperformance year to date is economic uncertainty. Employment growth is falling, which leaves many investors and their advisors fearful of a hard rather than a soft economic landing. In this week’s Dynamic Market Update, you’ll gain insight into why a soft landing is likely and steps you can take to protect your portfolio from downside risk […]
Hovering over the market’s outperformance year to date is economic uncertainty. Employment growth is falling, which leaves many investors and their advisors fearful of a hard rather than a soft economic landing. In this week’s Dynamic Market Update, you’ll gain insight into why a soft landing is likely and steps you can take to protect your portfolio from downside risk […]
Although Modern Portfolio Theory posits that investors are inherently rational, the discipline of behavioral finance tells a different story of investor irrationality. This behavior has the potential to cost investors’ returns and may wreak havoc on their goals […]
If bond investors felt a bit whipsawed this month, that’s not a surprise as bond yield volatility increased, especially at the beginning of the month. At the same time, correlations between stocks and bonds are decreasing, a welcome sign for investors in search of diversification. As the Fed signals an intention to cut rates in September, investors and their advisors can benefit from […]
Volatility can create challenges for investors that advisors may find difficult to manage. The linked presentation deck highlights information that advisors can use to educate their clients about current market and economic conditions, the outlook going forward and the importance of long-term investing and diversification […]
As market returns remain strong, volatility is staging a comeback. Recent volatility most likely relates to uncertain around the election, interest rates and the economy. To help investors cope more productively with volatility, diversification strategies can alleviate some of the risks […]
Evidence continues to accumulate that interest rate cuts are on the horizon as the Fed is likely to debate the timing and number of cuts in 2024. This potentially creates an attractive environment for U.S. fixed income heading into the Fall [..]
Recent falling inflation, broadening corporate earnings and labor market balancing all increase the potential for a Federal Reserve (Fed) rate cut later this year. A broad array of asset classes could potentially benefit from this rate cut, which strengthens the case for portfolio diversification at a time when a few market leaders have created the potential for concentration risk […]
