Firms must adapt to secular and cyclical headwinds.
Category: Economic and Industrial Analysis
Conjunction And Disruption: Technology, War, And Asset Prices – Part 2
Waves in commodity prices, consumer inflation, equity and bond yields, stock market booms and busts, and innovation disruptions appear to occur even against a background of high and steady technological
So Far, Low-Volatility ETFs Are Doing Their Job in 2022
While markets have been falling across the board in 2022, low-volatility indexes and funds have generally held up better than their counterparts.
Have Growth Stocks Bottomed?
They are off to their worst start since the Great Depression.
Should You Diversify by Style?
Should You Diversify by Style? With stock styles often showing divergent performance, investors don’t necessarily need to travel overseas to add diversification to their portfolios.
Your Market Downturn Tool Kit
Knocking off these investment jobs will keep you focused on the big picture.
Fixed Income Outlook in 5 Charts
Fixed income investors can take comfort in knowing that the curve is almost fully priced in for 2022 Fed moves. 5) Municipal Fixed Income Presents an Attractive Entry Point.
Active ETF Strategies Are Gaining a Greater Foothold in the Fixed Income Segment
Passive index-based offerings from big names like iShares, Vanguard, and State Street continue to dominate the fixed income ETF segment, but the adoption of new rules implemented by the U.S. Securities and Exchange Commission in 2019 has helped make it easier for actively managed ETFs to
Russia/Ukraine Fallout
The global risk-off sentiment is getting more entrenched, with multiplying concerns about the Russia/Ukraine war’s impact on commodity prices, supply chains, trade, and financial linkages. LATAM economies are well positioned to deal with higher commodity prices – this perception was reflected in the
The Best International Stock Funds for 2022
Foreign large-cap funds tend to focus on Europe, specifically established markets in France, Germany, Switzerland, the Netherlands, Spain, Italy, and the United Kingdom. They often hold significant positions in Asia as well. And although they dabble in emerging-markets stocks, they often cap their exposure to those markets to about 15% of assets. Foreign small/mid-cap funds often carry larger emerging-markets positions. And of course, emerging-markets funds provide the greatest exposure to developing markets.
WashingtonWise: Episode 56
Coming up in just a few minutes, I will welcome back to the podcast Kathy Jones, Schwab’s chief fixed income strategist, to walk us through what to expect from the Federal Reserve meeting later this month and how investors should approach a period of rising interest rates.
Which Funds Have the Biggest Russian Stock Holdings?
For the most part, funds with heavy exposure to Russian stocks have been confined to the emerging-markets, natural resources, and energy categories. The average exposure in these funds was relatively low before Russia invaded. Less than 5% for emerging markets funds and around 1% for the sector funds. But some funds in these spaces took on more exposure than their counterparts.
Experts Forecast Stock and Bond Returns: 2022 Edition
Experts Forecast Stock and Bond Returns: 2022 EditionU.S. equity expectations drop further still, but most firms spy better values overseas.
U.S. Stock ETFs Could Maintain Their Momentum Through 2022
Supporting this positive outlook, corporate America is expected to maintain its strong earnings growth, albeit at a slower rate when compared to last year’s recovery off the coronavirus pandemic lows, Reuters reports.
Citigroup analysts on Wednesday upgraded their S&P 500 price target for the end of 2022 to above the 5,000 level for the first time as the brokerage expects strong corporate earnings to continue this year, Reuters reports.