While he has been consistently bullish on bonds, Gary Shilling's allocation to that sector is now almost double the panel's average. "Since May stocks have basically gone nowhere and bonds have been rallying," he says. Shilling notes that economic stimuli from tax cuts and defense spending have already been absorbed and that the recession normally experienced in the first or second year after a Presidential election could be compounded by a rise in interest rates. And then there's oil pricing and terrorism. "Put all that together and the outlook for stocks is not all that rosy, and what's bad for stocks is good for bonds, Treasuries in particular." --Robert F. Keane
This whitepaper, written by Phil Blancato, President and CEO of Ladenburg Thalmann Asset Management, provides in-depth analysis on the use of leading economic indicators in...
Why do we make decisions that aren’t always in our own best interest? This group of articles from the Investments & Wealth Monitor takes a...
This collection of articles from IMCA's Investments & Wealth Monitor focus on retirement planning.
Jul 09, 2015
In this session we’ll discuss whether or not factor investing is truly active management, and how to define and test whether a factor exists.
Jun 30, 2015
Join ThinkAdvisor & Wells Fargo in this webcast to learn a dynamic four criteria approach and how to gain portfolio flexibility.
Jun 09, 2015
Join ThinkAdvisor for this live, interactive webcast and hear from the winners of the 2015 SMA Mangers of the Year on impact investing strategies and...