What Trump Means for Interest Rates
Assuming several if's, a Trump administration has the potential to encourage interest-rate convergence consistent with higher economic growth and greater financial stability.
This Bull Market Has Room to Run
Are we in a cyclical bull market coming to an end or in the early years of a secular bull market? The answer could have a significant impact on the way portfolios perform.
The Alternatives to Chasing Yield
In looking for “bond-replacing” securities in client portfolios, consider the company’s growth prospects and valuation.
Post-Election, Where Can Active Managers Add Alpha?
To begin, consider these 15 sectors and issues to find areas where an investment advisor can add value to client portfolios.
3 Market Takeaways From Trump Win
The post-election market action on Wednesday contains interesting pointers about the direction of stocks as we close out the year.
6 Issues Advisors Should Watch for Trump Action
Uncertainty about Trump’s priorities and governing approach will keep the markets at elevated levels of volatility, but watch these areas for clues.
Trump’s Victory Proves the U.S. Is Unexceptional
Many will say Trump’s victory was fueled by racism and xenophobia. It’s more complicated than that.
How Markets Will React to the U.S. Elections
Under two “tails” scenarios, it would be unwise to take too much comfort from the snapback experienced in the aftermath of Brexit in the U.K.
We're More Productive Than We Think
The way we measure productivity today, which captured the output of the economy in the last century, isn't up to the task in this century.
The 10 Things We Fear in Markets
Just one example: If you allow your politics to interfere with your investing, you are likely to be disappointed by both.