Economic Trends
Get the latest economic news and analysis to understand emerging economic trends and their impact on portfolios.
Stop Comparing Annuity Payout Rates to the 4% Rule
By David BlanchettMaking comparisons based on faulty assumptions could result in a retiree making a decision based on incomplete information.
January 10, 2023
3 Keys to Catching the Next Investment WaveClinging to old investing themes means missed opportunities, Richard Bernstein Advisors says.
January 10, 2023
20 Good Funds for Long-Term InvestingInvestors who can tolerate some pain now could reap big rewards in the future, Morningstar's Russel Kinnel writes.
January 09, 2023
Stocks Could Revisit October Lows This Year: Fidelity Strategist"It's not unreasonable to worry that there is another shoe that's going to drop," Jurien Timmer says.
January 06, 2023
This Type of Portfolio Offers Best Odds of Success, According to VanguardAnalyst Roger Aliaga-Diaz discusses what's in Vanguard's "optimal" portfolio based on its current outlook.
January 05, 2023
Fix Portfolios for End of Free Money: J.P. Morgan StrategistJ.P. Morgan Asset Management recommends focusing on fundamentals and embracing bonds.
January 05, 2023
Want Rate Cuts? 'Be Careful What You Wish For,' Josh Brown WarnsThe Ritholtz Wealth CEO urges CNBC viewers to think hard about "what the trigger for those rate cuts might be."
January 04, 2023
10 Best Performing Stocks in 2022The biggest gainers were concentrated in one industry, according to Morningstar.