Economy & Markets
The important economic and stock market news that advisors need to know.
The Markets at Midyear, Sprinkled With Fairy Dust
By Mohamed El-ErianAs investors bask in a comforting monetary-policy landscape, they shouldn't be so foolish as to dismiss the blunt warnings from the Bank for International Settlements.
July 02, 2014
Bill Gross’ One Big Idea: Things Are Better Than You Think, InvestorViewed through the lens of a "real" fed funds rate of 0%, the markets arent so bubbly, the PIMCO bond king says.
July 02, 2014
Prepare for Dow 12,000 if Oil Shock Shakes MarketWhile an oil supply shock is not a Citigroup reports base case, the ramifications of this fairly fat tail risk would be ugly.
July 02, 2014
PIMCO Total Return Outflows Top $64B: MorningstarAnother month, another period of declining assets for Bill Gross and the bond shop, according to the latest research.
July 01, 2014
Bob Rodriguez Warns of Fiscal Nightmare Unless GOP Takes SenateFPA's Bob Rodriguez warns that Americas fiscal fuse is nearing its end unless U.S. voters stage a revolt in midterm elections.
July 01, 2014
Asset Management Set for Radical Transformation: KPMGThe global asset management industry will radically transform because of seismic shifts in client demographics, technology and changing social values, KPMG says.
July 01, 2014
It’s Not the Heat, It’s the (Lack of) Volatility: Searching for Alpha for July 2014Todays low-vol, high-returning scenario may well attract new money to the markets, but a return to more normal volatility levels could quickly reverse those flows.
July 01, 2014
The 2014 SMA Managers of the Year: VideoEnvelope, please! Presenting the 10th annual SMA Managers of the Year awards ceremony, plus an interview with PM Doug Haws of overall winner Tom Johnson.