Don’t Fear the Rally Just Because It’s a Rally
By Robert Horrocks, PhDThe simple fact that markets have risen a lot can spook investors. Matthews Asia CIO Robert Horrocks cautions against trading too much on this rationale.
July 10, 2017
3 Things Driving Volatility Down: William Blair PMThe VIX has been below 10% for only 11 total days in the past 20 years seven of which occurred since mid-May 2017.
June 30, 2017
Goldman Commodity Analysts: How Did We Get It So Wrong?Bank remains bullish commodities, cuts oil forecast by $7.50; brent, WTI crude prices slipped into bear markets last week.
June 30, 2017
GMO’s Grantham: Higher Stock Prices Aren’t PermanentThe onetime "perma-bear" expects 2.7% real returns for the S&P 500 over the next 20 years.
June 28, 2017
BlackRock Sees Emerging Market Debt Rally Fading in Second HalfIts strategists expect gains will retreat to between 2% and 3% and suggest that investors switch from passive to actively managed EM debt investments.
June 27, 2017
Tactical Investing Tips Advisors Can Use NowThese tools can help advisors express opinions on short-term market movements for opportunistic alpha, or profit from broad-based sector declines in the longer term.
June 27, 2017
Senators Said to Consider Breaking Fannie Mae and Freddie Mac Into PiecesRepublican Bob Corker and Democrat Mark Warner are reportedly planning the breakup of the two, which the feds took over during the financial crisis.
June 26, 2017
Stop Fooling Yourself About 8% Easy ReturnsToo many retirement savers are counting on gains over 9%.