Despite a tough start to the year and some unexpected, market-moving events throughout the year, all major asset classes remarkably finished 2016 in positive territory
The U.S. stock market appears expensive relative to its history – and especially relative to non-U.S. developed and developing markets. Do your clients’ portfolios reflect this
History shows that in the past 7 U.S. interest rate hike cycles, average bond returns have been positive. That may hold true again in today’s rising rate environment.
Post-election outlook for interest rates and bonds – and why we believe now’s not the time to dump bonds
The sharp rise in interest rates since the Nov. 8 elections has been challenging for many bondholders. Help your clients avoid knee-jerk “sell” decisions in response.
After some challenging periods, portfolio “diversifiers” like commodities, global infrastructure and global high yield seem to be making a comeback. That’s good news for investors who stuck by global, multi-asset investing.
The value factor has not paid off in the past 14 years. Is it passé to expect it to outpace growth?
When market volatility rears its head, many investors are tempted to reduce their stock holdings. Defensive stocks may help those nervous investors who cannot afford to shrink their equity exposure to weather periods of volatility.