Trump’s victory, rising economic populism on both sides of the Atlantic and poor recent performance of European markets notwithstanding, we believe fundamentals suggest better prospects ahead for non-U.S. equities.
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.
Although President-Elect Trump’s anti-trade campaign rhetoric casts some shadows of doubt on emerging markets investments, opportunities remain, particularly for nimble investors with commensurate risk tolerance.
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.
The “low-volatility” label may be increasingly misleading as valuations in that segment of the market appear comparatively stretched and the trade is getting crowded.
The data shows that predicting Presidents and political parties should not influence portfolio positioning.
The typical news cycle about the upcoming elections, low returns and high volatility have caused concern among many investors unsure about how to best position their portfolio. Four key habits of some of the most successful investors may help.