Future-Proofing Business: A New View of Risk...
How to future-proof your portfolio against climate change and other future risks? Jim Pass, Head of Project Finance, joins a panel discussion in Davos 2020 on important sustainability issues for long-term investors.
CDC Warns U.S. to Prepare for Potential...
The S&P 500 tumbled more than 6% in just two days and the Dow dropped 1900 points. It’s the worst two-day losing streak in years as investors are panicking about the deadly Coronavirus. On top of the spike in cases globally, the CDC just warned Americans to start preparing for a potential pandemic and the FDA said it's looking for potential drug shortages.
Market Selloffs: Triggering Circuit Breakers
U.S. equity averages tumbled as the trading week kicked off. The Dow Industrials fell over 1,000 points in its worst one-day percentage loss in over 2 years. The NYSE has three levels to determine when to halt cross-market trading.
Large Cap Growth 4Q19 Update
PM Margaret Vitrano discusses strength in the technology sector, portfolio positioning changes and preparing for risks and opportunities in an election year.
Macro Themes for 2020
Brian Smedley, Head of Macroeconomic and Investment Research, discusses major trends likely to shape monetary policy and investment performance this year. Read our top 10 macroeconomic themes for 2020.
Stocks Have Worst Day in 2 Years as...
More than 2,000 people in dozens of countries outside of China have been diagnosed with the deadly Coronavirus. This surge in new cases is spreading fears globally and sending stocks tanking more than 3%. As bad as the situation is, it could put stimulus from the Fed back on the table.
Is Your Portfolio Recession-Proof?
Randy Swan, founder and Lead Portfolio Manager of Swan Global Investments, shares the predicament bond investors face when they search for both income and safety. For a strategy to help recession-proof your portfolios, read our a blog post here.
Wall Street Meets Main Street: Why Morgan...
Morgan Stanley is buying online broker E*TRADE for $13 billion. The all-stock transaction will bring combined client assets to $3.1 trillion. CEO James Gorman says in the release that the deal will position Morgan Stanley as a top player in the Financial Advisory, Workplace, and Self-Directed channels.
Tariffs & Tipple: French Spirits Soar
The French Federation of Wines and Spirits Exporters (FEVS) boasted record overseas sales of wines and spirits in 2019. Q4 2019 saw a dip in exports after custom duties came into effect. The Office of the US Trade Representative decided to maintain the 25% tariff imposed on still wines in 2019.
Fed: To Cut or Not to Cut
The Fed left the central bank’s benchmark rate unchanged in a range between 1.5% and 1.75% at its past two meetings. Fed minutes from the Jan. 28-29 meeting indicated that FOMC members believe policy is appropriate for now.
The ETF Show - Exposure to eSports &...
Will Hershey, CFA, CEO and Co-Founder, Roundhill Investments explores thematic exposure to eSports and digital entertainment. The founders of Universal Value Advisors (UVA), Robert Barone and Joshua Barone consider actively managed global fixed income securities.
"Lower for Longer" Rate...
As safe yields come down, investors feel more pressure to go into lower-quality credit or riskier asset classes in order to generate income. But it’s the risk-adjusted return that matters.
The Coronavirus Threatens the Global Economy
Scott Minerd, Chairman of Investments and Global CIO, joined CNBC’s Fast Money to discuss his market and economic outlook, including the potential impact of the coronavirus. Read Global CIO Outlook: “Peace for Our Time”
Global Markets See Risk Appetite Ease
Coronavirus uncertainties are sliding into some earnings calls as Apple forecasts a pullback in its Q2 guidance due to the outbreak. This week's events include Fed minutes and the G20 gathering of finance ministers and central bankers in Saudi Arabia.
Smoothing Returns: The Importance of Hedged...
Randy Swan, Founder and Lead Portfolio Manager of Swan Global Investments, describes some of the benefits of investing in a hedged equity portfolio. He adds that one of the worst things an investor can do on the upside or downside is to act emotionally. Hedged equity may calm a volatile market experience for your clients. See it for yourself here.
Stocks and Bonds: Tug-of-war with Risk-Reward
U.S. stocks tend to see a higher risk-reward profile during periods of exponential growth while bonds are known to have an inverse risk-reward relationship. In the bond market, the recent advance in Treasurys saw parts of the yield curve invert. The traditional American recession indicator may actually reflect global growth concerns.
Virus Outbreak to Destroy Oil Demand
The International Energy Agency expects global oil demand to contract for the first time in a decade during Q1 2020. The coronavirus outbreak is expected to ease world oil demand by 1.1 million b/d in Q1 with China expected to ease its oil consumption growth.
Streaming video competition is heating up
More streaming service options are available to video consumers this awards season. Investment analyst Brad Barrett breaks down the entrants in what some in the media industry have dubbed “streaming wars.”