Investment Perspectives

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Chronic Shortage Will Sustain Homebuilders Long Term

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Even if a recession sets in, well-positioned builders are likely to generate profits through next year and beyond.

The Commodities Boom Will Continue In 2023

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Despite the economic slowdown, prices are expected to stay high for everything from oil to copper to wheat.

Actually, It Has Been A Wonderful Year For Tech's Future

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Things look bleak. Yet progress across the board give reason to be optimistic about the coming few years.

What 2022 Taught Us About Risk

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What made the year so difficult was that risk popped up in a way that no one really foresaw.

The Junk Bond Reckoning Is Coming In 2023

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Companies must start to address the wall of high-yield maturities coming in 2024.

Is A Global Recession Really Around The Corner?

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Economists' predictions that the world economy is headed toward a major slump in the coming year seem premature.

Another Annus Horribilis For The Fed

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To restore its effectiveness, the U.S. Federal Reserve must start making up for past mistakes in the new year.

Investors Would Be Better Off Believing The Fed

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The message from last week's policy-making meeting was almost entirely hawkish, noted Bill Dudley.

New Year, New Congress, New Economic Risks

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Almost 90% of "Blue Chip" analysts expect that inflation-adjusted GDP growth in 2023 will be 1% or less, Michael Boskin says.

Britain Is Too Cheap For Retail Investors To Ignore

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U.K. equities are far cheaper than can be reasonably explained. That's fantastic news for investors.

Can Funds Of Funds Resolve Liquidity Problems Like Those Faced By BREIT And SREIT?

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It's important to know how these funds will fit in a client's current portfolio makeup.

CPI Justifies The Market's Exuberance This Time

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The latest report won't put to rest the Fed's broader inflation concerns, but the outlook is improving drastically.

What Will Powell Say? Looking Forward To The Fed

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Fed Chair Powell's response to the most recent data will be the best indicator of the fed funds rate going forward.

Waiting For Home Prices To Drop? Bad Strategy

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House prices may be declining in San Jose and Austin, but buyers looking in other markets won't see much of a discount.

Milking Value From The Plant-Based Dairy Industry

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There has been much debate recently surrounding the category's future health.

December Down But Not Out

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Despite the S&P 500 Index starting December with five consecutive days of losses, we think December is down but not out. December often starts slow but historically has been a strong month...

Good News Or Bad? With the Economy And Markets, It's About The Trend

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With worries about a recession rising, trends in job growth and confidence will be crucial next year.

Forget What You've Learned About Investing In The Last 20 Years

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Stock market volatility is telling us the story of huge structural change that takes us back to an old normal.

2023 Outlook: Navigating The Rocky Market Landscape

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Inflation and pressure from interest rate hikes are likely to ease in 2023, but recession risks are growing.

U.S. Recession Could Be Just A Month Away, Gundlach Says

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Reliable economic indicators are showing a downturn could happen from one to six months from now, the DoubleLine CEO said.

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