Investment Perspectives

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Inflation Selloff Is A Wake-Up Call For Traders

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The drop in stocks and bonds points to important challenges faced by the Federal Reserve and investors in the months ahead.

New Private Fund Rules: What RIAs Need To Know

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Seven separate new rules are designed to increase transparency and protection for investors.

Outlook For U.S. Economy Continues To Brighten

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Geopolitics and rates remain the key risks and, along with valuations, point to modest gains for stocks.

What Is A Bad Investment Decision?

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A good advisor should make clients aware of bad investment decisions.

Is TikTok's Financial Advice Any Good? As An Economist, I Say Yes

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Personal finance influencers on TikTok have some sound recommendations about managing your money.

Investing For Trump 2.0 Is Trickier Than You Think

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The base-case scenario of a second term will move markets until November--and beyond.

What Is The Fed Thinking?

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At its monthly meeting on January 31, the Federal Reserve's Federal Open Market Committee held firm on interest rates.

Don't Count On A Soft Landing For The Global Economy

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Recent developments in China, Europe and the United States suggest that the world economy's biggest challenges may lie ahead.

Equity Market Outlook 2024

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There is a mixed bag of factors, leading to many different outlook scenarios for 2024 and beyond.

Markets Don't Know What To Expect Anymore, And That's Good

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A greater diversity of economic forecasts can lead to a richer discussion and help expose previously unseen risks.

Another Trade War With China Would Be A Fiscal Disaster

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Higher tariffs would not only wreck the U.S. economy, they would also devastate the federal budget.

The Next Inflationary Surge

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There is good reason to believe that temporary increases in inflation will become more common.

The American Economy Is A Shop Full Of Surprises

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The sticker shock of the pandemic is in the rearview mirror and consumers are back to their buying ways again.

Can Green Energy ETFs Get Their Mojo Back?

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ETFs linked to the green space have run across recent bad news.

Is Too Much Optimism Priced In?

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Here are several different stock valuation approaches to get a more complete picture.

10 Lessons Investors Hopefully Learned In 2023

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The volatility during 2023 has provided an opportunity to demonstrate the value advisors bring to the client relationship.

The Real Estate Sectors Poised For Success In 2024

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One of the most visible domains of opportunity is the industrial sector.

De-Risking Portfolios Means Looking Beyond Mega-Cap Tech Stocks

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Investors need to keep their eye on establishing sustainable, long-term investments with reliable cash flows.

Blackstone And BlackRock Master The Art Of Moneymaking

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The public market's love for management fees is forcing these private asset managers to fundraise nonstop and venture into new fields.

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