The recovery in the financial markets hit some turbulence in October, as investors wrestled with anxiety about increasing COVID cases. However, a surge in gross domestic product (GDP) in the third quarter may signal that the economy is on the...
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Key Takeaways Low interest rates are likely to persist, limiting the income and return from cash and government bonds. Investors need to remain flexible on ways to address the income challenge by expanding the idea of where you can look for...
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Key Takeaways The recent stock market rally has left many investors scratching their heads on what is driving the rally in the midst of terrible economic data. Resilience from a narrow group of mega cap technology and healthcare names have been...
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Key Takeaways Fear of a COVID-19 led recession sent US stocks into the fastest bear market in history in March 2020. The stock market is typically a leading indicator, it tends to fall before the start of an economic recession and recover before...
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Key Takeaways The one certainty of investing is that your portfolio will experience volatility. Volatility can often lead to irrational decisions, such as exiting markets prematurely. Evidence shows that market timing is a poor investment...
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Key Takeaways The Wuhan coronavirus has unnerved global equity markets so far in 2020. While still early, compared to the SARS outbreak in late 2002/early 2003, investors are concerned about the possible impact to economies and on markets...
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Key Takeaways Historically, a Middle East crisis has led to spikes in the oil market, which have been followed by recessions. However, record domestic oil production has made the U.S. less dependent on foreign oil. Economic sanctions have...
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Key Takeaways With the 2020 presidential election less than a year away, the relationship between politics and stock markets is likely to be dissected endlessly by pundits. Historically, the strength of the economy matters more than politics...
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Key Takeaways The Federal Reserve (Fed) cut rates for the third time this year. Historically, three rate cuts have been the sweet spot for stocks. The Fed rate cuts have improved investor sentiment and “un-inverted” the yield curve, quieting...
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Key Takeaways Impeachments are rare events. Limited history shows that the stock markets, over the long term, are less focused on political drama and more on the overall strength of the US economy. While it would be unfair to say markets don’t...
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Is the U.S nearing a recession? That remains the key question on the minds of investors. One of the most closely watched predictors of a potential recession in the bond market, known as the inverted yield curve flashed red. Key Takeaways An...
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Key Takeaways The S&P 500 is off its high on heightened trade tensions, a lower than expected Fed rate cut, and a series of negative headlines in August. Bonds have posted strong returns this year as negative-yielding debt balloons to $15...
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