The current U.S. earnings growth downcycle has been largely consistent with the recent deterioration in macroeconomic momentum.
How can investors assess their current portfolios through a factor lens?
Michael Cembalest analyzes the performance of over 6,700 domestic and international active equity managers, and discusses the challenges they face outperforming at a time of markets distorted by quantitative easing.
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
An FAQ with Bryon Lake, Head of International ETFs, discussing the big topics surrounding the J.P. Morgan ETF offering and what active ETFs mean for Europe.
Historically, an inverted yield curve has been a useful indicator of recessions. However, quantitative easing may have distorted that signal.