AUM growth and focus by investors globally suggest interest and adoption of sustainable investing is unlikely to subside anytime soon, says Samantha Azzarello.
Fixed income has struggled thus far in 2018, with the Bloomberg Barclays U.S. aggregate down 1.6% year-to-date. But in this period of rising interest rates, not all fixed income is responding uniformly.
David Lebovitz says, a bit of optimism is priced in to equity markets, but valuations are not unsustainable, rather markets need to grow into these valuations.
Supply disruptions out of Iran will be offset by an increase in production from other OPEC+ countries, according to Jordan Jackson.
Momentum investing is a strategy which looks at relative trailing 6- and 12- month price performance when determining which stocks to overweight. 2018 has been a good year for momentum stocks, which are up an impressive 11.4%*.
The U.S. economy is growing at an above-trend pace, and the rest of the world seems to be finding its footing.
Understand how participants view features such as re-enrollment and target date funds to gain perspective on their potential.
With the U.S dollar having strengthened 6.6% in the last six months, investors are beginning to question whether the dollar has fundamentally changed direction after declining in 2017.
In a late-cycle, rising interest rate environment, duration can be overlooked. But looking at the bond market today, might it be worth giving duration a second chance?
The 2Q18 earnings season has begun, with the major banks kicking things off at the end of last week. We expect many of the themes that dominated earnings announcements in the first quarter to continue in the second