Factor investing through the cycle
We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.
The economic backdrop in 2019 has been characterized by weakness in manufacturing being offset by the resilience of services and health of the consumer.
Hedged equity (or options overlay) strategies can provide higher risk-adjusted returns over broad-based equity indexes, in part by using options to minimize the impact of market disruptions and downturns.
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
At its July meeting, the U.S Federal Reserve (the Fed) cut rates for the first time since December 2008.
This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.
Living in a less liquid world: The do's and don'ts for bond investors
Now is an opportune time for investors to reassess whether passive bond investing can deliver on their fixed income allocation objectives.
What to expect in the next 15 years.