Displaying 76 results
Making ends meet a worry even for America’s high earners
Fed survey finds three-tenths of high-income consumers are concerned about their finances in the next six months.
Dow average touches historic 40,000 mark on continued rate-cut hopes
The storied stock index is hovering around all-time highs as the latest 10,000-point milestone puts bulls in charge.
Bond market rattled by overconfident rate-cuts bet
Treasuries slid on Powell comments and US jobs data.
Tech gains fade, US inflation in focus
Stocks and bonds were down early Tuesday following previous day's bounce.
Solid payroll gains seen cutting chances for March rate cut
Futures are now pricing about 135 basis points of Fed rate cuts this year, down from more than 150 basis points earlier in the week.
Bob Doll’s predictions for 2024: A year of risk and ‘landing the plane’
Forecast has echoes of CIO's thoughts going into 2023.
US consumer debt nearing pre-pandemic levels, says Bernstein
Biden administration economic expert says people's finances are 'in quite good shape' despite cost of debt.
Is it finally time to shelve recession fears?
Of the US economy's three options — soft landing, recession or reacceleration — the first seems the most likely.
Have bond traders underestimated the economy? Jobs data will tell
If Friday’s labor market report is more positive than expected, Fed rates doubts may rise.
The illusory recession: Why advisors should ignore headline noise
Predictions of an impending recession stirred concerns, but the U.S. economy has displayed remarkable resilience.
Too far, too fast? Investors may have been over-bullish on economy
Expectation of better economic conditions, rate cuts could have seen overbuying last month.
McKinsey: Asset managers need to trim overhead just to keep up in this market
The industry's overhead grew by $71 billion over the past decade, according to a new report, and the solution will be fewer products, de-layered workforces and more reliance on technology.
The time is now to be more transparent about advisory fees
Advisers charging fees based on client assets are feeling a rare pinch of lower income against the backdrop of inflation. Now would be a good time to make that clear.
Volatility, Covid and inflation worry Americans, survey finds
Three-quarters fear new Covid variant could cause a recession.
There’s much to look forward to in 2022
The InvestmentNews reporting team looks ahead to 2022 and sees many of these long-term trends continuing.
Looking at risk and return through a new lens
Against the current economic backdrop, it's hard to argue the traditional approach of stocks, bonds and cash is a reasonable investment mix to manage risk while still generating the necessary returns.
Breathing new life into old-school 60/40 models
As more advisers and pundits lean toward heavier allocations to stocks over bonds, there are still ways and reasons to benefit from fixed income.
Carving a cryptocurrency advisory niche
After buying his first Bitcoin six years ago for $235, Steve Larsen believes the digital currency is still a value at over $66,000.
Dirty energy rides performance wave as flip side of ESG
A supply-demand imbalance has pushed energy sector stocks up 56% so far this year, while a natural gas ETF has spiked 110%.
The inflation conversation
By failing to adequately explain how inflation, compounded over time, significantly reduces our spending power, we leave clients vulnerable to the false assumption that the income they have today will still be adequate in 10 or 20 years.
