Investment Perspectives

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Navigating The Booming Secondary Private Equity Market

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Private equity secondaries may offer investors a particularly attractive entry point relative to primary private equity funds.

The World Is Still On Fire

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World leaders must show they can fulfill their promises about mitigating the climate crisis.

Why Tax Planning Should Be A Year-Round Priority For Advisors

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Outsourcing tax management can enable advisors to apply tax management strategies across all their clients' taxable accounts throughout the year.

Fidelity, Dimensional, Others Push For Vanguard-Style ETF Share Class

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The push for ETF rule changes has heated up to the point that even major stock exchanges are getting involved.

Why Growth Stocks, Why Now?

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History suggests the rewards for patient, strategic investment should be substantial in the coming decade.

Assessing The Prospect For A Pullback

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Confidence for a relatively shallow drawdown is supported by broad market breadth, cyclical leadership trends and economic resiliency.

The Connection Between Index Investing And Direct Indexing

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What does the continued trend towards passively managed mean for the future of investment management?

Nonsense And Bad Rules Persist In Banking

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Simpler, more effective rules would compel banks to rely more on their own equity instead of borrowing.

What To Watch This Earnings Season

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The first quarter earnings season will benefit from an improving economic environment and continued strength in technology.

The Right Time To Cut Rates

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The Fed cutting rates in June will depend on monthly inflation numbers and particularly CPI numbers in the near term.

Can Europe's Economy Exceed Expectations In 2024?

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The EU's economic outlook could still take a turn for the better despite weakness in Germany.

The Fed Is Wrong About How Low Interest Rates Will Go

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This time around, the market has it right. The federal funds rate will probably stay a lot higher than what officials are projecting.

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The S&P 500 continues to find momentum, and historical similarities indicate a potential persistence in this trend.

Why Have Inflation Forecasts Been So Wrong?

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Forecasts lacked realistic representations of price and wage setting.

Monetary Dilemma For The Fed

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Having tightened to control inflation, the Federal Reserve has to decide what's next.

The Bank Run Of 2023 Could Easily Happen Again

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Regulators have yet to address the system's vulnerability to sudden depositor withdrawals.

Why Stock Market Bears Have Thrown In The Towel

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Belief in a hard landing in the U.S. is over.

Stop Applying My Recession Rule To Individual States

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Rising unemployment rates in places such as California, New York and New Jersey may seem dire but reflect economic strength.

How To Help Mitigate Interest-Rate Risk--Without Sacrificing Income

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Low-duration preferred and hybrid securities offer the potential for multiple benefits within a diversified portfolio.

The Effect Of Personality Differences On Investment Decisions

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Financial advisors can add value by educating investors about their behaviors when designing financial plans.

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