Investment Perspectives

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The Seductiveness Of The Average

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You cannot manage new economies with obsolete measuring tools.

Guggenheim's Minerd Sees Equity Bear Market, Oil Down To $25

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“Look for more downside for oil, equities and credit,” says Scott Minerd of Guggenheim Partners.

Be Smart. Don't Try to Time This Stock Market

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Investors enter risky territory when they a) try to time markets; 2) take themselves too seriously; and 3) refuse to acknowledge their fallibility.

Why This Jobs Report Carries High Stakes

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A weak jobs report would compel the Federal Reserve to slow or even stop rate hiking.

What Is Really Bugging The Market

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The equity market's problem remains one of valuation, says the chief economist for Gluskin Sheff + Associates Inc.

New Risk Scenarios In 2016

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2016 is shaping up to be an extremely volatile year at least.

Global Moment: Saudi Arabia, China And The U.S. Markets

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Higher oil prices could be a game changer in the world's financial markets.

Entering 2016 With A Sense of Déjà Vu

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Areas of the global financial market where longer-term risk/reward profiles were more attractive to us last year remain so in the early stages of 2016.

Turning The Page

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LPL Financial's chief investment officer evaluates his firm's good/bad calls in '15, and provides a forecast for this year.

Byron Wien Announces Predictions For Ten Surprises For 2016

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The investment strategist’s outlook isn’t too rosy (unless you’re Hillary Clinton).

Investment Strategy: Monkey See, Monkey Do

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Despite a bad 2015, investors should keep the faith because typically following a flat year (no more than +/- 5%), the next year has been good for stocks, says Jeffrey Saut.

How to Get Rich: Fade Drudge

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What you see and what you read becomes what you are. Not many people get rich being afraid.

The Muni Bond Market Cruises Into 2016

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Cumberland Advisors looks back––and ahead––regarding the major themes in the municipal bond market.

Russia's Strategy

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Two things are necessary to understand a nation’s strategy. The first is to view the world through the eyes of that nation… to know what it hopes for and fears...

2015 Recap And A Look To The Year Ahead

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Bob Doll runs down Nuveen Asset Management's 2015 predictions, most of which they got right.

Ben Inker: Are Emerging Markets A Value Trap?

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GMO’s co-head of asset allocation examines the recent underperformance of emerging-market equities versus developed markets.

Technology And Human Touch Combine For 2016

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Folio Institutional predicts technology and regulatory changes will be among the trends for 2016.

Rising Interest Rates, Part 3: What About Investments?

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The third part of a series that looks at what happens when interest rates start to rise.

“Insider Trading” at the ECB

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People in the know expected a deeper rate cut in Europe. That didn’t happen, but the ECB must step up as the euro again comes under pressure, says John Mauldin.

Smooth Liftoff Doesn’t End Fed's Mission

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As the Fed transitions toward rate hikes, sustaining success will require more than just the central bank's continued responsive policy making.

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