Investment Perspectives

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10 Lessons Investors Hopefully Learned In 2023

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The volatility during 2023 has provided an opportunity to demonstrate the value advisors bring to the client relationship.

The Real Estate Sectors Poised For Success In 2024

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One of the most visible domains of opportunity is the industrial sector.

De-Risking Portfolios Means Looking Beyond Mega-Cap Tech Stocks

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Investors need to keep their eye on establishing sustainable, long-term investments with reliable cash flows.

Blackstone And BlackRock Master The Art Of Moneymaking

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The public market's love for management fees is forcing these private asset managers to fundraise nonstop and venture into new fields.

Have No Fear Of The Fed's $7 Trillion Stash

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This time around, quantitative tightening needn't destabilize money markets.

The Virtue Economy Is Over

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The DEI and ESG movements are well-intentioned, but executing on the vision has always been a problem.

Will Rising Federal Debt Force Rates Higher?

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Most likely, the deficit and debt will continue to worsen, gradually adding to the underlying level of real interest rates.

Where Do Bitcoin ETFs Fit In A Portfolio?

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Spot bitcoin ETFs will pave the way for the arrival of other cryptocurrency funds.

Don't Extrapolate Last Year's Trends For The Global Economy

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The chances of a robust worldwide economic recovery appear slim.

Where Will The Global Economy Land In 2024?

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For now, the worst-case scenarios appear to be the least likely.

The Inflation Slide Looks Set To Continue

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Fed officials worry that they might still have to trigger a recession to get inflation all the way down to their 2% target.

Sponsored Insights: Lithium: Short-Term Opportunities For A Long-Term Trend

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The energy transition is in full swing, and record investment is flowing into this emerging sector globally.

If Only We Knew The Problems Facing America's Banks

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The Federal Reserve is still keeping the public in the dark about the deficiencies it finds at lenders.

The Global Economy Is Not Out Of The Woods

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Geopolitical tensions and elevated interest rates could lead to another tumultuous year for the world economy.

2024 Will Mark The End Of The Post-Pandemic Economy

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The trade-off between bringing down inflation and harming growth will come back with a vengeance.

History Bodes Ill For Growth Stocks After Big 2023 Rally

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Lower valuations and higher dividend yields mean value stocks typically outperform in the long run.

The New Economic Normal Isn't Anything We'll Recognize

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CEOs and policymakers keep talking about the “normalization” of the post-pandemic economy, but what would that look like?

Utilities: Unsexy But Highly Stable, With Reliable Dividends

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Helpful diversification and relative stability, along with good, reliable income can be found in utilities.

Historians Need A Reality Check On The Great Depression

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A shared understanding of the biggest economic event of the last century would help us better navigate the current transition.

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