Investment Perspectives

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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.

America's Top Stock Picker Finds The Beauty In Chips

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For the second time in three years, Fidelity's Adam Benjamin is the fund manager that beat all others.

We're Finally Shaking Off Those 'Vibecession' Feelings

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We can wave goodbye to the gloom that weighed on consumer confidence even when the data pointed to economic strength.

The Fed's Remarkable Feat

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The Federal Reserve has carried out an exceedingly difficult task almost perfectly.

How Were So Many Economists So Wrong About The Recession?

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Fears of a recession are fading fast, but the debate over the flaws of economic forecasting is just beginning.

The Most Important Developments Of 2023

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This year reminded us that the world is in desperate need of new leaders who are both competent and inspiring.

The Myth Of The Unprecedented

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It is time to stop viewing crises as exceptional events and admit how frequently shocks actually occur.

U.S. Stocks Go High When Strategists Go Low

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Some of the S&P 500's best returns have come in years when soothsayers least expected them.

Why You Should Think Twice Before Selling Your Winners

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Part of the value you bring to clients is making the case for holding onto their winners.

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