Commentary

Strategies for Volatile Markets

For years leading up to the pandemic, low inflation and stable growth created a favorable environment for investors that supported sustained periods of robust stock and bond returns. With inflation virtually non-existent, economic downturns were met with monetary and fiscal stimulus that provided a backstop for financial markets.

Commentary

Could Market Fears Abate Toward Year-End?

An astounding $200 million dollars per day, every day, is spent gambling in Las Vegas casinos.

Commentary

Central Banks Tightening From All Sides

We see central banks on a path to overtighten policy.

Commentary

Finding the Market Bottom: Why It’s a Process, Not a Moment

Russ Koesterich, CFA, JD, Managing Director and Portfolio Manager, of the Global Allocation team discusses whether markets have bottomed or not. 

 

Commentary

A Stock Market Outlook for the Generations

Millennials were more comfortable with the stock market this year, a May survey found. We explore the outlook for equities through a generational lens.

Commentary

Looking Beyond the Growth Stock Shock

Growth stocks enjoyed a supercharged post-COVID rally before higher rates and inflation dealt a heavy blow in 2022.

Commentary

Still Standing: The Dollar As a Hedge

The list of assets that have risen year-to-date is both short and odd: energy, broad commodity indexes and the dollar.

Commentary

Navigating to a Soft Landing Amid Turbulence

Over the last few months, the Federal Reserve (Fed) has changed its angle of attack quite dramatically, in an attempt to battle surprisingly and stubbornly high inflation.

Commentary

Taking Stock: Q4 2022 Equity Market Outlook

Balancing acts. As the Fed walks the line between curbing inflation and averting recession, anxious investors are seeking to balance the two risks. Amid the uncertainty, we believe stock selection matters more.

Commentary

Is Zillow Data a Better Inflation Indicator Than CPI?

After a lower-than-expected July inflation print led many investors to rejoice at the prospect of inflation having peaked, the recent August print showed that consumer prices continued to rise year over year – albeit more slowly than prior months.

Commentary

A 1, 2, 3 on 401(k) Day: 3 Important Reminders Amidst Market Uncertainty

This year has been a tough one for retirement savings. Inflation is high, markets are volatile and it’s hard to know where we’ll be in a few weeks, months or even a year.

Commentary

The Paradox of Crowds

Most consumers wait for things to go on sale before buying them, look for promo codes prior to purchasing something online, and suggest that discounts are the greatest influence on their purchase decisions around the holidays...

Commentary

Where to Find Pricing Power

Russ Koesterich, Managing Director and Portfolio Manager, of the Global Allocation team explains why investors should expand their definition of quality in today’s market environment.

Commentary

An Unconstrained Approach Serves Well in Uncertain Times

We met with the portfolio managers of BlackRock Strategic Income Opportunities to have a wide-ranging discussion on their approach and why it’s so well suited to the current market environment.

Commentary

Taking Stock: Q3 2022 Equity Market Outlook

What to do in equity portfolios at the midyear point? Fundamental Equities CIO Tony DeSpirto assesses the backdrop and identifies three favored sectors.