Archives by: AdvisorAnalyst

Joseph Stiglitz, Columbia University, via Project Syndicate

Joseph Stiglitz, Columbia University, via Project Syndicate Posts

How to Survive the Trump Era

Insight Markets Outlook
by Joseph Stiglitz, Professor, Columbia University, via Project Syndicate NEW YORK – In barely a month, US President Donald Trump has managed to spread chaos and uncertainty – ...
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U.S. Real Estate Overview: All about the cycles

Insight Markets Outlook Real Estate
by Burt White, CIO, LPL Financial Analyzing real estate is all about the cycles. Evaluating real estate investments, including real estate investment trusts (REIT), depends on evaluating three ...
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Staying Even-Keeled in Equity Market Crosswinds

Insight Markets Outlook US Stocks
by Kent Hargis, Sammy Suzuki, Chris Marx, AllianceBernstein Stable stocks are out. Riskier reflation plays are in. But who knows which way fickle market winds will blow tomorrow? ...
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On 60/40

Asset Allocation Bonds Fixed Income Insight Markets Outlook Stocks Strategy
by David Wolf, Portfolio Co-manager, Fidelity Investments Canada Key Takeaways Inflation shocks are a risk to the success of 60/40 Active asset allocation can mitigate the potential hit ...
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Credit Risk? Interest-Rate Risk? Both Are Critical - Context

Bond Market Bonds Fixed Income Insight Markets
Credit Risk? Interest-Rate Risk? Both Are Critical - Context by Fixed Income AllianceBernstein Fixed Income By Douglas J. Peebles February 21, 2017 Investors often ask us which of ...
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6 Reasons To “Buy” This Bull Market…Or Not

Insight Markets Outlook US Stocks
by Lance Roberts, Clarity Financial Last week Frank Chaparro penned an interesting note: “It looks like this bull market just won’t quit. Friday marked the 2,003rd trading day ...
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February 19, 2017: Headwinds continue for commodities with rising US$

Commodities Insight Markets Outlook Technical Analysis USD
by Donald Dony, MFTA, The Technical Speculator Recent pro-US rhetoric from the current administration is only adding to an existing multi-year renewed strength of the US dollar. The ...
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When the Chair Speaks, the Market Listens

Insight Interest Rates Markets Monetary Policy Outlook Policy
by Ryan Detrick, LPL Research Ask fixed income investors what keeps them up at night, and they might tell you inflation and Federal Reserve (Fed) interest rate hikes. ...
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Twelve Ways Eye Movements Give You Away, and other Weekend Reads

Markets Weekend Reads
Twelve Ways Eye Movements Give You Away, and other Weekend Reads by Helen Lamanna, AdvisorAnalyst.com Here are this week's reading diversions for your personal enlightenment. Have an excellent ...
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Smart Beta Returns (Hint: History Is Worse than Useless)

Factors Fundamentals Insight Markets Outlook
by Rob Arnott Noah Beck Vitali Kalesnik, Research Affiliates Key Points Using past performance to forecast future performance is likely to disappoint. We find that a factor’s most ...
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Where I Disagree With Charlie Munger

Insight Markets Outlook
by Ben Carlson, A Wealth of Common Sense One of the biggest benefits of innovations in technology, communication platforms, and social networks is the ability to gain access ...
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Companies with the Lowest Dividend Yields Are Driving Performance

Insight Markets Outlook US Stocks
by Jennifer Thomson, Gavekal Capital In the month of January, the most important factor correlation to performance of developed market stocks has been dividend yield (DY). Interestingly, though, ...
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Allianz CEO: Less Globalization Means More Volatility

Insight Markets Outlook
Andreas Utermann, chief executive officer and global chief investment officer at Allianz Global Investors, sees volatility coming to markets in 2017 under the policies of President Donald Trump. ...
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Yellen Signals Higher Official US Rates - Context

Economy Insight Markets Outlook
Yellen Signals Higher Official US Rates - Context by Fixed Income AllianceBernstein Economics By Joseph G. Carson February 17, 2017 US Federal Reserve Chair Janet Yellen offered an ...
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The Nasdaq Just Did Something It Last Did In 1999 – Time To Worry?

Insight Markets Outlook Technical Analysis US Stocks
by Ryan Detrick, LPL Research With equity markets breaking out across the board, the real winner so far early in 2017 has been the Nasdaq. In fact, it ...
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