Section
ETFs
6290 posts
Should Bondholders Keep Faith in Europe’s Banks?
by Steve Hussey, Head—Financial Institutions Credit Research, AllianceBernstein For European banks’ stockholders, 2020 was a year to forget.…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Global 2021 ETF Trends to Watch: ESG, Fixed Income and Emerging Markets
by Jason Xavier, Head of EMEA ETF Capital Markets, Franklin Templeton Investments GOODBYE 2020! Alongside the usual start-of-the-year…
Why the Future Still Means Fossil Fuels, for Now
by Fred Fromm, CFA, Franklin Templeton Investments Now that the 2020 US election results are fully known, and…
Yes, Virginia. There Is A Stock Market Bubble.
by Lance Roberts, RIA “Yes, Virginia. There is a stock market bubble. “ In 1897, an 8-year girl…
What the China stock ban may mean for you
The sanctions on these companies are unlikely to affect most investors. by Fidelity Viewpoints Why are some Chinese…
Notes from the Trading Desk—"There was a clear value bias"
by Franklin Templeton Investments The Digest Global equities were worse off overall last week, with the MSCI Global…
#MacroView: El-Erian & The Two Primary Risks In 2021
by Lance Roberts, RIA In 2019, I discussed the disconnect between the markets and the economy. After years…
2021: Reflation, Reopening, and Readjustment
by Dirk Hofschire, CFA SVP; Jake Weinstein, CFA Research Analyst, Asset Allocation Research; Lisa Emsbo-Mattingly, CBE Director, Asset…
Oscillations in Opportunity
by Anu Ganti, Senior Director, Index Investment Strategy, S&P Dow Jones Indices 2020 was a year of two…
Barry Allan: What Do investors Misunderstand About Credit Markets?
Misperceiving risk is biggest misunderstanding investors have about investing in credit," says Barry Allan, CEO, CIO of DMAT…
Investing in a Frictionless World
by Rick Rieder, CIO, Fixed Income, Blackrock Rick Rieder and team describe how revolutionary changes taking place in…
Throwing Caution
by As we begin 2021, the investing public is tied up in a “frenzy,” to quote Charlie Munger…
Quick Thoughts: On Georgia Elections: Stimulus for Individuals and Infrastructure
by Stephen H. Dover, CFA, Franklin Templeton Investments Author Stephen H. Dover, CFA Head of Equities On…
Barry Allan: How do you reduce and avoid risk?
There is no substitute for experience. After 38 years of successfully investing in fixed income and credit, you…
2021 Outlook: Will Global Credit Be in the Sweet Spot?
by Jørgen Kjærsgaard, AllianceBernstein Credit markets have staged an epic rebound from the depths of March 2020. But…
