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ETFs
6290 posts
Should Equity Investors Change Course for 2021 Recovery?
by Christopher Hogbin, AllianceBernstein After an extraordinary year in global markets, positioning equity allocations for 2021 looks challenging.…
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...
Europe’s “Man on the Moon” Moment
by Katrina S. Dudley, CFA, Franklin Templeton Investments The European equity market was one of the worst-performing in…
Finding Growth and Attractive Valuations in Japan’s Equity Markets
For global investors looking for strong growth profiles at attractive multiples, the Japanese market merits a fresh look.…
David Robertson: “Bonfire Of Money” & The Distortion Of Capital
by David Robertson, CFA, CEO, Areté Asset Management The “Bonfire Of Money” and the distortion of capital and…
John Mauldin: "Stock Market Party"
by John Mauldin, Thoughts from The Frontline Fundamental Madness Market Psychology More on Where We Are Now There’s…
Technically Speaking: Navigating Market Lingo In 2021
by Lance Roberts, RIA In February, Institutional Investor published a brilliant piece entitled “Asset Manager B.S. Decoded.” As…
Shades Of 1999 As “Market Mania” Returns In 2020
by Lance Roberts, RIA “Maybe this time is different. Those words, supposedly the most dangerous to utter in…
Preparing the Post-Pandemic Playbook
by Edward D. Perks, CFA, Franklin Templeton Investments Governments and central banks remain in unprecedented territory as part…
Technically Speaking: Charting 2020 – A Year Of Speculative Mania
by Lance Roberts, RIA As we prepare to wrap up the year, 2020 will go down in the…
Fixed income outlook: How to use bonds in a bumpy recovery
by Pramod Atluri, Mike Gitlin, and Karl Zeile, Capital International Asset Management Bonds offer balance in times of…
Joe Zidle: Corporate Bonds – Priced for Perfection
by Joe Zidle, Blackstone For yield, I believe traditional corporate bonds aren't the best answer for investors right…
A Year of Lingering Uncertainty, but Ample Global Opportunities
by Stephen H. Dover, CFA, Franklin Templeton Investments The economic response to COVID-19 will continue to be the…
ESG Will Define the Post-COVID Era
by Michael Hasenstab, Ph.D., Franklin Templeton Investments At first glance, nothing ahead in 2021 could be as bad…
Famed Climatologist Charlie Munger
by William and Cole Smead, Smead Capital Management We were fortunate to watch a recent interview Charlie Munger…
Tesla: Not an Automatic Addition to the S&P 500 ESG Index
by Daniel Perrone, Director and Head of Operations, ESG Indices, S&P Dow Jones Indices Since S&P Dow Jones…
