UBS Says Investors Should Prefer Green Bonds Over Regular Debt
The Bloomberg Barclays U.S. Green Bond Index is down 2.5% so far this year -- far less than the 5.1% drop seen in the investment-grade, corporate debt benchmark.
Robo Advisors Gain New, Younger Clients Amid Market Turmoil
Since the market downturn began, TD Ameritrade has seen new-account openings for its automated investing platform jump 150%.
Don’t Read Too Much Into Stocks’ Sudden Rebound
I do feel strongly that we are living through a generation-defining moment that too many are only now starting to grasp.
JPMorgan Says the Market Rout Is Probably Past Its Worst Now
McKinsey’s Vision of Wealth Management in 2030
Why QE is Not Working
Russia and Saudi Play a Dangerous Game of Chicken
How Coronavirus Has Upended Economics in Just a Few Weeks
Ray Dalio On Three Big Stimulus Questions
Muni Bonds Surge, Reviving From Worst Crash in Over Four Decades
Almost Overnight, the $100 Billion Fitness Industry Goes Virtual
DSHORT | AP Charts & Analysis
Weekly Gasoline Price Update: WTIC Down Another 14%
Moving Averages: Month-End Preview
World Markets Update
March Regional Fed Manufacturing Overview
How the U.S. Economic Stimulus Package May Affect Investors
The Key Part of the US Fiscal Relief Package? Willingness to Act
Relative Risk to Policy in a Liquidity-Challenged Environment
Pandemic and Price War: Industry Analysis of the Current Environment
In a rapidly evolving environment, our credit analysts offer their early takes on how key industries might fare.
Investment Outlook: China First to Face Wave of Uncertainty
We are monitoring two separate coronavirus scenarios, one in China and on in the U.S., in terms of when the health impact peaks and the extent of the economic slowdown. Against this backdrop, we highlight several actionable ideas.
Beyond the Label: An Assessment of the Green Bond Market
Loomis Sayles analysts dove deep into the rapidly evolving green bond market. Read on for our findings.
The Secure Act – The gift that keeps on giving
The Secure Act provides financial advisors multiple opportunities throughout the coming year and beyond to engage in meaningful interactions with their clients and industry contacts regarding the impact of the new rules, and potentially create new relationships with prospects. This whitepaper will help you take advantage of the gift that will keep on giving and learn more about how you can grow your business by leveraging the benefits of The Secure Act.
Outlook 2020: Slower Growth, with a Chance of Recession
This expansion cycle has lasted much longer than usual, and major market indicators have moved closer to recessionary levels. Does this mean there’s a downturn on the horizon? Brad McMillan, Commonwealth’s chief investment officer, looks at several factors that should determine where we’re headed and explains why a recession—if there is one—won’t be as bad as many fear.
SPONSORED Utilities: A Potential New Growth Sector
The emergence of relatively low-cost renewable energy sources such as wind and solar, along with lower natural gas prices, and the conversion from coal to cheaper gas generation are transforming utilities into a growth sector that may offer some of the most favorable risk-adjusted return opportunities over the long term.
Our Active Emerging Markets Solution vs. Passive Investing
In this white paper, we reflect on the relative role, advantages and disadvantages of active vs. passive investing in emerging markets.
Top Ten Reasons Emerging Markets Poised to Rally in 2020
After false starts in the last few years, we believe emerging markets are set to deliver strong performance in the year to come.
It's All About the Algorithm: Three Ways to Assess AI in Investment Strategies
Quantitative managers are creating investment strategies that harness AI. How should investors assess them?
SPONSORED Looking Beyond Negative Yields
We believe that bonds will continue to provide benefits in terms of both portfolio diversification and return. However, with absolute yields at low or even negative levels in some markets, these benefits may be muted relative to historical patterns. These dynamics heighten the need to take an active, global approach to a fixed income allocation.