10 Macro Themes to Watch in 2020
Ten charts illustrate the macroeconomic trends most likely to shape Fed policy and investment performance in 2020 and beyond.
December 2019 SPIVA Persistence Scorecard
Since 2002, S&P Dow Jones Indices has published its SPIVA reports, which compare the performance of actively managed equity funds to their appropriate index benchmarks. It also puts out a pair of scorecards each year that focus on persistence of performance. Here are the latest results.
It’s Time to Upgrade Your Wardrobe
New research confirms that more formal, expensive clothes consistently convey positive images of competency and trustworthiness than a less formal, cheaper wardrobe.
How to Use Tax Planning to Grow Your Practice
A Marketing Lesson from a Wildly Successful Gas Station
A Lesson for Advisors from Tiger Woods
Diversity for the Sake of Diversity?
Smoking Hot Eyewear for 2020
A Bit About Bob
Venerated Voices™ 2019 Rankings
The Dice Man Cometh
What is Good Government, and Why Is It So Rare and Precious?
S&P 500 Snapshot: Down 0.9% from Thursday, Up 2% YTD
Margin Debt and the Market: Up 2.8% in December
ECRI Weekly Leading Index Update
Conference Board Leading Economic Index Down in December, Annual Revisions
U.S. and China Sign a Deal, Inequality Eludes Measurement, Canada Leads with Fiscal Policy
Five Multi-Asset Strategies for 2020’s Challenges
SPONSORED 2020 Global Market Outlook: Comfortable with the Uncomfortable
Central bank accommodation appears to have put the global economy on a reflationary course. Low or negative yields pose duration risks, but potential opportunities can still be found in credit sectors. We expect technology to continue to disrupt global sectors and industries. Geopolitical events could be triggers for market volatility in 2020.
Loomis Sayles Investment Outlook
Economic and corporate earnings growth will likely have to beat consensus expectations for investors to earn above-average returns in the year ahead.
Thornburg’s 2020 Outlook
Risk assets begin 2020 at lofty price levels. Are stocks fully valued, or rather a relative value versus global bonds?
Read a conversation with Thornburg Chief Investment Strategist Brian McMahon who surveys the unfolding investment landscape.
Threading the Needle: 2020 ETF Market Outlook
Get 3 portfolio strategies for the new year
Heading into 2020, there are a lot of positive signs in the market. However, the margin for error in 2020 will likely be as small as it’s been in a very long time. Read our 2020 ETF Market Outlook to find out how to:
- Stay invested, but limit downside risks
- Actively balance risk in the hunt for yield
- Position to temper the impact of macro volatility
Register for access to our 2020 ETF Market Outlook
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.
Loomis Sayles Investment Grade Bond: Who We Are
Value investing is a part of who we are and how we manage the Investment Grade Bond Strategy. Learn more about our research-driven, contrarian approach.
The Case for Greater China Exposure in Global Equity Portfolios
China has come to the forefront of investors’ minds, and has become a larger portion of global indices over the past years while dominating global headlines. We believe investors’ slow reaction to the rise of China as a global economic power creates an opportunity for investors who are willing to lead the pack.
Using NDX Option Strategies to Improve Risk-Adjusted Returns
Today’s investors are fully aware of the perils of downside stock market risk. There is also a concern for their need to have enough money to retire which has led to advisory discussions on ways to participate in market gains while mitigating principal drawdowns.
Behavior Modification Guide: How to Motivate Clients to Execute Change
Do you have clients who are overspending, have lost sight of their goals, or are stuck in a state of inertia? This guide explains the steps you can take to help them regain control of their financial lives. Understanding the principles of behavior modification, including the five stages of change, is the key to leading clients to execute change and build true confidence. Plus, you won’t want to miss these tips on coaching best practices and keeping your empathy in check.
Understanding Model Marketplaces & Managed Account Platforms: 17 Questions to Ask
If you’re a wealth management firm considering outsourcing your investment operations, choosing the right managed account platform can be a time-consuming and difficult decision. When comparing platforms, it’s critical to ask the right questions and challenge the answers given so you fully understand the solutions that are offered. Download this paper to learn the key questions to ask your platform provider, and what the answers will mean for your business and your clients.