Is inflation truly transitory? Will central banks start to tighten the policy reins? Will earnings continue to boost equity valuations? Heading into year end, the K2 Advisors team ponders these and other questions in its fourth quarter (Q4) hedge-fund strategy outlook.
Despite multiple headwinds, including increasing inflation, rising rates, and tight labor markets, our view is that the U.S. economy is in good shape. Markets may experience higher volatility as the Fed begins to taper its bond buying program, but we expect that to be a short-term issue.
Excerpts from Cerulli Associates' report on asset owner and manager perspectives when it comes to promoting diversity & inclusion.
The Fed's more hawkish stance at September’s FOMC meeting, rising upside inflation pressures, and near-term volatility drove Treasury yields higher at the end of the month.
Supply chains typically aren’t something the average person needs to think about too much. When they’re working, these high-tech, globalized networks of parts suppliers, assemblers, shippers, and distributors allow companies to make and move goods around the world so quickly and cheaply that it’s tempting to take them for granted.
GMO Asset Allocation Team examines the fact that although every bubble is unique, classic common threads also run through everyone.
Saving for retirement is a decades-long endeavor with factors – both excepted and unexpected – that can affect confidence and preparedness. Even though much of the conversation has centered around amassing a nest egg, it’s also important to look at what else can be done to improve retirement readiness for all.
The strong economic and market trends of the first half of 2021 wavered during the third quarter. The coronavirus delta variant caught up with the US at the height of the summer, just as vaccinations slowed and concerns grew that inflation might flare and persist.
This gem of a mid-cap dividend growth stock has also been a powerful growth stock as well. The company started paying its first dividend in 2015 and has grown at an average rate exceeding 100% per year. Although I doubt it will continue growing its dividend at that rate, I do believe it will continue growing its dividend at a very high rate going forward.
GEA is one of the largest global suppliers of food processing technology, building the machinery, plants, processes and systems that help producers deliver food to people.
We view the U.S. Treasury yield spike as resolving a disconnect between the powerful restart and lower yields in recent months, and stay tactically pro-risk.
U.S. stocks fell Tuesday on persistent concerns over the debt ceiling, along with a continued increase in Treasury yields. The S&P 500 closed down 2%, the Nasdaq fell 2.8%, and the Russell 2000 fell 2.3%.
We have become famous (or infamous) regarding our views that there is a bubble in long-duration assets. In this report, we investigate what’s causing such widespread bubbles, their potential effects on the overall economy, and the interesting investment opportunities resulting from the bubble’s misallocation of capital.
We stay tactically overweight European equities with two key events on the horizon: a European Central Bank (ECB) meeting and the German election.
Today Straumann leads the market with a full portfolio of prosthetics and products for restoring and regenerating teeth and dental tissue. Over the last 30 years, it has enabled millions of people to regain tooth function and improve the appearance of their teeth.
On August 24 and 25, we held our second annual Thought Leader Summit. Here is a short summary of each session and a link to watch the replay for CE credits.
A properly diversified credit portfolio should have exposure to both high-yield corporate bonds and bank loans.
Based in Brussels, Belgium, with offices in Luxembourg and Singapore, Sofina is a family-run investment company with equity holdings in Europe, the U.S. and Asia.
Inflation remained in check following the global financial crisis for over a decade despite a massive expansion of the Fed’s balance sheet.
Carl Zeiss Meditec was formed in 2002 when the medical device business was spun off from the larger Zeiss Group, a leader in optical, semiconductor and electronics manufacturing equipment founded in 1846 in Germany.
Vaccines have been nothing short of a miracle; however, too many have been opting to not get them, endangering themselves and others, despite overwhelming evidence of the pro versus con.
The resurgent virus should keep a lid on Treasury Yields.
Falling demand will help limit the extent of more price increases.
The United States is just at the beginning of a housing boom that could last for the next five years.
The yield curve is a powerful indicator. More powerful than many others as May West reminds us. As the greatest reopening momentum now appears behind us, today, our All-Weather portfolio looks more all-weather than it did earlier in the year.
June’s Consumer Price Index (CPI) again surprised to the upside, adding fuel to headline-writers’ panic about inflation spikes and market speculation that the Federal Reserve (Fed) will need to act soon to rein in prices.
Be forewarned – we are going to empty the quote bin this quarter.
The Value vs. Growth reversal, which started in earnest in the late Fall of 2020, generated exciting returns for many of our portfolios through May.
Known globally for its charm bracelets, Pandora is the world’s largest jewelry brand.
Headquartered in London, UK, Associated British Foods is a diversified food ingredients and retail group and owner of the global brands Twinings, Ovaltine and Mazola.
The GMO Asset Allocation Team has released its latest 7-Year Asset Class Forecasts through May 2021 (click to view online or see chart below).
With inflation spiking as the world adjusts to the post-Covid regime, investors are naturally interested in how their portfolios might perform in an inflationary world.
In our last issue we suggested that the "Inflation Genie" was out of the bottle.
A brief monthly update on what's happening in the municipal bond market.
Examining the Fed’s announcement to sell its SMCCF holdings.
Liz Ann Sonders shares her perspective on the U.S. stock market and economy in this monthly Market Snapshot video.
In a new Insights piece, GMO’s Asset Allocation Team addresses a common response to bearishness in the current markets.
PIMCO’s annual ESG Summit – hosted virtually this year – aimed to help participants keep pace with the rapidly evolving landscape of environmental, social and governance issues within the world of investing, with a particular focus on the transition to net-zero emissions.
Expectations for COP26, the importance of issuer engagement, and growth in sustainability-linked bonds were among the many topics covered.
During the pandemic, Brussels, Belgium-based materials manufacturer Solvay provided hydrogen peroxide, hand sanitizer, face shields and financial assistance to families in distress.
Based in Stockholm, Sweden, Dometic makes accessories for mobile living, including in RVs, boats, campers and outdoor life.
Strong earnings growth, low default volumes, upward rating migration, and tighter spreads in the recovery phase of the credit cycle.
And just like that, Elon Musk has turned on Bitcoin.
Supply chain disruptions may be a near-term challenge, but base effects will slow inflation next year.
We believe Asia is the core of growth and innovation within emerging markets, and companies domiciled in Asia comprise over 75% of the benchmark universe.
In 2017, Bitcoin entered mainstream conversation even though it had been around since 2009.
The reflation trade continued in earnest during the first quarter of 2021. Commodities were up another 13.3% from January to March, following a 14.7% move in the fourth quarter of 2020.
Despite a strong March 2021 jobs report, full employment remains far away.
LVMH Moët Hennessy Louis Vuitton is a leading global luxury brands group.