GE makes a power move
With an outsider taking the reins at GE, we think the firm may now move swiftly to unlock the substantial value we see embedded in its core businesses.
Watch videoHow central banks distort the predictive power of the yield curve
There's a good chance of an inverted yield curve by the end of 2019—but does it matter? We take a closer look at the yield curve's predictive powers and why this time may really be different.
Read moreWhat is an ETF? A closer look at how exchange-traded funds work
It's a seemingly simple question, but the fact is ETFs can often be some of the more complex investments on the market. We take a closer look at how they work and some of their unique features.
Read moreMidterm election-year markets tend to find direction in November
In any given cycle, the relationship between elections and markets is not always clear, but over time some key trends come into focus.
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Tariffs and trade
The trade war is getting worse before it gets worse
U.S.-China trade wars will get worse before getting worse. See why there’s no turning back to the pre-Trump world trade order—and what’s likely to follow next.
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Currency
How to value a currency: a closer look at the opportunities in FX markets
Currency markets are an underappreciated risk—and opportunity—when it comes to international investing. We take a closer look at the factors that drive currencies' performance.
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The trade war remains one of many mounting macro risks
Plus, see what works and what doesn't, as a retiring asset allocator reflects on lessons from four decades in investing.
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3 things every investor should know about factor investing
What are factors? They’re the key to higher expected returns. Here are a few things every investor should know about factor investing.
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Volatility returns with a vengeance
Although the markets have pulled back, fundamentals remain remarkably strong. We offer five reasons in support of better days ahead for stocks.
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