Investing basics
-
What is the link between duration and monetary policy?
Monetary policy and investors’ assessment of how policy and economic growth might change in the future are some of the main drivers of bond market returns. We explore these concepts and what it means for investors as they review their fixed-income allocations.
Read more
-
Tax-loss harvesting in bear and bull markets
Although bear markets present more tax-loss harvesting opportunities than bull markets, there are still ways to try to reduce taxable exposure even if there hasn't been a recent market drawdown. We explore options for investors with taxable accounts.
Read more
-
What makes ETFs tax efficient?
ETFs may offer some advantages for tax-sensitive investors. We take a look under the hood of this investment vehicle to explain why these advantages are there.
Read more -
What happens in a recession?
Recessions are neither common nor rare. Some predictions of them prove inaccurate; at other times, recessions can result in significant damage to the economy and markets.
Read more -
Understanding the correlation between stocks and bonds
Learn more about the correlation between stocks and bonds and discover how high-quality fixed income can help investors to diversify their equity exposure.
Read more
-
What investors need to know about market volatility and the VIX
If there’s one thing investors know for sure about financial markets, it’s that they can be volatile. The first step toward dealing with volatility is to understand what it is and how it can affect your portfolio.
Read more
-
What is a carry trade?
A carry trade is effectively a return that an investor generates for holding, or carrying, an asset such as a currency or commodity for a period of time.
Read more
-
Market cap- vs. equal-weighted indexes in the Magnificent Seven era
By the most common measure, the S&P 500 Index posted a 15.3% total return in the first six months of 2024. By another, it delivered just one-third of that amount: 5.1%. What gives? It depends on whether performance is measured using a market capitalization-weighted index or an equal-weighted index.
Read more
-
Using beta to assess alternative investment strategies
Beta is a risk measure that can be combined with correlation to evaluate the role of alternative investment strategies within a diversified portfolio.
Read more
-
Alternative investing: what are interval funds?
As alternative investing becomes more accessible to retail investors, interval funds have become more commonplace than before. Learn about the pros and cons of investing in interval funds and if they're suitable for everyone.
Read more