Balance 2019 risks with a barbell approach to equity sectors
Three metrics may merit close attention when positioning portfolios for this phase of the market cycle. See which sectors we favor for offense and defense.
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Understanding the performance of small-cap stocks
Do small caps offer a reliable premium over large caps? Lukas Smart of Dimensional Fund Advisors takes a closer look at small-cap returns since the 1920s.Read more -
Cleared for takeoff: seeking income opportunities in airport municipal bonds
Airport projects can present some of the most attractive opportunities in today’s municipal bond market, thanks to tailwinds that point to strong growth prospects for U.S. airports.Read more -
Stock market bears come in all shapes and sizes
A 20% decline or more from a market peak is broadly defined as a bear market for equities but, in our view, that’s an oversimplification. Here’s how to understand—and prepare for—bear markets.Read more -
What's a target-date fund and how does it work?
Target-date funds offer a diversified portfolio that considers an investor’s age and retirement date, adjusting its asset allocation as the date approaches. Here’s how they work.Read more -
9 of the best investing books for 2019
We surveyed our global network of asset managers and compiled a list of 9 of the best investing books for 2019. Find out which timeless titles made the list.Read more -
Trump’s not the cause of U.S.-China tensions—but rather an accelerant
Rather than some of the posturing we’ve seen in its interactions with allies, the U.S. administration has demonstrated a genuine strategic effort to crimp and control the future trajectory of China and its practices concerning technology, especially artificial intelligence, cybersecurity, and intellectual property. Watch to see how developments are likely to unfold from here.
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Top searched finance terms of 2018
Year-end lists can contain insight for investors when thinking about the year ahead. We present the top searched-for finance-related terms in 2018.Read more -
What's a dividend and how does it work?
Dividends can offer a recurring income stream. We explore how dividends work, compare them with bonds, and discuss how you can buy a dividend-paying investment.Read more -
ETF trading: market order or limit order—which works better?
When it comes to ETFs, how you place your trades can make a big difference. We take a look at the differences between market and limit orders and the relative advantages of each.Read more