All viewpoints
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Wealth creation and U.S. banks
There’s more to banks than savings rates or the promise of a steady dividend. This article explores the foundations of banks' ability to create long-term wealth.
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What shutdown? What slowdown? New questions from the Fed and jobs report
Between the U.S. Federal Reserve meeting on Wednesday and today’s jobs report, investors have had quite a bit of news to digest this week. We take a closer look.
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Three alternative asset classes worth watching right now
Some types of alternative investments perform better than others during certain phases of the business cycle. See which categories we favor in this environment.
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Trump, tech, and trade
Corporate earnings could be at risk if the Trump administration decouples the U.S. supply chain from China as the countries compete for economic leadership.
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Growing together while splitting apart
Global Chief Economist Megan E. Greene believes that if there’s any immediate danger to the U.S. economy, it would be the equity markets. Find out why.
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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.
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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.
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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.
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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.
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