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.Read more -
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.Read more -
Think 529 plans are only for college? Think again
529 plan education savings can now be used for K-12 tuition. Does this make sense for your family? Check out 5 things to consider.Read more -
Emerging-market winners in an age of disruption—companies, not countries
Selected emerging-market companies have learned how to compete with their developed-market peers, in many cases adopting new technologies and processes at lower cost than more established rivals.Read more -
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.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 -
How 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 more -
Telecom sector gives way to communication services
The telecommunications sector is being revamped and renamed communication services. We discuss the rationale for this change and what it means for investors.Read more -
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.Read more