How to defuse one volatile market with another
Adam C. Rudd, CFA of Standard Life Investments explains his recent volatility pairing of a concentrated market versus a more diversified counterpart.
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At 2%, a little inflation goes a long way
With inflation finally ticking up to 2%, will the Fed start hiking rates at a more aggressive pace? We take a closer look.Read more -
While retail is disrupted, distributors carry on
The market is filled with middlemen whose days may be numbered, thanks to e-commerce. We discuss the key targets and the limits of e-commerce disruption.Read more -
Banking on a low-carbon future
Are banks helping finance the transition to a low-carbon economy? The evidence is mixed, according to a recent study from Boston Common Asset Management.Read more -
What's spooking the markets? Trade wars and fiscal imbalances
The risks of a global trade war and a worsening U.S. budget deficit could trigger volatility for stocks and bonds in late 2019—especially when rising interest rates are factored in.Read more -
Stocks may have to wait until the geopolitical fog clears
First-quarter 2018 earnings are the strongest in years, yet stocks continue to languish. Market Strategist Matt Miskin explains why the rally may have to wait.Read more -
U.S. inflation is not a cause for alarm just yet
Some investors worry a late-cycle inflation surge will prompt the Fed to raise rates more aggressively, killing the U.S. economic recovery. Are we there yet?Read more -
Tinkering with trade introduces unintended risks for investors
The next U.S. recession doesn’t appear imminent, but rising trade tensions could tip the balance from benign to bad quickly—see the implications for investors.Read more -
What can history teach us about today's trade tensions?
What can history teach us about today’s trade tensions? Lessons can be found in the Smoot-Hawley tariffs and the history of empires.Read more -
What is a target-date fund glide path, and how does it work?
Perhaps the most important distinguishing feature of any target-date fund is its glide path—the asset allocation adjustments that the fund makes to balance growth potential with risk management as an investor ages.Read more