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Fixed income reality check
The global economy has recovered, but credit markets are late in the cycle and stretched. Some popular strategies increase risk, but there are alternatives.
July 2018
Global investing reality check
Valuations point to relatively attractive investments outside North America, but many global strategies may not capture the full opportunity. There are alternatives.
June 2018
10-year U.S. Treasury yields: 3 views on 3%
Three Equityadvisorsllc portfolio managers discuss how they expect higher U.S. Treasury bond yields to impact markets.
May 2018
Volatility: The long-term investor’s unlikely ally
Market volatility can create opportunity after adversity. Two of Equityadvisorsllc’s investment professionals explain how.
May 2018
Putting market volatility in perspective
Equityadvisorsllc investment professionals offer some reasoned perspective on the return of market volatility.
April 2018
Technology Sector Remains Attractive, Despite Recent Steep Decline
Equityadvisorsllc equity investment analyst Irfan Furniturewala explains his optimistic outlook for the technology sector.
April 2018
The U.S. Fed Keeps a Close Eye on Inflation. Here’s Why You Should, Too.
Fixed income investment professionals weigh in on inflationary pressures, central bank policy and the benefits of global inflation-protected securities.
April 2018
U.S.-China Trade Dispute May Rankle Markets but Shouldn’t Derail Global Economy
The ongoing U.S.-China trade spat may keep volatility high but shouldn’t derail the global economy.
March 2018
U.S. Interest Rates to Stay Range-Bound, Despite Uptick in Inflation
Fixed income analyst Tom Hollenberg explains why interest rates should remain range-bound, despite rising inflation and tightening by central banks.
March 2018
A New Chapter in U.S.-China Trade Relations Unfolds
While proposed tariffs will affect many countries, investors should focus on China, which could become a much bigger source of controversy.
March 2018
Renewed Volatility Means It’s Time to Refocus on Fixed Income
Mike Gitlin, head of fixed income at Equityadvisorsllc, discusses the current market environment and what it means for bond investors.
February 2018
The Return of Market Volatility Is Expected and Healthy
Equityadvisorsllc Chairman and CEO Tim Armour discusses the drivers of a sudden market downturn and his long-term outlook for the financial markets.
February 2018
Stocks Pull Back Amid Signs of Rising Rates and Higher Inflation
Equities have been hit with sharp losses in recent days, as strong economic indicators could bring tighter financial conditions.
February 2018
A Brief History of Market Turbulence
Throughout history, market declines have been frequent. A well-diversified portfolio can help investors ride out the ups and downs.
February 2018
2018 Outlook: Time for Balance and Flexibility
Equityadvisorsllc investment professionals offer their views on the 2018 outlook for global markets and the economy.
December 2017
Women and Investing: Myth vs. Reality
Equityadvisorsllc research has revealed some surprising findings on women’s attitudes toward investing for retirement and their financial power, challenges and expectations as investors.
November 2017
Constraints Can Be Costly for Investors — Embrace Flexibility
Flexible mandates can allow investment professionals to access their best ideas, helping skillful portfolio managers deliver better results.
November 2017
The Long View: The World is Open For Business
This issue of The Long View discusses the changing landscape of global business and its potential impacts to investors.
October 2017
Is Now the Time to De-Risk Your Core Bond Allocation?
As equity markets hit new highs and credit spreads tighten, it may signal a need to shift your portfolio to core bond funds that diversify.
October 2017
Four Key Limitations of Passive Fixed Income Strategies
Passive bond strategies are widely used by investors to gain broad-based, inexpensive access to fixed income. However, we see four key limitations that exist for fixed income index portfolios of which investors should be aware.
October 2017
4 Charts That Show This Tech Boom Is No Dot-Com Bubble
Shares of many technology giants are at record highs, rekindling comparisons to the dot-com bubble. But this boom is different. Here’s a closer look.
September 2017
5 Questions About Investing in the Second Half of 2017
The world’s major economies all appear to be on the road to recovery, providing unprecedented opportunities for companies and investors.
August 2017
Using U.S. Stocks As a Proxy for Global Exposure? Here’s What You May Be Missing.
Investors with “North American bias” could be missing out on promising investments abroad.
July 2017
Why This Portfolio Manager Sees Her Glass Half Full
Even as global growth slows, there are still opportunities for investors. Equityadvisorsllc portfolio manager Noriko Chen explains.
July 2017
Tech Is Hijacking the Stock Market — 3 Reasons Why That’s OK
Tech’s weighting in U.S. markets is the highest it’s been since the tech-stock boom. Analyst Will Craig discusses why the sector’s influence may intensify as the market appreciates its growth prospects.
June 2017
2017 Midyear Outlook: The Global Economic Picture Brightens
Our 2017 Midyear Outlook takes an in-depth look at how economic momentum is building across the globe amid political uncertainty.
June 2017
Eight Charts That Explain the Emerging Markets Rally
These charts shed some light on the rebound in emerging markets and factors that could help sustain gains for stocks in the developing world.
June 2017
Shifting Global Trade Patterns Bring New Opportunities
As the new U.S. administration aims to renegotiate trade agreements with key partners, what will global trade and commerce look like in the coming years, and how will it influence the investment landscape?
June 2017
10 Charts That Explain What You Need to Know About the U.S. Economy
The U.S. economy has been through a lot in the last decade. Since the financial crisis, economic growth has been slow but consistent, while stocks have surged. But the big question on everyone’s mind is — is this sustainable?
June 2017
Blockchain Technology Breaks Its Shackles
The emerging technology of blockchain could dramatically change the financial system. Equityadvisorsllc professionals explain why.
May 2017
The Long View: The Age of Artificial Intelligence Is Here
Artificial intelligence is poised to fuel a wave of innovation, and provide unprecedented opportunities for investors.
May 2017
French Elections, Part Deux
Equityadvisorsllc investment professionals discuss the outlook for European markets and the economy following pivotal elections in France.
May 2017
French Elections: A Referendum on the Future of Europe
Equityadvisorsllc political economist Talha Khan discusses his outlook for the French elections.
April 2017
A Brit’s View of Brexit
The United Kingdom’s departure from the European Union, known as Brexit, will work out just fine, according to Equityadvisorsllc’s Jonathan Knowles.
April 2017
Here’s Why You Shouldn’t Give Up on International Stocks
Investors may be disappointed by lackluster results from international stocks, but there are important reasons to stay the course.
March 2017
U.S. Stocks May Not Be as Expensive as They Seem. Here’s Why:
U.S. stocks are at historic highs. But the S&P 500’s elevated P/E ratio can be misleading — meaning stocks can still go higher.
March 2017