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I’ve been watching financial markets — in one way or another — for a long time. It’s hard to believe, but I’m now almost two decades into my career. That tenure provides enough experience to know things come in cycles. Early in my career, it wa
If I had to choose one word to describe the market during 2017, I’d say “resilient.” That’s notable because there were two major disruptions that could have resulted in prolonged volatility: the French elections and the Korean peninsula tension
There’s a lot of excitement around the stock market lately. Not only did the Dow Jones Industrial Average hit 23,000 for the first time on Oct. 17, but we’re now officially in the second largest bull market since World War II. It’s exhilarating
Alternative investments can be an important strategic addition to traditional portfolios. They’re designed for weathering a volatile market, generating attractive returns and providing all-important diversification. But that also means they’re
In the world of investments, little is certain. However, one thing I can say with complete certainty is that my job is never boring. There are few slow days when you’re tracking market events that span continents and time zones—not to mention s
Podcast Risk in investing is often simply thought of as volatility of returns. But in a retirement context, the concept must be so broad as to encompass an entire range of risks, up to and including the risk of running out of money in retiremen
Last week, the Wall Street Journal proclaimed that “emerging markets are having a banner year.” And I can’t disagree, but we didn’t start 2017 with extreme optimism. In preparation for this quarter’s outlook, I went back to revisit my earlier b
Podcast Long-term bond investors have enjoyed an extended period of positive performance. And there are few reasons to expect any big changes in bond market fundamentals, at least in the near term. But along with this status quo backdrop comes
Podcast Dutch tulips, Internet stocks, condo flipping—examples all of famous bubbles. Even Hollywood is getting in on the action, with a period drama “Tulip Fever” just released. And why not? It’s the perfect story of red-hot emotion running up
Podcast Value stocks have dramatically underperformed growth stocks over the last 10 years. Over this stretch, which includes its peak prior to the financial crisis in October 2007, the Russell 3000® Growth Index outperformed the Russell 3000®
Podcast Growth-oriented stocks have performed very well of late, leading to questions from clients about the sustainability of the growth rally and a flurry of articles about whether or not we are experiencing a growth stock bubble. In this edi
Podcast The current equity bull market in the U.S. has been running, almost unchecked, since the end of the financial crisis in early 2009. While many U.S. companies rebounded as the Federal Reserve initiated its accommodative monetary policy a
Podcast U.S. equity market returns generally have been on an upward course for more than eight years, surpassing the typical bull market run of 4.5 years. And although bond bears regularly forecast the end of the 35-year downward trend in U.S.
Podcast In this edition of CIO Insights, we provide an update on the continuing evolution of the investment landscape under the new administration. In prior editions, we discussed some of President Trump’s key policy proposals. Roughly six mont
Podcast The big themes coloring the economic, political, and financial environment are by now familiar—low growth, low rates, and low volatility, paired with high valuations and a high degree of uncertainty. This occurs against a backdrop of an
Podcast We have been writing for some time now about economic and political uncertainty. One factor underpinning both these conditions is the technological change that is transforming the economy, disrupting long-standing industries, eliminatin
Podcast Passive, index-based investing has grown in popularity during the U.S. stock market’s post-Great Recession runup. Despite its recent success, however, passive investing is far from risk free. Built-in momentum bias increases an index’s
Uncertainty has become the one certainty in global investing. Investors have lived with it for eight months since the U.S. presidential elections last November. Podcast The surprise election of Donald Trump helped markets surge initially. Howev
Investors are bracing for the next leg of the Federal Reserve’s (the Fed’s) “normalization” strategy—the unwinding of quantitative easing (QE). Just as the bond-buying program itself was unprecedented, its unwinding also will be groundbreaking,
Podcast Heading into the second half of 2017, we see important themes driving the markets. Valuations are a concern as key equity indexes trade at or near all-time highs, the Federal Reserve (Fed) is charting a course to normalize rates and red
Podcast Q2 2017 CIO Insights – U.S. Growth Equity – Large Cap The theme of this edition of CIO Insights is the evolving investment landscape under the new administration. Here we look at some of President Trump’s key proposals and consider thei
Podcast Q2 2017 CIO Insights – Disciplined Equity In the prior edition of CIO Insights, we wrote about why we thought it was so difficult to invest on the basis of politicians’ language and proposals. Now, in the early stages of the Trump admin
Podcast Q2 2017 CIO Insights – Multi-Asset Strategies Hope is not a very effective investment strategy. As we write this, stocks stand at record highs with volatility near record lows, reflecting hopes for business-friendly policies from the ne
Podcast Q2 2017 CIO Insights – Global and Non-U.S. Equity In the four-plus months since Donald Trump’s election, many investors have benefited from the “Trump Rally.” But, recently some have begun to question if the post-election run is ready t
Podcast Q2 2017 CIO Insights – Fixed Income Global financial markets experienced several shocks last year, not the least of which was the election of President Trump and the resulting reflation expectation-fueled risk market rallies. We discuss
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