Value stocks closing the gap Tech stock outperformance has powered the large-cap indexes recently, but the tide may be turning toward value. Capital Market Impact January 25, 2022 investing strategiesmarket commentary
Look at alternatives to seek income goals With risks rising, a 60/40 portfolio may not be able to maintain its run of double-digit returns for much longer. Capital Market Impact November 30, 2021 investing strategiesmarket commentary
Will tapering tame the market? Equity markets have thrived on “easy money”. What will happen when the Fed pulls back on liquidity? Capital Market Impact October 27, 2021 investing strategies
Markets at record levels despite persistent inflation pressure Equity markets have staged another impressive recovery, with the S&P 500® Index breaking out to a fresh record high Capital Market Impact October 25, 2021 economic growthinflationinterest ratesmarket commentary
End of an era for equities and bonds? Traditional 60/40 portfolios have done well since the financial crisis, but investors may need new strategies. Capital Market Impact October 21, 2021 investing strategiesmarket commentary
Cycle Watch October 2021: U.S. economy braces for headwinds After a strong first half of the year, economic winds began to shift in Q3. Capital Market Impact October 18, 2021 cycle watchmarket commentary
The latest market concerns for investors Equity markets recovered last week, as a temporary debt ceiling deal removed the disaster scenario of a U.S. default out of investors’ minds. Capital Market Impact October 11, 2021 economic growthinflationinterest ratesmarket commentary
Earnings expectations under pressure The recent spell of robust earnings is threatened by inflation, supply chain issues and input cost pressures. Capital Market Impact October 7, 2021 economic growthinvesting strategies
Household wealth at record levels Lower-income Americans have benefited from fiscal stimulus, but still lag in stock and home ownership. Capital Market Impact September 29, 2021 economic growthhousing marketinvesting strategies
Investors uncertain as economic and earnings headwinds emerge Equity markets have been buoyed by stock buybacks and investors’ “buy-the-dip” instinct amid rising volatility Capital Market Impact September 27, 2021 economic growthinvesting strategiesmarket commentary
