Here are five lessons I learned or relearned in the pandemic that I’m using in my portfolios today.
Digital currency has the potential to completely change how society thinks about money. The rise of Bitcoin, Ethereum and thousands of other cryptocurrencies that exist only in electronic form has led global central banks to research how national digital currencies might work.
It’s kind of weird to say this, but after more than a decade of Bitcoin’s existence, there’s finally some consensus about what it is.
Mapping an investment approach for what Morgan Stanley strategists call a “hotter and shorter” midcycle transition may be anything but straightforward. Investors may need to reconcile early-cycle timing, midcycle conditions and pricey late-cycle valuations — especially for U.S. equities — while also factoring in potential inflation, policy changes and higher corporate taxes.
Recently, a 401k provider, hoping to capitalize on the cryptocurrency fad, announced that it was going to allow 401k plans it works with to access cryptocurrencies as investments. This is a horrible development for 401k plan participants. Here’s why.
Second quarter is likely the peak growth rate for both the economy and corporate earnings; with positive economic surprises waning.
During a recent CNBC interview, Jeremy Siegel suggested stocks could rise another 30% before the boom ends. Just when it seems like euphoria can’t get much more euphoric, every bullish guest in the financial media attempts to out-bull the previous.
Over the past 5 months, more money has poured into the equity markets than in the last 12 years combined.
Economic growth is picking up as the vaccine rollout gains speed, commodity prices are heading higher, the government is proposing another large fiscal aid package, and the Federal Reserve is pledging to keep its very easy monetary policy intact for the foreseeable future. Not surprisingly, inflation expectations are rising. Given these factors, how concerned should investors be about inflation? Here’s our take on the current situation, and what investors can consider doing now.
We asked our investment team to look in their crystal balls to envision how life may change by the end of the decade. Here are seven portfolio managers’ perspectives on the world in 2030, and how these shifting trends influence their investment decisions.