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.
By pooling investors’ beliefs about the future, capital markets are powerful indicators of what could lie ahead. And this view puts the new realities we face into stark relief.
The COVID-19 pandemic has accelerated key global trends, most notably the adoption of digital technologies and the expanding role of government in the economy. Our top trends for 2021 look at how these themes are likely to evolve, reshaping prospects for inflation, easy money, the dollar and emerging markets, and recasting the profile of global market winners and losers.
A recent survey found that 77% of millennials said socially responsible investing (SRI) factors — environmental, social and governance (ESG) — were the most important item they consider when making an investment decision.
We expect some major changes in the next four years, with implications for investors. In this piece, we consider seven key takeaways and opportunities.
Guess what, the best performing U.S. stock mutual funds in 2020 were actively managed. As employers consider what they should stress this year in their employee education sessions, they may wish to keep this trend in mind.
Here are five themes William Blair expects will gain the attention of investors in the decade to come.