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Investment

September 23, 2020 - 0 Comments

Investors continue to ask me if they should get out of the market to “sit out this election.” I’ve attempted to push back against this impulse by using long-term historical […] ......

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September 22, 2020 - 0 Comments

As a relatively small and often overlooked asset class, convertible securities rarely make headlines. However, the asset class has received a great deal of attention from financial publications in recent […] ......

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September 18, 2020 - 0 Comments

In mid-June, we began cautioning that the high-velocity, v-shaped recovery in stocks from their March lows was producing tactically overbought conditions, raising the likelihood of a near-term pullback.1 Fast-forward to […] ......

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September 16, 2020 - 0 Comments

I was recently giving my usual spiel to clients about the importance of staying the course with their investments throughout the election season and irrespective of who ultimately wins the […] ......

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September 15, 2020 - 0 Comments

Here are some ways you can help ease the burden on friends, family, and those in your community during the pandemic. ......

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September 13, 2020 - 0 Comments

August brought relatively stable midstream equity prices despite continued upward momentum in commodity prices. Quarterly earnings season concluded, the first to include the impact of COVID-19 and the resulting impact […] ......

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September 12, 2020 - 0 Comments

Macro update We believe the global economy is healing, and we expect its upward growth trajectory to continue for the reminder of the year. Based on our macro regime framework, […] ......

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September 12, 2020 - 0 Comments

We encounter petroleum1 products on an almost constant basis – like something as inconspicuous as an iPhone case or as essential as indoor plumbing. Though petroleum is synonymous with automobiles, […] ......

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September 10, 2020 - 0 Comments

Over the past few months, clients have asked me how the current environment has transformed the direction of structural change in the global economy. My reply is always that I […] ......

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September 3, 2020 - 0 Comments

Find out how you can ensure a secure financial future for generations to come. ......

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September 3, 2020 - 0 Comments

After almost doubling since its cycle low in December 2015, the price of gold witnessed a violent shakeout of over 7% in early August. Has the fundamental outlook for the […] ......

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September 2, 2020 - 0 Comments

The Invesco 2020 Global Fixed Income Study provides hard evidence that a sea change has taken place over the last 18 months with respect to environmental, social, and governance (ESG) […] ......

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September 1, 2020 - 0 Comments

The COVID-19 pandemic has immediate implications and others that will become clear and meaningful only over time. ......

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August 28, 2020 - 0 Comments

Like many other trends, the shift to automation, and the use of robotics, has accelerated during the global pandemic. Even though unemployment has risen dramatically, particularly in the US, the […] ......

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August 26, 2020 - 0 Comments

When thinking about growth, many investors default to technology, noting companies like Amazon, Apple, Alphabet, and Facebook have changed the world by drastically altering how we live and work. In […] ......

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August 25, 2020 - 0 Comments

What is economic forecasting, and how can it help you invest for the long term? ......

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August 17, 2020 - 0 Comments

A first-time homebuyer, and Vanguard financial advisor, explains how Vanguard’s principles helped him achieve one of his life goals: homeownership. ......

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August 15, 2020 - 0 Comments

Prior to the onset of the coronavirus pandemic, real estate investment trusts (REITs) had been among the better performing asset classes over the longer term.1 In the wake of the […] ......

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August 13, 2020 - 0 Comments

We believe that the decade ahead will be particularly good for emerging market (EM) equities. While this may come across as contrarian, it essentially rests on a handful of considerations:  […] ......

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August 12, 2020 - 0 Comments

We were recently joined by clients for a discussion about global investment opportunities, in the context of technically overbought conditions in US stocks. In this blog, we share our views […] ......

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August 11, 2020 - 0 Comments

July brought modest midstream equity price weakness despite positive commodity price movements. Quarterly earnings season kicked-off, the first to include meaningful impact from the ongoing battle with COVID-19 and the […] ......

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August 11, 2020 - 0 Comments

In 2020, US equity markets have taken a path that few could have seen coming.  As a result, the S&P 500 Index has become more top-heavy than it’s been in […] ......

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August 11, 2020 - 0 Comments

Get to the bottom of some of the top misconceptions about ETFs. ......

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August 7, 2020 - 0 Comments

We expect the global economy to remain in a recovery regime. The global economy continues its gradual healing process. Based on our macro regime framework, we expect the global business […] ......

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