Market Research
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Oct 18 2018
Investments 101: Emerging Markets: Debt Still RisingEmerging markets had a banner year in 2017, but the last six months has been less kind. Can superior economic growth overcome their rising debt?
Oct 16 2018
Investments 101: Inflation and Bonds: Toast of the Town or Simply Toast?Bonds have treated investors very well for the last two decades. But is that about to change? Here are our thoughts on how inflation affects bonds.
Oct 15 2018
Investments 101: High Yield Corporate Credit: Don’t Worry, Be Happy?The US high yield corporate bond market is pricing in benign news for future credit defaults. Could this impact your other investments? Read to find out!
Oct 11 2018Investments 101: What Can Bonds Tell Us about the Economy?Wondering when you should start to worry about the economy? Treasury bond yields tell us a little more than stocks do. Here's why!
Oct 9 2018Global Stocks: Winners and Losers (Part 3)Corporate earnings have kept up (or exceeded) with price appreciation. Who is winning and losing in the global markets? Read our thoughts!
Oct 1 2018Global Stocks: The USA Has Left the Rest of the World in the Dust ( Part 2)In theory, markets should reward companies that post earnings growth and punish those that don't. Here's what happened in the last 10 years.
Sep 24 2018Global Stocks: Corporate Profits and How Much You Pay for Them Are Key (Part 1)Asset allocation has favored the United States and Japan at the expense of Europe and Emerging Markets. Is this perspective still justifiable?
Jul 27 2018Markets Historically Ignore Geopolitics, But Fear Economic RisksWondering if you should be concerned when geopolitical headlines from overseas resurface? Take our advice, don't overreact.
Feb 10 2018How Bad Trades in Volatility Have Exaggerated the Recent Sell-offWhile the market has entered a true correction, read about the technical factors that might take some time to clear out. We're optimistic.