With the ongoing pandemic, a weakening economic recovery, and the upcoming elections, emotions are understandably high. It becomes even more important to filter out the emotion, which is something the best investors do.
Thought leaders and practitioners discuss key investment risks and opportunities through a social equity lens, and are joined by Judy Belk, president and CEO of The California Wellness Foundation, for a fireside chat on how the foundation is addressing social equity issues holistically through bo
Over the past ten years U.S. equities have outperformed their non-U.S. peers, however history shows outperformance cycles through time. Contributing factors include differences in index compositions, narrow U.S. leadership, and currency headwinds for non-U.S. equities.
Global equities were hit hard during the first quarter of 2020, erasing most of 2019's gains. Credit-oriented fixed income was also hit, but to a lesser extent, while U.S. Treasury bonds perfored well. Investors may find portfolios out of balance relative to target allocations.
The COVID-19 pandemic dramatically accelerated the move from traditional office environment to work-from-home for most American office workers. It is clear that a significant portion of workers will move from a five-day in-office work week to something else.
While inflation continues to trend below target, the possibility for unexpected higher inflation shouldn't be ignored. A shift in Fed policy has resulted in a stance that lowers the likelihood of combatting inflation for the foreseeable future.
One of today’s dominant macro-trends is the reversal of globalization—the free flow of people, goods, services, capital, technology, and ideas across national borders. COVID-19 has further accelerated the deglobalization.
Although no previous election year had this year’s unique set of circumstances—a global pandemic, an economic recession, the fastest equity market correction on record (and subsequent recovery), multiple natural disasters, and social unrest—there are some insights available when examining the ind