Market Drilldown
The 4 Most Promising Second-Tier Emerging Markets
Bigger names like China and India get the attention. Then there are EMs one rung down, overlooked yet harboring breakout potential.
The Malls Get Mauled: Will Retail Real Estate Recover?
While stores are closing like crazy, courtesy of Amazon, what remains after the shakeout should be a decent investment.
Inflation Is Dead: What’s Needed to Reanimate It?
A growing younger population and rich emerging markets could return it to life. Meanwhile, expect a decade or more of quiescence.
Big BBB Downgrade Damage Ahead? Maybe Not
Why the anxiety about this overstuffed bond category may be overdone.
Why Are Commodities Sliding? Blame China
Beijing already was trying to cool its economy, then the trade war struck.
Why Private Equity Amps Up Takeovers of Public Companies
After hitting low point post-crisis, take-private deals surge amid torrent of new PE investments.
Private Investors to the Rescue for Ailing Infrastructure? Not So Fast
Government sources can’t do the job alone. But non-public funding may find a rocky road.
So, IPOs Are Disappointing? What Else Is New?
Tanked offerings by Lyft, Blue Apron, and others are all too common. Historically, many companies going public have underperformed.
Why Alts Are Burgeoning: Naked Fear
Amid the aftershocks of the ’08 crisis, investors are drawn to the perceived safety of their diversification, and to pretty good returns.
Cause for Worry: Stock and Bond Prices Walk Hand in Hand
Positive correlation means mixed signals on economy’s direction, no more buffer
When, Oh When, Will Value Stocks Ever Outdo Growth?
Late in an economic cycle, like now, they should be nosing into the lead. Except they aren’t. Tech and health care, along with factors like low rates, have changed the dynamic.
What Will It Take to Make the Dollar Weaken?
The strong US currency has tumbled before, and several forces may push it down again.
Does Smart Beta Deliver Superior Performance?
Not consistently. But the popular investing approach has attracted hordes of people who think it does.
Higher Federal Spending: Boon or Bane?
What it means when the Democrats’ left wing calls for higher deficits, and Republicans aren’t the fiscal hawks they used to be.