April 16, 2019 Cause for Worry: Stock and Bond Prices Walk Hand in Hand Positive correlation means mixed signals on economy’s direction, no more buffer
April 9, 2019 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.
April 3, 2019 What Will It Take to Make the Dollar Weaken? The strong US currency has tumbled before, and several forces may push it down again.
March 26, 2019 Does Smart Beta Deliver Superior Performance? Not consistently. But the popular investing approach has attracted hordes of people who think it does.
March 20, 2019 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.
March 6, 2019 Health Care Stocks, Once Celebrated, Face a Grim Diagnosis A market leader for a long time, they now face heavy political flack. Medicare for all, anybody?
February 26, 2019 A Scorecard of Suffering for a No-Deal Brexit How will the US, Continental Europe, and Britain each cope with the mess?
February 12, 2019 Will India Outrun Cocky China? The subcontinent has the best economic growth, but the world’s No. 2 economy sports a big lead.
February 5, 2019 Why Long-Vilified Private Equity Does So Well Several states are the latest to slam the buyout bunch for their high fees. Despite that, PE is flourishing.
January 29, 2019 Why Is China, the World’s No. 2 Economy, Still Called an Emerging Market? Staying an EM nation gives it special privileges, which it exploits to the hilt. That’s why we have a trade war.
January 24, 2019 For 2019, What to Expect in a Turbulent World: More Trouble Wall Street strategists’ predictions for the year ahead, some dire, some less so.
January 23, 2019 Will Index Funds Really Take Over the World? Despite passive investing’s relentless progress, a few important impediments stand in the way.
January 15, 2019 If Earnings Have Peaked, Will a Stock Wipeout Follow? Corporate profits likely crested in last year’s third quarter, and projections are for so-so increases in 2019. But that might not be too bad.
January 8, 2019 Why a 2015-2016 Mini-Recession May Be a Boon to Us Today The little-noticed downturn may power the current economic expansion longer. But how much longer?
October 23, 2018 Why Leveraged Loans Are Closing In on Junk Bonds Growing in volume, these bank borrowings offer floating rates, a key advantage in the current rising-rate era.