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.
Market Drilldown
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.
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?
A Scorecard of Suffering for a No-Deal Brexit
How will the US, Continental Europe, and Britain each cope with the mess?
Will India Outrun Cocky China?
The subcontinent has the best economic growth, but the world’s No. 2 economy sports a big lead.
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.
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.
For 2019, What to Expect in a Turbulent World: More Trouble
Wall Street strategists’ predictions for the year ahead, some dire, some less so.
Will Index Funds Really Take Over the World?
Despite passive investing’s relentless progress, a few important impediments stand in the way.
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.
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?
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.
Solid Fundamentals Key to Mexico’s Long-Term Economic Potential
A strong central bank, less oil dependence, and a more diversified economy should help overcome challenges like crime and poverty in the long run.