Factor Investing Doesn’t Always Deliver the Magic
Its different strategies can range from dynamic to sleepy.
Its different strategies can range from dynamic to sleepy.
A so-so economy, low earnings growth, an un-inverted yield curve, and a stand-pat Fed are part of the mix for a ho-hum year.
Why? The era of low VIX readings has lasted longer than normal, and there’s the unending trade war.
As interest rates continue to tumble this year, chief investment officers are left grappling with a familiar problem: finding yield in fixed income without taking on excessive risk.
Evoking Mike Tyson, Jim Bianco says a market dive could bring big pressure to more rate cuts.
Capital Group economist Franz, harking back to 2015-16's mini-recession, says industrials won’t bring down the rest of the economy.
Liquid alternative investments let you cash out, but what will happen in the next market panic?
Contrast the current situation with year-end 2018’s lousy showing.
Despite expected Fed inaction next year, a strong economy will lift interest rates, the firm forecasts.