by
Dave Sheaff Gilreath
As advisors anticipate the impact of the new Fed rate-cut cycle on client portfolios, many will probably rely on the conventional wisdom that cyclicals are likely to benefit the most.
by
Mohamed A. El-Erian
September's labor market report shows economists are missing important drivers of U.S. strength.
by
Jeffrey J. Roach
The economy will likely grow above trend for yet another quarter or two. However, risks are rising for 2025.
by
Anne O. Krueger
Unilateral US tariffs and economic sanctions have only raised prices for American consumers.
by
Bill Dudley
But keep the champagne on ice. We're not in the clear just yet. The key to avoiding a recession lies in the labor market.
by
Nir Kaissar
The quality of smaller listed companies has deteriorated as it gets easier to raise private capital.
by
David Kelly
The wealth surge is having important effects on the economic environment.
by
Larry Swedroe
The higher expense ratio of private investments shouldn't dissuade investors.
by
Allison Schrager
Financial professionals will use AI to invest and even communicate, but the human element will always be crucial.
by
Michael R. Strain
On America's economic future, Kamala Harris and Donald Trump agree much more than meets the eye.
by
Nir Kaissar
Gamified trading apps and niche ETFs have a cost that's harder to spot but is little different from the damage inflicted on portfolios by high fees.
by
Aaron Monroe
It's an exciting time to be an investor in small companies.
by
James K. Galbraith
The data clearly show that Fed policy has been mostly a non-factor in easing inflation.
by
Nir Kaissar
The S&P 500 usually rises whether the central bank is raising or cutting rates. There are more reliable ways to decide on portfolio allocations.
by
Arne Noack
New geostrategic focal points may present investors with requirements for new risk assessments, as well as interesting opportunities.
by
Conor Sen
The logic of lowering borrowing costs to stimulate home purchases and spending may not apply this time around.
by
Bill Dudley
An aggressive 50-basis-point reduction in interest rates makes sense.
by
Ron DeLegge
If interest rates get cut, real estate could benefit, and so could REIT exchange-traded funds.
by
Conor Sen
Home equity loans are beginning to look more attractive after fading into irrelevance after the financial crisis.
by
Ron DeLegge
Small companies could become the biggest beneficiaries.
