Investment Perspectives

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The Costly Return Of Geopolitics

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As the world's military and policy establishments prepare for conflict, we must resist the allure of the zero-sum mindset.

This Goldilocks Economy Has An End Date

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Investors are wrong if they're counting on inflation to fade away for good.

Water Risks Are Coming To Bite Investors

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An increased scarcity of H2O poses dangers for all manner of businesses.

It's Finally Time To Buy Japan

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Japanese stocks have been cheap for a long time, but they're set to get less cheap from now on.

JPMorgan's Epstein Troubles Don't End With $290 Million Settlement

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Pending cases involving the U.S. Virgin Islands and former executive Jes Staley still hold danger for the bank.

Cooler Inflation And Slower Growth Should Convert A Fed Skip Into A Fed Pause

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There is no need to raise the risk of recession any further to combat an inflation problem that is clearly fading.

The Poverty of AI Pessimism

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Pioneers in artificial intelligence have spoken up about the dangers that the technology poses to economic stability.

S&P 500's Tech-Heavy Top Is A Feature, Not A Bug

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Just five tech stocks account for 24% of the index, but the concentration helps stabilize the risk of investing over time.

Dear CEOs: Please Focus On Profit, Not Politics

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Companies are better off avoiding the minefield of social activism and just concentrating on making money for shareholders.

Despite Headwinds, Economy On Track For Further Growth

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Investors should see better economic performance in June now that the debt-ceiling crisis appears to be nearing an end.

Think Twice Before Diving Back Into 60/40 Portfolios

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Investors who are considering diving back into 60-40 strategies need to be careful of the longer-term risk.

Bitcoin Unveiled: The Truth Behind The Misconceptions

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Are misconceptions twisting the perception of Bitcoin and causing many to miss out on a massive opportunity?

Real Estate Or Real Mistake? Investing In Listed REITs

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Contrary to appearance, listed REITs have not lived up to their diversification promise.

TARP: A Stock City With Lower Risk And Good Potential

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Smaller TARP companies have trouble getting investors' attention amid the loud buzz of big tech names.

A World Of Debt

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The debt problem is most acute in low- and middle-income countries where debts were already too high before the pandemic.

Will History Rhyme? A Fed Pause Has Been Good For Fixed Income

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Historically, core bonds, as proxied by the Bloomberg Aggregate Bond Index, have performed well during Fed rate hike pauses.

Sizing Up The Angles On Fed Policy

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For investors, it is important to assess all the angles on Fed policy this year.

Bye-Bye, New York. Hello, Fayetteville

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It's easier for small towns to develop the services and amenities to attract new talent.

A SPAC Might Make Sense Now If Not For The Carnage

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The market dynamics exist for blank-check companies, but investors are skeptical after the excess of the last few years.

Active Vs. Passive: Not An ‘Either Or' Investment Debate Anymore

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Investors can benefit from both active and passive management styles.

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