Despite persistent macroeconomic headwinds, broader takeaway for RIAs is: Earnings are exceeding expectations and the market is rewarding performance.
Investors are piling into financial products that offer them the chance to forgo some potential gains in exchange for protection against a selloff.
Investors should buy into the selloff in US stocks because of the robust earnings outlook for the coming year, according to Morgan Stanley strategist.
August 1 tariff threat rattled markets and sent signal to investors: TACO trade—“Trump Always Chickens Out”—may no longer be reliable thesis.