RBC: Small Stocks Look Good If You Can Hold Until 2023
Short-term investors with a six- to 12-month time horizon should "stay neutral," RBC's chief equity strategist warns, but longer frames will benefit.
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Why Warren Buffett Doesn't Rate The "Good Karma" Fund
Many who venerate the Sage of Omaha for his plain-talking demeanor are shocked to see Berkshire Hathaway screened out of "conscious investing" funds like KRMA. But the logic behind giving environmentally oriented clients a way to ignore Buffett has not forced them to sacrifice performance in the pursuit of a better future for all.
It's Time To Ask Your Clients About China Screens
For investors purely focused on long-term returns, exposure to the world's second-biggest economy seems compelling as a dollar hedge if nothing else. But the conversation can be fractious in the post-COVID world. Astute advisors don't need to settle for portfolios that no longer reflect today's geopolitical realities.
Take Another Look At Enhanced And Absolute Income
Bond yields have cratered and traditional alternatives like REITs will need time to overcome macro challenges. Annuities can be expensive and confusing. Where do you point clients who simply want to squeeze a reasonable level of income from their assets without swallowing a lot of volatility?
Will Sizzle Win This Election And Wall Street's Hearts? Why Gundlach Can Be Wrong
Trump may triumph but the logic boils down to fund flows and a feeling. But any argument that revolves around “charisma” makes big money nervous.
What Goldman Is Watching
With 2Q earnings mostly behind us, strategist David Kostin is turning to four themes to shape the post-COVID economy and Wall Street into 2021.
Does It Make Sense When Markets Climb As The Economy Stalls?
Gene Goldman, chief investment officer at Cetera, says Wall Street is enjoying a V-shaped recovery even as Main Street is experiencing a U at best.
