3D/L: New Year, New Fed
Our biggest concern about the Fed and the equity markets continues to be that investors may not be grasping the scale of the inflation problem.
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AAMA: What Netflix Taught Investors About Quality
Coupling the Big Tech stocks can be dangerous when you assume that size equals quality and growth can cover for a brittle balance sheet. We don't.
BlackRock: The Sweet Spot Between Value And Growth
Rotations between growth and value stocks have gotten violent as the Fed steps up. But unless you're a market timer, the middle road is more reliable.
Invesco: Predictions For The Coming Year
Inflation became a significant issue in 2021, but what's ahead? The Invesco team expects a correction, geopolitical crisis and a Fed surprise coming.
Morningstar Managed Portfolios: Maintain Reasonable Expectations, Avoid Annual Predictions
Investor expectations for future returns have moved higher over the past several years. We think it’s overly optimistic as the path gets bumpy.
Clients Complaining About A Dollar In Decline? TIPS Just Won't Protect Purchasing Power
So much cash has already crowded into conventional inflation hedges that we could easily enter an era when TIPS are trash. Learn about alternatives.
The New And Improved Inflationary Hedge
This has left a lot of people scratching their heads as to why historical inflation hedges like gold have been weak performers compared to equities.