BlackRock: Looking For Liftoff? Emerging Markets Already Have It
Many central banks have started raising rates to fight inflation, opening up debt opportunities while promoting caution on broad emerging stocks.
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Brinker Capital: Do As The Economy Does, Not As Sentiment Says
The U.S. consumer is increasingly pessimistic but spending at a record pace, with sentiment dropping to a decade low despite sharp increases in sales.
Morningstar Managed Portfolios: Think Like A Client On Inflation
It is worth reminding ourselves of the key features of inflation that are often missed when investors or economists discuss the topic.
Invesco: Congress Poised Between Catharsis And Crisis
There’s plenty to do to keep Congress busy for the next few months with enough political twists and turns to be entertaining. Fasten your seat belts.
Invesco: 10 Reasons For Investors To Give Thanks
There’s never a bad time to list reasons for being thankful. But this year, our annual exercise feels like it takes on even greater significance.
BlackRock: Inflation Is Top Of Mind
The firm's strategists see inflation as persistent and settling at a higher level than pre-Covid. Equities look relatively good as central banks lag.
Flexible Plan: When Clients Ask "What If"
From stagflation to soaring interest rates, hypothetical scenarios prey on investors' minds. Make sure you have the answers at your fingertips