Picking stocks is a losers’ game
WHAT’S the best way to achieve long-term financial goals? Searching for mispriced stocks and putting money in them? Finding a smart fund...
Rethink assumptions about next-generation wealth
THE transfer of wealth to a new generation is a pivotal moment for any family. After a series of high-profile succession dramas...
Caught up in crypto fever? Heed lessons from 2022
THIS has been a comeback year for cryptocurrencies. In the first quarter, the US approved 11 spot Bitcoin exchange-traded funds (ETFs), while...
US banking sector: quality assets are paramount
THE US banking industry suffered notable liquidity stress in 2023. The upheaval commenced with a run on Silicon Valley Bank in March...
Pay attention to commodities in an inflationary environment
MARKETS are governed by cycles. In financial media, almost all the attention is given to shorter-term cycles. The longer cycles are usually...
Stubborn US inflation, delayed Fed rate cuts could mark a painful adjustment for investors
THIS column last broached the topic of inflation and interest rates in December, right after the US Federal Open Market Committee (FOMC)...
Trump or Biden? The stock market doesn’t care
THE markets assume that former US president Donald Trump has an even chance of winning the November election.
Actively managed credit strategies can meet impact goals, alpha targets
EVEN as the inclusion of sustainability targets in investment portfolios grows in popularity, the challenge of balancing this approach continues to perplex...
Green is the new crypto for corporate rebranding
A FUN thing about the dotcom and crypto booms was how companies with no previous connection to dotcom or crypto added those...
Higher for longer after all? Investors see Fed rates falling more slowly
INVESTORS were betting big on Federal Reserve rate cuts at the start of 2024, wagering that central bankers would lower interest rates...