by
Aaron Brown
Ackman needs to do a lot of work to justify the valuation of Pershing Square.
by
David Kelly
Despite alternating fears about overheating and recession, it appears that the U.S. labor market remains on a soft-landing path.
by
Larry Swedroe
Increasing diversification reduces portfolio volatility and usually increases portfolio returns.
by
Bill Dudley
Even at more than 5.25%, the central bank's short-term interest-rate target might not be high enough to cool the economy.
by
Nir Kaissar
After an incredible 15 years for U.S. public and private equities, investors shouldn't count on history repeating.
by
Jonathan Levin
The economy has been largely unresponsive to Fed policy moves, but that doesn't mean the U.S. will be permanently rate-insensitive.
by
Shuli Ren
The push to fundraise from wealthy individuals is turning managers into high-end concierge services.
by
Mohamed A. El-Erian
The high-for-long mantra recently adopted by U.S. central bank policymakers raises threats for the economy and financial stability.
by
George J. Schultze
Now is the time for advisors to begin helping clients invest in distressed debt.
by
Ron DeLegge
Commodity sales and demographics have helped these countries outperform even emerging markets.
by
Jeffrey Roach
The post-pandemic economy is treating people very differently, creating a headache for central bankers.
by
Allison Schrager
Yes, public markets are risky, but at least they are transparent.
by
Aaron Brown
A small and secretive corner of the exchange-traded fund business may be key to reversing the fortunes of traditional asset managers.
by
Jeff Buchbinder
Commercial real estate continues to face headwinds in a post-Covid-19 world.
by
Larry Swedroe
As evidenced by S&P's SPIVA reports, actively managed equity mutual funds persistently underperform.
by
Allison Schrager
If borrowing costs remain elevated, there will be greater downside risk for investments. But it's not all bad.
by
Lawrence Gillum
The LPL Research Strategic and Tactical Asset Allocation Committee maintains its positive view on preferreds.
by
Jeff Buchbinder
The financial and energy sectors are typically the top-performing sectors during long pauses.
by
David Kelly
Commercial real estate has broad characteristics that should be attractive to both institutional and individual investors.
