- A.I. & Machine Learning
- Alternative/Hedged Insights
- Buyback Insights
- Commodity Insights
- Company Insights
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- Defined Outcome Strategies
- Economic Insights
- Education & Training
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- Market Trends & Outlook
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- Technology & Investing
As a thematic investor, my job is to identify the most important and prevalent trends here and around the world to invest in through the leaders or “brands” that are most relevant. When I look at the world currently and into the future, here’s the most important investment themes an investor can invest in today.
Gold bugs have had quite a year so far. After years of consolidation, the price of gold moved over 20% from January 1, 2019 to its peak in early September. Most of those gains have stayed. However, during the past seven trading days, gold has fallen 4.8%.
Market Trends & Outlook
Trade talk updates between the U.S. and China have had agriculture prices bouncing up and down lately. Much of the news has been focused around soybean purchases, which pull corn prices up temporarily. However, the gains have not been able to hold, nonetheless.
Portfolio Manager Kimberly Rios Interviews Phil Flynn, a Fox Business news contributor and Sr. Energy Analyst from Price Futures group, to discuss the recent oil events and price action.
As you’ve read and seen already, Saturday’s attack on Saudi Arabia’s oil facilities, including a processing plant, is the largest disruption to oil supply that the markets and world have seen in recent times.
Technology & Investing
Systematic Manager Explains Benefits of Machine Learning Neural Networks and Their Potential Impact on Investment Outcomes
Investment Strategy Insights
In 2012, Andrew Haldane – currently Chief Economist and the Executive Director of Monetary Analysis and Statistics at the Bank of England – delivered a speech to the Federal Reserve Bank of Kansas City’s annual Jackson Hole, Wyoming meeting titled, “The Dog and the Frisbee.”
The beginning of the 21st century in investing has witnessed two significant market crashes, including the tech bubble crash and the Great Financial Crisis in 2008. It should surprise no one that up until March 2009, managed futures trounced the returns of both stocks and bonds.
Historically, scheduled releases of market-impacting news, such as Federal Reserve meetings, quarterly earnings announcements, and other “known-unknowns” presented pre-determined times where stock market volatility might increase.