Doing well by doing good is a wonderful investment theme. In a wild and crazy world with high uncertainty and widening income inequality, I wanted to focus on a key investing trend that is only gathering more momentum as time goes by.
In an era of near zero interest rates, few investors have sufficient retirement savings to live off the income produced by a portfolio of low-risk bank deposits and Treasurys. Investors can strive to address this shortfall by reaching down the scale of fixed-income credit quality (to aptly named “junk” bonds) or through exposure to high volatility, high-yielding alternative asset classes.
In an era of near zero interest rates, few investors have sufficient retirement savings to live off the income produced by a portfolio of low-risk bank deposits and Treasurys. Investors can strive to address this shortfall by reaching down the scale of fixed-income credit quality (to aptly named “junk” bonds) or through exposure to high volatility, high-yielding alternative asset classes.
At the 73rd CFA Annual Conference, Aswath Damodaran, Professor of Finance at New York University’s Stern School of Business was asked for his thoughts...
While May’s Retail Sales Report showed a historic rebound versus historic plunges in March and April, we expect most economic data to normalize at lower levels and continue to stay volatile.
Barry Goodman
Mr. Goodman is Co-Chief Executive Officer and Executive Director of Trading of Millburn Ridgefield Corporation, and is a member of Millburn’s Investment Committee....
Key Points
• Stock markets often over-react, the truth mostly lives in the middle.
• We have likely begun the stagnation part of our economic reality.
•...
On Friday, the Bureau of Labor Statistics released the widely expected employment report for May. Despite continued weekly jobless claims over the last month exceeding more than 8 million, the BLS reported an increase of more than 2.5 million jobs in May.
The HANDLS Indexes Monthly Income Report for May 2025 underscores notable recoveries across sectors, propelled by easing tariff and trade uncertainties.