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 headlines are still unnerving and volatility remains a worry. Many asset classes have yet to recover and countless investors fear additional losses. Fundamentals, investor positioning and sentiment are all conveying mixed signals.
The recent shift in tariff policies has added a layer of complexity to the economic landscape, potentially influencing market sentiment and investment decisions.
There are several powerful mega-trends happening around the world. One of these trends is happening in the financial services industry and is still a game in the early innings.
Will Mag 7 stock Nvidia beat estimates? David Miller, Co-Founder and Chief Investment Officer of Catalyst Funds, Rational Funds, and Strategy Shares, provided his insights to CNBC on Nov. 19 on why he believes the company will come out ahead this week despite potentially challenging headlines.