I don’t know about you but to me, 2020 feels like it’s about three years long. The market started off the year incredibly well only to fall off a cliff in late February. Since February, there’s been significantly higher uncertainty than any of us are used to.
Structured annuities are a category within annuities that are a popular investment vehicle due to their balance of protection and upside, achieved by protecting a portion of downside in return for participation in the upside. They are used for what's called defined outcome investing.
Structured annuities are a category within annuities that are a popular investment vehicle due to their balance of protection and upside, achieved by protecting a portion of downside in return for participation in the upside. They are used for what's called defined outcome investing.
After enjoying many years of immense popularity, factor investing (also known as alternative risk premia or smart beta) is suffering from significant underperformance, both across asset-classes and especially within security selection. While some factors have fared worse than others, there’s no doubt that the space as a whole is enduring an intense and prolonged winter
The coronavirus pandemic, U.S. presidential election, economic uncertainty, stock market volatility, historically low-interest rates, fiscal spending on stimulus, and continued quantitative easing have been the headlines of 2020. However, as macroeconomic and geopolitical uncertainties persist amid continued debate of additional fiscal and monetary intervention, one asset is poised to continue its 2020 outperformance: gold.
In a year characterized by unprecedented use of “unprecedented” to describe record-shattering market mania in both directions, financial markets are back to hovering around all-time highs from their March 2020 lows.
The media loves to create headlines designed for shock value. In general, we know the body of evidence suggests the vast majority of active equity funds regularly underperform their benchmark.
The media loves to create headlines designed for shock value. In general, we know the body of evidence suggests the vast majority of active equity funds regularly underperform their benchmark.
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.
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