Economic/Market Outlook

Fink: Trillions in Cash Still Sitting on Sidelines

Volatility will continue and U.S. deficits remain an issue, told delegates at the Saudi-US Investment Forum.

Schwab CEO Says Investors Cutting Risk After April Turmoil

He says stock investors have cut risks by selling U.S. equities and buying bonds and non-U.S. shares in response to April's market turmoil.

U.S. Tariff Announcement – A Brexit Moment

The U.S. now, like Britain then, is perceived to be embracing a more isolationist policy. That was the headline, but not the whole story.

Cash Alternatives No Longer King?

Here’s what financial advisors need to know in 2025 to help position clients for more attractive long-term outcomes.

Equity Outlook: Climbing the Wall of Worry

Equity markets are facing a variety of headwinds, but the economy remains strong, and we believe there will be ample opportunities to invest in attractively valued quality growth companies in 2025 (Osterweis)

Strategic Income Outlook: Magic 8-Ball Says, “Cannot Predict Now”

Although we are loath to make predictions, conditions appear to be favorable for fixed income in the coming year, and we think investors should consider adjusting their allocations accordingly. (Osterweis Capital Management)

The 2025 Ex-US Investment Opportunity Set

As we approach 2025, Dina Ting and Marcus Weyerer provide an analysis of the evolving investment landscape beyond the United States. They assess how global economic shifts and recent US political changes could affect markets and where opportunities may be found. (Franklin Templeton)

DoubleLine Takes a Look at Agency MBS Market Heading Into 2025

In a new research paper, DoubleLine's Kunal Patel, CFA, and Analyst Alex Shvartser share their outlook on the Agency mortgage-backed securities (MBS) market for the new year, reviewing past performance and future possibilities under different economic scenarios.

Emphasize Value as Investors Increasingly Throw Caution to the Wind

While stock market returns may not be unprecedented, investor enthusiasm and risk tolerance have reached new heights. (Richard Bernstein Advisors)

2024 U.S. Election Implications: Stay the Course

Analyzing the 2024 U.S. Election's Impact on Markets and Sustainable Investing: Parnassus' Response (Parnassus Investments)

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One Big Beautiful Bill’s $10K Auto Loan Tax Break is Illusory for Most

Only 3% of vehicle buyers will qualify, and most for a far smaller deduction, Caribou reports.

Finalists Named for Awards Honoring Advisors Who Make a Difference

Invest in Others will present awards and donations to advisors' designated charities — ranging from $2,000 to $60,000 — at its upcoming gala.

CFP Board Names Kansas State U. Researcher as 2026 Chair-Elect

Martin Seay’s studies include how consumers seek and use financial advice.

Many Retirees Consider ‘Unretiring,’ New Survey Reveals

Economic volatility is fueling increasing anxiety about retirement readiness among Americans 50 and older.

As Texas Targets Flood Scammers, SEC Offers Tips to Avoid Being Duped

Scammers seek to fleece disaster victims and those who want to help, officials warn.

Retirement Dreams Delayed, Altered or Canceled for 40% of Pre-Retirees

Many no longer have faith in traditional rules of thumb of retirement planning, a Nationwide survey reveals.

From Sports Greats to Pop Icons, Some Celebs Reap Huge Returns

A new analysis by BrokerChooser ranks the world's most successful celebrity investors.

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