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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Firms Need to Get Back to the Basics of Organic Growth, Report Urges

Some that use artificial intelligence for prospecting are reporting huge gains in lead generation.

Seniors Outnumber Children in 11 States and Almost Half of Counties

There are still more kids than older adults, but that difference is shrinking as more boomers hit 65.   

BlackRock Aims to Tap Into Texas Reputation

BlackRock launches an ETF to tap into Texas's growing reputation as a magnet for companies, capital and jobs in the United States.

1 in 3 Baby Boomers Vow to Never Sell Their Home

The reluctance of older homeowners to sell makes it more difficult for younger generations to find a home.

That Unexpected Call From Your Doctor’s Office Could Be a ‘Spoofing’ Scam

Scammers can and do fool caller ID systems to trick seniors and steal their personal information.

RIA Firm’s Rethink of Retirement Investing a Finalist for Research Award

Dunham & Associates whitepaper offers a new approach tailored to increasing life expectancies.

Two Investment Banks Want Out of 20-year-old Settlement

The $1.5 billion settlement with 12 investment banks addressed a scandal over analysts issuing positive research to win business.

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