Yesterday I appeared on CNBC’s The Exchange to discuss the sectors I favor right now and the markets.
August 13, 2020
Yesterday I appeared on CNBC’s The Exchange to discuss the sectors I favor right now and the markets.
August 12, 2020
My colleague Sam Millette, senior investment research analyst on Commonwealth’s Investment Management and Research team, has helped me put together this month’s Economic Risk Factor Update. Thanks for the assist, Sam!
August 11, 2020
We’ve reached that point in the election cycle where I've started getting questions, from both sides, about the effect of the upcoming election on the markets. “Surely,” the question goes (and note that it is not really a question), “if Candidate X wins, the market will tank for the following reasons . . .”
August 10, 2020
Last week’s major data releases all came in above expectations, helping to calm concerns that rising COVID-19 case counts are interrupting the economic recovery. Highlights included better-than-anticipated results for business confidence and hiring in July. This week will be another busy one, with updates focusing on inflation, retail sales, and the first look at consumer sentiment in August.
August 7, 2020
Brad here. In today’s post, Sarah Hargreaves, an investment management analyst on our Investment Management and Research team, discusses whether the coronavirus pandemic has pushed sustainable investing to a tipping point. Over to you, Sarah.
August 6, 2020
Brad here. Today, Rob Swanke, an analyst with Commonwealth’s Investment Management and Research team, takes a look at the benefits and the risks of preferred stock as a source of yield in a portfolio. Over to you, Rob.
Brad here. Today's post on why the stable value fund is becoming a more common investment option in retirement plan menus comes from Michael Geraci of Commonwealth's Retirement Consulting Services team. Take it away, Michael.
In today’s uncertain economic environment, interest rates have declined, and the Fed has expressed its commitment to keeping them low. This environment has put pressure on money market funds yielding close to 0.1 percent, which has affected those retirement plan participants seeking preservation of capital. Many of these same participants are close to retirement and cannot afford to lose a significant portion of their retirement portfolios, but they’re also seeking returns to keep pace with inflation.
