Today's post is from Anuradha Gaggar of Commonwealth’s Investment Research team.
The recent market turmoil has prompted much soul-searching among emerging markets investors: can they continue to justify an allocation to the asset class?
February 17, 2016
Today's post is from Anuradha Gaggar of Commonwealth’s Investment Research team.
The recent market turmoil has prompted much soul-searching among emerging markets investors: can they continue to justify an allocation to the asset class?
February 16, 2016
Overall, the data last week was encouraging on the consumer side, and we’ll find out this week whether that translates to the business side as well.
February 12, 2016
Yesterday was another bad one for the markets. Worries continue to build around the energy sector, the European banking system, emerging markets . . . the list goes on and on.
Clearly, stock markets worldwide are betting on a serious downturn. Strangely, though, economists in general (myself included) think the global economy is much more likely to continue growing than move into recession.
February 11, 2016
When I woke up this morning, I checked the markets as I usually do, and my first thought was—paraphrased—what the heck? What happened last night to drive Asian and particularly European markets down that hard?
February 11, 2016
On Wednesday, I joined CNBC Power Lunch hosts Tyler Mathisen, Michelle Caruso-Cabrera, and Melissa Lee to discuss recent market volatility and how politics could affect investing, particularly the health care sector.
February 10, 2016
Today’s post comes from guest contributor Peter Essele, a portfolio manager on Commonwealth’s Preferred Portfolio Services® Select platform.
Like many of us, the equity markets have started 2016 with a New Year’s resolution: get in shape.
February 9, 2016
As I’ve said many times lately, I do not believe we’re heading for a repeat of 2008–2009.
A number of factors—a stronger U.S. economy, a less leveraged financial system and consumer, and an absence of imbalances like we saw with housing—suggest that we’re not in for a 2008-style collapse. Although the economy may be entering a slowdown, growth is likely to continue.
The economy is doing better than last week’s headline numbers would suggest, and we'll find out this week just how much better that is.
February 5, 2016
Once again, it’s time for our monthly update on risk factors that have proven to be good indicators of economic trouble ahead. For the third month in a row, the consumer confidence indicator is flashing a yellow light. Despite some improvement last month, the data has declined again, which is worrying.
February 4, 2016
As always happens in times of uncertainty, the doomsayers are back.
Not that long ago, they were predicting that destructive Federal Reserve policy would lead to the collapse of the economy and the downfall of the dollar. After being proven wrong on those fronts, they’ve returned with a new story: that the drop in oil prices will be the undoing of the U.S. economy.
