Most portfolio managers have their eyes set on equities, but their enthusiasm is tempered by rich valuations for U.S. stocks and the potential that the Fed could start raising interest rates
What central bankers do in 2015 will affect your clients' portfolios
Thanks to a confluence of factors, the U.S. dollar (US$) is expected to continue to rise against most currencies, including the euro, the Japanese yen (¥) and the Canadian dollar (C$). In particular, the U.S. is the only major country or region whose economy is accelerating, so there’s strong demand for U.S. investments. As well, […]
Financial markets are worried about deflation, particularly in Europe but also elsewhere. In the U.S., the combination of steep drops in oil prices and a rising U.S. dollar (US$) lowers the cost of imports, keeping the rate of inflation low. However, global portfolio managers and strategists say these worries are exaggerated. Low inflation is not […]
The drop in oil prices has precipitated a decline in energy stocks. However, they could rebound if oil prices begin rising. In contrast, no quick fix is expected for base-metal stocks, as demand is - and is likely to remain - sluggish
Although two U.S.-based pharmacy benefit managers have different business models, they both are expected to do well
About half of the firms in the financial services sector saw their results improve while the other half saw them decline
If oil price drops too far, the picture gets bleak
Robert and Clarice, both 45, are in a good position to reach their retirement goals. But for Clarice's mother and father, things are not as rosy. The younger couple can provide some assistance without jeopardizing their own plans
It's worth looking at nine companies that sell their products globally and are less dependent on domestic or European growth