Stock buybacks: A mountain or a molehill?
Read about the surge in stock buybacks and how it has contributed to the public equity market becoming less diversified.
5 reasons to watch out for higher volatility
Volatility re-emerged in 2018 with a vengeance, creating challenges for investors who have become complacent by last year’s placid conditions.
My two favorite recession indicators
Our economy is slowing, and with partial yield curve inversion, investors are worried we’re heading into a recession. But two other indicators have a better track record at signaling one.
Anatomy of an economic slowdown – economic uncertainty becomes a headwind
Softening data YTD and yield curve inversion have raised concerns that growth could slow more sharply than expected, or even contract, resulting in a recession.
Equities sail into late-cycle headwinds
The end of 2018 may not have been a temporary rough patch for traditional equity investments, but the beginning of what could be a more extended period of challenged profits and heightened volatility.
Is now the time to invest in high yield?
To help answer the question, “Is now the time to own high yield?,” Robert Hoffman looks at the current fixed income environment as well as the performance of high yield and traditional core fixed income assets over previous market cycles.
