Driven largely by the lack of real interest rates, bond investors are faced with a “Perfect Storm,” resulting in historically low interest rates with real interest rates explaining the largest part of the problem. This paper will discuss this environment.
There are two popular views regarding the economy and monetary policy. One is that the U.S. economy is on the edge of tipping into recession. The second is that with interest rates so low, the Federal Reserve (FED) does not have the ability to stimulate the economy.
In this article, we show returns for portfolios comprised of high-ESG scoring companies. More importantly, we use attribution analysis to show contributions from sector, industry, and stock selection within these portfolios.
Soon after the market bottom of March 2009, we stated that the sharp week-long market drop in October 2008 resembled the market “crash” of October 1987.
Contrary to more common opinions, we believe that Financials stocks’ profitability can be independent of interest rates, even in low rate environments.
Throughout the nearly eight-year stock market advance from the recession low of March 2009 through the record highs of March 2017, we have seen some analysts caution investors with regard to owning stocks.
Each country has to decide how to allocate its resources; land, labor and capital. Given these resources are limited, they are precious and need to be allocated in an efficient manner.
With some input and urging from me, and a lot of research on his own, Tom Howard Ph. D. of AthenaInvest developed a system to classify money managers by strategy.
The Federal Reserve (FED) was formed in 1913 by Congress as an independent government agency, with the intention that it would be free from political pressures.
Equity investors can be categorized into a broad range of equity strategies, including valuation-based approaches, whereas bond investors generally think in terms of interest rates and duration management.
Investing in securities involves inherent risks, including the risk that you can lose the value of your investment. There is no assurance that the investment process will consistently lead to successful results.
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