As with many things in life, navigating capital markets would be easier if everyone had a crystal ball or a 1985 DeLorean equipped with a flux capacitor to provide a glimpse of what’s ahead. However, there are some popular metrics that market w
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This latest bout of market volatility has been unsettling, especially after such a strong multi-year run for stocks. At times like these, historical perspective can be helpful. Here, we’ve assembled some charts that help make the case for stayi
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As investors who focus their investments on retirement or other financial goals, we know market volatility can be unsettling, but it is also a natural and necessary part of investing. The simple key is to stay disciplined, focus on those goals, and c
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Recent Market Performance
Equity markets have been experiencing heightened volatility, with declines raising concerns among investors. Last week marked the worst performance for stocks since September, driven by ongoing uncertainties s
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China’s top legislative body, the National People’s Congress (NPC), kicked off its annual meeting on Wednesday, March 5. This week-long concave, which also includes the Chinese People’s Political Consultative Conference (CPPCC), bri
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Key Takeaways:
• Softer real spending in January was a catalyst for traders to reset expectations for growth. Most notable moves were in bond markets as yields dipped on the 10-year Treasury.
• Investors will con
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Historical Challenges Revisited
Many observers note that large cap active managers have often struggled to outperform their benchmark indexes. This was one of many insights we discussed in our recent blog “Why Not Both? Blending
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Fourth quarter earnings season is nearly complete, and it has been a good one. S&P 500 companies grew profits more than 18% year over year, according to FactSet data, with mega cap technology and financial companies doing most of the heavy liftin
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The latest weekly sentiment survey data from the American Association of Individual Investors (AAII) released today shows significantly bearish sentiment from investors, marking the fourth consecutive week of predominantly bearish sentiment.
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Chinese equities with artificial intelligence (AI) exposure have surged since AI start-up DeepSeek briefly rattled U.S. tech stocks with its low-cost, open-source model that rivaled the performance of its much larger U.S. rivals at a fraction of the
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