12/28/2016
A wide-ranging economic analysis suggests the top 1% continues to earn vastly more in the markets than the average U.S. citizen; but the middle class is gaining ground thanks to pensions and DC plans.
12/28/2016
Our latest outlook for 2017 reviews US Small and Mid Cap equities. Schroders' US Small and Mid cap team comment that Donald Trump's election victory makes US-centric parts of the market more attractive.
12/27/2016
Looking ahead to 2017 and the inauguration of US President-elect Donald Trump, CIO of Tavistock Investments, Christopher Peel, compares US and UK bond markets and gives his insight into how investors should be re-positioning their portfolios:
12/27/2016
But Fortune has picked through Wall Street’s analysts 2017 outlook reports to find the most interesting predictions for the coming, unprecedented, new year.
12/27/2016
Sustainable or responsible investing are also commonly used terms for this approach.
12/26/2016
In fact, Berkshire's cash is not entirely unencumbered: Remember that one of the company's significant business lines is insurance.
12/26/2016
Twenty years ago, state worker pensions consumed just 3 percent of the state budget. Today, that burden is nearly 25 percent.
12/26/2016
If you thought 2016 was an up-and-down year, next year could be an even bumpier ride, say the investment pros we spoke with.
12/26/2016
As a result of these changes, competition between hedge funds and traditional asset managers is becoming more commonplace, since they are now competing for the same investor assets.
12/26/2016
Today’s wealth managers are always looking for ways to provide more efficient and personal service to their clients.
12/26/2016
So, let me look back at the year’s 10 most important stories affecting people’s finances:
12/26/2016
"I am utterly conscious of the country's problems and the task I have before me," he said.
12/26/2016
But let’s examine more closely Berkshire Hathaway’s recent investments.
12/23/2016
Large advisor practices are choosing to leverage home-office research in their portfolio construction process in order to increase investment management efficiency.
12/23/2016
Productivity must increase in order to drive global economic growth in 2017 and in 2018.
12/23/2016
For the fixed income market, we see 2017 still very much as a story of the search for yield.
12/23/2016
SWFs cited a wide range of factors that led to success in private markets
12/23/2016
The group is forecasting that the US S&P 500 index will close the first half of 2017 at 2,478, up 10.7% from its current level, before rising to 2,533 by this time next year.
12/21/2016
While most people would prefer to close the door on 2016 and never look back, the reality is that the drama of last year is yet to fully unfold.
12/21/2016
He’s amassed his riches by studying financial and economic trends and understanding how they fit together, according to a 2011 profile in The New Yorker.