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Archives for March 2021
MAKE SURE YOU ARE INVESTED IN SOME BENEFICIARIES OF AN ACCELERATING ECONOMY
MAKE SURE YOU ARE INVESTED IN SOME BENEFICIARIES OF AN ACCELERATING ECONOMY Laggards of last decade coming to life Value stocks should outperform growth Small-caps should outpace large companies International stocks, particularly in emerging markets should lead domestic Watch the related WEALTHTRACK episode.
FINANCIAL THOUGHT LEADER PAUL MCCULLEY SAYS BOTH FISCAL & MONETARY HELICOPTER MONEY ARE ESSENTIAL
Before retiring from bond giant PIMCO Paul McCulley was a financial thought leader in macroeconomics, fixed income and Fed policy. He still is. He explains why massive amounts of government and monetary stimulus are vital for economic growth and societal stability.
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Cyclical & Value Stocks Shift is Durable
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RICHARD BERNSTEIN EXPLAINS WHY THE MARKET LEADERSHIP SHIFT TO CYCLICAL & VALUE STOCKS IS DURABLE
Leading asset allocation strategist Richard Bernstein explains why the shift in market leadership from stable growth stocks to cyclical value ones is normal and durable, and how to participate.
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MORNINGSTAR’S JOHN REKENTHALER EXPLAINS WHY ETFS WILL SURPASS MUTUAL FUNDS AS THE INDUSTRY STANDARD
Part 2 of 2
John Rekenthaler has been tracking mutual funds at Morningstar since 1988. He correctly predicted early on that index funds would surpass actively managed funds. Now he sees a similar trend for ETFs as they attract record amounts of cash and mutual funds suffer outflows.
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