A typical core fixed income bond fund manager’s alpha is often positively correlated with the returns of broad equity benchmarks like the S&P 500. That means an investor’s actively managed fixed income holdings may perform more like equities than bonds. How problematic is this? Daniel Morillo is here to explain….
With interest rates now expected to be low through 2014, investors are relentlessly searching for yield. While Russ believes that REITs are a reasonable alternative for income-seekers, he explains why he’s sticking with his neutral view of the sector. …
Markets have rallied in response to new monetary stimulus from major central banks. With bullish sentiment on the rise, Russ explains why it’s important to know what kind of bull market we’re experiencing today….
Things seem to be looking up in the equity space, and yet US Treasury yields still aren’t reflecting recent improved economic data. Matt Tucker takes a closer look at whether the bond market knows something the equity market doesn’t….
Russ explains why fears over the solvency of larger states – particularly California and New York — may be exaggerated. …
After reading a new list of the 10 worst states for retirement, Sue couldn’t be happier that she plans to retire in Arizona. …
With the European crisis dragging on and the continent likely to experience a recession, European stocks have become very cheap. While much of the region appears inexpensive for a reason, Russ explains why that’s not the case for some countries in Northern Europe. …
While Russ agrees with many of the findings in a new McKinsey Global Institute report on deleveraging, he says it’s worth emphasizing how dependent US consumer deleveraging is on government re-leveraging. …
Underfunded retirement accounts. A jump in bankruptcies among senior citizens. Sue shares 12 scary facts about how unprepared Americans are for retirement and explains why it’s time to use these facts to have a frank discussion with your financial advisor about your future retirement. …
Last year Russ liked mega-cap, quality stocks as a defensive play to ride out the year’s market volatility, economic shocks and political paralysis. Does his call still hold for 2012? Learn why Russ is answering that question with a resounding yes.
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