Groundhog Day for the Reopening Trade?

by Charlie Toole, Vice President and Portfolio Manager

Time for Investors to Consider Cash?

The stock market has had a remarkable run-up, and many think it’s more than due for a correction. For loss-conscious investors, does that make now a good time to cash out?  In our webinar Rocket or Rollercoaster: Where Will the Markets Go From Here?, Research Analyst Liz Laprade talked …

Are Growth Stocks Worth the Price?

Are investors paying too much for growth stocks? Some fund manager and investors claim better results can be obtained by opting for securities which provide “growth at a reasonable price,” and paying close attention to valuation ratios when investing. In our webinar Rocket or Rollercoaster: Where Will the Markets …

Is the 60/40 Investing Approach Still Sound?

Is the 60/40 Investing Approach Still Sound?

Vanguard to Offer Private Equity Investments to Individuals

Vanguard to Offer Private Equity Investments to Individuals

Your Question Answered: Investing in China—Risk or Opportunity?

This week’s reader question is about investing in China: What is your outlook on China and is this an area of opportunity for equity investors? What are the risks and how are you factoring China’s evolving regulatory and control policies (toward its companies) into your outlook? Chief Investment Officer Jim Lowell …

Fidelity Takes Lending Into Its Own Hands

Fidelity Takes Lending Into Its Own Hands

Is the Market Overvalued?

After the best 12 months for the S&P 500 in more than 60 years through March 31, 2021, are stocks overvalued? And why has the health care sector failed to participate in robust gains? Research Analyst Liz Laprade looked at current valuations and health care companies in our recent webinar,* Read More keyboard_arrow_right

Can Global Stocks Bounce Back?

This week’s reader question is about global stocks: What is your thinking on investing in international stocks? Will slower vaccine deployment abroad have an impact on valuations? Josh Jurbala, Quantitative Investments Manager, had this to say: We’ve been asked this a lot lately. The question is a smart one because you’re focusing …

Is the Market Overvalued?

After a strong rally pushed stocks into record territory in 2020, are stocks overpriced today? Vice President Steve Johnson and Research Analyst Liz Laprade discussed the valuations in the U.S. and abroad in our recent webinar,* A Tale of Two Recoveries: Will Main Street Catch Up With Wall …

Impacts of Biden Administration Policies

We’ve received numerous questions from clients asking about the new Biden administration and its relationship with Wall Street, as well as the potential impact of new policies on the economy, markets, energy and municipal bonds. Chief Investment Officer Jim Lowell explains his thinking in our recent webinar,* A …

What Do Market Indexes Really Tell Us?

What metrics can investors use to understand how the overall market is doing when a small number of companies are really outperforming? Portfolio Manager Charlie Toole explained why he looks at equally weighted market indexes in our recent webinar,* Looking Beyond the Election to the Recovery’s Future. Please …