Cornerstone Macro's Nancy Lazar is optimistic about a recovery but points out risks.
Coronavirus-induced market volatility is another in a long string of blows to the global economic recovery. But investors should look through the disruptions for free-cash-flow companies with healthy balance sheets and resilient, if not robust earnings.
It's one of the best times to invest in emerging markets.
The U.S. Federal Reserve has roiled markets with its latest rate hike and comments from Chairman Jerome Powell, who disappointed many investors as insufficiently dovish in his December 19 remarks.
Emerging market stocks are trading near bear market territory, but that's par for the course for longer-run, rising returns.
High-quality bonds and defensive stocks are on the ropes. And U.S. blue-chips look poised to roll over, if history is any guide. But what if it isn't?
Stocks slide on rising rates and yield curve inversion concerns, but a recession doesn't look likely, judging by other economic data and the high-yield bond market.
Can long/short alternative equity strategies work as a "bridge" between equity and fixed income? It's an interesting question recently posed to us by a wealth advisory team. Both asset classes become...