Have value stocks lost their vigor? That's the misconception in the markets. Value stocks have under-performed growth stocks over the past decade.
Are we seeing the end of the current market cycle? Investors have been discussing this question, spurred by heightened market volatility and increased concerns about slowing growth globally. Naturally, this has led investors to draw comparisons between today’s environment and the economic conditions that preceded the financial crisis of 2007-2008.
August was a month to remember. Volatility returned as investors had plenty of news to digest.
Assets other than cash are prime candidates for donations. The average donor has more wealth in illiquid, non-cash assets than in cash and publicly traded stocks. This can include property such as real estate and business interests, along with items like cryptocurrency, collectibles, mineral rights, artwork, or intellectual property. Unlocking the value in these types of assets can be extremely favorable for both donors and charities.
We’re in the midst of the longest economic expansion in U.S. history, the stocks are within range of record highs – and we still have a few weeks left of summer. You as an investor should be feeling great, right? But you aren’t. Why do you think that is?
Private markets give investors a broader and deeper opportunity set as compared to traditional investments in public markets. This is due in part to the number of publicly traded companies shrinking in recent years. Private equity funding, such as in real estate, venture capital, and hedge funds, can improve portfolio performance over the long term as compared to public markets.
Have you been impacted by the recent Capital One data breach, or the massive breach involving Equifax in 2017? Given the number of people impacted by these two breaches, it’s quite possible. We’ve highlighted key aspects of the recent Capital One data breach (including how to check to see if you’ve been affected), details of the proposed Equifax settlement and practical considerations for consumers.
Earlier this year, we shared our long-term capital markets outlook for 2019 and the key five themes that framed our expectations. Now that we’ve hit mid-year, we want to explain how our thoughts on the original themes have evolved.
While we don’t recommend a rebalance right now, we do caution and would advise against investors attempting to reach for risk, given the potential for slower growth, full valuations and macroeconomic uncertainty.
Investors for years have been debating which type of investment strategy is better: active or passive. In trying to answer this question, it can be helpful to consider the data.
Geopolitical tensions often dominate the news cycle. On any given day in recent months, you are likely to read or hear about trade negotiations between the U.S. and China, Brexit, or developing nuclear powers in Iran and North Korea. Should investors care? Or, more importantly, should investors act on these headlines?