For weeks, I watched the evolving coronavirus crisis the way one observes an avalanche: it looks distant until suddenly it is upon you. I was inclined to take advantage and “buy the dips.” Then, something snapped: I started selling. I wanted cash. I panicked.
There. I said it.
Read moreRisk. Mention the word, and many investment professionals pause. Traders, hedge funds, and a few quantitative firms and their algorithms may love risk. But these days, the preponderance of investors, advisors, strategists, and their clients—not to mention the individual investor
Read moreWe are now four months into the Trump administration, and the Washington soap opera is in no immediate danger of cancellation. Aside from a few brief selloffs, markets have been chugging along on a different track, largely shrugging off political drama.
Read moreAfter a dramatic start to the year, with equities rallying worldwide and bond yields rising in anticipation of stronger economic growth, markets have entered one of those eerie calm periods whose very placidity tends to spook investors. It’s springtime, and while the weather becomes progressively milder, investors seem less certain than ever.
Read moreFor several years, investors have anticipated a “great rotation” from bonds into equities, and for several years, they were dead wrong. In fact, even as equities were quietly rising for the past years, both domestic and international money has continued to surge into bonds. At long last, that is beginning to reverse, which demands a reconsideration of strategies that seemingly have worked so well and so easily for so long. As long as bond prices were rising, pouring money into assets that had a certain return looked like a slam dunk. No longer.
Read moreSpecial Webinar on Post-Election Winners and Losers
Read moreWhere’s the market headed next? Matt Maley of Miller Tabak and Zachary Karabell of Envestnet discuss with Brian Sullivan.
Read moreRecent volatility notwithstanding, what has been striking about 2016 as an investing year is how relatively good it has been. In fact, the return on a diversified portfolio this year is competitive with many major asset classes, and has restored (for now) some confidence in the age-old mantra of diversification being among the most prudent of investing strategies.
Read moreIf the Federal Reserve raises rates in its September meeting, how would markets respond? Larry McDonald of ACG Analytics and Zachary Karabell of Envestnet discuss with Brian Sullivan.
Read moreThe Envestnet Edge from September 2016
Read moreCraig Johnson, Piper Jaffray Senior Technical Strategist, and Zachary Karabell, Envestnet Head of Global Strategy, discuss their outlooks for the S&P 500 under the shadow of the Fed with Melissa Lee.
Read moreSince the start of the year, stocks, bonds, oil and gold have all risen. Zachary Karabell of Envestnet and Gina Sanchez of Chantico Global discuss with Dominic Chu.
Read moreSmart place to find yield, or risky pick of last resort? Zachary Karabell of Envestnet and Gina Sanchez of Chantico Global discuss emerging market debt with Dominic Chu.
Read moreAs stocks climb to new highs, many investors are concerned about whether today’s equity valuations are reasonable. But the debate over valuations and whether equities are frothy often misses a key element: nothing exists in a vacuum.
Read moreThe Envestnet Edge for July/August 2016
Read moreThe Envestnet Edge from June 2016
Read moreIt is a time-honored tradition in the world of investing to use sports clichés. Yes, it’s a cop out, a failure of collective imagination, but rather than fight it just now, we are going to jump on that bandwagon. And not just sports clichés; we’re going to embrace all clichés—after all, most clichés have a real kernel of truth.
Read moreThe Envestnet Edge from May 2016
Read moreThe Envestnet Edge from April 2016
Read moreChina was poised to make its largest-ever investment in the United States this past week, after the Chinese insurance group Angbang topped Marriott in a bidding war for the Starwood hotel chain. The offer was extremely attractive: $14 billion in cash. But a chorus of skeptics urged Starwood to say no.
Read more