- Joe Innace
TOP-TIER Investment Research for the Masses
Anyone tuning into CNBC, Bloomberg, Fox Business or following the markets in the major financial press has most likely seen or read about Tom Lee. He founded New York-based Fundstrat Global Advisors in 2014, after more than 20 years and having received numerous accolades as a Wall Street strategist with Kidder Peabody, Saloman Smith Barney and J.P Morgan. Most recently, in 2020, he launched FSInsight as an offshoot company of Fundstrat.
- Joe Innace
Worried about market volatility? Don’t be.
The war in Ukraine. The pandemic. The subprime mortgage crisis. The DotCom bubble bursting. These are all crisis events that created varying degrees of market volatility. They are painful, unforeseen times when investors tend to seek safe havens — but often no asset class is safe. And such events have given rise to a financial planning and investing concept known as crisis correlation.
“I got crushed personally, as well as friends and family and nearly everyone in the equity markets, back in 2000 when the dotcom market crashed,” Scott Andrews, CEO and co-founder of InvestiQuant told Advisors Magazine in a recent interview. “Almost everything sold off; virtually
- Joe Innace
A Vaccine for Financial Instability
With families and nations scrambling to hang on during the economic rollercoaster of the COVID-19 pandemic, more than 50 top researchers from around the world are coming together in the G53 Financial Literacy and Personal Finance Research Network. Launched in early December 2021, the new group aims to expedite research and solutions that can help people be better prepared for financial crises, big and small.
The G53 Network brings together the best researchers in the field of financial literacy and personal finance. The group refers to itself as the G53 Network in recognition of the academic code – G53 – that denotes the field of financial literacy. Fittingly, the network launches with 53 founding members from around the globe.
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Jun 27, 08:33 am
TOP-TIER Investment Research for the Masses
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Jun 10, 08:57 am
Worried about market volatility? Don’t be.
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Jun 07, 06:56 am
A Vaccine for Financial Instability
- By Ataman Ozyildirim, Senior Director of Economics & Dana M. Peterson, Chief Economist
Leading Economic Indicators Aren’t Signaling a Recession—At Least Not Yet
ADVISORS MAGAZINE EXCLUSIVE - Assorted yield curves have inverted, which have historically signaled an end to good economic times. On March 31, the yield on 2-year Treasuries rose higher than that of the 10-year Treasury yields for the first time since 2019. But, the spread between the 10-year Treasury yields and the Federal Funds rate, a component of The Conference Board Leading Economic Index® (LEI) remains positive. And The Conference Board’s canary in the coal mine is still singing.
Risks to the global economic outlook from the war in Ukraine and tightening Fed policy notwithstanding, our leading
Experts polled recently for Bankrate’s First-Quarter Economic Indicator say there’s a 33 percent chance that the U.S. economy could contract in the next 12 to 18 months, with key downside risks surrounding the conflict in Ukraine, high inflation and tighter monetary policy.
“It would be bad news if the Fed is steering the economy straight toward recession-ville,” reported Axios, an American news website based in Arlington, Virginia. “But bond market indicators so far are more consistent with a slowdown in activity that helps rein in inflation without slipping into an outright economic contraction.”
Many registered investment advisors (RIAs) and other financial professionals in the United States may wince when it comes to the myriad of regulatory and compliance matters they are required to address. It can be especially daunting for RIAs required to register with the U.S. Securities and Exchange Commission (SEC), or state securities regulators.
Well, hold on to your hats; because, if anything, the regulatory environment is poised to become even more intense. The good news is, there is plenty of expert help available from those who specialize in serving the compliance needs of RIAs and other financial advisory professionals.