Defense Is the New Offense
Aerospace and defense stocks may have benefitted the most from the Trump administration. The aerospace and defense (A&D) GICS Level 4 sector is up 49% since the inauguration.
Has it only been 13 months since Donald Trump was sworn in as president?
The eight-year bull market may feel long in the tooth, and the tech sector in the U.S. has been unstoppable. But some traders are looking much further to find profit in tech, and the “BAT”stocks are fast becoming a favorite buy.
Have you ever seen a bad back-test? Investment professionals have been jokingly asking that question for years, and the answer remains the same: of course not.
This is an exciting time to be an investor, but it’s also a very uncertain one. Risks to both the upside and downside are much higher than they were even…
What does financial success look like for your clients? Is saving and investing about becoming wealthy, or is it really about securing a reasonable retirement, putting children through college, or buying that first home?
Fixed-income factors are not as widely discussed as equity factors, but they are equally important in designing a target date portfolio in an attempt to improve participant outcomes.
Globalization, China, slow growth, and “transitory factors” such as cheaper cell phone plans help explain stubbornly low inflation. But they’re not the whole story.
Each factor of a fixed-income portfolio—so interest-rate sensitivity, credit exposure, and inflation sensitivity—may play an important role in constructing a dynamic fixed-income portfolio for target date investing.
Another common factor in fixed-income investing is credit exposure because investing in securities with an element of credit risk has historically generated positive risk premiums over time.