Comment & Analysis

5084 articles found

Comment & Analysis

Earnings season: What does it tell us?

After every financial quarter, investors and analysts eagerly wait for the largest companies to report how well their businesses have performed over the previous three-month period. Companies announce their quarterly finances, the state of their respective sectors and whether they beat investors’ initial expectations.   But not only do they announce how well they’ve done […]
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Comment & Analysis

Including private investments in an asset allocation

As we look at the current market dynamics of high interest rates, prospect for lower economic growth, and higher correlation between stocks and bonds, we believe that investors today should look beyond the traditional stock-bond portfolio to one that includes alternatives, like private investments and hedge funds, which can provide diversity of returns and better […]
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Comment & Analysis

Commodities: a structural allocation for the next decade?

Are commodities staging a comeback? Commodities have come under greater scrutiny in recent months. Being one of the only winners in 2022, where most assets saw huge declines, investors have been asking if commodities should play a more strategic role in multi-asset portfolios.   The post-global financial crisis era saw an unprecedented period of loose […]
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Comment & Analysis

US’s ‘March’ bank crisis is likely to linger longer

Key takeaways US banks posted solid first-quarter earnings, but concerns over smaller lenders’ balance sheets persist Fed steps to stem contagion to the financial sector have helped; further actions may include higher deposit guarantees. However, tighter regulation is likely, and it will weigh on US banks’ profitability Tougher lending conditions are slowing economic activity. We […]
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