Comment & Analysis Archives - Page 116 of 519

Landmark Broadridge Study of More than 40 Million U.S. Retail Investors Highlights the Dramatic Shifts in How Americans Invest

May 23, 2024

The rise of younger investors and self-directed investing has led to asset managers, broker-dealers and advisors evolving their practices to better serve a more diverse class of investors across generations.

Comment & Analysis

Equity markets should see further upside in 2024

May 22, 2024

With the US stock market facing near-term pressures from slower economic activity, we tactically lower our portfolio exposure here to strategic levels and increase exposure to UK stocks.

Comment & Analysis

Can women really have it all?

May 22, 2024

Charlotte Tague, Investment Director at Investec Wealth & Investment (UK), talks about the unique difficulties facing mothers in the workplace and some developments to consider going forward.

Comment & Analysis

No Easy Bets Except maybe in Tech

May 21, 2024

April retail sales growth too fell short of expectations, and downward revisions to previous months’ data added weight to the concerns surrounding consumers’ spending power. 

Comment & Analysis

The effects of a general election on the new tax year, according to LGT Wealth Management’s David Lane

May 21, 2024

This time, we have David Lane, Partner and Technical Director at LGT Wealth Management. David shares some advice for the new tax year and weighs in on the effects of a potential general election.

Comment & Analysis

To scale or not to scale a growing advice practice?

May 21, 2024

In particular, scaling up as a boutique advice firm can present advantages, such as servicing a greater number of clients, but also requires additional time and expenses.

Comment & Analysis

Private Equity Is No Place for Your Clients' Retirement Money

May 21, 2024

Yes, public markets are risky, but at least they are transparent. And they remain the best option for all but the most experienced investors.

Comment & Analysis

Is the stock market's advance too narrow?

May 21, 2024

If these stock market gains reflect unfair competition in the economy, and the monopolistic abuse of market power, they could undermine the credibility of capitalism and even threaten its viability.

Comment & Analysis

How Does Gen Z’s Wealth Now Compare To Baby Boomers in Their 20s?

May 20, 2024

This prevents them from accumulating wealth for the future at the rate many boomers did.

Comment & Analysis

Wealthy Americans Growing Cautious About How They Spend.

May 20, 2024

LVMH Moët Hennessy Louis Vuitton, meanwhile, said last month that demand for high-end liquors has declined sharply in the U.S., leading to high inventory levels.