Tag: bonds
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Opinion: How you feel about the market matters more than the stocks and bonds you like
[ad_1] Seventy-one years ago, Harry Markowitz revolutionized how individuals and institutions invest by drawing attention away from individual security selection and focusing it on portfolio construction more broadly. To Markowitz, which stock a portfolio held mattered far less than the mix of stocks, bonds and other broad asset classes. Moreover, long-term benefits could be gained…
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Stock market strategist David Rosenberg gives the Fed no credit — and no mercy
[ad_1] It’s said that you don’t know an economy is in a recession until it’s in one. Or as David Rosenberg puts it: “Recessions are like an odorless gas. They sneak up on you.” These days, Rosenberg is looking for fresh air. A former chief North American economist at Merrill Lynch and now president of…
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Gold should be dead, but somehow it’s still adding value
[ad_1] Why isn’t gold dead yet? It hasn’t served a vital economic function since the government stopped treating it as money back in 1971. Actually you could argue it stopped being necessary long before that. Yes, people still use it in jewelry. They also use it in some technological equipment, and sometimes in dentistry. But…
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Your retirement lifestyle is largely determined by this surprising thing
[ad_1] Most of what we focus on when planning for retirement makes little long-term difference. The single biggest determinant, having more importance than all other factors combined, is the performance of the stock and bond markets. We nevertheless tend to ignore the powerful role they play because we are helpless to alter their future course.…
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Recession canceled? U.S. stock market ‘pretty frothy’ after S&P 500’s strongest first half since 2019
[ad_1] The S&P 500 index just wrapped up its strongest first half of a year since 2019, as a U.S. recession feared near by many investors seems perpetually further away than anticipated, leaving the stock market rally’s momentum for the rest of 2023 in question. It’s “difficult to gauge” when the “liquidity unleashed” by the…
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Opinion: A mild global recession is coming, Nouriel Roubini says.
[ad_1] There are currently four scenarios for the global economic outlook. Three of these entail potentially serious risks with far-reaching implications for markets. The most positive is a “soft landing,” where central banks in the advanced economies manage to bring inflation back down to their 2% targets without triggering a recession. There is also the…
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Here’s where BlackRock sees investment opportunities in ‘new macro regime’
[ad_1] Investors have entered “a new macro regime” with monetary policy that probably will be “tight” for the long term and is shifting market opportunities in an unfriendly backdrop for broad asset-class returns, according to BlackRock’s 2023 midyear outlook report. Central banks may be “holding tight” as they continue to lean against inflationary pressures, representing…
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These money and investing tips can get your stock and bond portfolio into shape
[ad_1] Don’t miss these top money and investing features: Sign up here to get MarketWatch’s best mutual funds and ETF stories emailed to you weekly! INVESTING NEWS & TRENDS The bulls finally control the stock market and the signs point higher Large-caps are plowing ahead and leading the way. S&P 500 chart offers little resistance until…
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Odds of U.S. ‘hard landing’ rising after Fed’s refusal to pause rate hikes earlier this year, warns Cam Harvey
[ad_1] Odds of a “hard landing” in the U.S. are rising, warns Campbell Harvey of Research Affiliates. That’s because the Federal Reserve has this year continued battling inflation with interest-rate increases, on top of aggressive rate hikes over the past year, to compensate for being too slow to realize the surge in cost of living…