This year started on a strong note with global equity markets gaining 8.9%. Pierre Debru reviews how equity factors behaved in the first quarter of 2024 and how investors’ portfolios were impacted as a result.
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Following last week’s “hotter” than expected CPI release, the sole focus for the money and bond markets was to, yet again, dial back their Fed rate cut expectations. Ahead of the May FOMC meeting, Kevin Flanagan dives into an aspect of Fed policy decision-making that has been flying under the radar: the balance sheet.
When it comes to articulating data related to monetary policy outcomes, the FOMC has conveyed an awkwardly varied set of targets. Sam Rines discusses the FOMC's changing targets and data points related to monetary policy outcomes.
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The first three months and change of 2024 has brought with it a rather noteworthy shift in bond market sentiment. With Fed policy decision-making remaining data dependent for the foreseeable future, Kevin Flanagan discusses why investors should consider using the time-tested barbell strategy to navigate not only the current setting, but more importantly, what potentially lies ahead.
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On a recent episode of the Behind the Markets podcast, Jeremy Schwartz and Christopher Gannatti spoke with Dan Ives, Managing Director and Senior Equity Research Analyst at Wedbush Securities. They discuss the current state of the tech market and its comparison to 1995, AI beyond Nvidia and predictions for biotech in 2024.
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The financial world passed a milestone in 2024: for the first time, the assets managed by passive investment strategies in the U.S. exceeded those under active management. Against this backdrop, Joseph Attia discusses the shift toward indexing at the cost of active managers’ market share.
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