many investors ask themselves how to optimally position their portfolios for the new environment. We looked in the rearview mirror to examine how convertible bonds performed during such periods in the past. Since 1994 (when the Refinitiv convertible bond indices were launched), w...
Though Trump has given up on ESG and DEI initiatives, investors don't have to. Jeff ReevesFeb. 12, 2025 7 Top Performing Equal Weight ETFs These seven equal weight ETFs offer a more balanced approach to superior performance. Glenn FydenkevezFeb. 12, 2025 ...
The recent weakness in the Dollar may continue, providing tailwinds for gold, technology stocks, and foreign stocks.
Fed interest rate moves are often seen as a signal to bond investors, and beginning in 2022, yields on bonds across the board rose as the Fed raised the fed funds target rate from near 0% to a peak of 5.50%. In October 2023, 10-year Treasury yields topped out...
As we enter this easing cycle, historical data offers valuable insights into how different asset classes, such as bonds, equities, foreign exchange (FX), and gold, have performed during similar phases. This backdrop then informs our guidance on how investors can position their portfolios to ...
Your modified adjusted gross income (MAGI) is slightly different from your adjusted gross income (AGI), but both are key metrics to understand. If you're confused about the difference between MAGI vs AGI, we've got your back. Learn more about how MAGI an
But not all investments grow at the same speed. Here's how different investments have typically performed: Bank savings (1970 to 2023): Usually doubled every 10 to 14 years1 Government bonds: Typically doubled every 10 to 12 years2
Research that examines lived experience and how emerging adults seek to create wellbeing in their daily lives through nature is limited. This paper addresses this gap by providing unique insights into how emerging adults perceive and experience nature as
Modified duration measures the average cash-weightedterm to maturityof a bond. It is a very important number for portfolio managers,financial advisors, and clients to consider when selecting investments because—all other risk factors equal—bonds with higher durations have greater pricevolatilitythan bo...
How Have Stocks Performed at the Onset of the World Wars? World War I: Stocks fell around 30% at the outbreak of WWI and markets were closed for six months. When they reopened, the Dow rose more than 88% in 1915.11 World War II:The stock market actually rose by 10% just after Hitle...