AAMA: Are The Bubbles Behind Us?
Many aggressive asset classes are now priced in line with their fundamentals or even at a discount, but the lost wealth will sting for some time.
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Morningstar Market Perspective: When Others are Fearful, Focus on Goals
If staying the course is the recommendation, how can investors commit more capital when uncertainty is so high and trailing returns are depressed?
BlackRock: What It Takes To Make Bonds Work Again
When investors desperately need a way to hedge equity risk, their most reliable tool is still broken: bonds. Conditions just aren't supportive.
Brinker Capital: Just What We Need, Another Acronym
CANZ is shorthand for copper, aluminum, nickel and zinc: four of the world’s most important industrial metals. It's worth watching how they move.
Rareview: Bicycle Is The Slow Death Of The Planet
Demand destruction in Germany points to further supply chain disruptions and motivate new asset allocation decisions for global investors.
Schafer Cullen: How Value Historically Defies The Bear
The only good news in all of this is that historically difficult markets tend to be very good for the relative performance of value investment styles.
Alpha Vee Strategy Spotlight: What's In The Risk Managed SMID Top 5 Sector Equities Index?
SMID caps are generally less covered by analysts, less liquid, and generally more volatile in the short and medium term than large caps.
