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  • The Longevity Phenomenon: Impact on the World
    Macroeconomic Analysis

    The Longevity Phenomenon: Impact on the World

    The longevity phenomenon has given rise to a unique problem. The world’s population is aging rapidly, which could have a negative impact on productivity and growth rates.

    By Chip Castille
  • The Importance of Rebalancing Your Portfolio
    Macroeconomic Analysis

    The Importance of Rebalancing Your Portfolio

    Rebalancing your portfolio means bringing the portfolio back to the asset allocation levels specified in the financial plan. Not rebalancing can expose you to higher risk.

    By BlackRock
  • Financials

    Rate hike horizon: September’s jobs report was largely positive

    After September’s strong jobs numbers, a Fed rate hike could be on the horizon early next year. Russ explains two equity market implications.

    By Russ Koesterich, CFA
  • uploads///Valuations
    Earnings Report

    AXP’s Valuations Down in 4Q15, Targeted $1 Billion in Savings

    American Express (AXP) expects its full-year 2016 EPS to be between $5.40–$5.70. It looks to return to positive EPS growth in 2016 and is targeting a minimum of $5.60 EPS for 2017.

    By Robert Karr
  • uploads///Moving Average Analysis of the SP  Index
    Fund Managers

    What S&P 500 Index Moving Averages Could Indicate

    The S&P 500 Index is trading 1.2% above its 20-day moving average and 6% above its 100-day moving average.

    By Sarah Sands
  • uploads///IBM Has Recorded  Consecutive Quarters of Declining Revenue
    Company & Industry Overviews

    Why IBM’s Earnings Could Fall Going Forward

    International Business Machines (IBM) reported its 2Q17 results on Tuesday, July 18. The company reported falling quarterly profits and sales yet again.

    By Sanmit Amin
  • Financials

    What key PMI indicators mean for stocks and investors

    Last week, the Institute for Supply Management (or ISM) and Markit both released their reports on the Purchasing Managers Index (or PMI). The ISM’s report gave its strongest reading since February.

    By Phalguni Soni
  • uploads///
    Earnings Report

    Could Yum! Brands’ Margins Increase in 1Q16?

    With positive same-store sales growth expected in all three of YUM’s divisions, analysts are expecting the leverage to improve the company’s margins.

    By Rajiv Nanjapla
  • uploads///US Leads in Corporate Tax Rate Among Developed Economies
    Company & Industry Overviews

    Inside the Market’s View of Corporate Tax Cuts

    Are markets upbeat on potential tax reforms? The markets (SPY) (IVV) surged last week with the announcement of a phenomenal update on the corporate tax cut. The S&P and Nasdaq Comp gained ~2% in the week ended February 10, 2017. The Trump administration’s proposed tax cut is likely to boost the economy, though analysts have […]

    By Mary Sadler
  • uploads///Labor Market Situation in the US
    Macroeconomic Analysis

    Kocherlakota said the FOMC could have done more for labor markets

    In evaluating the FOMC’s performance over the past three years, Kocherlakota mentioned that the unemployment rate fell to 5.6%.

    By David Ashworth
  • Financials

    You should pay particular attention to this valuation metric

    I would pay particular attention to the Shiller P/E Ratio, which is a variation on the Cyclically Adjusted P/E or CAPE. This indicator is worth watching as it has historically correlated with long-term stock market returns.

    By Russ Koesterich, CFA
  • uploads///US equities bull run
    Macroeconomic Analysis

    Rising Stocks: Why It May Not Be Time for the Jitters

    Rising stocks have been buoyed by various factors, including the accommodative monetary policy of the Federal Reserve and robust US corporate earnings.

    By Russ Koesterich, CFA
  • uploads///projections
    Earnings Report

    Becton, Dickinson and Company’s 4Q16 Earnings Estimates

    Wall Street projected a rise in Becton, Dickinson and Company’s (BDX) adjusted net profit margins. The margins are expected to come in at ~$453 million.

    By Sarah Collins
  • uploads///payroll tax
    Financials

    Will We See a Recession within the Next 2 Years?

    In a recent interview, Jim Rogers said, “I’m on record as saying that we’re going to have a recession certainly within a year or two.”

    By Surbhi Jain
  • uploads///PCE
    Macroeconomic Analysis

    Flat Consumer Spending May Cast a Shadow over Department Stores

    According to the BEA, consumer spending remained essentially unchanged despite a 0.3% rise in real disposable income stemming from a higher savings rate.

    By Sirisha Bhogaraju
  • uploads///EPS
    Earnings Report

    Why Carlyle’s 4Q16 Performance Nosedived

    Carlyle Group posted economic net income of $0.02 in 4Q16 on February 8, which was lower than the analyst estimate of $0.41.

    By Robert Karr
  • uploads///The utilites sector is appearing overvalued
    Macroeconomic Analysis

    What Stretched Utility Sector Valuation Means

    Utility sector valuation appears stretched. 2014 was a great year for utilities, which gained 26.62% ex-dividends and were the best-performing sector.

    By Russ Koesterich, CFA
  • uploads///Estimates
    Company & Industry Overviews

    How Will Carlyle Group Perform in 3Q16?

    Carlyle expects EPS of $0.44 in 3Q16. For the full year, analysts have revised earnings expectations up to $1.44 with an implied price-to-earnings of 10.8x.

    By Robert Karr
  • uploads///Graph
    Earnings Report

    How Gilead Sciences’ Gross Margin Outshines Its Peers

    Despite a year-over-year (or YoY) drop in revenues in 2Q16, Gilead Sciences (GILD) managed to earn gross margins of about 92%.

    By Margaret Patrick
  • uploads///Share price and Projection
    Earnings Report

    Baker Hughes’s Management on Its 3Q16 Outlook

    Baker Hughes’s (BHI) management believes that international upstream operations will continue to stay pressured.

    By Alex Chamberlin
  • uploads///INdian TV market
    Company & Industry Overviews

    21st Century Fox’s STAR: A Star in India

    Twenty-First Century Fox (FOXA) owns STAR India, India’s (EPI) largest media network. STAR India develops, broadcasts, and produces programming for 51 channels in seven languages in its portfolio.

    By Shirley Pelts
  • Real Estate

    Why the housing market impacts consumption and equity investors

    This article considers the importance of investment, including residential investment, in the support of U.S. consumption data and the implications for investors.

    By Marc Wiersum, MBA
  • Financials

    US and China avoid contentious issues at the APEC meeting

    Both China and the US decided to steer clear of more contentious issues at the meeting. Accordingly, the disputes over Hong Kong and cyber space were not even brought up.

    By Surbhi Jain
  • uploads///Pfizer revenues
    Company & Industry Overviews

    How Did Pfizer Perform in 3Q17?

    In 3Q17, Pfizer (PFE) generated revenues of $13.2 billion, an increase of ~1% on a year-over-year (or YoY) basis and a 1% increase on a quarter-over-quarter basis.

    By Daniel Collins
  • uploads///Federal Surplus or Deficit as Percent of Gross Domestic Product
    Miscellaneous

    Economists Disagree with Trump’s Fiscal and Trade Deficit Views

    Donald Trump has been vociferous about cutting taxes. He intends to reduce the current seven tax brackets to three.

    By David Ashworth
  • uploads///Treasury yields continue to be on the lower side
    Macroeconomic Analysis

    Why wage growth could cause rates to rise

    Wage growth could cause rates to rise. A hike in wage rates could boost consumption and encourage individuals outside the labor force to join. This will increase disposable income.

    By Russ Koesterich, CFA
  • uploads///GDP Growth in the Eurozone Is Steady
    Macroeconomic Analysis

    Developed Markets Offer Value after the Rout

    Developed markets are offering value. The Eurozone has come out of the recession and is seeing some green shoots of growth.

    By Russ Koesterich, CFA
  • Financials

    Why investor sentiment can show overvaluation in US markets

    While valuation is important, investors should also pay attention to sentiment. The goal is to gauge how – to steal a phrase – “irrationally exuberant” investors have become.

    By Russ Koesterich, CFA
  • Energy & Utilities

    Why monetary policy’s still abnormal as the FOMC nears its target

    While addressing the Tennessee Bankers Association’s annual meeting in Palm Beach, Florida, on June 9, 2014, James Bullard explained how the FOMC is moving closer to its target while monetary policy still maintains a distance from its objective.

    By Surbhi Jain
  • uploads///Patience
    Macroeconomic Analysis

    The Federal Reserve’s patience: Is it here to stay?

    The January 2015 meeting minutes showed that several policymakers weren’t in favor of dropping “patience.” Changing the language is a big deal.

    By David Ashworth
  • Are Tougher Days ahead for Global Equities?
    Real Insights

    Are Tougher Days ahead for Global Equities?

    The IMF revealed that emerging Asia is expected to grow ~6.5% in 2018 and 2019.

    By VanEck
  • Financials

    Will consumer spending affect the yield curve and Fed funds rate?

    The Bureau of Economic Analysis will release its personal income and outlays report for March on Thursday, May 1. The report measures individuals’ income and expenditure levels.

    By Phalguni Soni
  • uploads///Turn to minimum volatility funds for safety
    Macroeconomic Analysis

    Minimum-Volatility Funds Provide Cushion During Downturns

    Minimum-volatility funds provide cushion during high volatility. These funds invest in low beta stocks and sectors that weather periods of volatility.

    By Amy Belew
  • uploads///acaafadedbfbbefafefaad
    Earnings Report

    Why Did Time Warner Stock Fall after Earnings Release?

    On February 10, 2016, Time Warner (TWX) reported its 4Q15 and fiscal 2015 earnings. The company reported revenues of $7.1 billion in 4Q15, a decline of 6% year-over-year.

    By Shirley Pelts
  • uploads///image
    Miscellaneous

    Why Energy Could Spell Worry for Wall Street Bulls

    US crude oil (USO) (USL) April futures fell 6.3% between March 2, 2017, and March 9, 2017. The fall in XLE corresponded with weakness in crude oil prices.

    By Rabindra Samanta
  • uploads///Month over Month Change in Retail Sales
    Macroeconomic Analysis

    Advance retail sales for December 2014 were disappointing

    Markets were disappointed by the weak retail sales report. Estimates for advance retail sales were $442.9 billion in December 2014.

    By David Ashworth
  • uploads///Amazons revenue growth
    Consumer

    Why Amazon’s 2Q16 Top Line Remained Strong

    Amazon’s top line increased by 31.1% YoY to $30.4 billion in 2Q16 on account of healthy e-commerce sales driven by Amazon Prime membership growth.

    By Amit Singh
  • uploads///Transport Stocks Have Seen a Multiple Contraction in
    Macroeconomic Analysis

    What Has Caused the Correction in Transportation Stocks?

    DJTI’s price-to-earnings ratio climbed from 15.7x at the start of 2013 to 20.2x at the end of 2014. This year, transportation stocks (IYT) have taken a hit, leading to multiple contractions.

    By Russ Koesterich, CFA
  • uploads///Telecom Expected Transformation and Program Costs FQ to FQ
    Company & Industry Overviews

    Why Is Sprint Cutting Jobs?

    According to Sprint, it has planned to rationalize annual costs by at least $2 billion from fiscal 2016.

    By Ray Sheffer
  • Financials

    Must-know: Why volatility is likely to tick up in September 2014

    While volatility fell over the course of August, the VIX’s daily average for last month was approximately 15% higher than its average over the previous three months.

    By Russ Koesterich, CFA
  • Financials

    Must-know: Market’s reception of the Fed’s July FOMC statement

    Treasury yields on the long-end of the curve, were down since the conclusion of the Fed’s last FOMC meeting on June 18—30-year and ten-year Treasury yields had fallen by 12 bps and three basis points (or bps), respectively over the period June 18 to July 30.

    By Phalguni Soni
  • uploads///REVENUE ESTIMATES
    Earnings Report

    Analysts Expect Medtronic’s Revenue to Rise 4% in Fiscal 4Q17

    Wall Street analysts expect Medtronic’s (MDT) revenue to be ~$7.9 billion in fiscal 4Q17, a rise of ~4% compared to its fiscal 4Q16 revenue of $7.6 billion.

    By Sarah Collins
  • uploads/// Global Growth
    Company & Industry Overviews

    What Are the Rate Hike Implications for Emerging Markets?

    An interest rate hike in the United States (IVV) is likely to pose a huge challenge to emerging markets.

    By Richard Turnill
  • Energy & Utilities

    Part 6: Mid Cap Growth MLP, Mark West Energy Partners—overbought?

    MLP’s—have retail investors gone too far? The below graph of Mark West Energy Partners, MWE, reflects exceptional growth against the S&P 400 mid cap index as well as the Morningstar mid cap growth index. This mid cap Master limited Partnership, MLP, has certainly ridden the MLP bull market. Despite the challenges faced by Chesapeake Energy, […]

    By Marc Wiersum, MBA
  • uploads///Graph
    Company & Industry Overviews

    What Could Expand Keytruda’s Revenues?

    In addition to the US market, Merck’s (MRK) Keytruda has been approved in more than 50 international markets for metastatic melanoma.

    By Margaret Patrick
  • uploads///borrowed funds fueled rise in stocks
    Macroeconomic Analysis

    Why a Chinese Market Slump Won’t Affect the Economy

    The Chinese market slump is not likely to dampen consumer spending or affect the economy. Stocks make up a mere 15% of Chinese household financial assets.

    By Russ Koesterich, CFA
  • uploads///Job creation has been robust in the US
    Macroeconomic Analysis

    Why An Improving Economy Is Good For The Dollar

    This article discusses the ways in which an improving economy is good for the dollar.

    By Amy Belew
  • uploads///Balance sheet
    Company & Industry Overviews

    MasterCard’s Leverage Is Comfortable for Expansion, Acquisitions

    MasterCard (MA) has debt of $3.3 billion with a total balance sheet of $15.9 billion as of March 31, 2016. This compares to $16.2 billion in 4Q15.

    By Robert Karr
  • uploads///market rebound has led to lesser volatility
    Company & Industry Overviews

    Market Rebound Causes Stretched Valuations

    A market rebound of more than 12% from the depths seen in October has left investor sentiment buoyant.

    By Russ Koesterich, CFA
  • uploads///Graph
    Earnings Report

    Analysts Expect Biogen’s Net Profit Margins to Rise in 3Q15

    Biogen’s (BIIB) 3Q15 earnings results will be announced on October 21, 2015. Analysts expect that the company will report lower net profit margins as compared to 2Q15.

    By Margaret Patrick
  • uploads///rate hikes longterm performance
    Macroeconomic Analysis

    Fed Rate Liftoff: Not Much Is Likely to Change

    So now that the Fed rate liftoff has finally arrived, should you flee to market sidelines? If you can believe history, the answer is an emphatic no.

    By Rick Rieder
  • uploads///China Wages in Manufacturing
    Financials

    China’s wage inflation: Bad news for corporate profits and banks

    Wage inflation in Chinese manufacturing With an appreciating currency and growing economy, Chinese manufacturers have experienced wage inflation. The cost of Chinese labor is simply becoming more expensive, as the below graph indicates. Private sector wage growth in China was 14% in 2012, while GDP growth is slowing to around 7.5% per annum. Wages are […]

    By Marc Wiersum, MBA
  • uploads///SPDR ETFS
    Miscellaneous

    Does Energy Contribute to Wall Street’s Gains?

    On December 16, 2016, at 2:19 AM EST, US crude oil (OIIL) was trading at $51.07 per barrel—an 0.8% fall compared to its closing price on December 9, 2016.

    By Rabindra Samanta
  • uploads///hands _
    Miscellaneous

    Gold Gains on US-Mexico Trade Deal—What’s the Upside?

    Gold prices (GLD) recorded their first weekly gain last week after six weeks of continued losses. What changed?

    By Anuradha Garg
  • uploads///checkmate _
    Macroeconomic Analysis

    US-China Trade Threats Continue to Escalate

    On September 14, Donald Trump indicated that he wants to move ahead with tariffs on $200 billion in Chinese imports.

    By Anuradha Garg
  • uploads///demand supply shortfall
    Macroeconomic Analysis

    Structural Considerations Could Mean Lower Yields in the Future

    Many structural considerations are likely to keep yields low in the future. Demand for Treasuries and bonds is likely to be more than the supply in the next two years.

    By Russ Koesterich, CFA
  • uploads///revenue estimates
    Earnings Report

    Medtronic’s Revenue Is Estimated to Rise in Fiscal 2Q17

    On November 22, 2016, Medtronic (MDT) will announce its fiscal 2Q17 earnings for the period that ended on October 31, 2016.

    By Sarah Collins
  • Financials

    Stellar returns: Why you should consider frontier markets

    While a traditional emerging market benchmark is up 1.5% year-to-date, frontier, or “pre-emerging” markets, have been performing well.

    By Russ Koesterich, CFA
  • uploads///CSD Market Share
    Macroeconomic Analysis

    Energy Drinks Outperform Soda Drinks in Case-Volume Growth

    An interesting development in the energy drinks industry is Monster Beverage’s strategic deal with Coca-Cola. The deal will expand Monster Beverage’s product line-up.

    By Sirisha Bhogaraju
  • uploads///eurozone deflation
    Macroeconomic Analysis

    Deflation Continues in the Eurozone: VGK Down 1.43%

    Consumer prices in the Eurozone remain in negative territory. Inflation was reported to be -0.1% in March. So, the Eurozone remains in a state of deflation.

    By Surbhi Jain
  • uploads///Chart
    Company & Industry Overviews

    Procter & Gamble: Global Giant in Household, Personal Products

    The Procter & Gamble Company, or P&G, is the largest household and personal products company in the world. It was established in 1837 by William Procter and James Gamble.

    By Penny Morgan
  • uploads///Tail risk
    Industrials

    Markets Look at US-China Trade Talks as Slowdown Concerns Multiply

    Today, another round of trade talks started in Beijing.

    By Anuradha Garg
  • Financials

    Why China’s trade is good for Apple’s sales in China

    China is becoming a relatively less expensive manufacturing base, although it’s also becoming a source of stronger revenues for companies like Apple.

    By Marc Wiersum, MBA
  • uploads///Part
    Earnings Report

    Why Walmart and Target Saw Same-Store Sales Growth in 3Q16

    Same-store sales growth came in at 1.5% in 3Q16 for Walmart US compared to 0.4% in 3Q15. Target’s (TGT) same-store sales grew 1.9% in 3Q16, driven by both higher traffic and transaction size.

    By Phalguni Soni
  • uploads///Utilities and Telecom Sectors Have the Highest Leverage
    Macroeconomic Analysis

    How a Rate Hike Could Affect High-Leverage Sectors

    Industrials, utilities, and telecommunications have much higher leverage, as these sectors have massive capital needs.

    By Heidi Richardson
  • uploads///EL cost drivers
    Company & Industry Overviews

    Why Estée Lauder’s Margins and Profitability Are Rising

    Despite currency headwinds, Estée Lauder’s (EL) worldwide gross profit margin increased to 80.3% in fiscal 2014 from 80.1% in fiscal 2013.

    By Penny Morgan
  • Financials

    Why investors piled into junk bond funds

    High market volatility usually increases risk perceptions for junk bonds (PHB). This increases spreads and yields. As a result, bond prices decrease.

    By Phalguni Soni
  • uploads///Major US Indexes after One Month of Trump Rally
    Company & Industry Overviews

    Will S&P 500 Rally Continue?

    Major US indexes showed positive movement after the announcement of US election results, and this rally has continued throughout the last month.

    By Sarah Sands
  • uploads/// MSCI EM Index
    Company & Industry Overviews

    Why Emerging Market Debt Still Looks Attractive

    Investors have tended to pull money from U.S. equity funds in the month before election day in the past four presidential elections, EPFR Global data show.

    By Richard Turnill
  • uploads///Analyst ratings
    Miscellaneous

    Why Most Analysts Are Calling Marathon Petroleum a ‘Buy’

    Marathon Petroleum (MPC) has been rated by 19 Wall Street analysts. Seventeen analysts (or 89%) have rated it as a “buy” so far in May 2017.

    By Maitali Ramkumar
  • uploads///Part F
    Company & Industry Overviews

    Mead Johnson Plans to Focus on R&D to Support Innovations

    Mead Johnson follows a strategy of investments in innovation, having expanded its liquids portfolio and rolled out its key specialty formulas across Asia.

    By Diana Key
  • Financials

    The Fed’s take on economic growth as the US dollar appreciates

    The Fed believes persistently low inflation and an appreciating dollar will impact gross domestic product (or GDP) growth in the coming quarters. A higher US dollar makes US goods less competitive in overseas markets.

    By Phalguni Soni
  • uploads///The Federal Funds Rate Has Been Stuck at around  for over  Years
    Macroeconomic Analysis

    A Softer Rebound Could Move Markets in the 2Q

    A softer rebound could move markets in the second quarter. If the economy remains weak in the second quarter, the Fed has some leeway to maneuver the rate.

    By Russ Koesterich, CFA
  • Earnings Report

    Why some bad news may be good news for international stocks

    Bad news may be good news for international stocks. Europe is struggling with deflationary headwinds and Japan is suffering under the burden of last April’s hike in the consumption tax.

    By Russ Koesterich, CFA
  • uploads///Energy drink volumes
    Company & Industry Overviews

    Mintel Forecasts Strong Growth in the US Energy Drink Market

    The US energy drink and shots market grew by 56% between 2009 and 2014, even though the category was entangled in litigation and had negative publicity.

    By Sirisha Bhogaraju
  • uploads///China Interbank  Day Repo Rate
    Financials

    China tightens monetary policy: Will this be a Japan 1990 redux?

    Interbank lending rates The below graph reflects the effects of the China Central Bank’s monetary tightening policies on interbank lending rates. The interbank seven-day lending rate spiked in June. Rates on government bonds have also risen, with the three-month yield on Chinese bills rising from 2.65% to 3.50%, and the ten-year bond yield rising from […]

    By Marc Wiersum, MBA
  • uploads///Emerging market dividend indexes are trading at a discount
    Macroeconomic Analysis

    Emerging Market Dividend Payers Currently Offer Value

    Emerging market dividend payers are offering value, given their high volatility.

    By Russ Koesterich, CFA
  • uploads///Part
    Company & Industry Overviews

    Evaluating Kraft Heinz’s Core Business Strategies

    Kraft Heinz is focusing on core business practices, including ZBB (zero-based budgeting), revenue management, and MBO (management by objectives).

    By Diana Key
  • Financials

    Why inflation scare tactics in Japan drive consumption recovery

    Private consumption growth in Japan The below graph reflects the trend in private consumption growth in Japan. As noted in Part 1, Japan’s real gross domestic product (real GDP) today is approximately where it was in 2005. The lack of overall economic real GDP growth has reflected in stagnated wage growth, as well as a […]

    By Marc Wiersum, MBA
  • uploads///A BLR
    Company & Industry Overviews

    Risk-Reward Ratio Is in Favor of Emerging Market Debt

    Emerging market debt (EMB) has attracted investor’s attention as a higher-yielding alternative in a world where yields are quickly falling below zero.

    By Richard Turnill
  • Consumer

    The must-know outlook for equities and bonds in 2014

    The Fed, in its latest announcement, has further reduced its bond buying program to $55 billion a month, signalling that the improvement in the economy is on track.

    By Mike Sonnenberg
  • uploads///demographic changes
    Macroeconomic Analysis

    Beyond the Ephemeral: Pay Attention to Demographics

    Lost in all the chatter about interest rates is a structural phenomenon that may be of far greater significance: demographics.

    By Rick Rieder
  • uploads///Vaneck gold fund
    Macroeconomic Analysis

    VanEck International Investors Gold Fund Seeks Global Exposure

    The actively managed VanEck International Investors Gold Fund (INIVX) affords investors the opportunity to add gold mining exposure through a more specialized approach.

    By VanEck
  • uploads///Chart
    Company & Industry Overviews

    AstraZeneca’s Valuation Report Card: How Did It Score?

    The fundamental factors affecting stock prices and valuation include the performance of growth platforms as well as the exclusivity of blockbuster drugs.

    By Mike Benson
  • uploads/// Infra avg age
    Company & Industry Overviews

    Is It Time to Fix America’s Ailing Infrastructure?

    The consistent decline in public spending over the last 20 years has led to weak and inefficient infrastructure in the US. According to the Bureau of Economic Analysis, the average age of highways and streets is 28.4 years.

    By Jean Boivin
  • uploads///Best Buy same store sales
    Company & Industry Overviews

    Best Buy’s Merchandising Efforts Drive Same-Store Sales in 1Q16

    Best Buy’s same-store sales in the first quarter of fiscal 2016, which ended May 2, 2015, grew by 0.6%, beating analysts’ expectations of a decline of 0.4%.

    By Sirisha Bhogaraju
  • uploads///Investment as a Percent of GDP
    Consumer

    Greenspan’s lament: Consumption is no substitute for investment

    Why it’s becoming increasingly difficult to expect sustainable prosperity from additional consumption in the U.S. economy.

    By Marc Wiersum, MBA
  • uploads///gold _
    Consumer

    Why Are Top Money Managers Recommending Gold to Hedge Risks?

    Increasing uncertainty, geopolitical concerns, and overvalued markets are giving fodder to gold (GLD) bulls.

    By Anuradha Garg
  • uploads///allocation to cash
    Macroeconomic Analysis

    What Should Be The “Right Amount” of Cash Allocation?

    If you’re preparing your portfolio for the short term, the allocation to cash should be high. As the horizon increases, allocation to cash should go down.

    By Russ Koesterich, CFA
  • uploads///Stock market leading indicator
    Macroeconomic Analysis

    The Broad Market Is Tending above the GDP Curve: A Positive Sign

    Indicators change as the business cycle progresses and help define the business cycles. The industrial production curve has been with the GDP curve.

    By Surbhi Jain
  • Technology & Communications

    Why you should know the key differences between job reports

    Few economic releases elicit as much reaction from both the stock (IVV) and bond (BND) markets as the employment reports issued by Automatic Data Processing (ADP) and the Bureau of Labor Statistics (the BLS).

    By Phalguni Soni
  • uploads///Consumer
    Macroeconomic Analysis

    How the Latest Tariffs Could Affect US Businesses and Consumers

    Both US (SPY) (IVV) businesses and consumers are expected to be negatively affected by the most recent round of trade tariffs.

    By Anuradha Garg
  • uploads///Distribution Network
    Company & Industry Overviews

    Alcoholic Beverage Industry Is Reluctant to Embrace E-Commerce

    Manufacturers in the alcoholic beverage industry can’t sell directly to consumers due to a three-tier distribution system. This discourages them from having their own e-commerce channels.

    By Sirisha Bhogaraju
  • uploads///The SP  Outperforms Natural Gas and Crude Oil
    Energy & Utilities

    How Did Natural Gas, Crude Oil, and SPY Fare Last Week?

    For the week ended July 8, 2016, August natural gas futures (UNG) (FCG) (UGAZ) (DGAZ) (BOIL) fell by 6.2%.

    By Rabindra Samanta
  • uploads///
    Earnings Report

    AES: A Look at Its Geographical Sales Mix

    In 2015, nearly 75% of AES’s earnings came from outside the United States. This brought its earnings brutally under pressure due to currency fluctuations.

    By Vineet Kulkarni
  • uploads///How Volatility Is Impacting the Market Movement
    Fund Managers

    How Bill Ackman Is Taking Shelter from a Potential Market Drop

    Bill Ackman, an activist investor and the CEO of Pershing Square Capital Management, shared his views on how geopolitical risk could affect market movement (SPY) in a CNBC report.

    By Sarah Sands
  • uploads///Graph
    Earnings Report

    Biogen Trades at High Valuation Multiples Due to Strong Research Pipeline

    After the release of its 3Q15 earnings results on October 21, Biogen was trading at PE multiples in the range of 13.8x–15.3x.

    By Margaret Patrick
  • uploads///EL intro
    Company & Industry Overviews

    Business Overview of Estée Lauder

    Estée Lauder’s sales growth was ranked third-highest globally among leading cosmetic companies between the years 2012 to 2015, with net revenue of $11 billion in fiscal year 2014.

    By Penny Morgan
  • Financials

    Why are junk bond yields the lowest ever on record?

    The BofA Merrill Lynch U.S. High Yield Master II Index increased by 0.34% over the week ending June 20, and is up by 5.64% so far this year (up to June 20).

    By Phalguni Soni
  • uploads///Munis care
    Macroeconomic Analysis

    Municipal Bonds Help You Care For Communities

    Municipal bond issuers are state-wide and local. They typically use the funds they accumulate through issuing bonds for infrastructure projects.

    By Peter Hayes
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