The investment company says advisors and investors should break from the traditional strategy and take on more defensive positions this year.
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US equity ETFS saw nearly $150 billion in inflows last month. Those tied to Europe, Japan, and emerging markets weren’t so lucky.
If similar cases are a guide, the US has given equal weight to both known and hypothetical threats to national security.
With Trump expected to chase increased oil exports and more drilling in the US, OPEC+’s fear of losing market share looms larger than ever.
Inflation is definitely looking like a “two-handle” problem. That’s investor-speak for a rate below 3% but above the Fed’s 2% target.