Investing Outlooks

Where is 2022 Headed?

Updated predictions for 2022.

U.S. Fiscal Stimulus: Takeaways for Investors

Timing, scale, and targets of new spending are key considerations.

What Will 2022 Bring?

Have Omicron and the Fed changed the 2022 outlook?

Asset Allocation Outlook

A snapshot of current views on equity, fixed-income and alternative asset classes.

10 for 22

Ten Macro and Market Views to keep an eye on in the coming year.

Responsible Investing

Carillon Tower Advisors helps separate Fact from Myth.

Navigating Volatility

Gain perspectives on short-term market disruptions from the lessons history teaches us.

Growth Delayed but Not Derailed

Opportunities still lie ahead for firms and investors.

Dollar-Cost Averaging

A strategy for market ups and downs.

Global Growth & Inflation Outlook

MFS shares their views on the global economy, including the rate of inflation and pace of growth.

Closed-End Funds

What investors should know about closed-end funds.

What's in Your Portfolio?

Schwab provides an overview of major asset classes and what they can bring to your portfolio.

Don?t Fear the Drawdown

Why Invesco says the economic cycle is doing just fine.

What is an ETF?

ETFs include some characteristics of stocks and other qualities inherent to mutual funds, making them a unique investment structure.

Small Caps: Taking a Breather or Taking Off?

Aberdeen believes there are always reasons for investors to consider small caps as part of their portfolio.

Interest Rate Changes & Fixed-Income

Columbia Threadneedle’s chart explains how different short-term and long-term interest rates could impact fixed-income investments.

Avoiding the Pitfalls of Emotional Investing

AMG shares how to stay on track by avoiding knee-jerk reactions to market fluctuations.

Destination Inflation?

Invesco’s Brian Levitt believes inflation won’t become a big problem for investors. Here are three reasons why.

Investment Habits You Can Share with Kids

With the right approach, you can help shape how children think about investing for goals and the future.

A World of Opportunity

AMG surveys the Global Equity Investing Landscape.

Should You Stay or Should You Go?

How to invest when the stock market reaches record highs.

Bull or Bear Market?

Why Schwab thinks a “Bunny” Market is what to expect.

The Case for Economic Optimism

Invesco on why the Economy may very well be looking up.

A to Z of Responsible Investing

Nuveen's interactive guide focuses on responsible investing practices.

Financial Checklist for the New Year

T. Rowe Price's guide to stay on track in the year ahead.

The Election Outcome & Investing

What will a Biden presidency mean for markets?

A Little More Clarity?

As we enter 2021, markets appear to be clinging to a more optimistic view of the world.

Principles of Long-Term Investing

Takeaways designed to keep you on track to pursue your long-term goals.

7 Investing Principles

The fundamentals you need for investing success.

Keep Calm & Remain Diversified

A short- and long-term review of the power of diversification.

Putting the Election in Perspective

Nine insights from Fidelity on how to plan ahead in the face of uncertainty.

Economic Redemption

Why Federated expects third-quarter GDP growth to be the strongest in U.S. history.

The Beat Goes On

Thrivent's insight on the Market Recovery.

Quick Thoughts

U.S. Elections, global stimulus and 2021 growth.

Insights on China

5 key investor questions answered on China investing.

Active Investing Opportunity

Underlying disruptions in the economy can present opportunities for active investors.

Keep Calm & Carry On

Why investors should follow the keep calm and carry on mantra right now.

What is a Bear Market?

A closer look at historical bear markets.

The Great Reboot

Economy and markets in 2020.

Tips for Keeping a Cool Head & a Long View

Has recent volatility shaken your confidence? Don't abandon your strategy. 

A Volatile Market May Be the Time to Act Against Your Instincts

History suggests buy and hold is a better reaction to market turbulence than staying on the sidelines or waiting for better data.

Discussing Market Volatility

How current market volatility compares to other periods of volatility.  And, how to maintain a long-term approach amid market turbulence.

How to Approach Uncertainty & Volatility

In an environment of uncertainty and volatility, it becomes even more important to diversify. 

What to Do When Markets Are Volatile?

Three ways to adopt a more thoughtful and measured approach to changing market conditions.

Keep Calm, Bear Markets Are Temporary

We may very well be headed for a recession—some economists believe it's already here—but we're most definitely in a bear market.

Panic And Perspective

Historically, “acts of God” tend to exert painful, but temporary and localized market effects. But today, two events hit markets simultaneously—coronavirus fears and oil price drops.

What Coronavirus Means for Markets Now and Longer Term

Insights from Rob Sharps, T. Rowe Price Chief Investment Officer, on the potential impact of the coronavirus.

What could short-term volatility mean for long-term investors?

This current market volatility could lead to tomorrow›s long-term opportunities.

How You Can Approach Uncertainty and Volatility

It becomes even more important to diversify in an environment of uncertainty and volatility.

Keep Calm and Remain Diversified

A short and long term review of the power of diversification.

Millennials' First Market Correction

Advice from an ancient philosopher.

The Correction is Here But Disruption is Transitory

Fear has gripped equity markets as investors attempt to assess how deeply the rapid spread of coronavirus (COVID-19) will affect the global economy. 

Coronavirus and Global Markets: What Investors Should Know

Natixis explains what investors should know about Coronavirus and the primary economic impact.

2020 Market Outlook: Modest Economic & Market Growth Ahead

Thrivent's Chief Investment Strategist, Mark Simenstad, shares his thoughts on the outlook for the markets and economy in 2020.

5 Opportunities to Diversify in a Challenging Environment

Mike Brooks from Aberdeen discusses five opportunities to diversify in a challenging environment.

Learn the Basics | Money Minute Back to School

Sometimes understanding the investment industry can seem overwhelming. However, there are several simple steps everyone can take to begin. Let›s start with the basics.

2020 Outlook: An Optimistic View of Capital Markets

Weekly Market Compass: Invesco details their forecasts for each region and asset class for the new year.

FAQs | What are some common types of investments?

Schwab explains the common investment strategies — stocks, bonds, mutual funds, etc.

Investing Basics | Benchmarks

Learn more from Ariel as they talk about benchmarking.

5 Things you Need to Know to Ride Out a Volatile Stock Market

Franklin Templeton shares the top 5 things they think you should know to help get through this volatile stock market.

Staying Nimble Amid an Uncertain Outlook

Franklin Templeton's CIOs' Global Investment Outlook highlights what shocks could affect the market and where they see opportunities.

4th Quarter Market Update

Room to Run | The case for cautious optimism in an uncertain market.

Investing 101 | Investing Basics

It's never too soon to start thinking about investing. Investing means putting your money to work earning more money. Done wisely, it can help you meet your financial goals. Click to read more.

Why Invest in Actively Managed Mutual Funds?

Charles Schwab walks you through three reasons why actively managed mutual funds might help your portfolio. Click to learn.

2019 Trends in Emerging Markets

Video | Matthews Asia shares 2019 trends in emerging markets and Asia and what fresh approaches investors can take in order to tap into new drivers of growth.

Know the Basics -- Glossary of Financial Terms

When reading about financial products, you may encounter financial terminology and acronyms that you aren›t familiar with. We›re providing these definitions for informational and educational purposes. Click to learn.

Investment Essentials

AMG Funds believes that informed investors make stronger decisions. Knowing more leads to a deeper understanding of how you can reach your financial goals. They have designed their Investment Essentials program to give you the basics on how to invest and what to think about. Click to learn.

Inflation -- and Why It Matters to Investors

Everything about investing changes in an inflationary environment. Charlie Bobrinskoy explains why investors should care about the implications of rising inflation. For members of my generation, inflation has also been a force that casts an enormous shadow over our investment decisions. When I was young, inflation may well have been THE most important investment factor.

Building Arks: Preparing Your Portfolio for a Down Market

After enjoying the longest bull market run, investors may find it easy to overlook the fact that markets can also go down. As new economic challenges emerge, some of the gains you may have earned during the bull market could quickly vanish if we enter a down market. That›s why this may be an ideal time to consider investment strategies designed to mitigate your losses in a down market. Below, we›ve laid out a handful of strategies that you may find helpful.

Adjusting Your Portfolio for Today's World

As your family and career both continue to grow and evolve, so too should your investment portfolio. You're probably aware of equities (such as stocks), fixed-income (such as bonds), and mutual fund opportunities, but it might be helpful to explore some additional investment opportunities too.

Beyond the core: Reassessing fixed income portfolios

Recent data paints a bleak outlook for “core” fixed income. But there›s a broad opportunity beyond it that may help investors generate an attractive level of income and higher total returns while managing interest rate risk.

Navigating The Volatile Market

Chuck Royce and Co-CIO Francis Gannon look at the recent decline and make the case for why active management looks poised to do well going forward. Watch the video here.

Economic and Political Uncertainty Take a Toll on Leveraged Finance Market

The leveraged finance market roared out of the gates in the fourth quarter, with October recording the second-highest monthly volume of 2018. But the momentum fell victim to the volatile conditions that roiled equity markets in the last months of 2018. Click to view article & download PDF.

It's a New Year - Time to Tweak Your Investment Plan

Thrivent gives insight as the New Year rolls around…it may be time to evaluate where you are with your investment plan and consider making some changes to try to improve your standing.

4 Fundamentals of Dividend Investing

Columbia shares four fundamental tips for a diverse investment portfolio.

Finding Opportunity Amid Slower Growth

In 2019, advanced economies are leading a downward trend and emerging markets are showing mixed signs, with China slowing and inflation tilting higher. T. Rowe's investment professionals go into the field to get the answers you need to prepare your clients—and your practice—for what's ahead.

2019 Schwab Market Outlook

Schwab's team of market experts share their perspectives and provide investment guidance.

The Way Forward: 2019 Global Investment Outlook

As forces ranging from rising rates to trade disputes have raised the stakes for global markets and investors, Macquarie's investing leaders step back for big-picture views of what these may portend for equity, fixed income, and real assets and other alternative markets.

Evaluating Environmental, Social, and Governance Factors as Active Owners

Environmental, social, and governance issues, collectively called ESG, have become significant factors in investment decision making, especially over the last decade.

Income Investors Will Face Challenges Despite Solid Economy

A projected slowdown in growth means investors need to look beyond core fixed income to generate improved performance from their income investments. Read this article from Chief U.S. Economist Lara Rhame from FS Investments to learn more.

Expert Insight on Market Volatility

Ariel Investments explains the How and Why of market volatility in an effort to help investors make informed decisions during the market ups and downs.

Teaching Kids | Money & Higher Education

American Century shares tips for parents starting the discussion with kids of any age about the costs of higher education. From middle school to high school, keep the conversation going and top of mind.

A Reminder on the Importance of Long-Term Investing

Having just passed the 10-year anniversary of the ‹08 Global Financial Crisis, OppenheimerFunds emphasizes the importance of long-term investing, especially through times of volatility.

Examining Risk-Adjusted Investing Approaches

Tune in as two Janus Henderson experts break down income investing. 

Strategies for Globalizing Your Portfolio

Explore investment sectors around the world in this interactive infographic.

Mutual Funds v ETFs: Quick Take

Test your knowledge of these two common investment products in this short slide deck.

AMG Funds' Investment Essentials

AMG Funds' Investment Essentials is an education program designed to create more informed investors.

What's Your Game Plan for Managing Market Volatility?

Volatility flare-ups have re-entered the investment landscape. Is your portfolio as resilient as you would like it to be?

Money Mistakes for Young Investors to Avoid

Learn to balance your financial obligations with your financial goals by avoiding some of these.

Where to Start Investing

Beginning investors are often overwhelmed with investment options. Ariel reviews your choices and how each might benefit you.

Four Considerations for Muni Investors

Learn how tax reform, state and local pension problems, rising interest rates and new government regulations are affecting the municipal bond market outlook.