Commentaries

Timely market commentaries from leading investment firms

MFS Brings Signature Bond Mutual Fund Strategies to ETFs

Alex Mackey of MFS delved into the active bond strategies underpinning MFSB and MFSM in the recent Q1 2025 Fixed Income Symposium.

Three Reasons to Consider Dedicated Emerging Market Debt Exposure

Some allocators may focus their search efforts on corporate credit segments or simply a portfolio that can opportunistically trade across fixed income sectors.

Serious Side Effects

Today we’ll talk about side effects, and whether the cure is worse than the disease.

Q4 Earnings Growth Continues to Climb Despite Mixed Tech Results

Tech results last week were more anticipated than usual due to the emergence of Chinese AI startup DeepSeek in the prior week.

Could Trump’s Tariff Revenues Fund a New U.S. Sovereign Wealth Fund?

Markets, as many of you are aware, don’t like uncertainty. And right now, there’s a lot of uncertainty surrounding U.S. trade policy.

Three Reasons Why It Pays to Be Active as a Muni Investor

In today’s era of automation, some situations demand a more active approach. Municipal bond investing is one.

A Historical Look at Tariffs

Tariffs seem to have become a staple of Americans’ dictionaries lately as the new administration uses this policy instrument to achieve objectives that are not directly tied to the reasons tariffs have been used in the past.

Tactical Rules Turn Bullish

Since our last update of our ‘Three Tactical Rules’ on November 26, 2024, equity markets are up slightly.

Broadcom Looks to Build Off Last Year's Strength

Broadcom looks to build off last year's strength, which should give bullish traders another year of potential gains.

Politics and Investing

While domestic politics can certainly influence asset prices, it is just one of many variables, and our research has shown it to be an inaccurate indicator of future returns. We caution investors against making changes to their portfolios based on political developments.

When Investors Own Canada and Don’t Realize It

There weren’t too many market observers who penciled in higher tariffs on Canada than on China, but that’s where things stood, at least for a few hours, before Trump struck a deal with Prime Minister Justin Trudeau yesterday.

Newsletter January 2025

We hope you enjoy the latest newsletter from Harold Evensky.

Potential Impact of Tariffs Weighing on Markets, Corporations

Raymond James CIO Larry Adam looks at how the proposed tariffs may impact the economy and financial markets.

Concentrated Stock Positions: High Rewards, Higher Risks – What to Know Before Betting Big on One Stock

The recent dominance of the “Magnificent 7” technology names may help fuel the common belief that a single stock portfolio is the best way to deliver extraordinary returns.

California Wildfires: Municipal Bond Investors Can Make a Difference

Impact investors can help devastated communities recover and build resilience.