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For many investors, the idea of a traditional 60/40 portfolio is likely something that they grew up hearing about. Well, my guest today challenges that traditional split and says that certain investors may want to consider looking at hedge funds.
Artificial Intelligence has been a hot topic for investors over the last year. The focus has been primarily on technology companies—with many tech-related AI stocks appreciating significantly. But is AI more than just a tech story?
There are a lot of interesting businesses overseas but, with over a decade of strong performance from U.S. equity markets, non-U.S. equities have been virtually ignored in client allocations.
Energy is the lifeblood of the economy, and a hot-button topic for the election. What could the November outcome mean for EVs, wind and solar energy, the Inflation Reduction Act, and even the gas pump? Jay Dobson, CIO Energy and Utilities Sector Strategist, weighs in.
With the geopolitical tensions on the rise, what does the landscape now look like for international markets? Why does this matter for your portfolio?
Still the question remains - Is the US economy slowing and reaccelerating? For business executives, they have to make strategic and operational decisions in an uncertain environment. How does the economic trends differ to them? Why does that matter?
For Q1 of the S&P 500, there were 20 all-time high closes year-to-date. We haven’t seen momentum across equities like this since back in 2021. So where do equities go from here?
One year after the banking crisis, the US Presidential election presents financial services with three lines of risk. Bradley Ball, CIO Equity Strategist, US Financials at UBS, shares how the November outcome could affect the banking sector.
The presumptive presidential candidates, former President Donald Trump and President Joe Biden, are ramping up their campaigns. David Rubenstein, Co-Founder of The Carlyle Group, discusses the implications for the economy and financial markets.
Filed your taxes yet? Like most Americans, you likely have or are fairly close to it. Do you feel there is a wealth disparity in the US – in other words, are the most wealthy individuals paying their “fair share”?
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