Investors on Friday got a taste of the sort of market shock that could come if Russia invades Ukraine. The spark came as Jake Sullivan, the White House national security adviser, warned Friday afternoon that Russia could attack Ukraine “any day now,” with Russia’s military preparing to begin an invasion if ordered by Russian President … Read more
Is it time to bail out of stocks and bonds? This isn’t the market that investors likely signed up for back in 2021 when shares in GameStop Corp. GME, +4.69% and movie chain AMC Entertainment Holdings AMC, +3.72% were headed to the moon, drawing in droves investing neophytes. The meme-stock frenzy, the one underpinned by … Read more
We have entered a new paradigm of anemic return expectations for traditional asset-allocation models. The prospects of a lost decade ahead are uncomfortably high for portfolios that are 60% invested in stocks and 40% in bonds – particularly when adjusted for inflation, which is at levels not seen since the early 1980s. Investors have witnessed … Read more