Investments

  • What’s Next for the Dollar & Currencies? What’s Next for the Dollar & Currencies?

    Has the tide turned, or is it just taking a breather?

    by Axel Merk

    In anticipation of higher U.S. rates and lower rates elsewhere, the greenback had enjoyed a dramatic rally. Has the tide turned, or is the dollar merely taking a breather? read more
  • Institutional Asset Owners Begin 2015 with Solid Returns Institutional Asset Owners Begin 2015 with Solid Returns

    Strong dollar, weak oil... amid volatility

    Institutional asset owners gained a median 2.3 percent in the first quarter of 2015, according to Northern Trust Universe data. This compares to a median gain of 2 percent in the prior year. read more
  • First Look at Q1 Economic Growth First Look at Q1 Economic Growth

    Strong dollar, weak global demand linger- though the picture is incomplete

    Markets fell last week as investors digested lukewarm economic data and considered future economic growth prospects. read more
  • Declining Liquidity In The Most Liquid Markets? Declining Liquidity In The Most Liquid Markets?

    Even these have been affected by Post-Crisis regulations 

    by Ron D’Vari, CEO, & Timioth Bernstein, Analyst, NewOak

    It is well known that fixed income liquidity and trading volumes have declined since the credit crisis. However, it is particularly disconcerting that the stringent post-crisis regulatory regime has significantly affected even the most liquid markets, including Treasuries and agency mortgage-backed securities (MBS). read more
  • Low Mortgage Rates Boost Refinance Activity in the First Quarter Low Mortgage Rates Boost Refinance Activity in the First Quarter

    Refinance activity accounted for 63% of all originations

    Freddie Mac (OTCQB: FMCC) today released the results of its quarterly refinance analysis for the first quarter of this year, showing that borrowers took advantage of better than expected mortgage rates to lower their monthly mortgage payment and shorten their loan term as refinance activity accounted for 63 percent of all single-family originations. read more
  • Surging US Dollar Threatens Economic Outlook Surging US Dollar Threatens Economic Outlook

    No currency war toay, but there are fissures that bear watching

    Moody’s Analytics, a leading provider of economic forecasts, says that the recent slowdown in the US economy is only temporary, but the surging dollar will become a major drag on the nation’s growth. read more
  • Some Parents Would Rather Discuss Facts of Life Than Finances With Kids Some Parents Would Rather Discuss Facts of Life Than Finances With Kids

    How to help help start and continue conversations about money or personal finances

    A study released today by BMO Harris Bank shows that most Illinois parents would rather have "the talk" with their kids than discuss finances. read more
  • Affluent Investors More Concerned With Making It Through Retirement  Than Leaving a Legacy Affluent Investors More Concerned With Making It Through Retirement Than Leaving a Legacy

    Majority who have met with a financial advisor first did so before the age of 45

    Having adequate retirement savings is the top priority even among affluent investors, according to a new TIAA-CREF survey released today. Fifty percent of affluent investors – those with at least $250,000 in investable assets – say their most important investment goal is to generate income in retirement, and 41 percent say their top goal is to accumulate savings for retirement. read more
  • More Than 1 Million People Increase Savings Rate More Than 1 Million People Increase Savings Rate

    Account Balances Reach Record High

    Following is the Q1 2015 retirement savings analysis from Fidelity Investments, the nation’s retirement leader.1 The analysis includes highlights of 401(k) plans, Individual Retirement Accounts (IRAs) and small business retirement plans read more
  • MetLife’s Living Will Battle MetLife’s Living Will Battle

    Inside the world of the 'systemically important'

     by Timothy Bernstein, Analyst, and Ron D'Vari, CEO, NewOak

    On March 26, regulators from the Federal Reserve and the Federal Deposit Insurance Corporation (FDIC) voted to grant insurance giant MetLife a six-month extension to submit a resolution and recovery plan (commonly known as a “living will”) that outlines the firm’s strategy to ensure that its potential failure does not cause broader damage to the economy. read more
  • Affluent Investor Confidence Index at Twelve-Month Low Affluent Investor Confidence Index at Twelve-Month Low

    Employment, spending & geo-pilitics forcing many to the sidelines

    Market volatility and economic factors drove a four-point decline in the March Spectrem Affluent Investor Confidence Index (SAICI®) to 4, its lowest reading in a year, Spectrem Group announced today. read more
  • Consumers Value Relationships with Financial Institutions, Yet Feel Distant Consumers Value Relationships with Financial Institutions, Yet Feel Distant

    Study: Convenience and Speed Are Top Benefits of Digital Experience;
    People Are Still Concerned About Security

    Of the 82 percent of people who access financial digital interfaces (websites or mobile apps), 67 percent say having a relationship with their financial institutions is important or very important. read more