Investments

  • When Vision And Value Collide
    When Vision And Value Collide

    As financial services firms try to build the firm of the future, skepticism persists

    Financial services firms are trying to build the firm of the future, but their lack of progress is stoking deep skepticism among investors, according to Oliver Wyman’s annual State of the Financial Services Industry report.
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  • 2020 Outlook: Moderate Global Returns Amid Slow, But ‘Good Enough,’ Global Growth
    2020 Outlook: Moderate Global Returns Amid Slow, But ‘Good Enough,’ Global Growth

    Moderation, not fear, will guide investors

    Northern Trust, a leading global asset manager with US $1.2 trillion in assets under management, believes moderation, not fear, will be rewarded in 2020.
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  • In Search Of Diversification, Yield and Return
    In Search Of Diversification, Yield and Return

    J.P. Morgan releases 2020 alternatives outlook to help Clients identify alternative investments

    J.P. Morgan Asset Management today released its second annual Global Alternatives Outlook, providing a 12-18-month outlook across key alternative asset classes and highlighting the views of the CEOs, CIOs and strategists from the firm's 15 distinct alternatives investment engines.
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  • It’s Not You, It Really Is Me
    It’s Not You, It Really Is Me

    Nearly all Americans confess they can improve their relationship with money

    According to financial services firm Edward Jones’ survey, Relationship with Money, while 81% of Americans say they feel in control over their current financial situation, they admit a mix of emotions when it comes to their money.
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  • Bulls Charging Into New Year, But Concerns Linger
    Bulls Charging Into New Year, But Concerns Linger

    Despite rising geopolitical tensions and recession concerns, investors think the market will rise this quarter, but recognize the bull run won’t last forever

    E*TRADE Financial Corporation today announced results from the most recent wave of StreetWise, the E*TRADE quarterly tracking study of experienced investors. Results indicate increasingly bullish investor views...
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  • Further Gains for Stocks…
    Further Gains for Stocks…

    Despite geopolitical currents, and a weaker than expected jobs-report, indices rise

    The market had a choppy five days, with traders reacting to geopolitical developments and weaker-than-expected jobs data. Even so, the three major U.S. equity indices posted weekly gains and continued their strong start to the new year. During Friday's trading session, the Dow Jones Industrial Average topped 29,000 for the first time.
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  • The How And Why Of Profit Taking
    The How And Why Of Profit Taking

    Always, yes always, buy too soon during corrections... and take profits too soon during rallies

    by Steve Selengut

    How many of you have had a security that you've held too long, waiting for those unrealized profits to materialize once again. Will GE, for example, ever regain the $20 mark? $40? Or the $60 level that investors couldn't get enough of twenty years ago?
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  • Emerging Trends in Wealth Management
    Emerging Trends in Wealth Management

    In these uncertain times, wealth management firms are particularly on the line for providing stability to their clients

    2019 saw the ultimate erosion in transaction pricing, with Charles Schwab cutting trading commissions to zero and then acquiring one of its chief rivals, TD Ameritrade. 2020 will see a U.S. wealth management space that is being redefined by this tie-up, and there will be winners and losers
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  • Amid Global Complexity, Businesses Continue to Bet on Themselves
    Amid Global Complexity, Businesses Continue to Bet on Themselves

    Businesses ramping up technology investments to reach more customers, prepare for the future

    Most small and midsize U.S. business leaders expect continued growth for their companies this year amid a less robust economic environment, according to the annual JPMorgan Chase Business Leaders Outlook survey released today.
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  • Stocks React To Concerns About Oil
    Stocks React To Concerns About Oil

    New confrontation with Iran rattles investors

    Stocks descended from record highs Friday, as traders reacted to a U.S. drone strike that killed Iran's top military officer. Oil prices rose more than 3% following the breaking news.
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