- 77% of Millennials Have Made an Impact Investment, But How Well Do They Understand The Concept?
Amid tremendous growth, room exists for advisors to engage the next generation of investors and philanthropists
Major gaps exist between financial advisors’ understanding of impact investing and their younger clients’ interest in the subject, according to a study released today by Fidelity Charitable®, an independent public charity and the nation’s largest grantmaker.
read more - Young Investors Are Starting Earlier Despite Lifestyle Roadblocks
But several activities taking precedence, including house hunting, dating, and planning a vacation
E*TRADE Financial Corporation (NASDAQ: ETFC) today announced results from its most recent wave of StreetWise, the E*TRADE quarterly tracking study of experienced investors. Results show young investors are engaging in the markets earlier than previous generations, yet they struggle to put their financial goals first.
read more - Dow Logs 8-Day Win Streak
Planned October Rate Hikes May Now Be Delayed
Stocks edged toward all-time peaks during a relatively calm week marked by easing trade tensions. Friday marked the eighth straight daily advance for the Dow Jones Industrial Average.
read more - Morgan Stanley Survey Finds Investor Enthusiasm for Sustainable Investing at an All-Time High
85% of U.S. individual investors now express interest in sustainable investing strategies
More than eight in ten U.S. individual investors now express interest in sustainable investing, while half take part in at least one sustainable investing activity, according to a new survey published today by the Morgan Stanley Institute for Sustainable Investing.
read more - Northern Trust’s 5-Year Market Forecast: Stock Returns in 4.5% – 8.9% Range
Fixed Income Returns to Be Subdued, Inflation and Rates to Remain Low
The global economy will experience 2.2 percent real average annualized growth over the next five years, along with controlled inflation and accommodative monetary policy, according to Northern Trust’s Capital Market Assumptions five-year outlook.
read more - Investor Movement Index Remains Low During Volatile Month for Stocks
Retail investors toe-dip into equities and bought fixed income during August’s spikes in volatility
The Investor Movement Index® (IMXSM) measured at 4.62 in August, inching up slightly from its July score. The IMX is TD Ameritrade’s proprietary, behavior-based index, aggregating Main Street investor positions and activity to measure what investors actually were doing and how they were positioned in the markets.
read more - ‘What a Difference a Year Makes’ Say Analysts at AM Best Reinsurance Briefing
Doom & Gloom of previous years gives way to improved pricing and opportunities
In a new AMBestTV episode from the 2019 Les Rendez-Vous de Septembre (Rendez-Vous) conference in Monte Carlo, Monaco, AM Best analysts say that following the “doom and gloom” of the previous couple years, reinsurance pricing has improved and opportunities in the cyber market abound.
read more - Dow, Nasdaq, S&P 500 Advance
Positive signs on China trade while manufacturing & hiring tick up
Stocks rose last week, with help from two developments: the announcement of further U.S.-China trade talks as well as August hiring and manufacturing numbers that seemed to bolster the argument for a rate cut by the Federal Reserve.
read more - Great Expectations for Inheritances
While families recognize unmet needs in discussing family wealth, they see a positive impact in 'partner-planning'
More U.S. households expect to receive inheritances, as families say they have unmet needs in discussing family wealth, and couples say partner planning for retirement can cut worry in half, according to a new report by Hearts & Wallets, the source for retail investor data and insights.
read more - While Economic Optimism Remains, It Continues to Decline
Financial stress reaches highest level since government shutdown
The IBD/TIPP Economic Optimism Index, a leading national poll on consumer confidence, dropped by 7.8% to 50.8 in September. This marks the second consecutive month optimism has declined.
read more - How To Make Market Volatility Your BFF
If we are willing to acknowledge that we can't predict the future, we can move through the uncertainty more productively
by Steve Selengut
It matters not what lines, numbers, indices, or gurus you worship, you just can't know where the stock market is going or when it will change direction. Too much analytical effort is wasted trying to predict course corrections… even more is squandered comparing changes in portfolio "market value" with unrelated indices and averages.
read more - Stocks Rally as August Ends
Benchmarks advance, China relents & consumers remain bullish
Fears of an impasse in the U.S.-China trade dispute lessened last week. While additional U.S. tariffs on Chinese imports were scheduled to take effect on September 1, China's government communicated that it would refrain from taking retaliatory measures for the moment.
read more - China Announces More Tariffs
Fed Chair Powell's speech eclipsed by continuing tariff wars
Traders assumed that the week's biggest news event would be Federal Reserve Chairman Jerome Powell's speech at the annual Jackson Hole banking conference. Instead, China seized the headlines by announcing new tariffs on U.S. goods.
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