Viewpoints about Bull Market
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Investing for the next presidential cycle: macro trumps policy
Despite the radically different policies, the second Obama administration and the Trump administration showed largely similar overall stock performance as well as by individual sectors. We review this phenomenon here.
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The 2020 bear market—an exogenous shock for the history books
With the arrival of a bear market, it's instructive to examine what’s unique about this downturn relative to past bears for clues as to when a potential recovery could emerge.
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A multifactor ETF approach to sector investing
A multifactor ETF approach for sectors may make sense for long holding periods and for investors who want to avoid overconcentration in individual stocks.
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Why quality stocks are key in today's late-cycle economy
Stocks with quality characteristics could become more attractive in today’s late-cycle economy. Learn how a veteran investor is navigating an increasingly challenging global equity market.
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Plain English, please: stock market jargon explained for average investors
It can be hard for an average investor—and even many professionals—to make sense of the jargon you encounter about investing. Here's a look at key stock market terms, from bull and bear markets to P/E and P/B ratios.
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10 need-to-know facts about the bull market’s 10th anniversary
As the bull market turns 10, it has plenty of stories to tell—including a near-death experience. Learn 10 facts about its record run and its affect on equity investing.
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Four strategies for late-cycle market investing
Late-cycle markets are often not as forgiving as those at the start of a cycle. We look at four strategies that have helped investors weather the turn.
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Three ways you know you’re late in the economic cycle
Whether the business cycle turns in 2019 or later, it’s clear we’re in the late stages. We look at three tell-tale indicators that explain why.
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Stock market bears come in all shapes and sizes
A 20% decline or more from a market peak is broadly defined as a bear market for equities but, in our view, that’s an oversimplification. Here’s how to understand—and prepare for—bear markets.
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Markets are searching for the next U.S. recession—the economy says not yet
U.S. equities have taken another turn lower, and investors are wondering whether the economic expansion is coming to a close. We look at why, so far, the economy says otherwise.
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