This content is from: Portfolio Buying and Holding Bonds Worked When Rates Were Falling — But What About Now? Actively managing fixed income has a mixed track record at best, but it still may be time for investors to get more creative and tactical, argues Richard Bernstein. By Hannah Zhang May 12, 2022
This content is from: Portfolio Growth Stocks Have Been Hit Hard by Rising Rates — But Could Be Saved by a Recession “I would expect growth to outperform over the near term as we start to price in weaker economic growth over the next year or two,” said Guidestone Capital’s David Spika. By Hannah Zhang March 17, 2022
This content is from: Portfolio J.P. Morgan’s Michael Cembalest Says Dimon’s ‘Hurricane’ Has Already Hit The chief market and investment strategist of J.P. Morgan Asset Management offers a eulogy for growth stocks. By Michelle Celarier June 13, 2022
This content is from: Portfolio Bonds Just Had Their Worst Year. Is it Enough to Make Them Attractive Again? Thanks to the rising likelihood of a recession and a surge in yields, the worst may be over for fixed income. By Hannah Zhang June 21, 2022
This content is from: Portfolio Some Managers Already See Signs of a Growth Stock Comeback Investors’ appetite for risk is increasing as “fears over global escalation of the Ukrainian conflict have eased,” says Los Angeles Capital’s Michael Schlachter. By Hannah Zhang April 08, 2022
