The Envestnet Edge from September 2016
Read moreTrading Nation: More Market Downside Ahead?
Craig Johnson, Piper Jaffray Senior Technical Strategist, and Zachary Karabell, Envestnet Head of Global Strategy, discuss their outlooks for the S&P 500 under the shadow of the Fed with Melissa Lee.
Read moreThe Year Everyone is Making Money
Since the start of the year, stocks, bonds, oil and gold have all risen. Zachary Karabell of Envestnet and Gina Sanchez of Chantico Global discuss with Dominic Chu.
Read moreInvestors Pile Into Emerging Market Debt
Smart place to find yield, or risky pick of last resort? Zachary Karabell of Envestnet and Gina Sanchez of Chantico Global discuss emerging market debt with Dominic Chu.
Read moreIn Valuing Stocks, Don’t Get Lost in the Past
As stocks climb to new highs, many investors are concerned about whether today’s equity valuations are reasonable. But the debate over valuations and whether equities are frothy often misses a key element: nothing exists in a vacuum.
Read moreTrump’s Year of Magical Economic Thinking
It is a relief that Donald Trump has finally turned to policy. Because now we can see, finally, that his policy ideas are as frothy, bombastic and detached from the world as the rest of his rhetoric. What the GOP candidate outlined in his big economic speech in Detroit on Monday relies entirely on an outdated theory (trickle-down economics)
Read moreProfit Recession Ending?
Allen Bond, co-portfolio manager at Jensen Quality Growth Fund, and Zachary Karabell, head of global strategy for Envestnet, discuss whether or not they expect improvement in earnings this year, and where.
Read moreThe Envestnet Edge, July/August 2016
The Envestnet Edge for July/August 2016
Read more‘Have You No Sense of Decency, Mr. Trump?’
“Have you no sense of decency, sir, at long last? Have you left no sense of decency?” Those cutting words, delivered on national television, effectively ended the career of Senator Joe McCarthy. For four years, McCarthy had enjoyed a kind of immunity as he smeared anyone he pleased while on a national witch hunt for Communist sympathizers.
Read moreWhy Trump Can’t Become a Dictator
Not only hasn’t he retracted his pledge to ban Muslims from America’s shores, Donald Trump has doubled down on it over the past week. In the wake of the Orlando shootings, Trump announced that as president he would “suspend immigration from areas of the world where there is a proven history of terrorism against the U.S.”
Read moreThe Envestnet Edge, June 2016
The Envestnet Edge from June 2016
Read moreInvestors Should Focus on Hitting Singles
It is a time-honored tradition in the world of investing to use sports clichés. Yes, it’s a cop out, a failure of collective imagination, but rather than fight it just now, we are going to jump on that bandwagon. And not just sports clichés; we’re going to embrace all clichés—after all, most clichés have a real kernel of truth.
Read moreThe Envestnet Edge, May 2016
The Envestnet Edge from May 2016
Read more‘Authoritative’ Pessimism in China
China’s economy, long a source of global dynamism, is changing into a source of instability. Growth, still rapid by international standards, is gradually decelerating, as a nearly three-decade-old investment- and export-led strategy delivers diminishing returns. Yet the Communist Party, beholden to — or composed of — interest groups that benefit from the status quo, has not shifted decisively toward more reliance on consumer demand and investment by private firms. Instead, Beijing continues to goose short-term growth with loans to bloated state-owned banks and industries.
Read moreWhen Rhetoric Distorts Statistics
On Friday morning, Donald Trump appeared on Fox & Friends to talk about running mates and bad-mouth the economy, which, he said, was “terrible,” proof that the Democrats don’t know what they are doing. “The real unemployment rate is probably twenty per cent. Jobs are leaving.
Read moreWhat Apple Has to Fear from China
No company wants to report that its sales have declined. But when you’re Apple, which has consistently seen its revenues grow for more than twelve years, it’s not just bad news but a serious kink in a joyful narrative of boundless possibility. Earlier this week the company—the most valuable in the U.S.—told shareholders that revenues had declined by thirteen per cent.
Read moreThe Envestnet Edge, April 2016
The Envestnet Edge from April 2016
Read moreHow the GOP Made Obama one of America’s Most Powerful Presidents
Republicans have come to view Barack Obama not just as an ideological enemy but as a “dictator” — a president who has unconstitutionally abused his executive power with an array of unilateral actions.
Read moreYes, Donald Trump is Wrong About Unemployment. But He’s Not the Only One.
China’s Buying Up Foreign Companies, So the U.S. Might Need to Rethink its Trade Strategy
Chinese President Xi Jinping has a problem related to his nation’s growing demand for high-quality food and other agricultural products. In December 2013, Mr. Xi declared a strategic goal for China: to seize “the commanding heights in biotechnology,” in areas such as genetically modified organisms (GMOs). It must “not let large foreign companies dominate the agricultural biotechnology product market,” he said. However, China is still years behind the United States and Europe in research and development.
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