Networks - Investment Strategy

The Biden administration has unveiled a new $2 trillion infrastructure and economic recovery plan, the American Jobs Plan, which is designed to simultaneously revitalize the country’s infrastructure and combat climate change.

Is the Special Purpose Acquisition Companies (SPACs) market dimming? Not likely. Even as the SPAC market takes a breather from its hypersonic acceleration in early 2021, new funders are stepping into the picture.

When portfolios don’t deliver outcomes as expected, the number one question is “Why?” In this Risk Report, the answers are provided through an examination of more than 200 institutional equity portfolios, representing more than $200 billion assets. What was discovered may surprise you.

With the rising interest rates and media speculation around the level of credit spreads, corporate bond investors are reminded of the 2013 taper tantrum when credit spreads widened.

The cryptocurrency market, and specifically Bitcoin, has grown significantly and offers investors high potential returns. It is commonly argued that Bitcoin should be considered by investors as a store of value and portfolio hedge.

The economy is still aimlessly lurching from the impacts of the COVID-19 pandemic, and those fits may spill over into tax-filing season.

Anxieties brought on by periods of turmoil can cause individuals to forsake rational thinking and act impulsively, usually to their own detriment. This phenomenon often manifests itself in equity markets.

Haunted by double-digit inflation of the past, some fear the U.S. economy is poised for runaway inflation. Some above-trend inflation is to be expected as the economy begins to open up more broadly.

Many are rethinking their asset allocations beyond traditional asset classes and are seeking new and creative ways to better diversify their investment portfolios, increase returns, and reduce risk.

Municipal bond yields have finally begun to move higher. The surge is a natural and healthy development—reflective of an improving economic landscape but not a marked upshift in inflation. In this environment, see where muni investors can find opportunity and capitalize.