Has the era of zero and negative interest rates ended?

October 03, 2023 |Thomas Garretson, CFA

As global interest rates reach levels not seen in more than a decade, we explore what may be in store for the future of monetary policy.

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Long bonds for the long-term investor

September 28, 2023 |Atul Bhatia, CFA

Higher yields mean individuals with long investment horizons may find opportunities in longer-maturity U.S. Treasury bonds.

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Is an economic soft landing on the schedule?

September 22, 2023 |Thomas Garretson, CFA

Fed projections suggest rates have neared cruising altitude. However, turbulence remains. We explain what the Fed’s actions may mean for investors.

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Recharging the energy transition?

September 21, 2023 |Frédérique Carrier

As the energy security imperative rejuvenates the green energy shift, we explore the challenges ahead and illuminate the opportunities that may emerge.

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Can China reboot its economy?

Can China reboot its economy?

September 14, 2023 |Frédérique Carrier

With China stuck in a morass of low economic growth, we look at how the country is attempting a course correction and how to position global equity portfolios.

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September Newsletter: Behind the Scenes with Meaghan Britton

September 08, 2023 |Hicks Wealth Group

Making things happen - Behind the Scenes with Meaghan Britton

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hiker facing fork in path

Do investors have an alternative to TINA?

September 07, 2023 |Kelly Bogdanova

Equities have long ruled the roost on the idea “there is no alternative”—aka TINA. But surging bond yields mean it’s time for a closer look at fixed income.

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The income is back in fixed income

September 07, 2023 |Mikhial Pasic, CFA and Joseph Wu, CFA

With bond yields near or above the return targets in many financial plans, we think fixed income should play a bigger role in portfolios.

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September Newsletter: A Good Financial Plan includes an Estate Plan

September 06, 2023 |Hicks Wealth Group

A good estate plan is fundamental to ensuring that your loved ones will be safe and secure.

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September Newsletter: A Message from Jason

September 05, 2023 |Jason Hicks

“If you aren’t willing to own a stock for 10 years, don’t even think about owning it for 10 minutes.” — Warren Buffett

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