Sustainability has delivered strong returns almost as high as sentiment and value, but with lower volatility, and delivered a higher return than quality over the last three years.
The shift in China's policies has led to increased political uncertainty over the future of President Xi's hold on power, resulting in increased policy volatilities. Despite this, the MSCI China index outperformed the S&P 500 in the first week of 2023, and Chinese equities experienced significant volatility due to social-media-driven headlines.
The Fed Governors now need to determine how much further they need to go with higher interest rates, which have been used to slow the economy and tame inflation.
Our data also shows that companies with better ESG performance are more resilient in high-volatility environments.
The reliance on manual scheduling methods at Southwest Airlines highlights the importance of investing in digital solutions that can help airlines adapt to changing circumstances and optimize their operations.
Developing a strategy and taking control of your financial future can help you avoid the costs of procrastination and achieve your goals.
We have now come to recognize that inflation - the first derivative of prices - may be above the Federal Reserve's 2% target for some time. Hoping for a quick reversion to stable prices is largely futile, so instead we are focusing more on whether inflation is slowing.
As we look back at our best and worst calls of 2022, it seems like an opportune time to reassess the market's behavior and our own understanding of it. Despite some predictions being correct, we wish we were more emphatic about others.
The Fed stuck to its higher-for-longer stance, with Chairman Jerome Powell reiterating that taming inflation remains a priority, while Chinese markets rallied after easing of their strict 'zero Covid' policy.
The recent passage of SECURE Act 2.0 has significant implications for retirement planning. With the age for taking RMDs increasing to 73, individuals turning 73 in 2023 may want to reassess their approach. As more details emerge, it's essential to consult a financial advisor or tax professional for personalized guidance.