A closer look at the echo boom and younger generations requires investors to take a more balanced view on the potential future effect of demographics on the markets, says Schwab's Liz Ann Sonders.
The real mortgage rate--the nominal mortgage rate minus the rate of appreciation or depreciation in homes--is one of the most important housing statistics to watch, and it recently went negative again, says Schwab's Liz Ann Sonders.
Other countries that have stepped back from deficit brinks have faced pressure from the bond market, experienced a change of government, and delivered a mandate to truly deal with fiscal issues, says iShares BlackRock global chief investment strategist Russ Koesterich.
BlackRock iShares global head of investment strategy Russ Koesterich sees some parallels between the U.S. and the Roman Empire, but says our problems are fixable.
There is a much higher probability of at least temporarily going over the cliff than is appeared to be baked into stock prices, says BlackRock iShares global head of investment strategy Russ Koesterich.
In this yield environment, bonds may be moving from a risk reducer to a risk enhancer, says RiverFront's Michael Jones.
Investors need to truly believe in a manager's skill level because as more dollars chase market inefficiencies, it becomes harder to outperform indexes, says AQR founder Cliff Asness.
Markets are very good with long-term price accuracy, but they are neither perfectly efficient, nor prone to regular bubbles, says the AQR founder.
PIMCO's Vineer Bhansali says investors should consider active ETFs over traditional indexed vehicles because the latter are carrying very low yields and few prospects for price gains.
To be a viable alternative to buy-and-hold, tactical funds, like the failed market-timing funds before them, must do more than claim, "It's different this time."