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Market Outlooks
Tectonic Shifts in the Investing Landscape
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Much like the heat from radioactive processes inside the Earth causes tectonic plates to move—sometimes in one direction and sometimes in another—the dynamic shifting of corporate winners and losers remains a constant.
Market Outlooks
10 Reasons We Still Like Industrials
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As the Ukraine conflict continues and COVID ramps up in parts of the world, it seems like all eyes are focused on supply-chain dynamics and labor shortages, which could, in theory, bode poorly for industrials—but a recent research trip abroad only solidified our view that these stocks are well positioned for growth (and deserve their overweight in our broader global equity portfolios). Here are 10 observations about industrials.
Market Outlooks
Investment Strategy Commentary: Cryptocurrencies
Crypto is the latest “new frontier”, but it’s the technology behind it that could prove be the real proverbial gold mine.
Market Outlooks
Envestnet’s Inaugural RIA Forum: Insights on Client Engagement, Practice Growth, Innovation, and More
Curated content for RIAs.
Hundreds of Registered Investment Advisors (RIAs) from around the country participated in our virtual event, joining Envestnet leaders and a leader from the RIA community to discuss new ideas to help you differentiate your practice and drive growth.
Market Outlooks
Economic growth rebounds but government support expected to roll off
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The recovery continues to pick up speed, particularly in the US and the UK where both nations have successfully vaccinated a majority of the population. The International Monetary Policy (IMF) have raised global Gross Domestic Product (GDP) growth forecasts by 0.8% to 6% for 2021.
Market Outlooks
Transitory or sustained inflation?
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That is the question that continues to dominate markets. Central banks have been dogged in arguing the former. Richard Clarida of the Federal Reserve, for example, pointed to transitory factors such as base effects and supply chain bottlenecks that are behind the recent uptick in inflation.
Market Outlooks
Fiscal fails to disappoint
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Following the Democrats’ January win in the Georgia runoff election, we expected the Biden administration and Congress to move quickly on fiscal stimulus, though there were doubts as to whether the package would be as significant as the politicians promised.
Market Outlooks
President Biden’s First 100 Days: By The Numbers
President Joe Biden marks his 100th day in office tomorrow. What has happened so far?