Because the US economy has entered the late stage of the economic cycle, investors should consider the prospect of a bear market recession, even though one does not seem imminent.

Advice in Brief The global economy and capital markets are constantly evolving. From the industrial revolution in the 1700s, to information technology in the last 45 years, waves of innovation have had profound implications for society, the global economy, and investors. At the same time, debt cycles, demographics, and productivity trends all have a slow-moving,…

The start of the year is a good time for planning and reviewing your investment strategy. In this edition of VantagePoint, we facilitate that effort by setting the record straight on some commonly held investment myths.

This quarter’s edition covers key risks to continued economic expansion, including monetary policy and inflation expectations. Also discussed are whether investors are being compensated for taking risk and different strategies for geopolitical risks.

VantagePoint is a quarterly publication from our Chief Investment Strategist summarizing CA’s total portfolio advice.

Advice in Brief The global economic acceleration that began last spring has strengthened, the global profit recession is over, and inflation is increasing, but remains at manageable levels. The environment is generally supportive for risk assets, but diversification is still needed, given myriad economic and geopolitical concerns. Given the sharp rally in global equities, we…

The start of the year is always a good time to focus on personal improvements with resolutions. In this edition of VantagePoint, we share in the spirit of a new year by providing investment resolutions: Ten Temptations to Resist in 2017 Chasing macro and political developments Investing while looking through the rearview mirror Sticking with…

Advice in Brief Bond yields have reached extreme levels this year amid soft growth, continued central bank purchases, and negative interest rate policies, dragging down prospective returns for a variety of asset classes. Capital markets are unlikely to deliver most investors’ long-term return objectives over the next five to ten years. In such an environment,…

VantagePoint is a quarterly publication from our Chief Investment Strategist Celia Dallas summarizing CA’s total portfolio advice.