Investment insights

Recession? Rebound? Here's what 5 leading Wall Street institutions are seeing this year.

Here are tips on how to weather changing markets.

Market leaders present their viewpoints on the macroeconomic picture and prospects for the U.S. munis market.

Probabilistic forecasts provide a durable framework for a sound financial future, the author says, and offers some for the new year.

“The expectation of sustained volatility in the medium term has re-invigorated hedge fund appeal,” BlackRock and Juniper Place said in their report.

The more out-of-left-field the change, the more profound the lesson learned, our columnist has found in the corporate and individual practice realms.

It's helpful to recognize that there are both policy implications and behavioral implications of elections, and that these have completely distinct market consequences.

It also suggests digital advice providers “have only a few years to achieve critical mass, or they will be sold for parts like Motif and Folio Financial,” says one expert.

As the S&P 500 flirts with record-high levels, many participants are mulling whether it’s time to take profits or push for more returns.

As consolidation reshapes the market, the custodian sees an opportunity to attract tech-forward and multi-custodial firms.

The 20 top-performers have generated gains well over 50% in the first seven months of the year.

“The stocks that I hadn’t heard of three months ago all of a sudden are the most active — that’s not where investors go, that’s where traders might go or hobbyists might go,” says a private wealth advisor at UBS.

The role of retail investors in a 45% rebound since late March has been intensely analyzed, as a swarm of tiny buyers chased after recovery plays and insolvency stocks.

“It’s like shopping on Amazon for real estate,” says one investor. But clients pay a premium for the access and convenience.

It’s easier — and more lucrative — for financial firms to pander to clients’ worst instincts than help subdue them.

It’s official: inexpensive index funds and ETFs have finally eclipsed old-fashioned stock pickers.

“As we’ve gone through various crises, we’ve still told clients to stay invested and not get out of U.S. equities, it’s too early,” said Sharmin Mossavar-Rahmani, CIO for Goldman’s Private Wealth Management.

Roughly 45% of Berkshire’s stock portfolio is allocated to the financial sector, and eight of the portfolio’s top 12 holdings are financial stocks — a deeply contrarian bet.

UBS Global Wealth Management, which oversees more than $2.48 trillion in invested assets, has gone underweight on equities for the first time since the euro-zone crisis.