At long last, the presidential election of 2016 is entering its final stages. In one form or another, this election has occupied an outsized place in American life since the middle of 2015, by far the longest and most extensive political campaign we’ve ever experienced. Much of this campaign season’s noise will have little impact on markets, the economy, interest rates, economic growth, or the fate of companies. In many respects, there is an inverse relationship between the furor of this election and its clear impacts—particularly if Hillary Clinton and the Democrats win.
Read moreStocks Stage Steep Comeback
Where’s the market headed next? Matt Maley of Miller Tabak and Zachary Karabell of Envestnet discuss with Brian Sullivan.
Read moreTrump vs. Clinton: A Fundamental Clash over How the Economy Works
He sees it as zero-sum. She believes all boats rise together. Hillary is right, but a lot of people are buying into Trump’s vision.
Read moreDiversification is the Winning Ticket in 2016
Recent volatility notwithstanding, what has been striking about 2016 as an investing year is how relatively good it has been. In fact, the return on a diversified portfolio this year is competitive with many major asset classes, and has restored (for now) some confidence in the age-old mantra of diversification being among the most prudent of investing strategies.
Read moreThis is the Market’s Worst Week, Historically
History suggests a high chance stocks slip this week. Larry McDonald of ACG Analytics and Zachary Karabell of Envestnet discuss with Brian Sullivan.
Read moreWhat a Fed Surprise Would Mean To Markets
If the Federal Reserve raises rates in its September meeting, how would markets respond? Larry McDonald of ACG Analytics and Zachary Karabell of Envestnet discuss with Brian Sullivan.
Read moreMarket is Underestimating Trump’s Chances
Donald Trump could very well win the presidential election, and stocks aren’t prepared, according to Larry McDonald of ACG Analytics. He discusses with Zachary Karabell of Envestnet and Brian Sullivan.
Read moreThe Envestnet Edge, September 2016
The Envestnet Edge from September 2016
Read moreTrading Nation: More Market Downside Ahead?
Craig Johnson, Piper Jaffray Senior Technical Strategist, and Zachary Karabell, Envestnet Head of Global Strategy, discuss their outlooks for the S&P 500 under the shadow of the Fed with Melissa Lee.
Read moreThe Year Everyone is Making Money
Since the start of the year, stocks, bonds, oil and gold have all risen. Zachary Karabell of Envestnet and Gina Sanchez of Chantico Global discuss with Dominic Chu.
Read moreInvestors Pile Into Emerging Market Debt
Smart place to find yield, or risky pick of last resort? Zachary Karabell of Envestnet and Gina Sanchez of Chantico Global discuss emerging market debt with Dominic Chu.
Read moreIn Valuing Stocks, Don’t Get Lost in the Past
As stocks climb to new highs, many investors are concerned about whether today’s equity valuations are reasonable. But the debate over valuations and whether equities are frothy often misses a key element: nothing exists in a vacuum.
Read moreTrump’s Year of Magical Economic Thinking
It is a relief that Donald Trump has finally turned to policy. Because now we can see, finally, that his policy ideas are as frothy, bombastic and detached from the world as the rest of his rhetoric. What the GOP candidate outlined in his big economic speech in Detroit on Monday relies entirely on an outdated theory (trickle-down economics)
Read moreProfit Recession Ending?
Allen Bond, co-portfolio manager at Jensen Quality Growth Fund, and Zachary Karabell, head of global strategy for Envestnet, discuss whether or not they expect improvement in earnings this year, and where.
Read moreThe Envestnet Edge, July/August 2016
The Envestnet Edge for July/August 2016
Read more‘Have You No Sense of Decency, Mr. Trump?’
“Have you no sense of decency, sir, at long last? Have you left no sense of decency?” Those cutting words, delivered on national television, effectively ended the career of Senator Joe McCarthy. For four years, McCarthy had enjoyed a kind of immunity as he smeared anyone he pleased while on a national witch hunt for Communist sympathizers.
Read moreWhy Trump Can’t Become a Dictator
Not only hasn’t he retracted his pledge to ban Muslims from America’s shores, Donald Trump has doubled down on it over the past week. In the wake of the Orlando shootings, Trump announced that as president he would “suspend immigration from areas of the world where there is a proven history of terrorism against the U.S.”
Read moreThe Envestnet Edge, June 2016
The Envestnet Edge from June 2016
Read moreInvestors Should Focus on Hitting Singles
It is a time-honored tradition in the world of investing to use sports clichés. Yes, it’s a cop out, a failure of collective imagination, but rather than fight it just now, we are going to jump on that bandwagon. And not just sports clichés; we’re going to embrace all clichés—after all, most clichés have a real kernel of truth.
Read moreThe Envestnet Edge, May 2016
The Envestnet Edge from May 2016
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