For several years, investors have anticipated a “great rotation” from bonds into equities, and for several years, they were dead wrong. In fact, even as equities were quietly rising for the past years, both domestic and international money has continued to surge into bonds. At long last, that is beginning to reverse, which demands a reconsideration of strategies that seemingly have worked so well and so easily for so long. As long as bond prices were rising, pouring money into assets that had a certain return looked like a slam dunk. No longer.
Read moreTrading Nation: Big Rally In Industrials
Craig Johnson, Senior Technical Strategist, Piper Jaffray & Co, and Zachary Karabell, Envest-Net, discuss the jump in industrials, which hit a record high today.
High Yield Bonds Lag Stocks: Turnaround Ahead? | Trading Nation | CNBC
Is a junk bond jump-back around the corner? Zachary Karabell of Envestnet and Craig Johnson of Piper Jaffray discuss with Brian Sullivan.
These Could Be Best ETFs To Buy Now
Which exchange-traded funds should you add to your portfolio now? Zachary Karabell of Envestnet and Craig Johnson of Piper Jaffray discuss with Brian Sullivan.
The Envestnet Edge, November 2016
The Envestnet Edge from November 2016
Read moreTrump Hits Emerging Markets
Zachary Karabell, Head of Global Strategy for Envestnet, and "Fast Money" trader Tim Seymour, discuss the Trump impact on emerging markets, which are down more than 9 percent since the election.
Read moreIt’s Not Just Trump. People Freaked out Over Nixon and Reagan, Too.
Donald Trump’s election has been greeted by a considerable portion of the country with panic. Large swaths of commentators have described his victory as a potential disaster for the nation — placing a “xenophobic racist” and “clown” in the Oval Office. One Hillary Clinton supporter outside her hotel in New York the morning after the election said, “I’m feeling physical pain. I’m shocked. I’m sad.”
Read moreWrong Number
The press didn’t see it coming. Or did they? This week, we examine the role of data – and delusion – in this election. Nate Silver reflects on the promise and pitfalls of polling, and Zachary Karabell discusses how financial indicators gloss over the gritty realities of American life. Plus: how a plan to dismantle the electoral college could make elections more democratic, and election coverage more interesting.
Read moreSpecial Webinar: Post-Election, Will Markets and Portfolios Emerge Winners or Losers?
Special Webinar on Post-Election Winners and Losers
Read moreThe GOP is Breaking. It’s not Trump’s Fault.
We now have something like consensus: The rise of Donald Trump portends the end of the Republican Party as we know it. As longtime GOP operative and commentator Steve Schmidt said last week, “The Republican Party has an outstanding chance of fracturing.” Trump’s opponents, inside and outside the party, are united in the belief that he has almost single-handedly undone an institution founded on the eve of the Civil War that has lasted for more than 150 years and has immeasurably shaped the United States.
Read moreMaking the Most of a ‘Placid’ Market
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.
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