Small-Caps or Large-Caps? There’s Another Answer.

Investors often ask me which style and/or category of stocks they should favor in the current environment. Is now the time to own large-cap stocks? International? Maybe load up on value over growth? Small-cap? In reality, a broadly diversified equity portfolio should probably have some level of exposure to each category, with some categories overweighted […]

Don’t Miss The Four Biggest Risks Facing the Market Today

In this week’s Mitch on the Markets, I was pleased to bring in a special guest to talk about the markets with me. He is the Fixed Income Portfolio manager here at Zacks Investment Management, and also one of our top analysts on the macroeconomic side – Manish Jain. I had a sit-down conversation with […]

Here’s Why Most Investors Underperform the Market

Since January of 1986, the research firm DALBAR has been compiling data measuring how the average investor performs over time. The results are pretty harrowing, and they might surprise you. Over long stretches of time, the average investor is widely underperforming. The table below underscores the magnitude of the underperformance for equity investors and fixed […]

What Does a Global Growth Upswing Mean for Your Investment Strategy?

Global economic growth appears to be in a broad-based, modest uptrend. The key words here, that have arguably been missing for a few years, are “broad-based.” Global growth in aggregate has been positive since 2009, but it’s largely been uneven. The U.S. has posted growth lower than our long-term average, China has been pushing forward […]

Don’t Ignore Trillions of Dollars in Growth Potential

If you are not yet familiar with the phrase, “the internet of things,” get ready – because you will be very soon. This technology/IT subsector is perhaps the fastest growing segment of them all, and it is sure to create plenty of winners and losers as corporations posture for prominence in product development for hardware, […]

Trouble Ahead? The Fed Thinks the Market is Overvalued

The Federal Reserve is notorious for making vague and general statements about the state of the markets and the economy. Analysts often parse the Fed minutes and statements looking for signs of changing monetary policy conditions, only to come out empty. That’s why it was surprising that the Fed was a bit more direct in […]

Will Revising Dodd-Frank Send the Markets Soaring?

It has been nearly seven years since Dodd-Frank was signed into law, but some of the rules still haven’t been finalized and implemented. Whatever your view about the necessity for the regulations and the need for placing a tighter belt around Wall Street, there is something wildly inefficient about taking seven years to implement rules. […]