Please note: The Frank Talk articles listed below contain historical material. The data provided was current at the time of publication. For current information regarding any of the funds mentioned in these presentations, please visit the appropriate fund performance page.
- Markets Have Outperformed When a President Seeks Reelection
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- August 12, 2020
By now you’ve all heard the news. Joe Biden, the Democrats’ presumptive nominee for president, has selected as his running mate Kamala Harris, junior senator from California and the state’s former attorney general.
- The Contrarian Investment Case for Russian Stocks
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- August 6, 2020
Russian stocks, as measured by the MOEX Russia Index, turned positive for the year on August 4 after plunging 30 percent due to the pandemic.
- A $10 Trillion Response to the Global Pandemic
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- March 23, 2020
Last week I was introduced to a board game called Pandemic. In the game, players are up against the clock to find the cure to viral outbreaks and contain them before they spread across the entire globe.
- Here's Why You Shouldn't Panic Over China's Factory Slowdown
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- March 5, 2020
Chinese manufacturing activity slumped to a record low in February as the coronavirus outbreak temporarily shuttered plants and factories and travel restrictions impacted the supply of labor.
- Where to Get Income in a Low-Yield World
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- February 18, 2020
So far in 2020, the yield on the 10-year Treasury has averaged an anemic 0.01 percent when adjusted for inflation. Since the end of January, it’s actually dipped below 0 percent, trading as low as negative 0.14 percent on January 31.
- Here's What the Trucking Industry Could Learn From Airlines
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- December 18, 2019
This year alone, nearly 800 U.S.-based trucking companies have gone bankrupt. That’s almost three times the rate as in 2018, when things were looking remarkably positive.
- Is the Fed Gearing Up for a New Round of Quantitative Easing? Here Are the Possible Signs
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- December 10, 2019
“This is not QE. In no sense is this QE.”
That was Jerome Powell in early October, answering a reporter’s question on whether the Federal Reserve’s intervention in the overnight U.S. repo market constituted another round of quantitative easing (QE).
- Will the Real Manufacturing PMI Please Stand Up?
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- December 4, 2019
It’s the top of a new month, meaning we get to see the latest manufacturing purchasing manager’s index (PMI) readings. And if you follow both the Institute for Supply Management (ISM) and IHS Markit’s reports on U.S. factory activity, you may be getting some mixed signals.
- 3 Emerging Europe Stocks We're Bullish On Right Now
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- October 31, 2019
The U.S. stock market has been hitting new all-time highs thanks to lower rates, positive earnings surprises and optimism that a resolution to the U.S.-China trade war comes sooner rather than later. But don’t let that distract you from exciting things that are happening in overseas markets, specifically in Eastern and Emerging European countries.
- Are All Your Ducks in a Row? Positioning Your Portfolio for the Market's Next Move
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- August 26, 2019
If you’ve paid any kind of attention to recent market headlines, you’ve surely seen the term “recession” among the most prominent topics in your newsfeed. This shouldn’t come as a shock, either––the global growth picture isn’t as rosy as it could be.
