Big changes to the FAFSA process mean grandparents can finally help pay for college without worrying about the “financial-aid trap.”
Getting the balance correct between short-term relief checks and long-term infrastructure spending is critical.
In a cyclical rotation, there are several ways to gain exposure to value. Here’s what investors should know.
As the world moves to a green power paradigm, we look to our analysts to identify winners and losers in the energy transition.
Equity compensation awards have become available to more employees in the past couple years. How can advisors help their clients get the most out of them?
Successful vaccine development and policy support helped fuel the recovery across asset classes.
Sustained inflation is unlikely, but it’s important to keep track of certain structural and economic factors over the next 12 to 24 months.
As the economy recovers and cyclical stocks begin to outperform, how should we think about the connection between equities and U.S. Treasury yields?
Stronger fundamentals, undervalued segments and an improving economic outlook point to renewed potential for municipal bonds in 2021.
Emotional decisions during periods of short-term volatility rarely pay off in the long run.
With a high P/E premium on international growth stocks, it’s time to take a closer look at value.
It’s important for the U.S. to reach herd immunity in order to get COVID-19 under control. But some variables are still at play.
Our latest chart demonstrates how various sectors could be impacted by Biden’s tax proposal.
As more people in the U.S. get vaccinated, the country will make its return to normal. But some industry trends are here to stay.
The COVID-19 pandemic has done little to disrupt the powerful structural trends driving growth in emerging markets.
The Columbia Threadneedle Return to Normal Index measures progress toward a post-pandemic world.
We believe that interest rates will remain low in 2021. But will pent-up demand create inflation?
Credit selection and downside protection will be critical for fixed-income investors in 2021. Interest rates are low and the margin for error is small.
Initially, GDP growth may be weak. But once vaccines are broadly distributed, pent-up demand from consumers should lead to more robust growth in the second half of 2021.
COVID-19 hasn’t changed key long-term trends, but cyclical rotation could lead to opportunities in 2021.
Changes to expect as a result of the pandemic and the election, and longer term secular trends shaping the business
The upcoming year gives us all a chance to expand our view, see the bigger picture and reinvigorate our goals. Our thought leaders weigh in on what they expect in the year ahead as we all work toward gaining perspective in 2021.
2021 rates outlook: Prepare for low interest rates this year and beyond. Consider adding credit risk and equity income strategies to generate income.
Congress makes forgiveness more flexible and reopens loan applications.
2021 economic outlook: Build longer term forecasts around successful vaccine distribution and expect stronger economic growth in the second half of 2021.