With this year’s fourth quarter around the corner, we maintain a positive view on the miners. The majority of our preferred global macro indicators are holding well, and the mining sector still trades at a deep discount to the market. Metal prices already show strength, suggesting corporate earnings should soon follow.
Investment correlations that favored passive investment strategies are likely to break down while the bull market nears its end, favoring strong pickers. Look to emerging markets for some of the best opportunities.
The tech sector’s long rally may cause unease for many investors wondering whether they’ve waited too long to profit. While many of the big names trade at unattractive lofty valuations, several companies and strategies still work with this unflinching tech bull market.
While the broader market looks strong on the surface, underlying trends have weakened considerably over the past six months. Accordingly, we believe a 5 to 10 percent pullback in the S&P 500 is likely in the final months of 2017. That correction will serve as an opportunity to add stocks to the Wealth Builders Portfolio.
In an environment where energy prices remain lower for longer and short-cycle US onshore plays take market share, midstream MLPs with the best growth prospects remain some of our favorite picks. Do recent IPOs represent good investment opportunities?
Passive investment has had a dramatic effect on bond funds. And while that’s meant higher prices and lower yields for many, four in our coverage universe offer solid management, performance, and income.
Over the past couple weeks, the entire Lifelong Income Portfolio reported second-quarter numbers and management teams delivered guidance for the rest of the year. That makes now an ideal time to evaluate where each of our recommended companies stands.
While the risks of today’s low-volatility stock market are clear, we continue to believe the next sell-off in the broader market will be a correction, not the beginning of a new bear market. Look for a rotation out of the growth-oriented fare and into cyclical and value groups.
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