Much to the surprise of the Republican Party and the press, President Trump and Democratic leaders have been coming to agreements lately, including an alleged deal on DACA legislation this week and an agreement last week to put the debt ceiling debate off until December, as Democrats wanted. There were even whispers that they might do away with the ceiling altogether.
Read moreWill Trump Cut the Red Tape?
Of the many polarizations of the United States today, the battle over regulation is particularly fierce and many years in the making. Over the past decades, since at least the presidency of Ronald Reagan, the right and the Republican Party have come to view regulation as the premier sign of government overreach, stifling freedoms and hobbling economic growth. The left and the Democrats for the most part see regulation as the vital bulwark protecting the mass of Americans from corporate and government abuse.
Read moreTake Advantage of Shift From Bonds to Stocks
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 moreThe 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 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 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 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.
Read moreInvestors Pile Into Emerging Market Debt
Smart place to find yield, or risky pick of last resort? Zachary Karabell of Envestnet and Gina Sanchez of Chantico Global discuss emerging market debt with Dominic Chu.
Read moreIn Valuing Stocks, Don’t Get Lost in the Past
As stocks climb to new highs, many investors are concerned about whether today’s equity valuations are reasonable. But the debate over valuations and whether equities are frothy often misses a key element: nothing exists in a vacuum.
Read moreProfit Recession Ending?
Allen Bond, co-portfolio manager at Jensen Quality Growth Fund, and Zachary Karabell, head of global strategy for Envestnet, discuss whether or not they expect improvement in earnings this year, and where.
Read moreThe Envestnet Edge, July/August 2016
The Envestnet Edge for July/August 2016
Read moreThe Envestnet Edge, June 2016
The Envestnet Edge from June 2016
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