In this quarter's CIO commentary look at the drivers, and non-drivers, of 2019’s strong equity markets, and look at how the recently enacted SECURE Act may affect you and your heirs.
Mainly because of fees and trading-related costs, the vast majority of actively managed funds are unable to beat their benchmark index over long time periods. Using past performance to pick actively managed funds does not improve your chances of beating the index going forward.
In this quarter's CIO commentary WE dig deep into the two decade rise in US company profit margins and think about where they could be going next. We also look at what the forward looking gauges are telling us about the US economy.
