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James Picerno
Annual Global Market Return Forecast Holds Steady at 6% By James Picerno - Apr 04, 2023

The expected long-run return for the Global Market Index (GMI) held steady at 6.0% annualized in March, unchanged from last month and close to its trailing performance over the past decade. The...

James Picerno
Most Asset Classes Rebound in March By James Picerno - Apr 03, 2023

Asset classes made a comeback in March, led by inflation-indexed government bonds ex-US, based on a set of ETF proxies. The downside outlier: real estate shares in the US and around the world.The...

Michael Lebowitz
A Federal Reserve Pivot Is Not Necessarily Bullish By Michael Lebowitz - Mar 29, 2023

An old saying cautions one to be careful of what one wishes for. Stock investors wishing for the Federal Reserve to pivot may want to rethink their logic and review the charts.The second largest U.S....

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