After years of horrendous returns, core bonds were beginning to look like attractive, ho-hum investments. Then the debate happened.
Category: Mutual Funds
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S&P and Stocks So Far This Year: Turbulence Behind Gains
The S&P 500 has climbed sharply this year, with few big swings. Below the surface, though, there’s a great deal of turmoil
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Why the Stock Market Has Risen Even With No Fed Rate Cuts
The S&P 500 has been buoyant mainly because of A.I. fever, while bonds are having another mediocre year. But as an investor, our columnist is staying the course.
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Counting Inflation, the Stock Market May Have Hit a Peak
But Robert Shiller, the Nobel laureate, says valuations adjusted for high inflation suggest stock returns for the next decade are likely to be modest.
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January Was Awesome for Stock Pickers, but Can They Keep It Going?
Most active fund managers beat the market at the start of the year. But history suggests that they’re not likely to keep doing so for long.
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After a Rip-Roaring 2023, the Markets Are Taking a Breather
The stock market’s long-term path has been persistently upward, our columnist says, but there have been plenty of setbacks and it’s wise to prepare for more.
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Higher Rates Can Help Retirees but Stocks Outpace Inflation
Investors who want to lock in safe income may be hurt over the long haul if they don’t also hold stocks, our columnist says.
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In the Stock Market, Don’t Buy and Sell. Just Hold.
There’s new evidence that market timing doesn’t work. Your odds of success are better if you just hang on and aim for average returns, our columnist says.
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Stocks and Bonds Have Taken Losses. Invest in Them Anyway.
Most people have lost money in the markets over the last several months, but people who have held on have prospered, our columnist says.
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Stock Market Returns Are Deceptively High
While stocks, bonds and money market funds have generated positive returns for the year, a quirk in the calendar is creating deceptively strong performances.
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Most Funds Couldn’t Beat the Stock Market in 2022, Despite Advantages
In 2022, conditions were heavily in stock pickers’ favor, but most trailed the market. This year looks worse, our columnist says.