A survey of investor sentiment is near levels of pessimism last seen before the bull run. Valuations don’t back that up.
Asset classes like equities and real estate generally outgrow inflation.
Wall Street has been on edge since SEC Chair Gary Gensler signaled last year that the agency may outlaw payment for order flow during its equities rules overhaul.
Investors no longer view stocks as the only option, even if they aren’t ready to go all in on bonds.
These mistruths can bias investment decisions and distort advisor-client relationships.
More than half of investors are underweight equities while over 60% are overweight cash.
Six reasons why the current environment is an attractive time to invest in small cap stocks.
Companies focused on reducing risk and restoring communities after disaster strikes stand to grow.
Swelled by direct indexers, the passive stake is double estimates.
