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Skip to main content remove menu search Search search remove Home What we do right-arrow arrow-sm-down left-arrow Back What we do Customizable technology and investment solutions that simplify complexity and empower the financialservices industry to move forward with confidence.
As anyone who has invested lately knows, things have been quite choppy and frustrating so far in 2025, especially from the February 19 peak to the near-bear market April lows. Even looking beyond 2025, the Fed is now projecting higher inflation in both 2026 and 2027. for both 2025 and 2026 before dropping to just 4.4%
Congrats again to the Dow on an amazing run and to all the investors over the years who have benefited by sticking to their investment plans. That’s a slow burn, but a burn nonetheless with economic risks increasing as we get closer to year end and into early 2026. All indices are unmanaged and may not be invested into directly.
Skip to main content remove menu search Search search remove Home What we do right-arrow arrow-sm-down left-arrow Back What we do Customizable technology and investment solutions that simplify complexity and empower the financialservices industry to move forward with confidence. Key similarities. options remain broad.
We like to say in the Carson Investment Research team that hope isnt a strategy, but were hoping for some green during the SCR! Sure, this is only one indicator, and we suggest following many indicators when making investment decisions, but this is clearly something we wouldnt ignore either. 2026: Up from 2.0% of the time.
This weeks Tax Advisor news roundup covers key updates for financial professionals. We break down individual state income tax rates and brackets nationwide, explore a survey revealing that technology spending in the financialservices sector is outpacing pay increases, and provide a refresher on 1099-K reporting requirements.
The Carson Investment Team was proud to release our Midyear Outlook 2025: Uncharted Waters last week. But that’s something we’ll look at as we approach the end of the year and start thinking about our Outlook 2026. All indices are unmanaged and may not be invested into directly. Investors cannot invest directly in indexes.
This is why we invest for the long run and use the scary times as an opportunity, not a time to panic. Spoiler alert, 2026 and 2027 will have scary headlines and big market down days as well. All indices are unmanaged and may not be invested into directly. That is easier said than done, but many investors did just this.
Now, even if you adjust those future costs to present value (using a conservative 3% investment return), you’d still need nearly $395,000 in savings set aside today just to meet those expenses. But in 2026, the “subsidy cliff” returns. Treat it with the same rigor as any other long-term investment.
Skip to main content remove menu search Search search remove Home What we do right-arrow arrow-sm-down left-arrow Back What we do Customizable technology and investment solutions that simplify complexity and empower the financialservices industry to move forward with confidence. for both 2025 and 2026, to 2.0%
Even as Fed members increase the 2025 core PCE projection to 2.8%, they left the projection for 2026 at 2.2% All indices are unmanaged and may not be invested into directly. The NASDAQ 100 Index includes publicly-traded companies from most sectors in the global economy, the major exception being financialservices.
Its not that weve never seen volatility before thats part and parcel of investing. Do you do any capex investments? At the end of 2025, the forward 12-month EPS will actually be the 2026 EPS estimate, and so it makes sense to focus on that instead of 2025 EPS (the assumption is that markets are forward looking).
billion in 2017 to US$ 200 billion by 2026. Some key developments in the sector are, Walmart is set to invest over US$ 2.5 In 2021, India’s e-commerce sector received a record US$ 15 billion in PE/VC investments, a 5.4 It is expected to increase from US$ 38.5 billion in India’s e-commerce and payments sectors.
Are Alternative Investments the Key to Diversifying Your Portfolio? Explore Types, Benefits and How to Get Started Are you tired of the traditional investment options that seem to be a rollercoaster ride and often offer limited downside protection? If so, it’s time to delve into alternative investments.
Are Alternative Investments the Key to Diversifying Your Portfolio? Explore Types, Benefits and How to Get Started Are you tired of the traditional investment options that seem to be a rollercoaster ride and often offer limited downside protection? If so, it’s time to delve into alternative investments.
Short-term earnings growth is important, but long-term earnings growth means even more for financial planning. Stocks are a long-term investment that can continue to provide returns above more conservative assets as long as companies can continue to grow earnings. All indices are unmanaged and may not be invested into directly.
The seat take-up is increasing at a CAGR of approximately 42% from approximately 59,000 – 69,000 seats per year in 2019 to approximately 167,000 – 177,000 seats per year in 2022 and is expected to reach 335,000 – 345,000 seats per year by 2026. Investment Rs. Cr Fresh Issue Rs. 128 Cr Offer for Sale (OFS) Rs. 10 Price Band Rs.364
As a leading force in India’s business sector, RIL highlighted its plans for growth across retail, digital services, and energy. The company’s innovative approaches and strategic investments underscore its commitment to driving substantial value. The 2020 rights issue investments have grown nearly 2.5 It plans 1.5
CAGR over fiscal 2022 to 2026 after a minor decline of 1.2% Thus, the growth prospects of the wind sector in India are promising with capacity additions of 18-20 GW expected over the next five years which would entail investments of approximately ?1.4 CRISIL Research expects the energy required to grow at 3.0-4.0%
Yes, things have been very good for investors and fortunately weve been in the camp for more than two years now that we are in a new bull market and that being invested in stocks made a lot of sense. We also calculated 1-year/1-year forward inflation expectations, which is inflation expected in the second year from now (roughly 2026).
Of course, this is all in good fun and never invest in this, but given the Eagles just won the Super Bowl, maybe we have yet another reason to worry? In Carson Investment Researchs 2025 Outlook , we looked at both policy opportunities and risks, including tariff policy, for markets in 2025.
Investment spending, which is what you need for productivity growth, also lagged across 2018-2019, reversing gains made initially in anticipation of corporate tax cuts. The chart below shows new orders for nondefense capital goods (a proxy for business investment) from 2017 through February 2020 (pre-pandemic).
Unless these tax cuts are pro-actively renewed, Americans will see their taxes go up starting in 2026. Keep in mind that 2026 is a mid-term election year, and that’s going to crystallize Congress’s focus on getting something done. All indices are unmanaged and may not be invested into directly.
She’s now Chief Investment officer of Citibank’s Citi Wealth, which runs, you know, something like a trillion dollars. The breadth and depth of her experience makes her uniquely situated to be a chief investment officer. Barry Ritholtz : So let’s talk about the investing side. Kate Moore : Absolutely.
The market is still pricing in at least three cuts in 2025 and another two in the first half of 2026. In other words, markets are expecting policy to stay tight in the near term, but an economic slowdown later in the year (and into 2026) may push the Fed to cut more rapidly. Investors cannot invest directly in indexes.
This weeks Tax Advisor news roundup covers key updates for financial professionals. We break down individual state income tax rates and brackets nationwide, explore a survey revealing that technology spending in the financialservices sector is outpacing pay increases, and provide a refresher on 1099-K reporting requirements.
Letting politics influence investing decisions rarely goes well. But with the last Trump administration, for example, we did see tariff policy uncertainty weighed heavily on business investment in 20182019 and put a dent in the expected supply-side impact of the Tax Cuts and Jobs Act. This one is unlikely to be a slow burn.
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