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The Chart Room

Why the ‘Rothification’ of 401(k)s Would Hurt Retirees

Writing for Knowledge@Wharton, Professor Olivia Mitchell,Wharton Professor of business economics and public policy, looks at a new proposal circulating in Washington for the taxation of 401k plans.  The idea being explored looks at using after-tax dollars for contributions, much like a Roth, rather than allowing the current structure where contributions are made with pre-tax dollars.  Is this a good idea?  Professor Mitchell explores this topic.

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Markets Have Three Virus Scenarios to Consider

As the health emergency of Covid-19 develops, Aaron Brown of Bloomberg.com looks at how this illness and its impact on the world economy could effect investment portfolios.

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Low Interest Rates Worry the Fed. Ben Bernanke Has Some Ideas

Writing for the New York Times, Jeanna Smialek, Jim Tankersley and Ben Casselman look at statements made recently by former Chair of the Federal Reserve, Ben Bernanke.  In particular, the article looks at Bernanke’s opinions of the current interest rate environment and the actions of the Federal Reserve.

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Why the Economy Might Not Sway 2020 Voters

2020 is just around the corner and American voters will head to the polls to elect the next President.  Does the performance of the U.S. economy factor into a voter’s decision making process?  Writing for the New York Times, Ben Casselman and Jim Tankersley explore this topic.

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Creating A Sustainable Economy

Will nations collaborate to stave off climate change and create a sustainable economy?  That is the topic of discussion at the 2019 Climate Change Summit held recently at UN headquarters in New York.  It is also a topic lately examined by Dr. Julie Gorte, Senior Vice President of Sustainable Investing at Pax World Funds.

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Read the Article: The Transition to a Sustainable Economy

Changes to the Emerging Markets Club: China (A Shares), Argentina and Saudi Arabia

There have been recent changes in the Emerging Markets Indexes.  Writing for Investment Adventures in Emerging Markets, Dina Ting and Louis Hsu look at the Chinese, Agentinian and Saudi Arabian economies.

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The Groucho Marx Theory of Efficient Markets

The Efficient Market Hypothesis was developed by Nobel Prize winner Professor Eugene Fama in the 1970s.  This recent article published in Kellogg Insight by Professor Mitchell Petersen of the Kellogg School of Management looks closely at the mechanics of Efficient Markets.

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What a Yield-Curve Inversion Really Says About the U.S. Economy

Can the yield-curve really predict the economic future?  Writing for Bloomberg Businessweek, Peter Coy looks at the yield-curve and what it means in the current financial and political landscape.

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News Analysis: In Ramping Up Trade War with China, Trump Could be Playing with Fire

The trade war with China continues to make headlines.  Writing for the Los Angeles Times, Don Lee looks at the latest developments.

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The Transition to a Sustainable Economy

Investing to create a more sustainable and equitable world has been the spotlight for many individuals over the last few years.  Writing for Pax World Funds, Dr. Julie Gorte, (Senior Vice President for Sustainable Investing, Impax Asset Management LLC and Pax World Funds) outlines the environmental and socio-economic concerns impacting today’s society.

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