Thoughts on the US monetary policy path ahead from Franklin Templeton Institute’s Stephen Dover and Rick Polsinello.
Many investors seem content to sit in cash. But with the market pricing in rate cuts by July, we think it’s time for muni investors to jump back in now. Here’s why.
There have been several big changes in the municipal bond market lately. Here's what you should know.
If, like me, you’re old enough to remember the 1990s internet bubble, today’s AI excitement might be giving you flashbacks. The parallels are unmistakable.
Gold staged a blinding comeback this week, surging to fresh all-time highs above $2,200 an ounce. The rally, which has added around 10% to gold’s value since mid-February, caught many market watchers off-guard.
Earlier this week, I shared my thoughts on a ban or forced sale of social media platform TikTok. The Chinese Communist Party can use it to surveil and manipulate Americans, and we should ban it immediately. Many of you sent thoughtful feedback, which I appreciate.
With three potential Fed interest rate cuts forecast for this year, gold remains an attractive equity hedge.
Seeking ETF options as rate cuts look further and further away? Consider how value investing via active ETFs could help.
The Bank of Japan (BOJ) has bid farewell to its negative interest rate policy (NIRP), yield-curve control (YCC) and quantitative and qualitative easing (QQE), marking the end of an era of extraordinary monetary easing.
Corporate defaults have been on the rise. As such, investors may want to consider investment-grade debt until credit risks subside.
Zach Pandl, the head of research at Grayscale, spoke with VettaFi about bitcoin's current runup and what lies ahead for the cryptocurrency.
Based on the valuation measures we find best-correlated with actual subsequent S&P 500 total returns across a century of market cycles, the stock market presently stands at valuation extremes matched only twice in U.S. financial history.
The Northern Trust Economics team shares its outlook for major markets, with a spotlight on China.
The central bank will look to cut interest rates three times by the end of 2024.
We will explore research concerning passive, covered call income strategies, give an overview of the derivative income category and due diligence considerations, and take a closer look at an ‘active-active’ approach deployed in a new ETF.
Federal Reserve officials appear locked in for multiple rate cuts this year, despite inflation reaccelerating – raising questions about the speed and timing of this easing cycle.
Tech companies know that if there is an open, democratic debate about data security, consumers’ concerns about digital safeguards will win out. And while the industry's lobbyists tried to ensure that no such debate could ever occur, one of their more cynical moves has now been exposed and thwarted.
The Federal Reserve suggested that interest rates likely will move lower, but perhaps not as quickly as markets had been expecting.
In this FAST Graphs Analyze Out Loud Video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will analyze Super Micro Computer (SMCI) Chuck will also cover Nvidia Corp (NVDA).
Despite strong gains in equity markets last year and year-to-date as well as indexes sitting at all-time highs, we are extremely excited about the investing landscape from an asset allocation perspective.
As the S&P 500 continues climbing, investors don't need to worry about a sudden drop, which bodes well for high-yielding dividend funds.
Treasury yields are on the rise following new economic data and upcoming indicators from the Federal Reserve.
There was zero chance the Fed was going to cut rates today; instead it was all about what today’s meeting, the dot plot, and the press conference meant for the timing and pace of rate cuts in the months ahead.
The US industrial renaissance is not a new theme for RBA. We first wrote about it in 2012 when we argued that US corporations had moved operations overseas because they were too focused on labor costs, and were ignoring transportation, governmental, geopolitical, and supply chain risks.
In the ever-evolving investment landscape, one thing has persisted for decades: the debate about the superiority of active or passive strategies.
India’s equity markets are being driven by fundamentals in the form of robust economic expansion which is leading to strong earnings growth. India is also, helpfully, in the draft of favorable geopolitical tailwinds. In this paper, we make the case for India.
Using a tactical approach to fixed income investing based on the evaluation of yield spreads across a variety of fixed income sectors makes sense.
The Bank of Japan raised interest rates for the first time since 2007 and has eliminated the yield curve control framework. Franklin Templeton Fixed Income Economist Rini Sen expects the bulk of further tightening will likely come in 2025 as BoJ seeks to reach a sustainable 2% inflation target by end of fiscal year 2025.
Often, investors ask us about the remaining useful life for pipelines and whether these assets will become stranded as renewable energy and electric vehicles gain traction.
The heated debate surrounding traditional 60/40 portfolios in today’s markets has dwindled in recent months. Given ongoing market volatility and the growing popularity of alternatives, does the traditional portfolio hold up today?
Between adjustments in Fed policy and a coming presidential election, it's going to be an emotional year, but historical data shows staying invested is the best course for investors.
Household equity allocations are again sharply rising, as the “Fear Of Missing Out” or “F.O.M.O.” fuels a near panic mentality to chase markets higher.
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Russ Koesterich discusses the reason that bonds are not providing the same diversification benefit to equities as in prior decades.
In recent years, private equity fundraising surged, yet exits slowed drastically in 2022, prompting institutional investors to rebalance portfolios through increased secondaries activity. Franklin Templeton Institute’s Senior Strategist Tony Davidow explains.
Planning on implementing a large portfolio change in the second quarter? You’ll want to pay attention to this calendar.
The U.S. Federal Government has set a net zero carbon goal by 2050. Tremendous resources have been applied with borrowed money to fund these goals and subsidize money-losing green investments.
Last week, the House passed a bill that would require ByteDance, the Chinese company that owns TikTok, to sell within six months or face a ban. Now the bill faces an uphill battle in the Senate.
Even after high demand in 2023, quality-focused investments are popular again in 2024.
In a global macroeconomic environment fraught with high inflation, consumers are stressing needs over wants, but that’s not to say they’re abstaining from the latter completely.
The Federal Reserve weighs the data while investors wonder: When will rate cuts begin?
Attractive growth companies are scattered across Europe’s otherwise lackluster market landscape. Here’s how to find them.
At Mutual Series, we do not believe the packed and contentious 2024 global election season will upend the major long-term trends around supply-chain links, energy security and defense—all of which can further support certain value stocks.
Shelter costs are keeping inflation measures elevated.
The economic outlook in the United States is unusually murky, with different sets of indicators telling different stories. But it is entirely possible that inflation will get stuck at a level inconsistent with the US Federal Reserve’s target, reducing – perhaps even to zero – the number of interest-rate cuts this year.
The Fed meets this week, which means investors and analysts will be sifting through Wednesday’s FOMC statement, updated economic projections, the “dot plots,” and Powell’s press conference searching for any signal – real or imagined – about what our central bank will do next.
Capital markets appear content with playing the rate cut waiting game as the S&P 500 continues to rise to new highs. Meanwhile, renewed volatility could make investors reconsider adding an equal weight strategy to their portfolios.
It’s been a raucous past year for fixed income investors. Following years of quiet for rate markets, the Fed’s rapid rate hikes, and subsequent signals about rate cuts, have reinvigorated fixed income investing.
Sentiment data is beginning to match relatively strong "hard" economic data.
Over the last few years, digital currencies and gold have become decent barometers of speculative investor appetite.
