Emerging-market (EM) corporates have a track record of resilience across market cycles.

The election results triggered a positive market response. The S&P 500 rose +2.5% on Wednesday following the election.

Recent insights from Natixis Investment Managers breaks down a few fixed income risks that investors may not be aware of.

Last week’s developments mark one of the most pivotal weeks in recent memory.

With the outcome of the election now known, we will continue to assess how policy changes impact our broader view.

From beginning to end, the 2024 election cycle will be looked back on as historic

For DC plan sponsors, developing a short list of income solutions is a good first step.

As the year winds down, many investors focus on year-end charitable giving and tax planning. Finding a charity and donating money is the easy part. Taking slightly different approaches to gifting can yield dramatically different results from a tax perspective.

October’s market activity can be neatly summarized in a single chart: the dollar (BBDXY) was strong and U.S. stocks (the VOO ETF tracks the S&P 500 index) meaningfully outperformed international stocks (VXUS).

Republicans won the White House and Senate in the 2024 U.S. election, while vote counting continues for the House of Representatives. Here's a look at the policies that could affect markets.

Here’s our outlook on what to expect and how investors might navigate this new phase.

Microsoft, Meta, Apple, Alphabet, and Amazon all experienced fluctuations in their shares, leading to a two-week losing streak in October after five months of gains. Despite this, Financials, Communications Services, and Energy sectors remained positive. Looking ahead, we're analyzing President-elect Trump's platform and its potential implications for corporate taxes, regulations, tariffs, inflation, and economic growth.

Even with Republicans poised to control the White House, the Senate, and the House of Representatives, slim congressional majorities could hinder the president’s efforts to enact his agenda.

For investors who have been considering active investing, the post-election market swing could be the trigger to dive in.

With a "Red Sweep" in Washington likely, markets are now pricing in a more aggressive policy agenda.

In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will cover the Communication Services Sector.

With the Russell 2000 Index rallying in response to the U.S. election results—the benchmark index of small cap stocks soared by nearly 6% on Nov. 6 alone—small cap managers are re-evaluating their positioning ahead of President-elect Trump taking office in January.

Instead of dreading volatile markets, the savvy advisor understands that during these times, her professional skill is most valuable and she can fulfill the vital role that she was hired to accomplish.

The yield on the 10-year Treasury surged to about 4.4% just after the election, even though it has come back down close to pre-election levels recently.

Retirement plan savers looking to mitigate the risk of higher taxes in the future may benefit from making after-tax contributions to employer plans, which may be transferred to Roth accounts. Our Bill Cass details a “mega backdoor” Roth strategy.

The Fed cut rates by 0.25%, with limited changes to the statement, while Powell's blunt "no" response about any coming political pressure to resign was headline grabbing.

In a week with a U.S. presidential election and market volatility, the Federal Reserve cut its policy rate 25 basis points (bps) as expected. Amid this noise and the generally positive messages from recent macro data, Fed Chair Jerome Powell emphasized that downside economic risks had decreased, but the policy rate remains above neutral, suggesting that gradual cuts are still likely to come over time.

The Federal Reserve cut short-term rates by a quarter percentage point last week, like pretty much everyone expected. In addition, the Fed didn’t push back hard against market expectations of another quarter-point cut in mid-December, so unless the economic or financial news changes dramatically by then, expect a repeat at the next meeting.

The prospect of a Trump presidency has led to much debate and speculation about how markets might react. Depending on what policies are eventually passed, there are potential risks and opportunities in both the stock and bond markets.

Many tech companies and executives are at political odds with President-elect Trump, but the sector performed well during his first term.

The housing market inderwent huge transformations in recent decades with the aftermath of the Global Financial Crisis & the COVID-19 pandemic.

Today is Veterans Day. My father served in the army during the Vietnam War. He lives in Long Island, New York, and I am proud of his service.

Accumulating inconsistencies in the prevailing paradigm then trigger a crisis, leading to the emergence of new theories and ideas, resulting in a paradigm shift where the old framework is rapidly replaced by a new one.

I went to bed “early” on election night, around 10:30 pm. We are in the five months of the year where Puerto Rico is one hour ahead of Eastern time, and nothing I was seeing made me think it would be an early night. And by that I meant 3 or 4 am.

On the latest edition of Market Week in Review, Chief Investment Strategist for North America, Paul Eitelman, discussed key watchpoints for investors in the wake of the U.S. elections. He also explained how the election results are impacting markets, and finished with an update on the latest monetary policy decisions from the U.S. Federal Reserve (Fed) and the Bank of England (BoE).

We are in a world where multiple, starkly different outcomes are possible. The decisive U.S. election outcome has stoked uncertainty about future U.S. policy.

Maslow’s hierarchy of needs was a groundbreaking concept when it appeared in 1943. American psychologist Abraham Maslow argued that certain basic needs—food, water, shelter, etc.—must be met before a person can move on to higher levels of self-worth and fulfillment.

The people have spoken. While there are still some unknowns, the contours of the American government that will be seated next January are reasonably clear.

In the report, Global Head of Fixed Income Jim Cielinski and Head of Global Short Duration Daniel Siluk believe navigating the change in rate regimes has grown more complicated for the Federal Reserve (Fed) as they must now consider the ramifications of Donald Trump’s proposed economic policies.

Investors have embraced U.S. midcap equity ETFs in 2024, with the investment style gathering $19 billion of new money as of early November.

With the election over, many market sectors have skyrocketed. However, investors should still consider investing in more gold.

Explore how these two investment types compare.

Following the September FOMC meeting’s much ballyhooed 50-basis point (bps) rate cut, the voting members scaled back and reduced the Fed Funds by 25 bps this time around.

While investors and institutions were digesting the results of Tuesday’s elections, the Fed was meeting to determine the path forward for rates. Following on the 0.5% (50 basis points) start in September, the Fed cut rates by a further 0.25% today and the markets are forecasting another cut to come in December, but the odds of that move have ticked lower.

Volatility is likely here to stay until we get some level of clarity on the political landscape.

Western economies are inching towards soft landings, and their central banks are reducing interest rates. These developments will be helpful to economies in the Asia-Pacific region as they conclude 2024 and look forward to next year. However, the outlook for China remains a central concern.

Marc Pinto, Head of Americas Equities, and Lucas Klein, Head of EMEA and Asia Pacific Equities, say a surprisingly straightforward U.S. election could provide additional momentum to U.S. stocks through the end of 2024. But it remains to be seen how policy will impact future earnings—the real driver of long-term returns.

There’s a problem brewing in the world of ETFs: We are running out of ticker symbols. Bloomberg recently reported that, with so many new funds hitting the marketplace in recent years, issuers are forced to produce catchy four-letter ticker symbols rather than the more eye-pleasing three-letter abbreviations.

Corporate buybacks have become a hot topic, drawing criticism from regulators and policymakers. In recent years, Washington, D.C., has considered proposals to tax or limit them.

Stocks have had a habit of gaining ground no matter who becomes President.

The Exchange conference offers investors firsthand exposure to the ideas, strategies, and tools top-tier issuers are deploying.

This is not a typical business cycle. We see structural forces holding inflation higher long term, keeping the Fed from cutting as much as markets expect.

The election is unlikely to influence monetary policy.

If we had to choose one indicator to watch over the next few months, it would be weekly initial jobless claims.

In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will uncover value in the Consumer Staples Sector.