State and municipal budgets are adjusting to life after pandemic interventions.

Yields have risen from the dead since their recent lows in mid-September presenting investors with an opportunity that many were scared had disappeared following the FOMC’s 50 basis point rate cut at their last meeting.

To paraphrase Milton Friedman: There are four ways in which you can spend money. You can spend your own money on yourself. You can spend your own money on somebody else. You can spend somebody else’s money on yourself. Finally, you can spend somebody else’s money on somebody else.

The latest AI-driven euphoria, led by big tech names that include NVIDIA, has dominated investment sentiment in the post-COVID era. Of course, many investors know that this has driven the U.S. equity market to an all-time high, stretching valuations to an extreme level (U.S. CAPE is at the 98th percentile of historical observations!).

Investment grade bonds have long been synonymous with a “core” fixed income allocation, but we believe a flexible strategy also belongs in most bond portfolios, as managers can adjust their exposure based on market conditions.

Throughout history one of the most significant features of the global business cycle is the synchronization of individual country economies.

Crossing a new ETF AUM threshold, Amplify ETFs has also launched new funds this year and may be set to intrigue entering 2025.

Despite recent headwinds from a strong U.S. dollar, EM local currency bonds present a compelling investment opportunity.

This week’s economic indicators continue to reflect a resilient U.S. economy despite the ongoing pressure from higher interest rates. Jobless claims dropped to 227,000, indicating a steady labor market. Durable goods orders came in strong, aligning with estimates, and GDP growth for Q3 is expected to come in between 3% and 3.25%, a robust figure by most standards.

The long and winding road to one of the most unusual presidential elections in history is coming to an end – with Election Day now just 11 days away.

Director of Investment Strategies Shailesh Kshatriya unpacks the potential factors driving the sharp increase in U.S. Treasury yields. He also provided an update on Q3 earnings season and the Bank of Canada’s latest decision on rates.

An independent central bank supports better economic and market outcomes.

For nearly 2 years I have been recommending MLP pipelines (Master Limited Partnership) as an attractive energy play with high yields and upside price potential.

Annuity owners value the financial security that guaranteed lifetime income provides.

Normalization seems to be in its final stage, with the Fed expected to continue cutting rates.

The third quarter of 2024 saw a clear reversal in market leadership, with the Low Volatility and High Dividend factors performing the best while the Momentum and Growth factors performed the worst.

With the election looming, investors should prepare for potential changes in tax policies, particularly given the impending sunset of the 2017 Tax Cuts and Jobs Act.

Talking and exchanging communication with advisors and clients over the last several years has shown that many of them are concerned about the fiscal path of this country and the consequences it is having on our debt.

People who are affiliated with the party that is represented in the White House always think the economy is better than those in the party not represented. Somehow, those opinions tend to change around elections. People’s views of the economy change very quickly if there is a change in control of the White House.

Seasonality has long influenced stock market trends, offering insights into predictable cycles of strength and weakness throughout the year. Yale Hirsch, the creator of the Stock Trader’s Almanac, is one of the most well-known contributors to studying these patterns.

A call for taking a closer look at hard assets given the macro backdrop has been a recurring theme this fall.

The yield curve indicates that US economic growth has slowed, with only limited signs that the economy could be heading into a broad decline.

Real estate stocks and related ETFs recently got a much needed positive jolt when the Federal Reserve lowered interest rates in September.

As advisors wrestle with the impacts of interest rates, inflation, and the election, it is more important than ever to hear from the experts.

We don’t talk about China enough. I suspect this is for several reasons. First, because the country is so incomprehensibly big and populous. Second, it has been an economic miracle. Many Chinese enthusiasts just see a straight line projection of their growth. To the moon, Alice!

With less than two weeks remaining before the U.S. presidential election, there’s a growing sense of uncertainty in the air. Investors are wondering how to position their money, bracing for the possibility of significant volatility and market shifts.

Some of the latest reads show growing momentum in the housing and homebuilding sectors. Investors can capitalize on this with targeted ETFs.

The Internal Revenue Service has announced new tax brackets for 2025, making now an ideal time to revisit the benefits of muni bond ETFs.

The Federal Reserve's dual mandate is to maintain stable inflation and maximize employment. The Fed manages liquidity through its policy tools, but it's crucial to remember that the Fed is just one source of liquidity among several. In this quick insight, Dan Suzuki examines why tight Fed policy doesn't always equate to tight liquidity and looks into the historical data on Fed cuts.

Very recently there have been several earnings reports coming out. Earnings reports can often have a short-term impact on the price of the stock, especially in the short run. One of the sectors that has really been hit hard recently has been the health care sector, specifically Elevance and United Health Care had earnings announcements and they were somewhat negative.

Medicare open enrollment, held from October 15 to December 7, allows individuals to change or sign up for plans, and potentially save money and improve coverage. Our Bill Cass shares the key things you need to know.

Many investors today use EM debt for the wrong reasons, manage it imprudently, or overlook the best parts.

Financial markets moved higher yet again in the third quarter of 2024, and this time everyone joined in!

Two major labor unions, the Dock Workers Union and the Boeing Machinists Union, have attempted to reach an agreement with their employers on a contract. The dock workers agreement proposes an average 8.5% per year wage increase over six years, and the Boeing Machinists Union’s proposal is for an average 7.5% wage increase over four years.

Volatility creates a number of challenges for advisors and investors, but also opportunities for those who know where to look.

The period from 1956-1966 offers lessons we can apply to today's bull market, regarding technological progress, market fundamentals and more.

The tech sector approaches third-quarter earnings season in unusual territory, with investors worried about a slowdown in earnings growth over the last year. Margins loom large.

Volatile interest rates have spurred investment capital into motion. Clients often ask where they should allocate on the yield curve.

The start of a rate-cutting cycle has opened up new questions ― and possibilities ― for stock investors. Tony DeSpirito, Global CIO of BlackRock Fundamental Equities, outlines key areas to watch as the Fed takes action to “recalibrate” interest rates.

In our latest AB Disruptor Series episode, we take a closer look at the implications of a polarized US electorate on the macro and market landscape.

Today’s U.S. markets are highly concentrated, with nearly 70% of the economic profit in the S&P 500 Index generated by the top 10 companies.

If you listen to tech industry leaders, business-sector forecasters, and much of the media, you may believe that recent advances in generative AI will soon bring extraordinary productivity benefits, revolutionizing life as we know it. Yet neither economic theory nor the data support such exuberant forecasts.

The regulatory outlook is a question of direction more than extent.

The U.S. election outcome is anyone’s guess, so let’s try to game out the winners and losers from the candidates’ major policy proposals.

The robotics space has underperformed broader tech recently, leading to investment opportunities as the market underappreciates major tailwinds.

Fixed income experts at Natixis Investment Managers recently weighed in with outlooks on rate cuts and how to approach bonds.

With third quarter GDP being reported next Wednesday – less than a week before election day – the US is still not in recession.

Tighter fiscal policy in Europe and China may hinder the economic response to easing monetary policy, with a resulting shift in investors' focus.

Senior Investment Strategist Tracey Manzi notes that while the predictive power of the inverted yield curve has waned this cycle, investors shouldn't dismiss the warning signs entirely.

Global oil markets are working through many disruptions.