For sophisticated investors, this technical shift marks a subtle but powerful pivot in monetary mechanics. It could create demand for Treasuries, improve market liquidity, and push yields lower at a time when the economy is slowing.
In a speculative market chasing AI and high beta, this report makes the case for the steady power of compounding dividends reminding investors that, especially late in the cycle, a bird in the hand may truly be worth two in the bush.
Only a subset of subsidies will be rolled back.
A potential conflict with Iran has consistently appeared in our monthly Market Risk Monitor for over two years. Now that risk has materialized. Our equity portfolio managers assess the implications for global markets.
The European Union is willing to accept a trade arrangement with the US that includes a 10% universal tariff on many of the bloc’s exports, but wants the US to commit to lower rates than that on key sectors such as pharmaceuticals, alcohol, semiconductors and commercial aircraft.
With the market roughly at the midpoint for 2025, investors and advisors are still assessing how changing macroeconomic conditions could affect their fixed income portfolio.
Easing trade tensions and hopes the Senate could pass a budget gave stocks an early lift after Friday's record highs. The week is packed with jobs news and Powell talks tomorrow.
Canadian Prime Minister Mark Carney handed US President Donald Trump a win in the hope of making bigger gains in trade negotiations.
There are a number of considerations to put in place before you start any change effort, transition or project. These can help save endless hours of wasted time trying to undo things that didn’t work or going back to fix it again.
CAIE offers efficient single-ticker exposure to a diversified portfolio of laddered autocallables—seeking to deliver consistent, high monthly income through the structural advantages of an ETF.
Victory Capital’s Lance Humphrey walks through the VictoryShares ETF lineup and shares his perspective on the current market environment. VettaFi’s Kirsten Chang highlights key takeaways from the firm’s Mid-Year Market Outlook Symposium, offering insight into how advisors are approaching portfolio allocations for the remainder of the year.
The words you use are not just tools for communication; they’re signals. Signals that tell your prospects whether you’re someone they can trust or someone they should avoid.
Margin loan recommendations are often presented by brokers as tax-savvy strategies that allow clients to access “tax-free” cash while keeping their portfolios intact. In many cases, however, the math benefits the advisor more than the investor.
True fiduciary duty isn’t fulfilled by following the crowd. It’s fulfilled by doing the harder thing: making the right call even when it’s the unpopular one. The world doesn’t need more advisors playing not to lose. It needs more who are willing to lead — even if they walk alone.
US job openings unexpectedly rose in May to the highest level since November, largely fueled by leisure and hospitality, and layoffs declined, pointing to a stable labor market despite economic uncertainty.
US lenders are on a tear and hedge funds are snapping up shares at a furious pace, underscoring Wall Street’s increasing conviction that their record-breaking rally has more room to run.
A turf war is breaking out in the vast world of digital payments — and the incumbents are suddenly on defense.
UniCredit SpA will offer its professional clients a structured product tied to BlackRock Inc.’s iShares Bitcoin Trust ETF that features full protection against losses, as European banks seek new ways to tap into appetite for digital assets.
Almost everything said about Tesla Inc. these days ranges from bad to worse.
Just a few decades ago, Europe led the world in adopting nuclear. It relied on the technology for more than 30% of its electricity and accounted for more than 40% of global production.
Readers of a certain age will no doubt recall President Ronald Reagan launching one of the most ambitious military buildups in American history.
Market breadth can help gauge strength or weakness. Methods include tracking the number of stocks trading above or below moving averages or making new highs or lows.
Growth is expected to decelerate, but not come crashing down.
In a recent newsletter, we explored the explosive growth of ETFs and the implications for portfolio construction. In this follow-up blog post, Lauren and I wanted to take that conversation a step further—diving deeper into how advisors can navigate the ever-expanding ETF universe while staying true to their investment philosophy.
Chief Economist Eugenio J. Alemán discusses current economic conditions.
Thematic investing has experienced cycles of popularity over time. In less cautious market environments, investors often turn their attention to ambitious ideas — such as disruptive technologies or other transformative future trends — looking beyond traditional equity ETFs.
In 1852, Karl Marx said "Men make their own history, but they do not make it as they please; they do not make it under circumstances chosen by themselves, but under circumstances directly encountered and transmitted from the past."
This article will help you evaluate whether it’s still a good time for clients to gain Bitcoin exposure—even after its recent all-time high—and how to do so responsibly. You’ll learn how Bitcoin fits into a diversified portfolio, what leading financial institutions forecast for its future, and why spot Bitcoin ETFs offer a regulated, practical entry point for long-term investors.
The United States’ tariff announcement on April 2, 2025, created significant market volatility, as the tariffs were perceived as higher, broader, and more punitive than expected, and the implementation sooner.
Market uncertainty needs a tailor-made approach to fixed income for advisors to construct the ideal portfolio for their clients. There’s an easier solution that encompasses an active management approach, various income sources, and low cost. It’s the Vanguard Multi-Sector Income Bond ETF (VGMS).
Join the experts at KJLK & Co., LLC as they explore a strategic approach to alternative, private market exposure and unpack why it matters in today’s market environment.
Stocks are wrapping up a stellar quarter at all-time highs amid signs of progress in US trade talks while hopes the Federal Reserve will resume its rate cuts drove Treasuries toward their biggest first-half stretch in five years. The dollar eyed its longest monthly slide since 2017.
For years, Americans have lamented that rising housing prices and elevated mortgage rates have made homeownership unaffordable for too many first-time homebuyers, while prompting many homeowners to stay put rather than sell.
Thematic ETFs are making a comeback, and one theme in particular dominates conversation. Artificial Intelligence remains top of mind for investors. TMX VettaFi’s Zeno Mercer and Todd Rosenbluth discussed the disruptive technology.
Despite concerns regarding the electrical power grid, there are solutions to meet the surge in AI-driven energy demand. For example, nuclear energy is making a comeback.
One of the enduring challenges of portfolio management is the inability to follow all news flow relevant to portfolio positions. AI and cloud-based workflows are helping us overcome this problem.One of the enduring challenges of portfolio management is the inability to follow all news flow relevant to portfolio positions. AI and cloud-based workflows are helping us overcome this problem.%MCEPASTEBIN%
It’s a widely held belief among economists that President Donald Trump’s tariffs will boost inflation notably over the next few months. But muted price increases so far have called that assumption into question, emboldening the White House and opening up divisions at the Federal Reserve.
VettaFi’s Head of Research Todd Rosenbluth discussed the JLens 500 Jewish Advocacy U.S. ETF (TOV) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Are we experiencing an energy transition? According to geologist and fund manager Jane Woodward, we are — and it’s proceeding more quickly than almost anyone expected.
Treasury Secretary Scott Bessent indicated it wouldn’t make sense for the government to ramp up sales of longer-term securities given where yields are today, though he held out hope that interest rates across maturities will be falling as inflation slows.
The S&P 500 Index just rallied back to all-time highs, brushing off the April tariff shock, the conflict with Iran and the insidious and persistent increase in US continuing jobless claims.
British oil and gas giant Shell Plc has quashed a rumor: It’s not buying BP Plc. But last week’s forceful denial doesn’t address why the M&A chatter gained so much traction, which has less to do with the parlous state of BP than with Shell itself.
The digital assets platform Republic is touting plans to give retail investors access to the world’s hottest private companies starting with Elon Musk’s SpaceX via mirror tokens.
Alphabet Inc.’s Google has agreed to purchase 200 megawatts of power from Commonwealth Fusion Systems’ planned first commercial plant, which is expected to begin delivering electricity to the grid in the early 2030s.
The Fed’s credibility rests not on never being wrong, but on being adaptive and forward-looking. Inflation has cooled, wage growth has moderated, and economic momentum is slowing. Now is the time for the Fed to focus not on headline fears, but on real-time data.
We continue to suggest an "up in quality" fixed income bias for the short run, but investors can still consider some of the riskier parts of the fixed income market in moderation.
Until recently, commercial real estate appeared poised for a long-awaited rebound. However, 2025 has revealed a new reality: Uncertainty has become structural.
It’s often said there are only two certainties in life: death and taxes. However, the tax landscape may become somewhat murkier, as the recently passed U.S. House budget bill may potentially lead to some non-U.S. investors paying more taxes than previously anticipated.
As the advisory landscape continues to evolve, one theme is increasingly clear: advisors need more flexibility to meet the diverse and growing expectations of their clients.
Chuck Carnevale provides an update on Medical Properties Trust (MPW), a hospital real estate investment trust (REIT) he has held for several years.
