One of the most fundamental decisions facing fixed-income investors is determining the optimal maturity for their Treasury holdings.
We continue to hold gold across all strategies, viewing it as a strategic asset. Central banks remain steady buyers, underscoring gold’s role as both a store of value and an inflation hedge.
The three themes we laid out will take a few years to play out, if at all. Our portfolio positioning reflects our belief in the economic strength and momentum of the US Tech / AI trade, and we would want to see more policy clarity and earnings confirmation before we make any large shifts into international.
US stocks are hovering near all-time highs, buoyed by the prospect of cooling trade tensions between the US and China as corporate America largely brushes off tariff pressures. But that doesn’t mean that Wall Street professionals will be sleeping easy this Halloween.
Long-dated bonds are looking more attractive as governments and central banks take steps to curb the glut in that segment of the market, according to JPMorgan Asset Management.
Amazon.com Inc.’s cloud unit posted the strongest growth rate in almost three years, reassuring investors who were concerned that the largest seller of rented computing power was losing ground to rivals. The shares surged.
Meta Platforms Inc. found record-shattering demand for its bond sale on Thursday even as its shares plunged, in a sign that bond investors are looking past any concerns about its artificial-intelligence spending plans.
Euro-area inflation eased slightly but stayed above 2%, backing the European Central Bank’s decision to keep borrowing costs where they are.
There’s no official read on how fast the US economy grew last quarter, thanks to the government shutdown. But almost everyone reckons it was a healthy pace — and that’s largely thanks to AI.
This bull market has been on quite a run. The S&P 500 is up 35% since its April 8, 2025 year-to-date low, and up over 92% since it began on October 12, 2022, excluding dividends.
The Federal Reserve’s October rate cut, to 3.75%–4%, signals a continued “risk management” approach, with December’s policy path tilting toward another cut.
The Federal Reserve on Wednesday announced a widely anticipated 25-basis-point (bp) rate cut, bringing the federal funds target range to 3.75%–4.00%. With markets priced for this move and the Fed operating in a data vacuum due to the U.S. government shutdown, the rate cut and modest statement changes were largely uneventful.
The consumer sector was in sharpest focus during the conference. That wasn’t surprising, given the negative headlines surrounding fraud allegations at subprime auto financer Tricolor Auto Acceptance and its subsequent bankruptcy filing.
The politics of the government shutdown are about to get trickier. Today is Day 28 of the government shutdown. The Senate will be in session this week, but the House of Representatives remains in recess.
While many lessons have evolved over time, one maxim has never changed for children: look both ways before crossing the street. I reinforced with my children to then look again. We might not see everything on a quick glance, and traffic can change quickly.
The Multi-Sector Credit Team share perspectives on the fixed income market and their quarterly asset allocation ranking. They highlight a timely chart to watch, explore relative value opportunities, and provide insight on their latest asset allocation scores by fixed income sub-sector.
It lacks the effervescence of copper and the geopolitical allure of rare earths – yet aluminum is the metal of the moment. Key to modern life and everywhere in the global economy, it’s entering a make-or-break phase: Either the world is sleepwalking into a supply crisis or further into the hands of China. Or, more worryingly, both.
Regulatory changes and productivity gains could push growth to move even faster in the years ahead. But we are also still dealing with the uncomfortable process of moving away from government stimulus and massive deficit spending that have boosted growth numbers in the post-COVID era but were unsustainable.
As widely expected, the U.S. Federal Reserve cut the federal funds rate by 25 basis points for a second time this year. This gives fixed income investors an opportunity to reposition their portfolios with intermediate bonds or reconsider active exposure if they don’t have it already.
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
The Powell put is on. The Federal Reserve chairman tried to sound like a hawk, but the central bank’s actions were those of a dove.
The Federal Funds Rate (FFR) is the interest rate banks charge each other to borrow money overnight. It's set by the FOMC and is one of the Federal Reserve's primary tools to implement monetary policy and is a key driver of economic activity. This video examines the Federal Funds Rate and reviews the Fed's interest rate meeting on October 29, 2025.
Join the experts at WisdomTree for an educational webcast that explores the current realities of the market, looks at where equity opportunities could emerge, and unpacks how to position fixed income portfolios as rates change.
Markets move fast, and in the ETF corner of the world, sometimes it feels like it’s practically impossible to keep up. Product development and proliferation have been so intense in recent months. New tickers are coming at us faster than ever.
US President Donald Trump emerged from his meeting with Chinese leader Xi Jinping beaming, labeling the conversation “truly great.”
Treasuries fell the most in nearly five months after Federal Reserve Chair Jerome Powell cast doubt on a December interest-rate cut, even as a sagging labor market prompted policymakers to bring down borrowing costs Wednesday.
Nvidia CEO Jensen Huang’s insistence this week that he did not “believe we’re in an AI bubble” is all well and good when you’re the man selling the finest shovels for the artificial-intelligence boom. But what of the companies that are expected to turn all that AI building into gold?
It’s important to remember that QT, at least in the current context, was never really a proactive policy. Rather, it’s the undoing of a policy — quantitative easing — that the Fed used to support markets and the economy during the Covid-19 pandemic.
Evan Harp sat down Axon’s Brady Lochte to talk about his practice, the Exchange conference, and the challenges facing advisors and their clients today.
The headline annual CPI came in at 3 percent, according to BLS data. That was up from 2.9 percent in August and 2.7 percent in July. It was the highest print since January, and up from a low of 2.4 percent in March.
Still-healthy demand and disciplined cost control are central themes for earnings, which continue to suggest a mostly resilient economy in light of government data darkness.
Two weeks ago, the International Monetary Fund (IMF) issued an updated World Economic Outlook. In it, the IMF edged up its global growth forecast for 2025, suggesting that U.S. tariffs haven’t turned out to be as damaging as the Fund anticipated in April.
Over the last 56 years, I’ve spent a lot of time making suggestions to clients regarding their investment processes and portfolios, and I’ve been on the client side as a member of various investment committees. But seldom have I been able to bridge the two, serving as an active participant in clients’ investment processes.
Lazard Asset Management is betting the newfound appetite for emerging-market assets is only just starting, launching its first-ever exchange-traded fund focused on the region as investors look for ways to ride a rebound in international markets.
Part of the reason behind Japanese stocks’ discount to the U.S. is the profitability gap; the U.S. has a Return on Equity (ROE) of 18.3%, while Japan’s broad market has yet to break above 10% on that measure (though some forecasters believe Japan will get its act together).
This convergence creates a thrilling, unpredictable day for sports enthusiasts packed with drama. Interestingly, the financial markets are gearing up for their own version of a 'Sports Equinox' week. Just as fans juggle overlapping games on October 27, investors will face a crowded calendar of potentially market-moving events that have our attention.
Many owners treat succession planning like a one-time document when it can work better as an ongoing strategic process. A practical plan may include simple triggers (age, profit targets, debt ratios) that cue next steps, a regular review rhythm (quarterly check-ins, annual cap-table cleanups), and a basic “deal-ready” folder (clean financials, key contracts, customer mix).
The more things change, the more they stay the same. As widely expected, the Federal Reserve (Fed) cut interest rates by 0.25% at its October Federal Open Market Committee (FOMC) meeting yesterday.
Pave Finance, Inc. (“Pave”), the next-generation wealth management platform, has today announced its integration with Charles Schwab, the world’s largest registered investment advisory custodian and one of the largest retail brokerage firms.
Register now and join AllianceBernstein’s fixed-income experts as they discuss how to navigate today’s shifting market landscape.
Join Kurv Investment Management for an educational webcast exploring how to generate income while remaining invested in growth.
At the very least, whether to cut the policy rate today is a close call for a Fed committed to a 2% goal — a fact that’s sharply at odds with investors’ near-certainty that it will happen.
Nvidia Corp. achieved a historic $5 trillion market capitalization on Wednesday as Chief Executive Officer Jensen Huang’s spree of deals catapults the artificial intelligence frenzy to new heights.
By far the most finicky part of OpenAI’s necessary conversion into a for-profit company was reconciling its convoluted partnership with Microsoft Corp. With the year-end deadline fast approaching, they have made a deal both sides can live with for now, though it sets out the timeline for an eventual split.
Research shows that the U.S. wealth management industry will be facing an advisor shortage in the coming years as more advisors retire. One key to retaining talent is making sure the right pay structures and work arrangements are offered to advisors.
By tackling personalization with automation technology, advisors are no longer forced to trade between offering top-quality portfolio tailoring and putting the effort into scaling their businesses.
The truth is that most clients who had a positive experience with their advisor are happy to write a review, particularly if the process doesn’t take too long and isn’t terribly difficult.
If you are not striving in the same direction and the outcome doesn’t matter as much to one as it does to another, the three of you won’t bring about the alignment you seek.
We live in what Brett Arends claimed as“The Dumbest Stock Market In History,” but I believe it is potentially the most dangerous era. That phrase is not hyperbole as it reflects structural distortion, extreme valuations, and an investor base intoxicated by momentum and narrative.
As major tech firms report this week and next, investors will focus on how much they're spending on AI. Cloud competition is also top of mind, along with early iPhone 17 sales.
