Equities continued to climb in Q3, with fixed income remaining steady despite international conflicts, inflationary pressure, and election-related uncertainty in the United States.
Integrating the physical toll of climate change helps investors spot key risks—and opportunities.
Investment products have evolved, which makes understanding the latest trends and the portfolio construction landscape more crucial than ever.
Google parent Alphabet Inc. is showing an expensive foray into artificial intelligence is starting to pay off, delivering better-than-expected sales for its cloud-computing business and driving more usage of its flagship search engine.
Wall Street has been steadily raising the alarm on mega-cap concentration risks, and recent notes have cranked up the hazard level a notch.
While the overall market tends to respond favorably once the uncertainty of the election is behind us, it's important to recognize that there will be different winners and losers depending on the outcome.
Deep value stocks are GMO Asset Allocation’s highest conviction investment idea. In a world where many stocks are being driven ever higher by positive sentiment and investor optimism, some fundamentally sound but unloved companies are being left behind, consequently trading at extraordinary discounts.
Earnings season is shaping up to be relatively strong so far, but the market will likely continue to shift focus to an increasingly murky sales picture.
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.
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.
Most advisors grow by referral and word of mouth. But what happens when your clients stop talking about you? Here are three ways to start marketing.
Tradr ETFs’ Matt Markiewicz highlights the industry’s first weekly, monthly, and quarterly reset leveraged ETFs, detailing the issues they address and their potential uses in investment portfolios. VettaFi’s Cinthia Murphy explores the most interesting trends in this year’s ETF launches.
Alphabet Inc. shares have gone nowhere for months, trailing Magnificent Seven peers as investors struggle to price risks confronting the company. It’s a stretch to believe Tuesday’s results will blow away those concerns.
The titans of finance who congregated in Riyadh this week for Saudi Arabia’s annual Davos-style confab were mostly upbeat on the prospects for the US economy, but concerned about more sluggish growth in Europe.
If you’re unfamiliar with synthetic risk transfers, there’s a chance you’ll hear all about them when the next financial crisis hits. They’re the latest way for big banks to game rules designed to safeguard the system, and they’re growing fast. So far, regulators seem all but oblivious.
Apple Inc.’s iPhone exports from India jumped by a third in the six months through September, underscoring its push to expand manufacturing in the country and reduce dependence on China.
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.
When done effectively, your outsourced team of professionals can help improve efficiencies, increase productivity, and scale profitably – all while giving you the freedom to focus on what you’re most passionate about.
Here, we'll explore why serving family offices is a natural fit for many RIAs, discuss the considerations that need to be factored in when launching an MFO practice, and offer a roadmap for successfully building one.
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.
Normalization seems to be in its final stage, with the Fed expected to continue cutting rates.
Digital assets are emerging as a crucial subset of alternative investments, and their integration into wealth management portfolios is inevitable.
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the Fidelity Corporate Bond ETF (FCOR) with Chuck Jaffe of Money Life. The pair discussed several topics related to the fund to give investors a deeper understanding of the ETF overall.
Memory inflation of past events amplifies one's emotions and behaviors. As I will discuss, I believe that distress from recent price inflation is causing many investors to overly fear that a similar situation will reoccur.
Wall Street veteran Ed Yardeni says the approaching US election could augur the return of the market’s bond vigilantes as the Treasury Department readies new debt issuance plans.
Bitcoin traders are targeting the $70,000 price level last reached in June once again after cryptocurrencies briefly dipped across the board late Friday and US exchange-traded funds continued to see steady inflows.
Apple Inc., heralding a “new era” for its devices, started rolling out its first set of Apple Intelligence features and introduced a new 24-inch iMac desktop with a faster, AI-focused M4 processor.
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.
Although Americans say they don’t like paying the current level of prices for goods and services that resulted from the worst bout of inflation in 40 years, they can take comfort from the fact that those prices, while admittedly not coming down in most cases, are actually becoming more affordable.
A true win-win-win situation doesn’t come along often. One could be brewing with a Boeing Co. decision to look at a potential sale — or perhaps more realistically a spinoff — of its space business.
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.
Big energy companies are making the case that skyrocketing electricity demand from data centers — and the need to build more power sources to meet it — will end up being good for the climate.
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.
At his party’s inaugural investment summit last week, UK Prime Minister Keir Starmer positioned himself as a champion for artificial intelligence. Appearing alongside former Google Chief Executive Officer Eric Schmidt, Starmer called AI an “opportunity,” rather than something to be scared of, and said his country “needs to run towards” it.
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.
When Warren Buffett calls a book on investing “by far the best book about investing ever written,” it is common sense to concede the point.
Equity investors face a bewildering sequence of tough-to-predict outcomes and confusing market signals. Patience and a steady hand look like valuable attributes in navigating through the noise.
To those who argue that value investing has gotten too hard in today’s momentum-chasing, passive-driven world, Scott McBride’s results are a bit of a conundrum.
Economists nudged up quarterly US economic growth projections through early next year on more sanguine views of consumer demand and maintained views that limited inflation will keep the Federal Reserve on a path toward lower borrowing costs.
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.
