Elevated yields and conservative balance sheets are helping high yield stay resilient amid trade uncertainty.
Since the last update of our three ‘Tactical Rules’ on June 17th, both domestic and international equity markets have rallied, increasing roughly 6.9% and 3.7%, respectively.
July inflation data emphasized that tariff-related price pressures are still with us, in addition to some heat in the services sector—making the road to Fed cuts a bit bumpier.
Markets entered the second half of 2025 with renewed optimism, though not without turbulence earlier this year.
Younger workers are facing difficult employment prospects.
Chief Economist Eugenio J. Alemán discusses current economic conditions.
In the grand banking hall of Cipriani 42nd Street in Manhattan last week, crypto advocates gathered beneath marble columns and chandeliers to declare the arrival of a new financial era — one that goes way beyond Bitcoin.
A group of investors led by the owner of several boutique New York hotels agreed to take Soho House & Co. private in a $2.7 billion deal for the members’ club operator that’s struggled since its initial public offering.
Despite triple the amount of tariff income, the July budget deficit surged to $294.14 billion, 19 percent higher than a year ago, according to the Monthly Treasury Statement.
After a mega, multi-year run of outperformance in U.S. equities over non-U.S. equities, investors have begun to question their regional equity weights.
Almost 15 years ago, I had a finance job in Austin which I did from my apartment in Manhattan. Although I was under constant pressure to move to Texas, I argued that because I worked in finance and media, leaving New York would hurt my career, and I’d have to be compensated for that loss.
The latest wholesale inflation numbers in the U.S. took some of the wind out of Wall Street’s sails this week, but they haven’t dulled investor enthusiasm for gold.
Foreign investors are flooding into South Africa’s government bond market to take advantage of one of the best emerging-market trades of recent years.
On this episode of the ETF of the Week podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the Avantis International Small Cap Value ETF (AVDV) 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.
While stock indexes generally give a broad idea of what is happening, they can greatly overlook the performance of many individual stocks.
There is a seasonality in asset class investment performance that is revealed in the history of calendar month returns. Based on history, investors should be “all in” U.S. stocks this August but “mostly out” in September.
While the US has indeed enjoyed a tremendously exceptional economic environment over the past 125 years, this has not translated into earnings growth that US companies could freely tap into.
My takeaway from the GPT-5 launch has been that while AI companies can tout overall performance on various benchmarks, these are becoming increasingly less relevant.
Vanguard Group has filed plans with the Securities and Exchange Commission for its priciest exchange-traded funds yet as the asset management giant seeks to beef up its actively managed lineup.
Emerging-market funds are pivoting to capture the artificial intelligence craze, with some investors predicting that booming technology spending will drive returns for years to come.
At the heart of why consumers in China save so much and spend so little, and why Xi Jinping and Donald Trump will struggle to change that behavior even if they want to, lies the country’s stock market.
Advanced Credit Solutions is a tiny finance firm based in Luxembourg that was founded by a Belgian and works with insurers. Despite its outwardly bland appearance, the business it does is anything but.
To benefit from a corporate buyback, an individual must sell their shares to the company. Conversely, those holding on to their shares are not compensated.
With economic data, the challenge is that our instruments are more error prone. The monthly jobs reports rely on employers responding to surveys correctly and quickly.
U.S. economic growth slowed decisively in the first half of the year amid concern about rising tariffs, although corporate fundamentals have remained strong.
The top articles on Advisor Perspectives during the month of July featured some of the most popular longtime writers for the site, as well as a few newcomers.
High yield bonds have historically delivered attractive long-term returns, and since the Great Financial Crisis they have also become higher quality, as weaker borrowers have departed the sector for the private credit and leveraged loan markets.
The U.S. economy is like a finely tuned sports car—powerful, tough, and built for speed. It has managed to climb steep inclines in recent years, competently maneuvering past multiple roadblocks.
The day of reckoning is here. Earlier in the summer, the Trump Administration set a global trade deal negotiation deadline of August 1.
After some back-and-forth over whether gold bullion imports into the United States would be hit with tariffs, the Trump administration confirmed yesterday that they will not be. In response, spot gold fell 1.62% and spot silver dropped 1.86%.
For the second quarter of 2025, most energy infrastructure companies maintained their payouts, with MLPs largely providing sequential growth.
As the universe of investors seeking to increase their exposure to private markets grows, and now includes wealth advisors and family offices, investors need to consider not just what they own but how they own it.
Markets are driven by fear and greed, with recent fears centered on the perceived perils of investing when markets have just reached an all-time high. Fundamental Equities Global CIO Tony DeSpirito suggests this concern may be overblown, with historical patterns showing that investing at market highs has had little to no impact on longer-run performance outcomes.
High yield ETFs, particularly short high yield, have been a significant contributor to portfolio performance, providing relatively reliable fixed income return with relatively little volatility.
In this video, Chuck Carnevale, co-founder of FAST Graphs, aka Mr. Valuation discusses Growth at a Reasonable Price (GARP) and presents five small- to mid-cap growth stocks at a reasonable price he believes are worth researching.
Last week, the S&P 500 had a rally that took it to 3 straight record highs. The momentum cooled as economic data painted a complex picture.
Borrowing can offer flexibility and align with long-term financial goals.
Advent is working on an offer to acquire U-blox Holding AG in a deal that could value the Swiss maker of positioning chips at more than 1 billion Swiss francs ($1.2 billion), according to people familiar with the matter.
July’s Consumer Price Index (CPI) report showed headline year-over-year inflation remained steady at 2.7%, below the anticipated level of 2.8%.
A checklist comprising above-average income, attractive valuations, and positive correlations to possible interest rate cuts may sound daunting
Active emerging markets ETFs can provide that international performance even if international equities broadly don’t spike as they did earlier this year.
Traders are snapping up risky assets of all stripes in the hope that falling US interest rates will add rocket fuel to an economy that’s so far been able to withstand the effects of Donald Trump’s trade war.
Apollo Global Management Inc. is aiming to invest in artificial intelligence, defense and infrastructure in Europe, where trillions in spending is needed, its co-head of European credit Tristram Leach said in a Bloomberg TV interview.
Despite headline noise from U.S. tariffs and mixed earnings, India’s structural growth pillars—credit expansion, services exports and infrastructure delivery—remain firmly intact in 2025.
For many investors, land ownership is part of the American Dream. But what happens when the land you own sits idle?
Main Capital, a Dutch buyout firm focused on software deals, is pushing to more than double its assets under management to €15 billion ($17.5 billion) in the next three years, betting on rising demand from US investors for European assets.
Some market observers say that the biggest wave of corporate treasury adoption of cryptocurrency has come and gone. However, some studies point to a long runway for corporations to bring crypto into their portfolios.
Investors seeking a Goldilocks option to balance yield and rate risk may want to consider intermediate bonds.
With 90% of S&P 500 companies having reported second quarter results, corporate America has handily topped expectations, displaying resilience in the face of a challenging policy environment.
Bullish shares jumped 84% from the IPO price after the digital-asset exchange operator and owner of media outlet CoinDesk raised $1.1 billion in an initial public offering.
