Larry Fink turned to big deals to get BlackRock Inc. out in front of a decade of money gushing into index funds. Now he’s doing the same to make sure his firm isn’t left behind in the stampede into private assets.
Stanley Druckenmiller’s family office led investment firms for the world’s rich in boosting allocations to US bank shares last quarter, putting them in line to profit from a rally in financial stocks.
This year was already a landmark one for exchange-traded funds, but as of Friday the ETF universe can add another superlative: biggest annual inflows on record.
Healthcare companies often grab headlines for their exciting drug innovations. But we think the focus should be on business fundamentals.
A year-round focus on taxes can unlock value for investors in higher brackets—and it can help advisors prove their own value.
U.S. rate cuts of up to 200bps are anticipated by the end of 2025 but with significant further downside if recession risks materialize.
Before the year 2024 comes to a close, it's time to optimize your tax strategy. Our Bill Cass shares some tips including timing deductions and harvesting losses.
One of the core principles of a long-term dividend portfolio is to invest in companies that are integral to society and will be for many years to come. Transportation falls into that category.
Much of modern finance falls into one of two camps, neoclassical finance and behavioral finance. The former posits efficient markets, the latter posits the opposite.
Following a tense presidential election, equity markets roared to record highs – the S&P 500 put on its best weekly showing in over a year.
As a major corn and soybean consumer, China is keeping prices in limbo. A potential trade war could add additional intrigue.
The macroeconomic overview presents ambiguity. In the face of U.S. elections, falling rates, and a host of trends that could shape the market, investors need to find a smart approach.
This series has been updated to include the October release of the consumer price index as the deflator and the monthly employment update. The latest hypothetical real (inflation-adjusted) annual earnings are at $51,359, down 6.5% from over 50 years ago. After adjusting for inflation, hourly earnings are below their all-time high from April 2020.
Let's do some analysis of the Consumer Price Index, the best-known measure of inflation. The Bureau of Labor Statistics (BLS) divides all expenditures into eight categories and assigns a relative size to each. The pie chart illustrates the components of the Consumer Price Index for Urban Consumers, the CPI-U.
In addition to the headlines championing new heights, here are five things everyone should know about bitcoin.
Wholesale inflation rose 0.2% last month, matching economist estimates. The producer price index for final demand was up 0.3% month-over-month (s.a.). On an annual basis, headline PPI accelerated from 1.9% in September to 2.4% in October.
If you're thinking about transitioning to fee-based, but also thinking about the challenges you'll face, download our guide to explore the three fears many advisors face when considering the move from a commission to fee-based model and ways to overcome those fears. See how to tackle the obstacles advisors commonly cite to making the transition to fee-based with guidance, best practices, and insights to help you pave the way to a fee-based model.
Given that he was just elected, Donald Trump’s plans for financial regulation are, like so much else, a mystery. Yet his campaign’s disdain for the administrative state — and the public’s growing exasperation with red tape — suggests the country is in for a period of bureaucratic humility. Here’s hoping the financial system doesn’t become vulnerable as a result.
President-elect Donald Trump pledged last month to eliminate “the Double Taxation of overseas Americans.” Never mind the clumsy wording — taxes on US citizens working abroad aren’t excessive so much as excessively complicated — this is one campaign promise that may actually be fulfilled, given the Republican control of both houses of Congress. That would be a good thing not only for those Americans but also for America.
US producer prices picked up in October, fueled in part by gains in portfolio management costs and other categories that feed into the Federal Reserve’s preferred inflation gauge.
Bitcoin spiked above $93,000 for a short period as expectations of further interest-rate reductions by the Federal Reserve added to the impetus from President-elect Donald Trump’s pro-crypto stance.
Private equity’s recent splurge of piling ever more debt onto already highly leveraged bets has sparked fears about financial-system risks. Banks, however, are positioning themselves to take advantage.
In many ways it didn’t matter what those answers were, just that they were out of the way and investors and US companies could begin to plan accordingly for Q4, 2025 and beyond.
Recent data, early results, and a relatively firm economy point toward possible improvement in Q3 retail earnings as Walmart, Target, and other big-box stores prepare to report.
Your fixed income strategy does not necessarily need to be adjusted based on every personnel or environmental change.
While history shows that U.S. markets tend to perform regardless of political leadership, the full impact of Trump’s policies could bring new challenges and opportunities for investors globally once he is in office.
Change is on the horizon for hard working Americans saving for their future, as 401(k) plans are now embracing private market investments. Savers may soon have access to opportunities previously reserved for institutional investors.
Emerging-market (EM) corporates have a track record of resilience across market cycles.
The election results triggered a positive market response. The S&P 500 rose +2.5% on Wednesday following the election.
Recent insights from Natixis Investment Managers breaks down a few fixed income risks that investors may not be aware of.
Inflation rose slightly to snap a six-month cooling streak in October. According to the Bureau of Labor Statistics, the headline figure for the Consumer Price Index fell to 2.6% year-over-year, right in line with economist expectations. Additionally, core CPI came in at 3.3% as expected.
This election has heavily featured trade and tariffs. The impact on the U.S. economy and markets could be significant. How should investors position their portfolios?
Join the experts at Tema ETFs for an educational webcast that explores the investment implications of trade policy, deglobalization and reshoring.
These steps should help you share what’s important to the team with your senior advisor so he recognizes your point of view, and help you uncover what’s meaningful to someone considering joining you, as well as allow your senior advisor to be open about his objectives.
In this month’s video, we explore how you can promote your work as an advisor in a way that feels deeply aligned with who you are.
Treasuries held on to recent losses ahead of the US inflation report, with traders loading up on bets for further declines in anticipation that Donald Trump’s pledged policies will fan price increases and keep interest rates high.
A surge in Bitcoin that paused earlier Wednesday is regaining steam, sending the original cryptocurrency above $90,000 for the first time, as traders assess the remaining market impact of President-elect Donald Trump’s rhetorical support for crypto.
The price of Bitcoin has jumped by more than $20,000 since the Nov. 5 elections in the US, with about one-third of the gains coming with favorable early results for Republicans, and the rest trickling in as Donald Trump’s victory became certain and his party continued to pick up seats in the Senate and House of Representatives.
The US dollar’s rally is gaining momentum alongside Donald Trump’s threat of sweeping tariffs, leaving currency strategists in agreement it has further to rise while war-gaming just how far it will go.
Warren Buffett created Berkshire Hathaway Inc.’s Class B shares almost 30 years ago to stymie money managers who sought to split the high-priced conglomerate’s stock.
Last week’s developments mark one of the most pivotal weeks in recent memory.
With the outcome of the election now known, we will continue to assess how policy changes impact our broader view.
From beginning to end, the 2024 election cycle will be looked back on as historic
For DC plan sponsors, developing a short list of income solutions is a good first step.
As the year winds down, many investors focus on year-end charitable giving and tax planning. Finding a charity and donating money is the easy part. Taking slightly different approaches to gifting can yield dramatically different results from a tax perspective.
October’s market activity can be neatly summarized in a single chart: the dollar (BBDXY) was strong and U.S. stocks (the VOO ETF tracks the S&P 500 index) meaningfully outperformed international stocks (VXUS).
Republicans won the White House and Senate in the 2024 U.S. election, while vote counting continues for the House of Representatives. Here's a look at the policies that could affect markets.
Here’s our outlook on what to expect and how investors might navigate this new phase.
Microsoft, Meta, Apple, Alphabet, and Amazon all experienced fluctuations in their shares, leading to a two-week losing streak in October after five months of gains. Despite this, Financials, Communications Services, and Energy sectors remained positive. Looking ahead, we're analyzing President-elect Trump's platform and its potential implications for corporate taxes, regulations, tariffs, inflation, and economic growth.
Even with Republicans poised to control the White House, the Senate, and the House of Representatives, slim congressional majorities could hinder the president’s efforts to enact his agenda.
For investors who have been considering active investing, the post-election market swing could be the trigger to dive in.
