As the Magnificent Seven shifts into a new mode, active investing can take look ahead to further changes in the market narrative this year.
What next for stocks after a strong start to 2024? While a near-term pullback wouldn’t be surprising, we see fuel for the positive momentum to continue throughout the year ― but with selection growing more important.
Over the past 70 years, rising government debt generally has been accompanied by weaker economic activity. But it's not a simple relationship.
Quarterly commentary giving an overview of the markets and the importance of having and implementing a strategy when investing in the markets.
Investors who just booked profits from one of the strongest first quarters for the S&P 500 Index in decades are preparing for what comes next — whether that’s stocks climbing higher or crashing back to earth.
What an impressive start to the year for US stocks! Not only did the S&P 500 Index achieve its largest first-quarter gain since 2019, it did so amidst significant challenges.
Implementing the TIPS ladder is clunky, so I challenged the fund industry to simplify and improve with a TIPS ladder Fund. Stone Ridge Asset Management has done just that with its new LifeX Inflation Protected mutual funds.
While most RIA firms employ funds and models when building client portfolios, a handful of wealth management and investment advisory firms utilize single-stock allocations.
We need a much more conservative approach to projecting budget outcomes.
You don’t have to worry about the market and its crazy valuations. That’s your neighbor’s problem, not yours. In building your portfolio, we are aiming for resilience.
A downside of investing in defensive sectors is that those groups command above-average valuation and below-average volatility traits.
More investors are willing to take on credit risk in order to attain yield, but there are other ETF options to consider.
One of the most interesting conundrums is the surging wealth gap in America. Despite two of the largest bull markets in history since 1980, most Americans struggle with making ends meet and are unprepared for retirement. Such a reality starkly differs from the belief that rising asset prices benefit the masses.
Gold staged a blinding comeback this week, surging to fresh all-time highs above $2,200 an ounce.
After many years of low and negative interest rates, the Bank of Japan has changed course, creating opportunities for Japanese investors and implications for global markets. Templeton Global Investments outlines the positives and the risks.
Our outlook is still positive, but it may be difficult to replicate the strong returns of the past few quarters.
In a world of information overload, financial advisors face a significant challenge in holding the attention of clients and prospects. This article, from an entertainment/TV industry veteran, provides practical advice on how advisors can use video to deliver their message succinctly and stand out in a crowded market.
Guessing the direction of interest rates is no easier than any other tactical or market timing decision. The yield on the benchmark 10-year Treasury note is just under 3.9%. That is about 100 basis points less than it was a few months ago. Fed policy is uncertain, inflation has not been fully controlled, and fiscal deficits loom as a long-term risk for yields to go higher.
Those factors argue in favor of an allocation to floating-rate notes. My guest today will help us explore this asset class, its opportunities and its risks.
When it comes to the private real estate sector, the mention of the U.S. commercial office sector scares many investors away. While the office sector may give some investors pause, it's also prudent to look at the bigger picture.
Now that gambling has taken a dark turn. Since the Supreme Court’s 2018 decision ending the prohibition on sports gambling in most states, March Madness betting has become easier and more accessible. As a result, more people are betting not against their coworkers, but through online gambling sites.
Ray Dalio warned that China should cut its debt and ease monetary policy or face “a lost decade.”
Federal Reserve Chair Jerome Powell’s increasing focus on protecting the job market is encouraging a swath of bond traders putting bets on inflation rates to remain elevated.
The dollar is poised for its best quarter since late 2022 as Federal Reserve officials push back against the latest bout of rate-cut wagers.
VettaFi’s Head of Research Todd Rosenbluth discussed the BlackRock US Equity Factor Rotation ETF (DYNF) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Commodities have played a pivotal role in financial markets since 2020. Pipelines have been blown up, shipping routes have been disrupted, droughts lowered electricity output, Panama Canal traffic increased, and agricultural prices rose to name just a few recent incidents. Yet commodities also remain an asset class that is not well understood. Today, we will dive into the state of the commodity market, and how opportunities and pitfalls in 2024 may affect your portfolio.
Amazon.com Inc. plans to spend almost $150 billion in the coming 15 years on data centers, giving the cloud-computing giant the firepower to handle an expected explosion in demand for artificial intelligence applications and other digital services.
After two volatile years, we believe conditions are especially compelling for fixed income.
The upcoming US presidential elections transcend mere political rivalry. Stephen Dover, Head of Franklin Institute, examines the policy differences between the major parties and their potential implications on capital markets in the years to come. He also discusses whether elections and their outcomes have significantly affected equity markets or if other factors made more of an impact.
For this edition of Bull vs. Bear, Karrie Gordon and Nick Peters-Golden debate whether alts deserve portfolio allocation in 2024.
Actively managed equity ETFs are gaining traction in 2024. Consider active management on small caps and their ETFs.
On Jan. 30, Senior Director and Head of ESG and Investment Management Kris Tomasovic Nelson moderated an online discussion exploring the findings of Russell Investments’ 2023 Manager ESG Survey. In its ninth year, the annual survey offers valuable insights into the evolving landscape of ESG practices within the investment management industry.
The ETF marketplace is always in a state of flux. Understanding the opportunities and mitigating risk are essential to a healthy portfolio. A disciplined, active approach can help clients focus on the right opportunities at the right time.
Join the experts at Fidelity Investments to hear all about the latest risks and opportunities in the market and how their new Fundamental ETF suite can potentially help your clients grow their portfolios.
Big banks are scrambling to work out what to do with generative artificial intelligence: how to use it to make some of their people smarter or free up others to do only higher-value tasks, and how to ingest and process data more rapidly, speed up decision making and cut costs. Every bank fears their competitors getting good at AI before they do.
Are you active on LinkedIn but not seeing the impact of that time? In today's video, I help one advisor tackle this problem.
By staying compliant, you protect not only your clients but also the integrity and trustworthiness of your practice.
Rate cuts should help ease volatility in the bond markets, making it ideal for prospective bond investors to get core exposure.
Enthusiasm for AI is widespread, with epicenters of that ebullience including the investment community and corporate America.
As improvements in artificial intelligence continue apace, so do questions about how AI will influence economies, asset prices and — the question of the moment — interest rates: Is AI more likely to make them go up or down?
You're accustomed to analyzing market trends, understanding financial products, and strategizing to achieve your clients' financial well-being. But there's one crucial question you have been overlooking…
It is long past the time that we face the fact that “Social Security” is facing a retirement crisis. In June 2022, we touched on this issue, discussing the stark realities confronting Social Security.
Cautious investment is holding back the outlook for European nations.
Bob Doll, CEO & CIO at Crossmark Global Investments, explains why double-digit earnings growth and multiple Fed rate cuts seem incompatible.
Global Head of Client Portfolio Management Seth Meyer discusses the hidden risks and potential strategic pitfalls of sitting in cash.
VettaFi’s Zeno Mercer discusses the significance of BlackRock launching a tokenized money market fund and offers perspective on the future tokenization of securities. Matthews Asia’s Andrew Mattock highlights the firm's new Discovery active ETF suite and expands on the investment case for China.
Advisors try to prove their credibility through education and information – believing that their solution or company brand will differentiate them.
Effective marketing requires intention and a gut check. You need to honestly assess where your business is today before investing your time and efforts to get where you want to go.
Changes in China's economic policy tend not be communicated prior to implementation. What can we expect from China's stock market in response to any shifts?
More charging stations and lower prices can break EV sales out of their slump.
Economic indicators allow policymakers, advisors, investors, and businesses to make informed decisions about financial markets.
This article provides an overview of RIA buy-sell agreements, addressing what they are, why they’re important, their key elements, and common mistakes RIAs make with respect to those agreements.
