After the first rate cut in two years went according to market expectations as the Fed reduced the federal funds rate by 50 bps, markets have continued to run with the Fed’s ball and seem to have a ‘sugar rush.'
Companies and governments around the globe spent the past month streaming into debt markets, seizing on declining interest rates ahead of an uncertain US presidential election that many fear will spur volatility in markets.
Asian assets swung violently over the past three months, rocked by a succession of epochal events that culminated in a giant stimulus boost for China and propelled the region’s equities to world beaters.
The much-anticipated labor strike at ports along the East and Gulf coasts has begun, and the impact is a bit anticlimactic — for now.
Victor Haghani, James White and Jerry Bell of Elm Partners Management conducted a fascinating experiment to investigate the value of getting tomorrow’s headlines today, and the trading acumen of finance students. The results may suggest to some that finance courses need an upgrade...
Join the experts at Xtrackers for an insightful product spotlight, where we’ll dive into three thematic funds designed to capture the next wave of tech innovation.
Trusted authorities don’t market their solutions or dispense free advice pre-sale, to impress their prospects and compete in the market.
Ocean Park CIO James St. Aubin discusses the $5+ billion firm’s decision to enter the ETF space and highlights their trend following-based ETF lineup. VettaFi’s Kirsten Chang offers perspective on several recent ETF milestones including the industry eclipsing $10 trillion in assets.
Business divorces are often painful, expensive, and damaging – not just to the individuals involved, but to the advisory firm’s reputation and, most importantly, to its clients. However, with some foresight and planning, many of the common triggers for a business split can be avoided.
Reaching age 65 with a net worth of $1 million dollars is a way to provide a comfortable and secure retirement. It is also a reasonable and achievable goal for many middle-class workers who would, quite accurately, never describe themselves as wealthy.
Expanding outreach to include a well-orchestrated digital lead generation strategy is the most effective and efficient way to grow a client roster and help new generations navigate the Great Wealth Transfer with optimal financial strategies.
Like it does once every year, last week the Commerce Department went back and revised its GDP figures for the past several years. And while the top line revisions to Real GDP were pretty small, there was a larger revision to corporate profits.
Strengthen a traditional core bond allocation with a flexible, well-disciplined unconstrained bond fund. The complementary allocations can help improve diversification, increase yield, and reduce interest rate risk.
As markets grapple with the implications of artificial intelligence, the AI frenzy has meant that the six largest companies accounted for more than half of the U.S. market’s return in 2023 and year-to-date (August 2024) they have accounted for nearly half again.
While agency mortgage-backed securities offer compelling valuations, not every mortgage is created equally.
The last two years brought challenges for investors across all walks of life, but particularly for retirees.
he 2024 US presidential election is still months away and already entrenched as one of the most eventful in the country’s history. What started as a historic contest between the current president and former president has evolved into a flurry of poll-changing, momentum-shifting developments.
The exclamation mark: President Biden’s late-cycle decision to withdraw his candidacy. But behind the sensational headlines and endlessly debated storylines, we see a few core tenets at the center of this year’s battle of the ballot box. They hold implications for all of us—as investors and voters.
This week’s episode features Barry Peters from Winslow Capital along with TMX VettaFi's Kirsten Chang discussing IWFG
Despite double-digit dividend yields in many cases and the cushion such high dividends provide, buying agency REITs is not a guaranteed home run in a bull steepener.
The current approach to investment management has no sound basis and doesn’t work. There is a better way.
Join volatility experts from Gateway Investment Advisers, an affiliate of Natixis Investment Managers, as they unpack their quality approach to an active, covered call strategy that can ride the waves of volatility and capture returns over the long run.
Sand. Salt. Iron. Copper. Oil. Lithium. These, not petabytes or algorithms or innovative ideas, are the building blocks of human life as we know it. At least that’s what Ed Conway, author of Material World, tells us.
VettaFi’s Head of Research Todd Rosenbluth discussed the NEOS Russell 2000 High Income ETF (IWMI) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
A stronger-than-expected pivot to stimulus in the world’s two biggest economies has brightened the market outlook. For economists, the jury is still out.
JPMorgan Chase & Co. has been the best performing big bank stock since the Federal Reserve started hiking interest rates more than two years ago. But as the US central bank begins to unwind those moves, Morgan Stanley says it’s time for investors to wait before they buy more shares.
US stocks will outperform the nation’s government and corporate bonds for the rest of this year as the Federal Reserve keeps cutting interest rates, the latest Bloomberg Markets Live Pulse survey shows.
Just as the industrial revolution changed the way goods are manufactured and consumed, so the technological revolution will do for services. Once something can be made at scale, the market for it can expand and be segmented. The same goes for financial planning.
Gold is what you buy when everything isn’t goldilocks. Inflation, deflation, war, pestilence — gold is a certain anxious state of mind made tangible in a seductive but mostly useless metal. In a weird spin, gold has been enjoying a goldilocks period itself, hitting a new record last week. More that that, it seems almost immune to things that would usually drag it down.
Last week, the Federal Reserve made a significant move by cutting its overnight lending rate by 50 basis points. This marks the first rate cut since 2020, signaling the Fed is aggressively supporting the economy amid a backdrop of softening economic data. For investors, understanding how similar rate cuts have historically impacted markets and which sectors tend to benefit is key to navigating the months ahead.
Two weeks ago, I began reviewing Martin Gurri’s important book, The Revolt of the Public. Rather than try to do a general review, I am going to liberally quote from Gurri’s book and interviews, trying to let him explain himself in his own words.
I attended and spoke at the European Blockchain Convention this week in Barcelona, where the energy around digital assets, Bitcoin and Web3 was palpable. Among the 6,000 attendees, there was a sense that we’re on the brink of a new era in finance and digital infrastructure.
The latest data suggests the U.S. economy is headed toward a soft landing rather than a recession. With Federal Reserve (Fed) rate cuts underway, markets are backing this view.
Strategies and best practices for equity portfolios.
After months if not years of investors asking when the Fed would cut rates, we finally got our answer.
Portfolio Manager Andrew Mattock, CFA, assesses the key components of the growth measures announced by the central bank and financial regulators in terms of their potential impact on the economy and the Chinese equity market.
Gold has forged multiple new record highs so far this year, and is now up some 30% year to date, 3.5% in the past week alone.
Chair Powell successfully staved off hard landing concerns by reiterating the FOMC is confident in economic growth and inflation progress.
Chief executive officers are no longer trying to be all things to all people.
Costco Wholesale Corp. posted higher-than-expected profit as moderating prices fueled consumer spending and store traffic climbed.
Rupert Murdoch has so far made it easy for Rightmove Plc to resist his takeover bid.
If on-field success is a measuring stick, Appaloosa Management co-founder David Tepper’s 2018 purchase of the Carolina Panthers has been a disaster.
Assets held by exchange-traded funds in the US hit $10 trillion for the first time as the investor-friendly products continue their relentless takeover of Wall Street.
On Tuesday, congressional leaders spent two hours taking to task Novo Nordisk Chief Executive Officer Lars Fruergaard Jørgensen over the high price of the company’s diabetes and obesity drugs, Ozempic and Wegovy. Now the question is whether those prices will change.
Since the beginning of the year, the OPEC+ countries that are subject to output caps have pumped together more than 600,000 barrels a day above their self-imposed limits.
So far, so good. The Federal Reserve’s efforts to engineer a soft landing for the economy are going well.
If investors had known in advance the size of the Federal Reserve’s latest interest-rate cut, would they have made big money on stocks and bonds trading on this market-moving intel?
A new exchange-traded fund attempting to carve out a slice of the $6.3 trillion sitting in traditional money-market funds is launching Wednesday.
At a finance conference in London this summer, four senior investment bankers set about persuading the room that the $1.7-trillion private credit market isn’t a threat to Wall Street. Barely three months later, two of them have jumped ship to seek their fortunes in the upstart asset class.
Vice President Kamala Harris’ recent proposal to ban price gouging in the grocery industry has raised tricky questions about the recent history of grocery prices, inflation and market power. Markups in grocery stores appear to be persistently higher than before the pandemic. But don’t rush to the conclusion that market power is the only explanation here.
That is much clearer and far more accurate. On Wednesday, Reuters first reported that the company is set to announce a restructuring under which its nonprofit board will lose control over the company’s core business.
