The investment teams at Man Group and KraneShares have developed a liquid alternative that attempts to solve issues with conventional private equity funds by bringing PE-return drivers to a public equity ETF. Join them for an educational webcast exploring liquid private equity, return drivers, and how to use ETFs to gain exposure to liquid private equity.
Please join Dan Magnusson and Bob Minter from abrdn, as they discuss how the commodity asset class performed in 2024, current investment opportunities in the commodity space, and where broad commodities may fit within a diversified portfolio.
Canada’s stock market — where returns have lagged the US for two straight years — might offer investors protection against a downturn in US stocks, a Toronto-based asset manager says.
In response to the 2008 stock market and real estate crash, the Federal Reserve stimulated the economy by reducing interest rates to (almost) zero under its zero interest-rate policy (ZIRP). It “printed money” that amazingly did not bring serious inflation, yet.
In the latest report by the Census Bureau, building permits ticked down to a seasonally adjusted annual rate of 1.483 million in December. This marks a 0.7% decrease from November and a 3.1% decline compared to one year ago.
In the latest report by the Census Bureau, housing starts jumped to a seasonally adjusted annual rate of 1.499 million in December, the highest level in ten months. This marks a 15.8% increase from November and a 4.4% decline compared to one year ago.
U.S. Treasury yields have increased notably since September, particularly at the long end of the curve, with the 10-year yield up over 100 basis points from its recent lows. We unpack the drivers behind this big move in rates and our outlook for bonds going forward.
Something unusual came down the chimney late last year. During the holidays and the preceding weeks, there were a slew of splits among US ETFs – the most in the past four years, according to Wall Street Horizon’s data.
As we step into 2025, it’s time to revisit our expectations for the markets and provide an updated perspective for investors.
Despite challenges, the U.S. market saw strong returns in 2024 with a "soft landing" for the economy, leading to key questions and emerging themes for investors in 2025.
For this edition of Bull vs. Bear, the VettaFi writers debate the case for using sector ETFs to make bets on the new market regime.
In December, nominal home values increased for a 21st straight months to a new all-time high. However, once we adjust for inflation, "real" home values declined for an 8th consecutive month to their lowest level since June 2021.
Builder confidence inched up in January to its highest level in 9 months on hopes for economic growth and an improved regulatory environment. The National Association of Home Builders (NAHB) Housing Market Index (HMI) rose to 47 this month, up one point from December. The latest reading came was above the forecast of 45.
Wall Street breathed a sigh of relief after a surprise slowdown in inflation spurred a stock rally and a plunge in bond yields, reinforcing bets the Federal Reserve is on track to keep cutting rates this year.
No country wants external developments to drive up its borrowing costs and weaken its currency, which is what the UK is facing today, together with serious cyclical and structural challenges. But if the British government responds appropriately, recent market volatility might turn out to have a silver lining.
Use this guide to transform our 2024 Retirement Insights into action in 2025, focusing on areas of plan design, tax credits and participant engagement. Our Mike Dullaghan shares the highlights.
Although we are loath to make predictions, conditions appear to be favorable for fixed income in the coming year, and we think investors should consider adjusting their allocations accordingly.
Outsourced trading is a growing trend among asset managers, with recent headlines illustrating how firms are reassessing their approach to how trading fits in their broader strategic plans.
The threat of tariffs is ramping up ahead of the inauguration of President-elect Donald Trump. This is pushing up silver and copper prices.
The calendar page has turned, and that means we have the opportunity to get 2025 off to a good start.
The global economic landscape continues to evolve, and 2025 promises to be a year of adaptation and resilience.
Wall Street was set for a higher open on Tuesday, though a renewed rise in Treasury yields damped the sentiment boost offered earlier by the prospect of gradually imposed US trade tariffs.
Ten years ago, Research Affiliates launched the Asset Allocation Interactive online tool, making our CMEs freely available to the public. With one full cycle complete, we can see what has worked well and where we can improve.
What happens when you simply don’t like a colleague but you need to work side-by-side with them every single day?
“Risk,” according to London Business School’s Elroy Dimson, “means that more things can happen than will happen.” Serhii Plokhy’s Chernobyl Roulette provides the reader with a compelling demonstration of that dictum.
For firms chasing digital empowerment it’s especially important to pay attention to the first 60 days of onboarding with a new technology and tech provider.
Traders are bracing for one of the most volatile earnings periods in stock market history.
Over the past few months, I’ve had occasion to speak at a number of conferences concerned with the impact of artificial intelligence on financial jobs.
Private equity wants access to Americans’ retirement accounts, and is lobbying President-elect Donald Trump’s administration to get it.
Managing Director, Washington Policy Analyst Ed Mills looks at how several of the top market-relevant Washington DC issues could play out in 2025.
We identify four categories of risks to the growth outlook.
The journey from niche asset to core allocation looks set to continue.
Every new year brings with it a new opportunity to stop for a moment, revisit resolutions, and refresh outlooks.
The Roaring 2020s have been very good so far, but not exceptional when examined in isolation. That said, when viewed in the context of the past 16 years, this record-breaking bull market is spectacular.
I’m not ready to concede that active bests the benchmarks by adding what I consider alpha. For example, “positioning the fund to have more credit risk than its benchmark” is a risk premium much in the same way that the equity risk premium produced returns over the risk-free rate. The credit risk premium may be worth it, but that’s beta, not alpha.
The US labor market has remained relatively strong, but the trend over the last year or so has been one of normalization back to the pre-pandemic levels.
The recent surge in bond yields is directing renewed attention to America’s grim fiscal outlook.
Goldman Sachs Group Inc. has upgraded its dollar forecasts, citing a robust US economy and likely higher tariffs that may slow monetary easing.
OpenAI’s top executives are planning to host events in Washington DC and two key swing states to bolster support for investment in artificial intelligence as the company adapts to the biggest change in the US political landscape since ChatGPT launched.
The aerospace and defense industry plays a pivotal role in both national security and the stock market. With U.S. defense spending leading the world, the largest contractors are well-positioned for growth amid rising global tensions.
Gold certainly had a great 2024, but 2025 is already shaping up to be an opportune year to build up more exposure through ETFs.
2024 certainly saw cap-weighted strategies outperform equally weighted alternatives, but that could very well change this year.
After cementing its position as the dominant player in the US for a niche but highly lucrative investment vehicle, Janus Henderson is looking to try its luck in Europe.
Stock investors have been watching the runup in US Treasury yields with considerable alarm of late.
As we enter 2025, there has been a lot of conjecture about a return to the 5% threshold.
Weather has always been a key factor influencing commodity prices, even though not very obvious at first glance. Agricultural yields depend on rainfall, frost can ruin crops, and hurricanes disrupt supply chains.
Chief Economist Eugenio Alemán and Economist Giampiero Fuentes break down the factors likely to impact economic growth, inflation and interest rates.
US equities were up notably in 2024, due to a strong economy, accelerating earnings growth, US election results, and AI/mega-cap strength.
US investment banks have little room for error in their upcoming full-year results.
After hitting nearly 80% of my predictions over the first five years, the past two years are calling into question whether I’m truly the ETF Nostradamus.
Since dividend investing can be boiled down to a single strategy—generating income—you might assume we don’t need a toolbox full of tools. We know that’s not true.
While the market has largely moved past that year’s recession debate, it’s worth noting that the traditional definition that persisted for all our careers—two consecutive quarters of negative GDP growth—did occur in the first half of 2022.
A few weeks ago, a reader emailed to challenge what he described as our “cautionary, skeptical and net negative” stance on Bitcoin.
On December 6, the S&P 500 set the most extreme level of valuations on record, exceeding both the 1929 and 2000 market peaks on measures that we find best-correlated with actual, subsequent 10-12 year S&P 500 total returns across a century of market cycles.
The new year begins with economic resilience, but investors should brace for a challenging path in 2025. Key economic indicators are still “goldilocks” and signal continued growth at a sustainable pace.
It’s important that investors remember to rebalance their commodity ETF exposure, particularly as equity ETFs had a strong year in 2024.
The Institute of Supply Management (ISM) has released its December services purchasing managers' index (PMI). The headline composite index is at 54.1, better than the forecast of 53.5. The latest reading keeps the index in expansion territory for the sixth straight month.
The December U.S. services purchasing managers' index (PMI) conducted by S&P Global came in at 56.8, the highest level since March 2022. The latest reading came in below the forecast of 58.5 but keeps the index in expansion territory for the 23rd straight month.
Stocks are coming off another banner year, but strength has bred a frothy sentiment environment, which continues to loom as a risk for likely coming volatility.
Despite a lackluster 2024 for most bonds, investors with an eye on the long-term time horizon could reap future benefits.
In a recent discussion on TheRealInvestmentShow, Bob Farrell and his 10 investment rules were discussed, which elicited several email questions asking, “Who is Bob Farrell, and where are these rules?”.
The most important issue regarding what lies ahead from an economic perspective is that the economy’s fundamentals remain solid with very few misalignments that could derail it, at least for now.
Three interconnected lessons from 2024 help shape our 2025 outlook.
Eden Ovadia, CEO of FINNY, joined WisdomTree’s Office Hours to share actionable growth insights for advisors.
The S&P 500 real monthly averages of daily closes reached a new all-time high in December 2024. Let's examine the past to broaden our understanding of the range of historical bull and bear market trends in market performance.
Stocks rallied in 2024, delivering a second consecutive year of gains exceeding 20%, as investors embraced cooling inflation, falling interest rates and the prospect of lower corporate taxes under a second Trump administration.
Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4th, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of December 31st, it was 4.58%.
Most people don’t pay much attention to the political process, either local or federal. This year I think it is something we should all be paying attention to as it might affect our various lives.
Money managers are seeing plenty of reasons to remain bullish on gold, following a stellar 2024 that saw the precious metal post its biggest annual gain since 2010.
MicroStrategy Inc. bought $101 million of Bitcoin after announcing that it would use perpetual preferred stock as well as common shares and debt to acquire more of the cryptocurrency.
The incoming Trump administration has set a goal of growing the economy by 3% per year, similar to promises made during Donald Trump’s first term in office.
Continuing last year's trend, our 2025 outlook shows fixed income benefiting from high rates, while equities face a narrowing edge over risk-free investments.
After a strong November 2024, markets were generally down in December. The S&P 500 index was down 2.3%, while energy, small caps, value stocks, and REITs performed considerably worse.
The year ahead may present challenges as markets and the economy look to maintain momentum.
Gain insights into 2025’s top tech trends and market opportunities, and what experienced investors should consider for smart tech investments.
Based on the December S&P 500 average of daily closes, the Crestmont P/E of 41.7 is 176% above its arithmetic mean, 201% above its geometric mean, and is at the 100th percentile of this 14-plus-decade series.
Although the general public might not pay much attention to such price swings, they still leave a serious impact on global trade and investment.
Wall Street is forecasting an 8% return in 2025. That’s below the 10.4% average nominal return over the past 99 years, but it is a forecast of even higher highs. Do you believe it? Will “The Bull” keep running this new year, or is it getting tired?
The AI market has evolved significantly in the past two years, shifting from a heavy reliance on mega-cap and semiconductor dominance to a more diverse set of beneficiaries.
Quant funds that make money surfing the momentum of markets saw a promising year slip away in 2024 when big bouts of volatility lashed everything from Japanese stocks to cocoa futures and Treasuries.
Continued volatility, falling yields, and other expectations for the year ahead, plus seven strategies to take advantage.
December's market activity highlights the need for caution in the near term.
The clouds that hung over the financial-technology industry in 2024 appear to be clearing as interest-rate cuts, recoveries in fintech stocks and promises of a looser regulatory environment in the second Trump administration paint a more promising outlook for startups.
Valid until the market close on January 1, 2025
This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month.
Investors continue to enjoy the bull market but remain somewhat nervous about valuation. Policy uncertainty is higher than usual, in part because there are so many policy changes at the same time.
This year is shaping up to be a dramatic one for climate tech investors.
Home prices continued to trend upwards in October as the benchmark national index rose for the 21st consecutive month to a new all-time high. The seasonally adjusted home prices for the national index saw a 0.3% increase MoM, and a 3.6% increase YoY. After adjusting for inflation, the MoM fell to -0.1% and YoY fell to -1.5%.
Before I undertake the hard task of predicting where the crypto industry will go in 2025, let’s take a minute to recall where it has been.
It’s now half a decade since anything in the US housing market could be considered normal. The pandemic boom was followed by a transaction bust, induced by the central bank, that did little to lower sky-high prices.
While Bitcoin’s surge above $100,000 captivated the headlines in 2024, many financial firms were more focused this year on a different type of cryptocurrency whose price is never meant to rise — or fall for that matter.
Alternative Investments
Capturing Private Equity Return Drivers
The investment teams at Man Group and KraneShares have developed a liquid alternative that attempts to solve issues with conventional private equity funds by bringing PE-return drivers to a public equity ETF. Join them for an educational webcast exploring liquid private equity, return drivers, and how to use ETFs to gain exposure to liquid private equity.
Commodities: The year that was, the year that could be
Please join Dan Magnusson and Bob Minter from abrdn, as they discuss how the commodity asset class performed in 2024, current investment opportunities in the commodity space, and where broad commodities may fit within a diversified portfolio.
Canada a ‘Good Place to Hide’ If US Stocks Drop, Contrarian Says
Canada’s stock market — where returns have lagged the US for two straight years — might offer investors protection against a downturn in US stocks, a Toronto-based asset manager says.
Life Without ZIRP Spells RIR: Rising Interest Rates
In response to the 2008 stock market and real estate crash, the Federal Reserve stimulated the economy by reducing interest rates to (almost) zero under its zero interest-rate policy (ZIRP). It “printed money” that amazingly did not bring serious inflation, yet.
Building Permits Tick Down 0.7% in December
In the latest report by the Census Bureau, building permits ticked down to a seasonally adjusted annual rate of 1.483 million in December. This marks a 0.7% decrease from November and a 3.1% decline compared to one year ago.
Housing Starts Jump 15.8% in December
In the latest report by the Census Bureau, housing starts jumped to a seasonally adjusted annual rate of 1.499 million in December, the highest level in ten months. This marks a 15.8% increase from November and a 4.4% decline compared to one year ago.
A Deep Dive on the Recent Spike in U.S. Treasury Yields
U.S. Treasury yields have increased notably since September, particularly at the long end of the curve, with the 10-year yield up over 100 basis points from its recent lows. We unpack the drivers behind this big move in rates and our outlook for bonds going forward.
A US ETF Split Surge in Q4 2024: Digging Into the Data and What It Means for Investors
Something unusual came down the chimney late last year. During the holidays and the preceding weeks, there were a slew of splits among US ETFs – the most in the past four years, according to Wall Street Horizon’s data.
Balancing Caution and Optimism: Navigating 2025’s Market Dynamics
As we step into 2025, it’s time to revisit our expectations for the markets and provide an updated perspective for investors.
2024 and 2025 Investment Insights: The Magnificent 7 Stocks, Sector Growth, and Emerging Themes
Despite challenges, the U.S. market saw strong returns in 2024 with a "soft landing" for the economy, leading to key questions and emerging themes for investors in 2025.
Bull vs. Bear: Using Sector ETFs to Make Bets on the New Regime
For this edition of Bull vs. Bear, the VettaFi writers debate the case for using sector ETFs to make bets on the new market regime.
Zillow Home Value Index: "Real" Home Value Falls to 3.5 Year Low
In December, nominal home values increased for a 21st straight months to a new all-time high. However, once we adjust for inflation, "real" home values declined for an 8th consecutive month to their lowest level since June 2021.
NAHB Housing Market Index: Builder Confidence Inches to 9-Month High in January
Builder confidence inched up in January to its highest level in 9 months on hopes for economic growth and an improved regulatory environment. The National Association of Home Builders (NAHB) Housing Market Index (HMI) rose to 47 this month, up one point from December. The latest reading came was above the forecast of 45.
Wall Street Has Best CPI Day Since at Least 2023: Markets Wrap
Wall Street breathed a sigh of relief after a surprise slowdown in inflation spurred a stock rally and a plunge in bond yields, reinforcing bets the Federal Reserve is on track to keep cutting rates this year.
Shock-Proofing the UK Economy
No country wants external developments to drive up its borrowing costs and weaken its currency, which is what the UK is facing today, together with serious cyclical and structural challenges. But if the British government responds appropriately, recent market volatility might turn out to have a silver lining.
Transforming 2024 Insights Into 2025 Action
Use this guide to transform our 2024 Retirement Insights into action in 2025, focusing on areas of plan design, tax credits and participant engagement. Our Mike Dullaghan shares the highlights.
Strategic Income Outlook: Magic 8-Ball Says, “Cannot Predict Now”
Although we are loath to make predictions, conditions appear to be favorable for fixed income in the coming year, and we think investors should consider adjusting their allocations accordingly.
Why More Asset Managers Are Outsourcing or Co-sourcing Trading
Outsourced trading is a growing trend among asset managers, with recent headlines illustrating how firms are reassessing their approach to how trading fits in their broader strategic plans.
Tariff Threats Boost Silver & Copper Prices
The threat of tariffs is ramping up ahead of the inauguration of President-elect Donald Trump. This is pushing up silver and copper prices.
Tax Planning in 2025: Five Key Topics to Discuss With Your Clients Now
The calendar page has turned, and that means we have the opportunity to get 2025 off to a good start.
2025 Outlook: Run It Back
The global economic landscape continues to evolve, and 2025 promises to be a year of adaptation and resilience.
Wall Street Set for Higher Open on Tariff Report
Wall Street was set for a higher open on Tuesday, though a renewed rise in Treasury yields damped the sentiment boost offered earlier by the prospect of gradually imposed US trade tariffs.
Asset Allocation Interactive at 10 Years: The Good, the Not Too Bad, and the Ugly
Ten years ago, Research Affiliates launched the Asset Allocation Interactive online tool, making our CMEs freely available to the public. With one full cycle complete, we can see what has worked well and where we can improve.
How Do I Work With Someone I Don’t Like?
What happens when you simply don’t like a colleague but you need to work side-by-side with them every single day?
Catastrophe’s Thin Red Line
“Risk,” according to London Business School’s Elroy Dimson, “means that more things can happen than will happen.” Serhii Plokhy’s Chernobyl Roulette provides the reader with a compelling demonstration of that dictum.
Make It or Break It: Why the First 60 Days of New Tech Adoption Are the Most Important
For firms chasing digital empowerment it’s especially important to pay attention to the first 60 days of onboarding with a new technology and tech provider.
Traders Brace for Biggest S&P Earnings-Day Reactions Ever
Traders are bracing for one of the most volatile earnings periods in stock market history.
Don’t Bank on Your Banking Job Outlasting AI
Over the past few months, I’ve had occasion to speak at a number of conferences concerned with the impact of artificial intelligence on financial jobs.
Private Equity Does Not Belong in Your 401(k)
Private equity wants access to Americans’ retirement accounts, and is lobbying President-elect Donald Trump’s administration to get it.
2025 Political Outlook
Managing Director, Washington Policy Analyst Ed Mills looks at how several of the top market-relevant Washington DC issues could play out in 2025.
What We're Worrying About
We identify four categories of risks to the growth outlook.
Private Credit Outlook: Expanding the Universe
The journey from niche asset to core allocation looks set to continue.
Market Predictions & ETF Ideas for a New Year
Every new year brings with it a new opportunity to stop for a moment, revisit resolutions, and refresh outlooks.
The Roaring 2020s Are Prodding the Bull
The Roaring 2020s have been very good so far, but not exceptional when examined in isolation. That said, when viewed in the context of the past 16 years, this record-breaking bull market is spectacular.
Examining the Case for Active Bond Investing
I’m not ready to concede that active bests the benchmarks by adding what I consider alpha. For example, “positioning the fund to have more credit risk than its benchmark” is a risk premium much in the same way that the equity risk premium produced returns over the risk-free rate. The credit risk premium may be worth it, but that’s beta, not alpha.
Labor Market Strong, But Normalization Continues
The US labor market has remained relatively strong, but the trend over the last year or so has been one of normalization back to the pre-pandemic levels.
Surging Bond Yields Make a Strong Case for Fiscal Sanity
The recent surge in bond yields is directing renewed attention to America’s grim fiscal outlook.
Goldman Sees Dollar Rallying 5% or More as US Growth Dominates
Goldman Sachs Group Inc. has upgraded its dollar forecasts, citing a robust US economy and likely higher tariffs that may slow monetary easing.
OpenAI Emphasizes China Competition in Pitch to a New Washington
OpenAI’s top executives are planning to host events in Washington DC and two key swing states to bolster support for investment in artificial intelligence as the company adapts to the biggest change in the US political landscape since ChatGPT launched.
The Top 10 U.S. Aerospace and Defense Contractors
The aerospace and defense industry plays a pivotal role in both national security and the stock market. With U.S. defense spending leading the world, the largest contractors are well-positioned for growth amid rising global tensions.
Gold Investments Still Shine This Year
Gold certainly had a great 2024, but 2025 is already shaping up to be an opportune year to build up more exposure through ETFs.
Could Equal Weight Strategies Make a Comeback This Year?
2024 certainly saw cap-weighted strategies outperform equally weighted alternatives, but that could very well change this year.
Janus Henderson Takes CLO-Tracking Fund to Europe After US Win
After cementing its position as the dominant player in the US for a niche but highly lucrative investment vehicle, Janus Henderson is looking to try its luck in Europe.
Who’s Afraid of Rising Treasury Yields? Not Stocks
Stock investors have been watching the runup in US Treasury yields with considerable alarm of late.
Five Alive: Where Is the Treasury 10-Year Yield Headed?
As we enter 2025, there has been a lot of conjecture about a return to the 5% threshold.
Climate Shocks: The Unseen Drivers of Commodity Market Fluctuations in 2023-2024
Weather has always been a key factor influencing commodity prices, even though not very obvious at first glance. Agricultural yields depend on rainfall, frost can ruin crops, and hurricanes disrupt supply chains.
2025 Economic Outlook
Chief Economist Eugenio Alemán and Economist Giampiero Fuentes break down the factors likely to impact economic growth, inflation and interest rates.
With New Risks Surfacing, How Should Investors Position Portfolios in 2025?
US equities were up notably in 2024, due to a strong economy, accelerating earnings growth, US election results, and AI/mega-cap strength.
Bankers Need the Right Trump Outcome to Justify Stock Optimism
US investment banks have little room for error in their upcoming full-year results.
5 ETF Predictions for 2025
After hitting nearly 80% of my predictions over the first five years, the past two years are calling into question whether I’m truly the ETF Nostradamus.
A Necessary Tool for Income Investors… Especially Now
Since dividend investing can be boiled down to a single strategy—generating income—you might assume we don’t need a toolbox full of tools. We know that’s not true.
High Hopes or Hollow Hype? A 2025 Reality Check
While the market has largely moved past that year’s recession debate, it’s worth noting that the traditional definition that persisted for all our careers—two consecutive quarters of negative GDP growth—did occur in the first half of 2022.
Bitcoin Is Not a Nothing, But Not a Something Either
A few weeks ago, a reader emailed to challenge what he described as our “cautionary, skeptical and net negative” stance on Bitcoin.
Pressing for Yet More
On December 6, the S&P 500 set the most extreme level of valuations on record, exceeding both the 1929 and 2000 market peaks on measures that we find best-correlated with actual, subsequent 10-12 year S&P 500 total returns across a century of market cycles.
A Cautious Take on the New Year’s Market
The new year begins with economic resilience, but investors should brace for a challenging path in 2025. Key economic indicators are still “goldilocks” and signal continued growth at a sustainable pace.
Don’t Forget Commodity ETF Exposure in 2025
It’s important that investors remember to rebalance their commodity ETF exposure, particularly as equity ETFs had a strong year in 2024.
ISM Services PMI Expanded for Sixth Straight Month in December
The Institute of Supply Management (ISM) has released its December services purchasing managers' index (PMI). The headline composite index is at 54.1, better than the forecast of 53.5. The latest reading keeps the index in expansion territory for the sixth straight month.
S&P Global Services PMI: Reaches 33-Month High in December
The December U.S. services purchasing managers' index (PMI) conducted by S&P Global came in at 56.8, the highest level since March 2022. The latest reading came in below the forecast of 58.5 but keeps the index in expansion territory for the 23rd straight month.
It Was a Very Good Year
Stocks are coming off another banner year, but strength has bred a frothy sentiment environment, which continues to loom as a risk for likely coming volatility.
Bond Investors Could Reap Rewards in the Long Term
Despite a lackluster 2024 for most bonds, investors with an eye on the long-term time horizon could reap future benefits.
The Rules Of Bob Farrell – An Updated Illustrated Guide
In a recent discussion on TheRealInvestmentShow, Bob Farrell and his 10 investment rules were discussed, which elicited several email questions asking, “Who is Bob Farrell, and where are these rules?”.
Economy Will Remain Supportive of Markets in 2025
The most important issue regarding what lies ahead from an economic perspective is that the economy’s fundamentals remain solid with very few misalignments that could derail it, at least for now.
Three Investment Lessons From 2024
Three interconnected lessons from 2024 help shape our 2025 outlook.
How to Drive Organic Growth: Insights From FINNY
Eden Ovadia, CEO of FINNY, joined WisdomTree’s Office Hours to share actionable growth insights for advisors.
Secular Market Trends: Bull and Bear Markets
The S&P 500 real monthly averages of daily closes reached a new all-time high in December 2024. Let's examine the past to broaden our understanding of the range of historical bull and bear market trends in market performance.
AI Frenzy Drove the S&P 500’s Best Two-Year Gains Since the Dot-Com Era
Stocks rallied in 2024, delivering a second consecutive year of gains exceeding 20%, as investors embraced cooling inflation, falling interest rates and the prospect of lower corporate taxes under a second Trump administration.
Market Valuation, Inflation and Treasury Yields - December 2024
Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4th, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of December 31st, it was 4.58%.
A Controversial Start
Most people don’t pay much attention to the political process, either local or federal. This year I think it is something we should all be paying attention to as it might affect our various lives.
Gold Investors Stay Bullish for 2025 on Trump Volatility
Money managers are seeing plenty of reasons to remain bullish on gold, following a stellar 2024 that saw the precious metal post its biggest annual gain since 2010.
MicroStrategy Buys Bitcoin After Adding Preferred Offering
MicroStrategy Inc. bought $101 million of Bitcoin after announcing that it would use perpetual preferred stock as well as common shares and debt to acquire more of the cryptocurrency.
How Trump Can Achieve Sustained 3% GDP Growth
The incoming Trump administration has set a goal of growing the economy by 3% per year, similar to promises made during Donald Trump’s first term in office.
Schwab's 2025 Long-Term Capital Market Expectations
Continuing last year's trend, our 2025 outlook shows fixed income benefiting from high rates, while equities face a narrowing edge over risk-free investments.
QuantStreet January 2025 Letter: Trump-Trade Reversal
After a strong November 2024, markets were generally down in December. The S&P 500 index was down 2.3%, while energy, small caps, value stocks, and REITs performed considerably worse.
2025 Investing Outlook
The year ahead may present challenges as markets and the economy look to maintain momentum.
Tech Investing in 2025: Emerging Trends and Market Opportunities
Gain insights into 2025’s top tech trends and market opportunities, and what experienced investors should consider for smart tech investments.
Crestmont P/E and Market Valuation: December 2024
Based on the December S&P 500 average of daily closes, the Crestmont P/E of 41.7 is 176% above its arithmetic mean, 201% above its geometric mean, and is at the 100th percentile of this 14-plus-decade series.
How Climate Volatility Is Redefining Commodity Markets
Although the general public might not pay much attention to such price swings, they still leave a serious impact on global trade and investment.
A 99-Year Perspective on US Markets — Is the Bull Getting Tired?
Wall Street is forecasting an 8% return in 2025. That’s below the 10.4% average nominal return over the past 99 years, but it is a forecast of even higher highs. Do you believe it? Will “The Bull” keep running this new year, or is it getting tired?
AI Market Leaders: How Equity Performance Is Evolving among AI Innovators
The AI market has evolved significantly in the past two years, shifting from a heavy reliance on mega-cap and semiconductor dominance to a more diverse set of beneficiaries.
Fast-Money Quants Saw Big Year Go Bust in Wild Cross-Asset Ride
Quant funds that make money surfing the momentum of markets saw a promising year slip away in 2024 when big bouts of volatility lashed everything from Japanese stocks to cocoa futures and Treasuries.
Fixed-Income Outlook 2025: Fertile Ground
Continued volatility, falling yields, and other expectations for the year ahead, plus seven strategies to take advantage.
S&P 500 Records Its Second Straight Year of 20%-Plus Gains
December's market activity highlights the need for caution in the near term.
Regulation, Deals and Crypto: Fintech Themes to Watch in 2025
The clouds that hung over the financial-technology industry in 2024 appear to be clearing as interest-rate cuts, recoveries in fintech stocks and promises of a looser regulatory environment in the second Trump administration paint a more promising outlook for startups.
Moving Averages: S&P Finishes December 2024 Down 2.5%
Valid until the market close on January 1, 2025
This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month.
10 Predictions for 2025
Investors continue to enjoy the bull market but remain somewhat nervous about valuation. Policy uncertainty is higher than usual, in part because there are so many policy changes at the same time.
Where the Smart Climate Tech Venture Money Is Going in 2025
This year is shaping up to be a dramatic one for climate tech investors.
S&P Case-Shiller Home Price Index: Hits 17th Consecutive All-Time High in October
Home prices continued to trend upwards in October as the benchmark national index rose for the 21st consecutive month to a new all-time high. The seasonally adjusted home prices for the national index saw a 0.3% increase MoM, and a 3.6% increase YoY. After adjusting for inflation, the MoM fell to -0.1% and YoY fell to -1.5%.
A Crypto Optimist’s Guide for 2025
Before I undertake the hard task of predicting where the crypto industry will go in 2025, let’s take a minute to recall where it has been.
What the Housing Industry Needs in 2025
It’s now half a decade since anything in the US housing market could be considered normal. The pandemic boom was followed by a transaction bust, induced by the central bank, that did little to lower sky-high prices.
Crypto’s $205 Billion Stablecoin Market Set to Go Mainstream
While Bitcoin’s surge above $100,000 captivated the headlines in 2024, many financial firms were more focused this year on a different type of cryptocurrency whose price is never meant to rise — or fall for that matter.