China got a head start on a looming trade war with the US by showcasing a new range of tools it’s prepared to use if Donald Trump makes good on his threat to punish the world’s second-biggest economy with tariffs.
We expect high yield bond issuers to maintain healthy balance sheets and defaults to remain low.
Republicans have lashed out at the Inflation Reduction Act (IRA), a landmark package of incentives for clean energy, since it was passed two years ago.
To improve potential returns and mitigate risks, investors should choose from the widest range of opportunities.
An enduring image from 2024 will be the capture of the SpaceX booster rocket by the Mechazilla robot arms on its return to Earth. This achievement served as a powerful metaphor for the year: the improbable not only became possible but redefined expectations.
Riverfront's stock selection team performs analysis on individual equities that provides useful insights into how we position our portfolios.
Better than expected economic data in November appears to be thwarting the FOMC's efforts to engineer lower short-term interest rates.
What is there to say with Bitcoin at $100,000 for those of us who thought $10,000 looked nuts.
ByteDance Ltd.’s options for TikTok in the US are looking increasingly desolate, as the tech war between Washington and Beijing boils over.
China’s economic ascent over the past four decades has been a remarkable story of growth, driven by several factors.
There are not many attractive opportunities in the US large-cap space. History suggests the market is overdue for a correction.
We examine how a potentially complex bond market in 2025 could still offer opportunities in high-yield bonds, municipal bonds, and inflation-protected securities.
The U.S. economy and stock market are entering 2025 from a position of strength, but risks of volatility—especially pertaining to policy—are much higher compared to last year.
The Santa Claus rally that started a few weeks back continued as the market logged its 53rd record high for 2024. While the Scrooges bemoaned inflation and tariffs, other investors embraced the strong economic data and loaded their sleds with market returns.
We decided to see which companies saw the greatest spillover effects from these two revolutionary technologies.
India’s institutional strength used to be reflected in the reliability of its national accounts.
When the ECB’s rate-cutting cycle ends, should the neutral rate be far higher than pre-pandemic? Not in our view.
On the latest edition of Market Week in Review, Investment Strategist BeiChen Lin discussed the ouster of France’s prime minister and the potential market implications. He also provided an update on the health of the U.S. economy.
Amid concerns about the impact of rising deficits on U.S. Treasuries, it helps to differentiate bond investments by maturity, credit rating, and global relative value.
As the office buildings market faces headwinds, investors look to alternative sectors.
A resilient US economy and deepening geopolitical tensions around the world are making asset managers rethink their expectations for a weaker dollar.
China has opened a probe into Nvidia Corp. over suspicions that the US chipmaker broke anti-monopoly laws around a 2020 deal, taking aim at the AI heavyweight as Washington ramps up sanctions.
he economic-policy consensus that prevails in the US is right about one thing.
As a concept, environmentally responsible investing is in its flop era. Right-wing backlash has turned “ESG” into a four-letter word in terrified corporate boardrooms.
Just a few short years (months?) ago, few would have believed it possible. But it happened: Bitcoin has traded above $100,000 for the first time ever.
Investment themes are highly dynamic, shouldn’t your investment process be too? Learn about a systematic framework to help with identifying and investing across the themes driving markets.
U.S. policies are set for a major reshaping as full Republican control takes hold in 2025.
CEO Ali Dibadj highlights the three macro drivers that investors must navigate in 2025 and beyond, as well as the importance of actively positioning for a brighter investment future.
Five of Franklin Templeton’s specialist investment managers provide their annual outlooks for the global economy and key asset classes, including global equities; global fixed income; global infrastructure; the macro fixed income environment; municipal bond market; high yield bond market; small cap equities; U.S. dollar; U.S. economy; and U.S. equities.
China’s central bank will deliver the biggest interest-rate cuts in a decade next year as policymakers intensify efforts to shore up growth and arrest deflation, in the view of a number of Wall Street lenders.
Getting a stay of execution doesn’t mean you’re no longer on death row.
If you thought the detention and subsequent release of Resolute Mining Ltd.’s chief executive by the government of Mali two weeks ago was a one-off, you would have been wrong.
The next few years are set to see a significant expansion in global LNG export capacity, led by North America and Qatar.
Bond traders seeking support for bets that the Federal Reserve will cut interest rates later this month will closely watch Friday’s US employment report for November.
Historical trends are being permanently broken in real time as mega forces, like the rise of artificial intelligence (AI), transform economies.
How to unlock value in a complex market landscape.
The bond market is caught between the Federal Reserve's plans to cut interest rates and the risk of higher inflation and federal debt levels.
The explosive growth of the ETF industry has attracted a full range of new entrants this year — from smaller individuals to the largest hedge funds in the world. More and more fund managers are making their foray into the world of ETFs.
Quite a few observers have described the dramatic fall of the Barnier government in France not just as a political crisis but also an economic and financial crisis.
Since its enactment in 2022, the Chips and Science Act — a $280 billion splurge intended to revive US semiconductor manufacturing — has been at best a mixed success. A $7.9 billion grant to Intel Corp., announced by President Joe Biden’s administration last week, shows how this gravy train may be headed off the rails.
Emerging-market currencies held gains after Federal Reserve Chair Jerome Powell said policymakers could move cautiously as they lower interest rates. The South Korean won rebounded on Wednesday as President Yoon Suk Yeol rapidly reversed his martial law declaration.
While the economy helped President Trump win a second term, it also created expectations that could prove difficult to meet.
At the 2018 Berkshire Annual Meeting, Buffett noted that “multiple times in my life, people have felt the country was more divided than ever.
China’s major technology stocks have been left behind in this year’s global frenzy over artificial intelligence, and a lack of demand for actual AI usage coupled with geopolitical pressures make it unlikely they can cash in anytime soon.
Next week’s European Central Bank meeting is more important than it might first appear.
Donald Trump’s tariff barrage may trigger a response from the Federal Reserve that the new president won’t like.
The S&P 500 earnings growth rate will likely come in just below the 6% mark for the third quarter.
In their 2025 outlook, Head of Americas Equities Marc Pinto and Head of EMEA and Asia Pacific Equities Lucas Klein say a changing macroeconomic backdrop could create new pockets of leadership in global equity markets.
While politics garner headlines, fundamentals drive the market over the long term.
The Fed could be ‘slower to lower,' while the Trend continues to rise, with an overly optimistic Crowd due to seasonality and post-election trends.
Dollar bulls emboldened by Donald Trump’s win are entering a month that has historically punished the greenback.
It’s the anniversary of the first-ever controlled nuclear fission chain reaction. And it’s the day that Enron filed for Chapter 11 bankruptcy in 2001.
The 2024 wild ride has proven to be a continuation of last year’s.
International markets are expected to clear the hurdles of uncertain trade policy, tighter fiscal policy and slower than average economic growth to support solid overall returns.
With human rights regulations expanding, investors need a broader approach to assessing risk and opportunity.
Astoria rounds up its 10 ETFs for 2025, providing unique thought leadership and actionable investment ideas.
Seven of our eight indexes on our world watch list have posted gains through December 2, 2024. The U.S. S&P 500 finished first with a year-to-date gain of 27.50%. The Hong Kong's Hang Seng finished second with a year-to-date gain of 16.45%. Germany's DAX finished in third with a year-to-date gain of 15.40%.
Governments can contribute to the progress of technology and the economy. The questions are how to do so, and how much to spend.
Short-term rates are going down because the Treasury is issuing related debt at lower rates. Meanwhile, long-term rates are going up because the Fed is not intervening.. The Fed is trapped in a vicious cycle. Can you see a way out?
Expectations for solid corporate earnings drove our U.S. and Japanese equity overweights this year. They have delivered, showing that fundamentals are key. Earnings strength could matter more to equity investors in 2025 over valuations.
Big banks have been warning their investors about the competition they face from private credit, electronic market makers and others for some time.
he best scandals are those that start when someone, somewhere, decides to say something utterly shocking: the truth! A senior official of the OPEC+ oil cartel has said publicly what many thought privately — the group has been keeping oil prices too high, effectively subsidizing its rivals.
Investors are scrambling to decide if Donald Trump’s impending return to the White House will sustain or derail the rally in emerging-market bonds witnessed under Joe Biden.
US Treasuries fell on Monday as traders awaited a hefty week of economic data and speeches from Federal Reserve officials that will likely determine expectations for the central bank’s policy decision later this month.
The question on “everyone’s” mind, whether the back or the front, is where will the stock market be in two, three, six years?
As Germany and France head into another year of near-zero growth, it is clear that Keynesian stimulus alone cannot pull them out of their current malaise. To regain the dynamism and flexibility needed to weather US President-elect Donald Trump’s tariffs, Europe’s largest economies must pursue far-reaching structural reforms.
Let’s take a look at five of VettaFi's articles that significantly resonated with the community in 2024.
Policy changes could reshape return potential for companies across the US market. Here’s how investors can start thinking about the challenges ahead.
2024 is set to enter Wall Street’s hall of fame of bull years.
We are prone to animal analogies when describing disorderly situations: like herding cats, like a barrel full of monkeys, like a dog’s breakfast.
VettaFi spoke recently with Nate Williams, a vice president and ETF specialist with Franklin Templeton, about the growth of its ETF business.
Treasury Secretary Janet Yellen came under fire this year from economists such as Nouriel “Dr. Doom” Roubini for stepping up the issuance of short-term Treasury bills.
President-elect Donald Trump’s pick for the top trade position sees China as a “generational challenge” to the US and has advocated for a strategic decoupling from the country.
The dominance of US equities over the rest of the world is unlikely to abate unless geopolitical and trade policy risks fade, according to JPMorgan Chase & Co. strategists.
Credit investors squeezed by the tightest spreads in almost 20 years are opting for bare-bones strategies, creating a boom for Europe’s fixed-maturity funds.
Not everyone is ready to give thanks for moderating food prices.
On whole, EM growth has been resilient, while inflation has fallen closer to normal levels.
In the weeks surrounding the US election, US bond yields climbed sharply, reflecting speculation that President-elect Trump’s policies could lead to higher inflation and a widening federal deficit.
As we look through our financial lens and reflect upon everything that has transpired in 2024, we have compiled a list of the top ten economic and market-oriented things that we are most grateful for this year.
Growth prospects for the group of companies dubbed the Magnificent 7 are still above average, but they’re no longer magnificent. Consensus Wall Street forecasts suggest that, in aggregate, the seven large-capitalization companies will perform just a whisker better than the “S&P 493” next year...
There’s been a sea change among tech investors during the past month: Software stocks are hot, while semiconductor makers are not.
President-elect Donald Trump vowed additional tariffs on Mexico, Canada and China, shaking markets with his first specific threats to the US’s top trading partners since his election win three weeks ago.
News broke this week that the US Department of Justice wants to force Alphabet Inc.’s Google to sell Chrome, its dominant web browser. That has led to much head scratching in the tech industry.
While space startup Rocket Lab USA Inc. prepares to test-launch its new medium-sized rocket next year, its shares have already blasted into orbit.
New ideas are never as easy as they sound in campaigns.
On the latest edition of Market Week in Review, Investment Strategist BeiChen Lin reviewed the latest inflation numbers from Canada.
Take a moment to understand a few recent breakthroughs in medicine and explore a few ways to get actionable exposure to them with ETFs.
Advisors that ignore – or are unable – to conduct bottom-up financial analysis will continue to mistakenly base their valuation assertions on dated charts and calendars with predictably flawed results.
What are the key drivers of the gold market? Let’s delve into it.
Asian/European Markets
Xi Readies Bargaining Chips for US Trade War
China got a head start on a looming trade war with the US by showcasing a new range of tools it’s prepared to use if Donald Trump makes good on his threat to punish the world’s second-biggest economy with tariffs.
Yields and Credit Quality Make High Yield Bonds Attractive for 2025
We expect high yield bond issuers to maintain healthy balance sheets and defaults to remain low.
The Future of the Inflation Reduction Act
Republicans have lashed out at the Inflation Reduction Act (IRA), a landmark package of incentives for clean energy, since it was passed two years ago.
Seeking Sterling Bond Exposure? Look Beyond the UK
To improve potential returns and mitigate risks, investors should choose from the widest range of opportunities.
2025 Annual Global Market Outlook: The Mechazilla Moment
An enduring image from 2024 will be the capture of the SpaceX booster rocket by the Mechazilla robot arms on its return to Earth. This achievement served as a powerful metaphor for the year: the improbable not only became possible but redefined expectations.
Value Investing in the US and Beyond
Riverfront's stock selection team performs analysis on individual equities that provides useful insights into how we position our portfolios.
Better Than Expected Economic Data in November
Better than expected economic data in November appears to be thwarting the FOMC's efforts to engineer lower short-term interest rates.
Does Bitcoin at $100,000 Signal a Last Laugh for HODLers?
What is there to say with Bitcoin at $100,000 for those of us who thought $10,000 looked nuts.
From TikTok to Nvidia, the Tech War Is Getting Uglier
ByteDance Ltd.’s options for TikTok in the US are looking increasingly desolate, as the tech war between Washington and Beijing boils over.
Watching China’s Economic Miracle (and Relevance) Fade Before Our Eyes
China’s economic ascent over the past four decades has been a remarkable story of growth, driven by several factors.
Valuations Have Richened, But Areas Outside of Large-Caps Remain Attractive
There are not many attractive opportunities in the US large-cap space. History suggests the market is overdue for a correction.
Bond Market Opportunities for Investors in 2025
We examine how a potentially complex bond market in 2025 could still offer opportunities in high-yield bonds, municipal bonds, and inflation-protected securities.
2025 U.S. Stocks and Economy Outlook
The U.S. economy and stock market are entering 2025 from a position of strength, but risks of volatility—especially pertaining to policy—are much higher compared to last year.
Market Continues Record Streak: Santa Claus Rally in Full Swing
The Santa Claus rally that started a few weeks back continued as the market logged its 53rd record high for 2024. While the Scrooges bemoaned inflation and tariffs, other investors embraced the strong economic data and loaded their sleds with market returns.
The Spillover Effects of NVIDIA and Ozempic
We decided to see which companies saw the greatest spillover effects from these two revolutionary technologies.
India Shouldn’t Let Its Data Turn Chinese
India’s institutional strength used to be reflected in the reliability of its national accounts.
European Interest Rates: How Far to R*?
When the ECB’s rate-cutting cycle ends, should the neutral rate be far higher than pre-pandemic? Not in our view.
What Investors Should Know About Political Turmoil in France
On the latest edition of Market Week in Review, Investment Strategist BeiChen Lin discussed the ouster of France’s prime minister and the potential market implications. He also provided an update on the health of the U.S. economy.
Thoughts From the Bond Vigilantes
Amid concerns about the impact of rising deficits on U.S. Treasuries, it helps to differentiate bond investments by maturity, credit rating, and global relative value.
The Shifting Landscape of Commercial Real Estate
As the office buildings market faces headwinds, investors look to alternative sectors.
Dollar Optimism Is Spreading From Hedge Funds to Asset Managers
A resilient US economy and deepening geopolitical tensions around the world are making asset managers rethink their expectations for a weaker dollar.
Nvidia Hit With China Probe in Escalation of Global Tech Wars
China has opened a probe into Nvidia Corp. over suspicions that the US chipmaker broke anti-monopoly laws around a 2020 deal, taking aim at the AI heavyweight as Washington ramps up sanctions.
The US Can’t Manufacture Its Way to a Thriving Middle Class
he economic-policy consensus that prevails in the US is right about one thing.
ESG Is in Its Flop Era
As a concept, environmentally responsible investing is in its flop era. Right-wing backlash has turned “ESG” into a four-letter word in terrified corporate boardrooms.
Bitcoin’s Rise to $100,000 Signals Global Adoption Shift
Just a few short years (months?) ago, few would have believed it possible. But it happened: Bitcoin has traded above $100,000 for the first time ever.
Thematic Investing: Tomorrow’s Themes, Today
Investment themes are highly dynamic, shouldn’t your investment process be too? Learn about a systematic framework to help with identifying and investing across the themes driving markets.
An Investor’s Guide to Potential U.S. Policy Changes in 2025
U.S. policies are set for a major reshaping as full Republican control takes hold in 2025.
Macro Drivers: Actively Navigating Change and Complexity in 2025
CEO Ali Dibadj highlights the three macro drivers that investors must navigate in 2025 and beyond, as well as the importance of actively positioning for a brighter investment future.
Franklin Templeton’s 2025 Outlooks for Equities and Fixed Income Sectors
Five of Franklin Templeton’s specialist investment managers provide their annual outlooks for the global economy and key asset classes, including global equities; global fixed income; global infrastructure; the macro fixed income environment; municipal bond market; high yield bond market; small cap equities; U.S. dollar; U.S. economy; and U.S. equities.
Wall Street Banks Predict Biggest China Rate Cuts in Decade
China’s central bank will deliver the biggest interest-rate cuts in a decade next year as policymakers intensify efforts to shore up growth and arrest deflation, in the view of a number of Wall Street lenders.
GM Is on a Road to Nowhere in China
Getting a stay of execution doesn’t mean you’re no longer on death row.
Africans Demand a Bigger Share of Their Natural Resources Wealth
If you thought the detention and subsequent release of Resolute Mining Ltd.’s chief executive by the government of Mali two weeks ago was a one-off, you would have been wrong.
Who Will Need the Next Wave of LNG Export Capacity?
The next few years are set to see a significant expansion in global LNG export capacity, led by North America and Qatar.
Bond Traders Leaning on Fed Rate Cuts Eye Payrolls for Clues
Bond traders seeking support for bets that the Federal Reserve will cut interest rates later this month will closely watch Friday’s US employment report for November.
2025 Investment Outlook: Building the Transformation
Historical trends are being permanently broken in real time as mega forces, like the rise of artificial intelligence (AI), transform economies.
Turning the Corner? Commercial Real Estate Themes for 2025
How to unlock value in a complex market landscape.
2025 Treasury Bonds and Fixed Income Outlook
The bond market is caught between the Federal Reserve's plans to cut interest rates and the risk of higher inflation and federal debt levels.
ETFs Gone Hollywood? Heavyweights Enter the ETF Fray
The explosive growth of the ETF industry has attracted a full range of new entrants this year — from smaller individuals to the largest hedge funds in the world. More and more fund managers are making their foray into the world of ETFs.
European Interest Rates: How Far to R*?
When the ECB’s rate-cutting cycle ends, should the neutral rate be far higher than pre-pandemic? Not in our view.
This Is Not France’s "Truss" Moment
Quite a few observers have described the dramatic fall of the Barnier government in France not just as a political crisis but also an economic and financial crisis.
$8 Billion for Intel Won’t Fix America’s Chip Problem
Since its enactment in 2022, the Chips and Science Act — a $280 billion splurge intended to revive US semiconductor manufacturing — has been at best a mixed success. A $7.9 billion grant to Intel Corp., announced by President Joe Biden’s administration last week, shows how this gravy train may be headed off the rails.
Emerging Currencies Hold Gains After Powell While Won Rebounds
Emerging-market currencies held gains after Federal Reserve Chair Jerome Powell said policymakers could move cautiously as they lower interest rates. The South Korean won rebounded on Wednesday as President Yoon Suk Yeol rapidly reversed his martial law declaration.
Monthly Global Economic Report
While the economy helped President Trump win a second term, it also created expectations that could prove difficult to meet.
Q4 2024 Strategy Letter: One More Before Year End
At the 2018 Berkshire Annual Meeting, Buffett noted that “multiple times in my life, people have felt the country was more divided than ever.
China Tech Stocks Left Behind in Traders’ Hunt for AI Winners
China’s major technology stocks have been left behind in this year’s global frenzy over artificial intelligence, and a lack of demand for actual AI usage coupled with geopolitical pressures make it unlikely they can cash in anytime soon.
How the ECB Can Safely Store Its Crisis Toolkit
Next week’s European Central Bank meeting is more important than it might first appear.
Tariff Inflation Will Likely Be Transitory, But Fed Won’t Say So
Donald Trump’s tariff barrage may trigger a response from the Federal Reserve that the new president won’t like.
Positive Earnings Trends Heading into 2025, S&P 500 Price Targets Rolling In
The S&P 500 earnings growth rate will likely come in just below the 6% mark for the third quarter.
A More Dynamic Playing Field for Equity Investors
In their 2025 outlook, Head of Americas Equities Marc Pinto and Head of EMEA and Asia Pacific Equities Lucas Klein say a changing macroeconomic backdrop could create new pockets of leadership in global equity markets.
Equity Markets Carried in November by Post-election Rally
While politics garner headlines, fundamentals drive the market over the long term.
Tactical Rules Hovering Above Neutral
The Fed could be ‘slower to lower,' while the Trend continues to rise, with an overly optimistic Crowd due to seasonality and post-election trends.
Dollar Faces Treacherous December on Trump, Rate Risks
Dollar bulls emboldened by Donald Trump’s win are entering a month that has historically punished the greenback.
Enron 2.0 — So Bad It’s Good?
It’s the anniversary of the first-ever controlled nuclear fission chain reaction. And it’s the day that Enron filed for Chapter 11 bankruptcy in 2001.
Don’t Be a Last Minute Rate Shopper
The 2024 wild ride has proven to be a continuation of last year’s.
2025 Global Outlook: Clearing the Hurdles
International markets are expected to clear the hurdles of uncertain trade policy, tighter fiscal policy and slower than average economic growth to support solid overall returns.
Human Rights and Portfolio Risk: Why Investors Should Think Big
With human rights regulations expanding, investors need a broader approach to assessing risk and opportunity.
Special Report: Astoria’s 10 ETFs for 2025
Astoria rounds up its 10 ETFs for 2025, providing unique thought leadership and actionable investment ideas.
World Markets Watchlist: December 2, 2024
Seven of our eight indexes on our world watch list have posted gains through December 2, 2024. The U.S. S&P 500 finished first with a year-to-date gain of 27.50%. The Hong Kong's Hang Seng finished second with a year-to-date gain of 16.45%. Germany's DAX finished in third with a year-to-date gain of 15.40%.
The 2024 Economics Nobel
Governments can contribute to the progress of technology and the economy. The questions are how to do so, and how much to spend.
Fed Staunches Asset Hemorrhaging, But Consequences Could Loom
Short-term rates are going down because the Treasury is issuing related debt at lower rates. Meanwhile, long-term rates are going up because the Fed is not intervening.. The Fed is trapped in a vicious cycle. Can you see a way out?
Uneven Earnings Call for Granularity
Expectations for solid corporate earnings drove our U.S. and Japanese equity overweights this year. They have delivered, showing that fundamentals are key. Earnings strength could matter more to equity investors in 2025 over valuations.
Investment Banks Will Lose Billions of Dollars to Private Rivals
Big banks have been warning their investors about the competition they face from private credit, electronic market makers and others for some time.
The Wrong Oil Price Is Truthfully a Problem for OPEC+
he best scandals are those that start when someone, somewhere, decides to say something utterly shocking: the truth! A senior official of the OPEC+ oil cartel has said publicly what many thought privately — the group has been keeping oil prices too high, effectively subsidizing its rivals.
Stocks Versus Bonds Dilemma Hits EM Traders as Trump Returns
Investors are scrambling to decide if Donald Trump’s impending return to the White House will sustain or derail the rally in emerging-market bonds witnessed under Joe Biden.
Treasuries Drop as Market Braces for Big Data Week, Fed Speakers
US Treasuries fell on Monday as traders awaited a hefty week of economic data and speeches from Federal Reserve officials that will likely determine expectations for the central bank’s policy decision later this month.
The Changing Nature of the Stock Market
The question on “everyone’s” mind, whether the back or the front, is where will the stock market be in two, three, six years?
Europe’s Economy Is Stalling Out
As Germany and France head into another year of near-zero growth, it is clear that Keynesian stimulus alone cannot pull them out of their current malaise. To regain the dynamism and flexibility needed to weather US President-elect Donald Trump’s tariffs, Europe’s largest economies must pursue far-reaching structural reforms.
5 ETF Articles That Broke Through in 2024
Let’s take a look at five of VettaFi's articles that significantly resonated with the community in 2024.
Beyond the Trump Trade: US Equity Investing in a New Policy Era
Policy changes could reshape return potential for companies across the US market. Here’s how investors can start thinking about the challenges ahead.
The Vintage Year for US Stock Markets That Few People Expected
2024 is set to enter Wall Street’s hall of fame of bull years.
Chaotic Commitments at COP29
We are prone to animal analogies when describing disorderly situations: like herding cats, like a barrel full of monkeys, like a dog’s breakfast.
Financial Giant Charts a Differentiated Course in Active ETFs
VettaFi spoke recently with Nate Williams, a vice president and ETF specialist with Franklin Templeton, about the growth of its ETF business.
Bessent Has $6.7 Trillion Mountain of Worry Waiting at Treasury
Treasury Secretary Janet Yellen came under fire this year from economists such as Nouriel “Dr. Doom” Roubini for stepping up the issuance of short-term Treasury bills.
Trump’s Trade Chief Advocates ‘Strategic Decoupling’ From China
President-elect Donald Trump’s pick for the top trade position sees China as a “generational challenge” to the US and has advocated for a strategic decoupling from the country.
JPMorgan Sees US Equities Extending Global Dominance in 2025
The dominance of US equities over the rest of the world is unlikely to abate unless geopolitical and trade policy risks fade, according to JPMorgan Chase & Co. strategists.
In Hot Credit Market, Simple Fixed-Maturity Funds Are Booming
Credit investors squeezed by the tightest spreads in almost 20 years are opting for bare-bones strategies, creating a boom for Europe’s fixed-maturity funds.
Food, Front and Center
Not everyone is ready to give thanks for moderating food prices.
Emerging Market Debt Outlook for 2025
On whole, EM growth has been resilient, while inflation has fallen closer to normal levels.
Three Ways Investors Can Capitalize on Election-Driven Rate Volatility
In the weeks surrounding the US election, US bond yields climbed sharply, reflecting speculation that President-elect Trump’s policies could lead to higher inflation and a widening federal deficit.
Investors Have Much to Be Thankful for in 2024
As we look through our financial lens and reflect upon everything that has transpired in 2024, we have compiled a list of the top ten economic and market-oriented things that we are most grateful for this year.
The Magnificent 7 Are Beginning to Look Average
Growth prospects for the group of companies dubbed the Magnificent 7 are still above average, but they’re no longer magnificent. Consensus Wall Street forecasts suggest that, in aggregate, the seven large-capitalization companies will perform just a whisker better than the “S&P 493” next year...
Software Is In, Chips Are Out as Traders Position for Trump Era
There’s been a sea change among tech investors during the past month: Software stocks are hot, while semiconductor makers are not.
Trump’s Tariff Threat to Top US Trading Partners Roils Markets
President-elect Donald Trump vowed additional tariffs on Mexico, Canada and China, shaking markets with his first specific threats to the US’s top trading partners since his election win three weeks ago.
Google Chrome's Divorce Is the DOJ's Antitrust Warm-Up Act
News broke this week that the US Department of Justice wants to force Alphabet Inc.’s Google to sell Chrome, its dominant web browser. That has led to much head scratching in the tech industry.
Rocket Lab Shows SpaceX Isn’t the Only Game in Orbit
While space startup Rocket Lab USA Inc. prepares to test-launch its new medium-sized rocket next year, its shares have already blasted into orbit.
The Latest on Washington, From Washington
New ideas are never as easy as they sound in campaigns.
Inflation Rises in Canada. How Could This Impact the Bank of Canada’s Upcoming Decision on Rates?
On the latest edition of Market Week in Review, Investment Strategist BeiChen Lin reviewed the latest inflation numbers from Canada.
Disruptive Theme of the Week: Breakthroughs in Medicine
Take a moment to understand a few recent breakthroughs in medicine and explore a few ways to get actionable exposure to them with ETFs.
Avoiding Analytical Distortions
Advisors that ignore – or are unable – to conduct bottom-up financial analysis will continue to mistakenly base their valuation assertions on dated charts and calendars with predictably flawed results.
From Rate Cuts to Gold ETFs: Unpacking the Factors Behind the Price Surge
What are the key drivers of the gold market? Let’s delve into it.