Join the experts at U.S. Global Investors, including CEO and CIO Frank Holmes, as they unpack the prognosis for defense stocks in the current market environment.
Joel Liu, J.D. Head of Advanced Sales MassMutual Strategic Distributors, discusses the impending wealth transfer.
The transition from bank-dominated lending to a diversified financing ecosystem offers unprecedented opportunities for private credit investors.
When US Federal Reserve Chair Jerome Powell faces the media after the central bank’s policy-making meeting next week, he’ll probably get a politically fraught question: How will the Fed incorporate president-elect Donald Trump’s stated plans — including tax cuts, tariffs and deportations — into its economic outlook and monetary policy?
Broadcom Inc., a chip supplier for Apple Inc. and other big tech companies, rallied in premarket trading after predicting a boom in demand for its artificial intelligence chips.
Federal Reserve officials will lower interest rates this month for a third straight time and pare back the number of rate cuts they anticipate next year, according to economists surveyed by Bloomberg News.
From Wall Street funds to small-time day traders, those who dared to bet big on Elon Musk’s business empire are closing out the year with hefty payoffs, as Donald Trump’s US election win turbocharges the fortunes of the world’s richest man.
Emerging-market currencies in Asia and the South African rand retreated as China’s policy makers appeared to disappoint investors expecting fiscal measures to boost the economic outlook.
Corporations are currently producing the highest level of profitability, as a percentage of GDP, in history.
Collectively, we’re spending more and more on Christmas each and every year. This happens despite concerns about the economy and politics—and the fact that US credit card delinquencies continue to climb higher. So, how does this put more money in our pockets as dividend investors?
Portfolio managers and market strategists from Payden & Rygel review the opportunities and risks ahead for four bond market sectors: high yield, emerging markets, global bonds and low duration securities.
In his 2025 investment outlook, Head of U.S. Securitized Products John Kerschner shares his U.S. securitized outlook, identifying the key trends he believes will drive investment returns in the year ahead.
Fixed income markets face key questions that will shape their direction in 2025. This post explores these questions & their potential impact.
“Should I hire a financial advisor?” people often ask Jon Fee. The answer is never “No.” But sometimes the answer is “Maybe.”
Multiple jobholders account for 5.4% of civilian employment. The survey captures data for four subcategories of the multi-job workforce, the relative sizes of which we've illustrated in a pie chart.
Let's take a close look at November's employment report numbers on Full and Part-Time Employment. The latest data shows that 82.8% of total employed workers are full-time (35+ hours) and 17.2% of total employed workers are part-time (<35 hours).
Wholesale inflation rose 0.4% last month, above economist estimates of 0.2%. The producer price index for final demand was up 0.1% month-over-month (s.a.). On an annual basis, headline PPI accelerated from 2.6% in October to 3.0% in November.
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.
The near-$5 trillion hedge fund industry is having one of the toughest years in decades in convincing fee-conscious investors to fork out cash for new market players.
To most of us, a power plant is a source of electricity. To Exxon Mobil Corp., it’s a machine that converts natural gas into money. And this is a propitious time for doing that.
In the two years since ChatGPT burst onto the scene, artificial intelligence has come to dominate investor consciousness more than any other technological breakthrough in the past two decades.
We expect high yield bond issuers to maintain healthy balance sheets and defaults to remain low.
SpaceX and its investors have agreed to purchase as much as $1.25 billion of insider shares in a transaction valuing Elon Musk’s rocket and satellite maker at about $350 billion, according to an internal email seen by Bloomberg.
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.
Inflation optimists were riding high at the start of 2024. Price pressures seemed to be cooling quickly, and market pricing suggested that the Federal Reserve might lower policy rates by a whopping 1.75 percentage points this year.
Our outlook on the 11 S&P 500 equity sectors.
To maximize tax benefits from year-end charitable giving, you may want to use strategies like lumping contributions, making qualified charitable distributions from IRAs, and gifting appreciated assets.
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.
To improve potential returns and mitigate risks, investors should choose from the widest range of opportunities.
Better than expected economic data in November appears to be thwarting the FOMC's efforts to engineer lower short-term interest rates.
Riverfront's stock selection team performs analysis on individual equities that provides useful insights into how we position our portfolios.
The weekly leading economic index (WLEI) is a composite for the U.S economy that draws from over 20 time-series and groups them into the following six broad categories which are then used to construct an equally weighted average. As of November 29, the index was at 32.851, up 1.819 from the previous week, with 5 of the 6 components in expansion territory.
This series has been updated to include the November release of the consumer price index as the deflator and the monthly employment update. The latest hypothetical real (inflation-adjusted) annual earnings are at $51,510, 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.
Inflation rose slightly in November. According to the Bureau of Labor Statistics, the headline figure for the Consumer Price Index rose to 2.75% year-over-year, right in line with economist expectations. Additionally, core CPI came in at 3.3% as expected.
Here are six key areas where AI can make a transformative impact on financial advisory practice.
US consumer prices rose at a firm pace in November that was in line with expectations, solidifying expectations for the Federal Reserve to cut interest rates next week.
US Treasuries gained and traders boosted their bets on a Federal Reserve interest-rate reduction next week after a report showed consumer prices last month accelerated in line with expectations.
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.
Google debuted a new version of its flagship artificial intelligence model that it said is twice as fast as its previous version and will power virtual agents that assist users.
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.
For a twist on this week’s column, I will share some stress management techniques I often teach to help mitigate the overwhelming feeling of “I can’t do this all!” and to find ways to enjoy the December rush.
Effective listening can help convert more prospects into clients. Your ability to listen effectively can be the deciding factor in whether they choose to work with you.
Help overcome market timing and loss aversion with dollar-cost averaging.
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.
We examine how a potentially complex bond market in 2025 could still offer opportunities in high-yield bonds, municipal bonds, and inflation-protected securities.
For us as investors, we can say that this is déjà vu all over again as we practice our stock picking discipline.
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 surprise nomination of Robert F. Kennedy Jr. to head healthcare policy in the U.S. caused substantial volatility in November. But despite heightened uncertainty, the sector’s long-term outlook appears intact, say Portfolio Managers Andy Acker and Dan Lyons – giving investors a potential opportunity to invest at attractive valuations.
BlackRock’s Rachel Aguirre highlights several of the year’s biggest ETF trends and explains how the firm has positioned itself around them. VettaFi’s Cinthia Murphy discusses the recently launched FIRE ETFs and LifeX ETFs.
Financial advisors are in a prime position to help clients adopt preventive measures against tax-related identity theft. Effective protection involves a mix of robust security practices, ongoing fraud prevention education, and tools for monitoring client accounts.
We decided to see which companies saw the greatest spillover effects from these two revolutionary technologies.
Waiting until 67 or 70 may not feel like the best choice in the moment. Yet the extra income could mean more freedom from financial stress and more ability to enjoy your later years with peace of mind.
India’s institutional strength used to be reflected in the reliability of its national accounts.
December is a big month for stock buybacks, and by month’s end, companies are expected to spend more money repurchasing shares this year than ever before.
A bout of selling buffeted crypto as the optimism sparked by President-elect Donald Trump’s embrace of the sector begins to cool.
Alphabet Inc.’s Google is investing in mega energy parks that will generate renewable power as the company races to fuel its data centers.
Morgan Stanley and Citigroup Inc. wealth executives are seeing private markets increasingly shape their businesses, marking a major shift from liquid assets that historically drove financial markets.
Today’s video on the Healthcare Sector Stocks is another in the continuing series of videos where we are looking for value in each of the 10 major sectors as reported by Standard & Poor’s. This particular video is going to be on the Healthcare Sector.
Strong 2024 performance may be tough to replicate given tight credit spreads, but we still have a favorable view on corporate bond investments given the strong economy.
The markets sure had a lot to process this year – from surprisingly resilient economic data, to the Fed kicking off its easing cycle to an unprecedented presidential election season.
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.
When the ECB’s rate-cutting cycle ends, should the neutral rate be far higher than pre-pandemic? Not in our view.
In an equity market that has mostly moved straight up this year, the logical question is, how have we been realizing losses? Our analysis of potential tax benefit1 may provide the answer.
Why hasn’t tighter monetary policy caused a recession? One reason: federal budget deficits have been huge.
Last week we processed robust economic data and growing clarity on Federal Reserve policy, instilling a consensus view for a strong market that is now well reflected in positioning.
The odds are good that Santa won’t disappoint in 2024. Here’s the history of the past 99 Decembers, compared to the other months.
Investors can now choose from about $100 billion in ETFs that provide leveraged long or short exposure to a broad range of popular stock indexes and individual companies.
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.
Might another market liquidity event be on the horizon? While there is generally good liquidity in the financial system, there are some nascent signs that problems could arise.
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.
'The past is not necessarily prologue,' said VettaFi’s Head of Research Todd Rosenbluth, in advance of tomorrow’s Market Outlook Symposium.
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.
I am (mostly) bullish on crypto and (usually) skeptical of higher taxes, especially on capital gains.
We believe municipal bonds currently offer a compelling balance of risk and reward for investors in higher tax brackets.
A significant valuation gap has emerged between the top-performing megacap stocks and the rest of the market, creating potential opportunity.
Financial markets often move in cycles where enthusiasm drives prices higher, sometimes far beyond what fundamentals justify.
Whether you want to buy or rent, finding an affordable, comfortable home can be extremely difficult, if not impossible.
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.
Do you recall the famous line from the movie Glengarry Glen Ross? “Always Be Closing.” This may be good advice later in the process of working with a prospective client, but in the first conversation, try this instead: Always Be Curious.
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.
Dana Rhodes is the COO of Axtella, contributing valuable expertise on money matters and crafting impactful wealth management programs.
Global Markets
An Active Approach to Investing in Defense Spending
Join the experts at U.S. Global Investors, including CEO and CIO Frank Holmes, as they unpack the prognosis for defense stocks in the current market environment.
Adapting to Seismic Shifts in Financial Services
Joel Liu, J.D. Head of Advanced Sales MassMutual Strategic Distributors, discusses the impending wealth transfer.
Private Credit: Asset-Based Finance Shines as Lending Landscape Evolves
The transition from bank-dominated lending to a diversified financing ecosystem offers unprecedented opportunities for private credit investors.
The Fed Can’t Ignore All of Trump’s Intentions
When US Federal Reserve Chair Jerome Powell faces the media after the central bank’s policy-making meeting next week, he’ll probably get a politically fraught question: How will the Fed incorporate president-elect Donald Trump’s stated plans — including tax cuts, tariffs and deportations — into its economic outlook and monetary policy?
Broadcom Shares Jump After Chipmaker Predicts AI Sales Surge
Broadcom Inc., a chip supplier for Apple Inc. and other big tech companies, rallied in premarket trading after predicting a boom in demand for its artificial intelligence chips.
Fed to Cut Once More Before Slowing Pace in 2025, Economists Say
Federal Reserve officials will lower interest rates this month for a third straight time and pare back the number of rate cuts they anticipate next year, according to economists surveyed by Bloomberg News.
A 500% Rally Shows the Elon Musk Euphoria for Bold-Faced Fund
From Wall Street funds to small-time day traders, those who dared to bet big on Elon Musk’s business empire are closing out the year with hefty payoffs, as Donald Trump’s US election win turbocharges the fortunes of the world’s richest man.
Currencies Drop as China Disappointment Rattles Emerging Markets
Emerging-market currencies in Asia and the South African rand retreated as China’s policy makers appeared to disappoint investors expecting fiscal measures to boost the economic outlook.
The Kalecki Profit Equation And The Coming Reversion
Corporations are currently producing the highest level of profitability, as a percentage of GDP, in history.
Can Christmas Spending Put More Dividends in Your Stocking?
Collectively, we’re spending more and more on Christmas each and every year. This happens despite concerns about the economy and politics—and the fact that US credit card delinquencies continue to climb higher. So, how does this put more money in our pockets as dividend investors?
What’s Ahead for Fixed Income in 2025?
Portfolio managers and market strategists from Payden & Rygel review the opportunities and risks ahead for four bond market sectors: high yield, emerging markets, global bonds and low duration securities.
Key Trends Driving U. S. Securitized Fixed Income in 2025
In his 2025 investment outlook, Head of U.S. Securitized Products John Kerschner shares his U.S. securitized outlook, identifying the key trends he believes will drive investment returns in the year ahead.
Notes from the Desk: 3 Questions for 2025
Fixed income markets face key questions that will shape their direction in 2025. This post explores these questions & their potential impact.
Should I Hire a Financial Advisor?
“Should I hire a financial advisor?” people often ask Jon Fee. The answer is never “No.” But sometimes the answer is “Maybe.”
Multiple Jobholders Account for 5.4% of All Employed
Multiple jobholders account for 5.4% of civilian employment. The survey captures data for four subcategories of the multi-job workforce, the relative sizes of which we've illustrated in a pie chart.
A Closer Look at Full-time and Part-time Employment
Let's take a close look at November's employment report numbers on Full and Part-Time Employment. The latest data shows that 82.8% of total employed workers are full-time (35+ hours) and 17.2% of total employed workers are part-time (<35 hours).
Producer Price Index: Wholesale Inflation Rose in November
Wholesale inflation rose 0.4% last month, above economist estimates of 0.2%. The producer price index for final demand was up 0.1% month-over-month (s.a.). On an annual basis, headline PPI accelerated from 2.6% in October to 3.0% in November.
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.
Hedge-Fund Startups Dwindle as Managers Battle Pressure on Fees
The near-$5 trillion hedge fund industry is having one of the toughest years in decades in convincing fee-conscious investors to fork out cash for new market players.
Exxon's AI Power Play Aims to Beat Nuclear
To most of us, a power plant is a source of electricity. To Exxon Mobil Corp., it’s a machine that converts natural gas into money. And this is a propitious time for doing that.
Big Tech Is Betting on AI. Should You?
In the two years since ChatGPT burst onto the scene, artificial intelligence has come to dominate investor consciousness more than any other technological breakthrough in the past two decades.
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.
SpaceX Valuation Jumps to About $350 Billion in Insider Deal
SpaceX and its investors have agreed to purchase as much as $1.25 billion of insider shares in a transaction valuing Elon Musk’s rocket and satellite maker at about $350 billion, according to an internal email seen by Bloomberg.
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.
Inflation Anxiety Just Got a Reality Check
Inflation optimists were riding high at the start of 2024. Price pressures seemed to be cooling quickly, and market pricing suggested that the Federal Reserve might lower policy rates by a whopping 1.75 percentage points this year.
Sector Views: Monthly Stock Sector Outlook
Our outlook on the 11 S&P 500 equity sectors.
End-of-Year Giving Tips: Tax Savings Through Charitable Contributions
To maximize tax benefits from year-end charitable giving, you may want to use strategies like lumping contributions, making qualified charitable distributions from IRAs, and gifting appreciated assets.
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.
Seeking Sterling Bond Exposure? Look Beyond the UK
To improve potential returns and mitigate risks, investors should choose from the widest range of opportunities.
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.
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.
RecessionAlert Weekly Leading Economic Index
The weekly leading economic index (WLEI) is a composite for the U.S economy that draws from over 20 time-series and groups them into the following six broad categories which are then used to construct an equally weighted average. As of November 29, the index was at 32.851, up 1.819 from the previous week, with 5 of the 6 components in expansion territory.
Middle Class Hourly Wages as of November 2024
This series has been updated to include the November release of the consumer price index as the deflator and the monthly employment update. The latest hypothetical real (inflation-adjusted) annual earnings are at $51,510, down 6.5% from over 50 years ago. After adjusting for inflation, hourly earnings are below their all-time high from April 2020.
Inside the Consumer Price Index: November 2024
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.
Consumer Price Index: Inflation Edges Up to 2.75% in November
Inflation rose slightly in November. According to the Bureau of Labor Statistics, the headline figure for the Consumer Price Index rose to 2.75% year-over-year, right in line with economist expectations. Additionally, core CPI came in at 3.3% as expected.
How Artificial Intelligence Can Transform Your Practice
Here are six key areas where AI can make a transformative impact on financial advisory practice.
US Inflation in Line With Forecasts Solidifies Bets on Fed Cut
US consumer prices rose at a firm pace in November that was in line with expectations, solidifying expectations for the Federal Reserve to cut interest rates next week.
Treasuries Rise as Inflation Data Fuels Wagers on a Fed Rate Cut
US Treasuries gained and traders boosted their bets on a Federal Reserve interest-rate reduction next week after a report showed consumer prices last month accelerated in line with expectations.
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.
Google Rolls Out Faster Gemini AI Model to Power Agents
Google debuted a new version of its flagship artificial intelligence model that it said is twice as fast as its previous version and will power virtual agents that assist users.
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.
‘Tis the Season to Be Stressed
For a twist on this week’s column, I will share some stress management techniques I often teach to help mitigate the overwhelming feeling of “I can’t do this all!” and to find ways to enjoy the December rush.
You're Not Listening!
Effective listening can help convert more prospects into clients. Your ability to listen effectively can be the deciding factor in whether they choose to work with you.
No Timing Needed
Help overcome market timing and loss aversion with dollar-cost averaging.
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.
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.
Déjà Vu All Over Again
For us as investors, we can say that this is déjà vu all over again as we practice our stock picking discipline.
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.
Despite Political Headwinds, Healthcare Stocks Stay Anchored to Innovation
The surprise nomination of Robert F. Kennedy Jr. to head healthcare policy in the U.S. caused substantial volatility in November. But despite heightened uncertainty, the sector’s long-term outlook appears intact, say Portfolio Managers Andy Acker and Dan Lyons – giving investors a potential opportunity to invest at attractive valuations.
BlackRock’s Rachel Aguirre on Mega Caps, Buffers, Bitcoin, & More
BlackRock’s Rachel Aguirre highlights several of the year’s biggest ETF trends and explains how the firm has positioned itself around them. VettaFi’s Cinthia Murphy discusses the recently launched FIRE ETFs and LifeX ETFs.
A Taxpayer Horror Story: How One Client’s $800,000 Tax Refund Was Stolen and What Advisors Can Do About It
Financial advisors are in a prime position to help clients adopt preventive measures against tax-related identity theft. Effective protection involves a mix of robust security practices, ongoing fraud prevention education, and tools for monitoring client accounts.
The Spillover Effects of NVIDIA and Ozempic
We decided to see which companies saw the greatest spillover effects from these two revolutionary technologies.
The $182,000 Social Security Mistake That Could Limit Your Retirement
Waiting until 67 or 70 may not feel like the best choice in the moment. Yet the extra income could mean more freedom from financial stress and more ability to enjoy your later years with peace of mind.
India Shouldn’t Let Its Data Turn Chinese
India’s institutional strength used to be reflected in the reliability of its national accounts.
Worried About Stocks? $1 Trillion in Buybacks Will Help
December is a big month for stock buybacks, and by month’s end, companies are expected to spend more money repurchasing shares this year than ever before.
Crypto Volatility Picks Up as Trump-Fueled Rally Starts to Fray
A bout of selling buffeted crypto as the optimism sparked by President-elect Donald Trump’s embrace of the sector begins to cool.
Google Invests in Venture to Build Energy Parks for Data Centers
Alphabet Inc.’s Google is investing in mega energy parks that will generate renewable power as the company races to fuel its data centers.
Wall Street Wealth Chiefs See Hottest Money in Private Markets
Morgan Stanley and Citigroup Inc. wealth executives are seeing private markets increasingly shape their businesses, marking a major shift from liquid assets that historically drove financial markets.
13 Healthcare Sector Stocks With Healthy Valuation
Today’s video on the Healthcare Sector Stocks is another in the continuing series of videos where we are looking for value in each of the 10 major sectors as reported by Standard & Poor’s. This particular video is going to be on the Healthcare Sector.
2025 Corporate Bond Outlook
Strong 2024 performance may be tough to replicate given tight credit spreads, but we still have a favorable view on corporate bond investments given the strong economy.
The Fed Is Still Leaning Toward a December Rate Cut
The markets sure had a lot to process this year – from surprisingly resilient economic data, to the Fed kicking off its easing cycle to an unprecedented presidential election season.
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.
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.
Tax Loss Harvesting in a Straight Up Market
In an equity market that has mostly moved straight up this year, the logical question is, how have we been realizing losses? Our analysis of potential tax benefit1 may provide the answer.
Irresponsible and Addictive Deficits
Why hasn’t tighter monetary policy caused a recession? One reason: federal budget deficits have been huge.
Over-Exuberant Positioning for a December Rally
Last week we processed robust economic data and growing clarity on Federal Reserve policy, instilling a consensus view for a strong market that is now well reflected in positioning.
Santa’s Gift to the Stock Market
The odds are good that Santa won’t disappoint in 2024. Here’s the history of the past 99 Decembers, compared to the other months.
Leverage It or Leave It? Making Sense of Turbo-Charged ETFs
Investors can now choose from about $100 billion in ETFs that provide leveraged long or short exposure to a broad range of popular stock indexes and individual companies.
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.
Frontrunning the Fed: Liquidity Is Worth Watching
Might another market liquidity event be on the horizon? While there is generally good liquidity in the financial system, there are some nascent signs that problems could arise.
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.
Tomorrow's Market Outlook Symposium Brings Critical Insight
'The past is not necessarily prologue,' said VettaFi’s Head of Research Todd Rosenbluth, in advance of tomorrow’s Market Outlook Symposium.
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.
Crypto Doesn’t Deserve a Tax Exemption
I am (mostly) bullish on crypto and (usually) skeptical of higher taxes, especially on capital gains.
2025 Municipal Bond Outlook
We believe municipal bonds currently offer a compelling balance of risk and reward for investors in higher tax brackets.
Look Beyond Today’s Stock Market Outperformers
A significant valuation gap has emerged between the top-performing megacap stocks and the rest of the market, creating potential opportunity.
Leverage And Speculation Are At Extremes
Financial markets often move in cycles where enthusiasm drives prices higher, sometimes far beyond what fundamentals justify.
Homes for Christmas
Whether you want to buy or rent, finding an affordable, comfortable home can be extremely difficult, if not impossible.
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.
The ABCs of Introducing Yourself
Do you recall the famous line from the movie Glengarry Glen Ross? “Always Be Closing.” This may be good advice later in the process of working with a prospective client, but in the first conversation, try this instead: Always Be Curious.
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.
Axtella COO Looks Ahead to the Firm’s Future
Dana Rhodes is the COO of Axtella, contributing valuable expertise on money matters and crafting impactful wealth management programs.