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.
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 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.
Our outlook on the 11 S&P 500 equity sectors.
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.
There are not many attractive opportunities in the US large-cap space. History suggests the market is overdue for a correction.
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.
For us as investors, we can say that this is déjà vu all over again as we practice our stock picking discipline.
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.
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.
Alphabet Inc.’s Google is investing in mega energy parks that will generate renewable power as the company races to fuel its data centers.
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.
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.
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.
Why hasn’t tighter monetary policy caused a recession? One reason: federal budget deficits have been huge.
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.
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.
I am (mostly) bullish on crypto and (usually) skeptical of higher taxes, especially on capital gains.
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.
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.
Private credit may be all the rage among investors, but there are better alternatives, according to JPMorgan Asset Management.
Getting a stay of execution doesn’t mean you’re no longer on death row.
In the port city of Duluth, Minnesota, local activists and Washington-based groups are coalescing to scrutinize — and possibly stall — a $6.2 billion acquisition of a power utility led by Global Infrastructure Partners.
Our Cash Indicator methodology acts as a plan in case of an emergency. This is analogous to the multiple safety systems in a modern automobile, which includes an airbag. Importantly, each of these systems work together to potentially help smooth the ride.
The latest employment report showed 227,000 jobs were added in November, above forecasts of the expected addition of 202,000 new jobs. Meanwhile, the unemployment rate ticked up to 4.2%.
The passive-investing juggernaut is picking up speed — and it’s stirring up fresh angst about the dangers posed by the index-tracking boom across Wall Street.
There was a great chart in a recent Goldman Sachs Group Inc. report that got me wondering whether medium-size companies might have superpowers. Here’s my adaptation of the original graphic
How to unlock value in a complex market landscape.
Over the past few years, I’ve written numerous articles and given numerous presentations on Direct Indexing.
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.
The S&P 500 real monthly averages of daily closes reached a new all-time high in July 2024. Let's examine the past to broaden our understanding of the range of historical bull and bear market trends in market performance.
Here is the latest update of a popular market valuation method, Price-to-Earnings (P/E) ratio, using the most recent Standard & Poor's "as reported" earnings and earnings estimates, and the index monthly average of daily closes for the past month. The latest trailing twelve months (TTM) P/E ratio is 26.6 and the latest P/E10 ratio is 37.3.
The Q Ratio is the total price of the market divided by the replacement cost of all its companies. The latest Q-ratio is at 1.81, unchanged from 1.81 in October.
To sate his multibillion dollar rampant appetite for Bitcoin, Michael Saylor has tapped demand from retail investors transfixed by MicroStrategy Inc.’s more than 500% rally this year. He’s also benefited from hedge funds who care far less where the stock trades.
While the economy helped President Trump win a second term, it also created expectations that could prove difficult to meet.
We are all familiar with this SEC-required warning that “past performance does not predict future performance.”
Dan Suzuki analyzes current and historical trends in investors' stock, bond, and cash holdings to assess whether this "cash on the sidelines" narrative could be a valid catalyst for pushing the stock market to new highs.
Assets in money market funds reached an all-time high of $7 trillion this past month. Now that rates are moving lower, money market yields may not be as attractive to many investors and assets may gradually leave money funds.
At the 2018 Berkshire Annual Meeting, Buffett noted that “multiple times in my life, people have felt the country was more divided than ever.
The trend is your friend. Or, in Larry Fink’s case, your primary acquisition tickbox.
We launched QuantStreet a little over three years ago, and our first accounts went live as of December 2021.
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.
Our research suggests that healthcare firms with sound pay practices may yield healthier returns.
We compare investor risk-taking behaviors at the start of the bull market with those nearly 16 years later. We also analyze key market areas that can offer essential diversification to help manage overall portfolio risk.
While politics garner headlines, fundamentals drive the market over the long term.
The WisdomTree BioRevolution Fund (WDNA) is showing signs of recovery, reflecting renewed investor confidence in biotechnology innovation.
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.
The decision of whether to generate lifetime income with an annuity should be made on its own merits, e.g., as part of a holistic, goals-based investing process. In those cases where annuitized income is deemed beneficial, though, this article has illustrated why the purchase of a qualified annuity from IRA assets may be more attractive than you might expect.
BlackRock Inc. agreed to buy HPS Investment Partners in an all-stock deal valued at roughly $12 billion, a purchase that will propel the world’s largest asset manager into the highest ranks of private credit.
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.
When it comes to personalized investment strategies, multiple perspectives come into play: the client, the provider and the advisor.
Astoria rounds up its 10 ETFs for 2025, providing unique thought leadership and actionable investment ideas.
As of November 29, 2024, the 10-year note was 366 basis points above its historic closing low of 0.52% reached on August 4, 2020.
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%.
To truly benefit from stock investing, it’s necessary to embrace both the emotions and the rewards that come with positive skew. This means learning to live with tail events. It may be uncomfortable when they occur, but they are an integral part of long-term success in the stock market.
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.
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.
The world’s biggest hedge funds made the most of trading opportunities sparked by Donald Trump’s reelection last month, keeping the industry on track to post its strongest returns in at least four years.
Credit spreads are critical to understanding market sentiment and predicting potential stock market downturns.
Trump's election win spurred market optimism, driving rallies in equities, crypto, and cyclical sector.
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.
It’s been nearly two years since generative artificial intelligence (AI) took the world by storm, with the release of large language models like ChatGPT, Copilot, and Gemini dazzling humankind with their ability to interpret human requests and respond with the desired output.
Valid until the market close on December 31, 2024
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.
The yield on the 10-year note ended November 29, 2024 at 4.18%, the 2-year note ended at 4.13%, and the 30-year at 4.36%.
2024 is set to enter Wall Street’s hall of fame of bull years.
The money-market industry just reached a significant milestone with Crane Data reporting that these cash-like funds have amassed a record $7 trillion in assets. There are many ways to think about this development.
The boom in portfolio trading, where investors can buy or sell scores of corporate bonds with just a few clicks of a mouse, is fueling mega trades that were rare in credit markets just a few years ago.
You're interested in investing in municipal bonds, but which type—general obligation or revenue—is best for you? We break it down.
The U.S. economy faces growing risks, from a surging Federal deficit to geopolitical uncertainty. Investors must assess how these factors could ignite market instability and take proactive steps to safeguard their portfolios.
“Think of what we could do together” is a touching line at the denouement of Wicked: Part 1, the movie currently raking it in at the box office for Comcast Corp.’s Universal Pictures.
Home prices continued to trend upwards in September as the benchmark 20-city index rose for a twentieth consecutive month to a new all-time high. The S&P Case-Shiller Home Price Index revealed seasonally adjusted home prices for the 20-city index saw a 0.2% increase month-over-month (MoM) and a 4.6% increase year-over-year (YoY). After adjusting for inflation, the MoM was reduced to -0.2% and the YoY was -0.6%.
Merrie Zhang shares how direct indexing works, the potential benefits of it, and best practices on selecting a provider.
VettaFi spoke recently with Nate Williams, a vice president and ETF specialist with Franklin Templeton, about the growth of its ETF business.
Some post-election stock market excitement has receded, but the story of strong breadth—which predated the election—has not changed and continues to support the market for now.
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.
Going into Thanksgiving week, we are reassured of two things we already knew about artificial intelligence, but that could play a role in portfolio allocation decisions for the new year.
On whole, EM growth has been resilient, while inflation has fallen closer to normal levels.
Following President Trump’s re-election, the S&P 500 has seen an impressive surge, climbing past 6,000 and sparking significant optimism in the financial markets. Unsurprisingly, the rush by perma-bulls to make long-term predictions is remarkable.
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.
For most of the last fifty years, fixed income investing has been characterized by owning some combination of Municipals, Corporates, Treasuries and Agency Mortgage-Backed Securities.
Mutual Funds
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.
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.
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.
Sector Views: Monthly Stock Sector Outlook
Our outlook on the 11 S&P 500 equity sectors.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Irresponsible and Addictive Deficits
Why hasn’t tighter monetary policy caused a recession? One reason: federal budget deficits have been huge.
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.
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.
Crypto Doesn’t Deserve a Tax Exemption
I am (mostly) bullish on crypto and (usually) skeptical of higher taxes, especially on capital gains.
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.
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.
JPMorgan Asset Prefers Real Estate and PE to Direct Lending
Private credit may be all the rage among investors, but there are better alternatives, according to JPMorgan Asset Management.
GM Is on a Road to Nowhere in China
Getting a stay of execution doesn’t mean you’re no longer on death row.
BlackRock’s Big Bet on GIP Puts Fink’s Firm in Local Spotlight
In the port city of Duluth, Minnesota, local activists and Washington-based groups are coalescing to scrutinize — and possibly stall — a $6.2 billion acquisition of a power utility led by Global Infrastructure Partners.
The December 2024 Dashboard: Our Three Layers of Risk Management
Our Cash Indicator methodology acts as a plan in case of an emergency. This is analogous to the multiple safety systems in a modern automobile, which includes an airbag. Importantly, each of these systems work together to potentially help smooth the ride.
Employment Report: 227K Jobs Added in November, Above Expectations
The latest employment report showed 227,000 jobs were added in November, above forecasts of the expected addition of 202,000 new jobs. Meanwhile, the unemployment rate ticked up to 4.2%.
A $500 Billion Haul Reignites Passive Controversy on Wall Street
The passive-investing juggernaut is picking up speed — and it’s stirring up fresh angst about the dangers posed by the index-tracking boom across Wall Street.
Mid-Caps Could Be the Magnificent Refuge Tech Investors Need
There was a great chart in a recent Goldman Sachs Group Inc. report that got me wondering whether medium-size companies might have superpowers. Here’s my adaptation of the original graphic
Turning the Corner? Commercial Real Estate Themes for 2025
How to unlock value in a complex market landscape.
Direct Indexing: The Smart Strategy Advisors Can’t Afford to Ignore in 2025
Over the past few years, I’ve written numerous articles and given numerous presentations on Direct Indexing.
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.
Secular Market Trends: Bull and Bear Markets
The S&P 500 real monthly averages of daily closes reached a new all-time high in July 2024. Let's examine the past to broaden our understanding of the range of historical bull and bear market trends in market performance.
P/E10 and Market Valuation: November 2024
Here is the latest update of a popular market valuation method, Price-to-Earnings (P/E) ratio, using the most recent Standard & Poor's "as reported" earnings and earnings estimates, and the index monthly average of daily closes for the past month. The latest trailing twelve months (TTM) P/E ratio is 26.6 and the latest P/E10 ratio is 37.3.
Q-Ratio and Market Valuation: November 2024
The Q Ratio is the total price of the market divided by the replacement cost of all its companies. The latest Q-ratio is at 1.81, unchanged from 1.81 in October.
Hedge Funds Make MicroStrategy Wall Street’s Hottest Trade
To sate his multibillion dollar rampant appetite for Bitcoin, Michael Saylor has tapped demand from retail investors transfixed by MicroStrategy Inc.’s more than 500% rally this year. He’s also benefited from hedge funds who care far less where the stock trades.
Monthly Global Economic Report
While the economy helped President Trump win a second term, it also created expectations that could prove difficult to meet.
The Greatest Scourge in Factorland: Revaluation Alpha = Fake Alpha (JPM Series)
We are all familiar with this SEC-required warning that “past performance does not predict future performance.”
How Much Cash Is Really on the Sidelines?
Dan Suzuki analyzes current and historical trends in investors' stock, bond, and cash holdings to assess whether this "cash on the sidelines" narrative could be a valid catalyst for pushing the stock market to new highs.
Rethinking Cash
Assets in money market funds reached an all-time high of $7 trillion this past month. Now that rates are moving lower, money market yields may not be as attractive to many investors and assets may gradually leave money funds.
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.
BlackRock Pays $12 Billion to Catch Up in Private Credit
The trend is your friend. Or, in Larry Fink’s case, your primary acquisition tickbox.
QuantStreet December 2024 Letter: Our Three-Year Anniversary
We launched QuantStreet a little over three years ago, and our first accounts went live as of December 2021.
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.
In Sickness and in Wealth: A Closer Look at Executive Pay in Healthcare
Our research suggests that healthcare firms with sound pay practices may yield healthier returns.
Emphasize Value as Investors Increasingly Throw Caution to the Wind
We compare investor risk-taking behaviors at the start of the bull market with those nearly 16 years later. We also analyze key market areas that can offer essential diversification to help manage overall portfolio risk.
Equity Markets Carried in November by Post-election Rally
While politics garner headlines, fundamentals drive the market over the long term.
Opportunities in Biotechnology Will Follow Advancements in the Science
The WisdomTree BioRevolution Fund (WDNA) is showing signs of recovery, reflecting renewed investor confidence in biotechnology innovation.
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.
Annuities in an IRA? A Surprising RMD Advantage for FIAs or VAs
The decision of whether to generate lifetime income with an annuity should be made on its own merits, e.g., as part of a holistic, goals-based investing process. In those cases where annuitized income is deemed beneficial, though, this article has illustrated why the purchase of a qualified annuity from IRA assets may be more attractive than you might expect.
BlackRock Buys Credit Firm HPS in $12 Billion All-Stock Deal
BlackRock Inc. agreed to buy HPS Investment Partners in an all-stock deal valued at roughly $12 billion, a purchase that will propel the world’s largest asset manager into the highest ranks of private credit.
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.
How to Create a Personalized Portfolio with Direct Indexing
When it comes to personalized investment strategies, multiple perspectives come into play: the client, the provider and the advisor.
Special Report: Astoria’s 10 ETFs for 2025
Astoria rounds up its 10 ETFs for 2025, providing unique thought leadership and actionable investment ideas.
Treasury Yields: A Long-Term Perspective
As of November 29, 2024, the 10-year note was 366 basis points above its historic closing low of 0.52% reached on August 4, 2020.
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%.
Unlocking Stock Market Success: Why You Should Embrace the Skew
To truly benefit from stock investing, it’s necessary to embrace both the emotions and the rewards that come with positive skew. This means learning to live with tail events. It may be uncomfortable when they occur, but they are an integral part of long-term success in the stock market.
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.
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.
Biggest Hedge Funds Make the Most of the Trump Trade in November
The world’s biggest hedge funds made the most of trading opportunities sparked by Donald Trump’s reelection last month, keeping the industry on track to post its strongest returns in at least four years.
Credit Spreads: The Markets Early Warning Indicators
Credit spreads are critical to understanding market sentiment and predicting potential stock market downturns.
BUZZ Investing: Election Sparks 'Trump Trade' Rally
Trump's election win spurred market optimism, driving rallies in equities, crypto, and cyclical sector.
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 Value of AI in Asset Management
It’s been nearly two years since generative artificial intelligence (AI) took the world by storm, with the release of large language models like ChatGPT, Copilot, and Gemini dazzling humankind with their ability to interpret human requests and respond with the desired output.
Moving Averages: S&P Finishes November 2024 Up 5.7%
Valid until the market close on December 31, 2024
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.
Treasury Yields Snapshot: November 29, 2024
The yield on the 10-year note ended November 29, 2024 at 4.18%, the 2-year note ended at 4.13%, and the 30-year at 4.36%.
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.
This $7 Trillion Pile Won’t Save the Bulls
The money-market industry just reached a significant milestone with Crane Data reporting that these cash-like funds have amassed a record $7 trillion in assets. There are many ways to think about this development.
Corporate Bond ETFs Are Fueling a Rise in Monster Block Trades
The boom in portfolio trading, where investors can buy or sell scores of corporate bonds with just a few clicks of a mouse, is fueling mega trades that were rare in credit markets just a few years ago.
Choosing Municipal Bonds: GO or Revenue?
You're interested in investing in municipal bonds, but which type—general obligation or revenue—is best for you? We break it down.
One Spark Away from Ignition
The U.S. economy faces growing risks, from a surging Federal deficit to geopolitical uncertainty. Investors must assess how these factors could ignite market instability and take proactive steps to safeguard their portfolios.
Comcast’s Spinoff Plan Is Too Good to Ditch for Quick Cash
“Think of what we could do together” is a touching line at the denouement of Wicked: Part 1, the movie currently raking it in at the box office for Comcast Corp.’s Universal Pictures.
S&P Case-Shiller Home Price Index: Hits New Record High in September
Home prices continued to trend upwards in September as the benchmark 20-city index rose for a twentieth consecutive month to a new all-time high. The S&P Case-Shiller Home Price Index revealed seasonally adjusted home prices for the 20-city index saw a 0.2% increase month-over-month (MoM) and a 4.6% increase year-over-year (YoY). After adjusting for inflation, the MoM was reduced to -0.2% and the YoY was -0.6%.
Keep More of What You Earn With Direct Indexing
Merrie Zhang shares how direct indexing works, the potential benefits of it, and best practices on selecting a provider.
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.
Breadth of Life: Post-Election Market Trends
Some post-election stock market excitement has receded, but the story of strong breadth—which predated the election—has not changed and continues to support the market for now.
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.
ETFs for Artificial Intelligence’s Broadening Reach
Going into Thanksgiving week, we are reassured of two things we already knew about artificial intelligence, but that could play a role in portfolio allocation decisions for the new year.
Emerging Market Debt Outlook for 2025
On whole, EM growth has been resilient, while inflation has fallen closer to normal levels.
Yardeni And The Long History Of Prediction Problems
Following President Trump’s re-election, the S&P 500 has seen an impressive surge, climbing past 6,000 and sparking significant optimism in the financial markets. Unsurprisingly, the rush by perma-bulls to make long-term predictions is remarkable.
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.
CLO Default Rates Are Significantly Lower Than Corporate Default Rates
For most of the last fifty years, fixed income investing has been characterized by owning some combination of Municipals, Corporates, Treasuries and Agency Mortgage-Backed Securities.