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December 11, 2024 at
12:30 PM EST
A Look Back at the Markets in 2024 and What to Expect
December 11, 2024 at
02:00 PM EST
- 1.0 CE credit
Is the Mag 7 Holding Your Portfolio Back?
December 12, 2024 at
02:00 PM EST
- 1.0 CE credit
2025 Municipal Bond Outlook: Building a pathway to tax-advantaged income
December 12, 2024 at
02:00 PM EST
LiveCast: Why Munis Matter
December 16, 2024 at
02:00 PM EST
- 1.0 CE credit
Giants of Finance: Understanding Profitability and Quality with Professor Robert Novy-Marx
January 08, 2025 at
11:00 AM EST
- 1.0 CE credit
2025 Outlook: The Future of Automation and Robotics
January 08, 2025 at
02:00 PM EST
- 1.0 CE credit
New Year, New Challenges: Navigating Rate Cuts, Higher Yields, Fiscal Policy, and Economic Uncertainty
January 09, 2025 at
02:00 PM EST
- 1.0 CE credit
An Active Approach to Investing in Defense Spending
January 22, 2025 at
12:30 PM EST
Office Hours with ROBO Global ETFs
Commentaries
Timely market commentaries from leading investment firms
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Year-End Estate Planning: Strategies for Maximizing Tax Benefits and Legacy Planning
With year-end looming, consider taking action now to determine if annual gifts make sense. Our Bill Cass shares useful strategies to consider for estate planning.
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.
Potential December Rate Cut to Kick-Start Active Investing Into 2025
Will the Fed make one more rate cut to end 2024? One more cut would top off what has been a very positive fall for rate cut hopefuls considering how long the Fed waited.
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.
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.
When Will the “Bill” Come Due?
A couple of weeks ago, we wrote about how the deficit had come back into focus for the U.S. financial markets.
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.
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.