We have certainly seen an uptick in this sentiment accompanying the increase in market volatility since the start of the year.
At their March meeting, Federal Reserve officials left the policy rate unchanged at 4.25%–4.5% and signaled further patience on rate cuts as they navigate greater uncertainty about the economic outlook.
The equity market tends to see a correction every 18 months. If it's not a recession-induced bear market, it may be a buying opportunity.
For the second meeting in a row, the Federal Open Market Committee (FOMC) decided to keep rates unchanged, leaving the Fed Funds trading range at 4.25%–4.50%.
Emerging-market (EM) equities are off to a strong start in 2025, up 4.5% through March 14 in US-dollar terms. But investors could be excused for being wary. After all, emerging markets have struggled over the past decade.
On the latest edition of Market Week in Review, Director and Global Head of Solutions Strategy, Van Luu, discussed the latest rate decisions from key central banks. He also talked about fiscal reform in Germany and reviewed recent U.S. market performance.
The S&P 500 snapped its four-week losing streak, posting a 0.51% gain from the previous Friday.
The yield on the 10-year note ended March 21, 2025 at 4.25%. Meanwhile, the 2-year note ended at 3.94% and the 30-year note ended at 4.59%.
US Treasuries consolidated gains in a choppy trading session with markets remaining confident that policymakers at the Federal Reserve are still on a path toward lower interest rates.
Despite the talk of austerity — and amid the possibility of a global trade war, the reality of a stock-market correction and fears of a US recession — there is still a chance that President Donald Trump’s agenda could increase economic growth. As usual, it will depend on the execution.
The Federal Reserve’s decision to leave interest rates unchanged was right — but easy to misinterpret.
The US stock market is on edge. The S&P 500’s recent 10% correction has investors worried, though a highly uncertain policy environment and an unusually top-heavy market obscure just what is spooking stocks.
he central bank made a technical move on the balance sheet, reducing the pace of permitted runoff in its Treasury holdings from $25 to $5 billion per month.
The Fed held the federal funds rate steady and signaled two rate cuts this year, despite expecting inflation to remain elevated.
Muni issuers are generally sound, so cuts in aid would be felt but dealt with.
With only eight trading days left in the first quarter, M&A announcements are set to come in at their lowest level since Q2 2020.
Despite the increase in policy uncertainty, the Federal Reserve held its forecast steady at the March FOMC meeting with two rate cuts projected in 2025.
Congress managed to avoid a government shutdown, but Democrats are divided on strategy.
As a value investor, it’s really important to understand just how important valuation is regarding making sound, long-term and profitable and successful investment decisions. A lot of people don’t understand this. Most people tend to be price focused.
Citigroup Inc. had what looked like the perfect way to grab a slice of the money flowing from wealthy individuals to private equity firms: playing matchmaker between its rich clients and an up-and-coming firm.
The Federal Reserve held rates steady today, but downgraded the outlook for economic growth in the year ahead. Policy changes in Washington, looming tariffs, and a cautious consumer have made “uncertainty” the new favorite word in the Fed’s vocabulary.
It's been full steam ahead for active ETFs, with total assets now rapidly approaching the $1 trillion milestone.
Tariffs among developed countries could mean emerging market (EM) assets like bonds could garner interest.
In February, home values rose for the 23rd consecutive month, reaching a new all-time high, according to the Zillow Home Value Index. However, after adjusting for inflation, real home values declined for the 10th straight month, hitting their lowest level since May 2021.
The Exchange Conference starts this weekend. The latest Road to Exchange video features keynote Jennifer Morgan, CEO & founder of Connective Communication LLC. VettaFi Senior Industry Analyst Kirsten Chang interviewed Morgan about the upcoming conference.
When we think of the U.S. government's finances, we often focus on the massive debt. But what about the assets? What does Uncle Sam actually own, and which asset is the largest?
As market fundamentals strengthen and 2025 presents new opportunities, Michael O'Shea, Head of Private Wealth at Origin Investments, will discuss what we've learned from this volatile period and how the Fund is positioned to capitalize on the evolving landscape.
Nvidia Corp. aims to spend several hundred billion dollars to procure US-made chips and electronics over the next four years, the Financial Times reported.
EQT AB will return $5.4 billion to investors this week after completing the sale of a stake in Nord Anglia Education Ltd., marking one of the most profitable recent private equity exits in Asia, people familiar with the matter said.
Elon Musk’s social network X has raised close to $1 billion in new equity from investors, according to people with knowledge of the matter — a deal that gives the company a valuation in line with when Musk took it private in 2022.
Existing home sales rebounded in February with their largest monthly increase in a year. According to the National Association of Realtors (NAR), existing home sales rose 4.2% from January, reaching a seasonally adjusted annual rate of 4.26 million units in February.
After years of poor decision-making, the federal government’s $1.64 trillion student loan program is in critical condition. Congress needs to stanch the bleeding — and give serious thought to overhauling this flawed system for the longer term.
On the predictable side, the Fed kept policy rates in a range of 4.25%-4.5%, and the rate-setting committee pledged to slow the pace at which it’s allowing securities to roll off its balance sheet.
The latest Philadelphia Fed manufacturing index showed continued expansion though activity declined. In March, the index fell to 12.5 from 18.1 in February, the second consecutive monthly drop. The latest reading was higher than the forecast of 8.8.
In the week ending March 15th, initial jobless claims were at a seasonally adjusted level of 223,000. This represents an increase of 2,000 from the previous week's figure. The latest reading was lower than the 224,000 forecast.
Human stupidity is the one thing you can rely on in financial markets. I recently read a great piece by Joe Wiggins at Behavioral Investment, which discusses why “Investing is hard.”
In the understatement of 2025 thus far, the headlines emanating from Washington, D.C., have been fast and furious. Whether they be tariff-related, involving federal government cuts or geopolitical in nature, there has been a headline for many facets that investors could think of.
Recession fears have risen sharply of late as economic soft data have rolled over, upping the risk that hard data start to catch down.
European equities have started 2025 on a positive note. Several factors could help support the market overcome challenging conditions.
GMO has posted a new 7-Year asset class forecast as of February 28, 2025.
Receiving an unexpected gift or inheritance is something that people may dream about. Our Bill Cass discusses some key considerations if that dream becomes reality and you do receive a financial windfall.
A creative look at the parallels between March Madness and the bond market.
On March 11, Russell Investments hosted a webinar examining the challenges and opportunities presented by alternative diversifiers, including strategies for incorporating these solutions into portfolios.
Since our last update of our ‘Three Tactical Rules’ on February 4, equity markets have been under pressure as the S&P 500 has retraced more than 23% of the rally that started October 2023.
In this week’s edition, we shift our focus to another critical segment of the ABS market: those tied to consumer loans, such as credit cards and auto loans.
The Federal Reserve concluded its second meeting of the year by keeping the federal funds rate (FFR) at 4.25-4.50%, as expected.
Most growth-focused advisors crave the next big marketing tactic, content platform, event idea, or growth “hack.” But after a decade of consulting RIAs on organic growth, I’ve seen firsthand that the biggest barriers to success aren’t what most people expect.
I’ve spent much of my career coaching and providing learning opportunities for those professionals who want to improve. This week I had an experience that moved me to write a column about the difficulty in opening one’s self up to being willing to be coached, and of making behavioral change.
Microsoft Corp., the biggest backer of Sam Altman’s OpenAI, and BlackRock Inc., which has an executive on the artificial intelligence startup’s board, are joining forces with one of its chief rivals.
