Fiserv Inc. is lauching its own stablecoin and joining with both traditional and crypto payments firms PayPal Holdings Inc. and Circle Internet Group Inc. to develop products for financial institutions and merchants within the banking technology provider’s ecosystem.
This week the news is about the Israel-Iran conflict. It’s terrifyingly real for those in the crossfire, while we who are safe naturally wonder what it means for us. As investors, we think about the economic and market effects. But are we seeing signal or noise?
Given the uncertainty of future events, global investors seek a “safe haven” for investment dollars. As such, U.S. Treasury Bonds and the U.S. dollar appreciate given their perceived “financial safety.” Last week, global investors were already starting to make that shift with the dollar rising.
Last week's economic data painted a picture of broad cooling across several sectors, with consumers pulling back significantly on spending.
Mid-2025 is approaching, and exchange traded fund demand continues its robust growth. Last year was a landmark year for the ETF industry, with industry net inflows for the first time surpassing $1 trillion and one ETF exceeding $100 billion in net inflows.
The Fed held the federal funds rate steady but noted that the risks of inflation and potentially higher unemployment remained high.
529 plans are a popular choice among families looking to save for college due to their flexibility and tax benefits. However, each family’s educational journey and associated costs can vary significantly. This means you may require a tailored savings strategy to best meet your future student’s needs.
Market concentration rewarded passive investors who held market weights in the surging mega-caps. Since late 2014, passive index returns ranked in the 10th percentile of all portfolios in eVestment’s US Large Cap Growth Equity universe. In other words, only 10% of active managers outperformed.
GMO has posted a new 7-Year asset class forecast as of May 31, 2025.
With the House passing of The Big Beautiful Bill, the challenges facing chief financial officers and treasurers across health-care systems are likely to grow. The proposed cuts to reimbursements will have varying impacts across organizations depending on their payer mix.
Powell & Company at the Federal Reserve sees an elevated stagflation threat. In response, they decided to do nothing.
While stocks experienced a roller-coaster ride powered by policy uncertainty, fixed income generally held up well despite the broader market turbulence. Will it be the same story in the second half? Let’s take a closer look.
The U.S. Federal Reserve left interest rates unchanged in June, as widely expected, but revisions to its economic projections indicate a more uncertain outlook.
Fixed-income investors concerned about tariffs and US exceptionalism may find opportunities in hedged global bonds.
The Federal Reserve held rates steady today, while also projecting slow economic growth, higher unemployment, and higher inflation. And while the Fed signaled that two further rate cuts are still their base-case for the remainder of 2025, the timing of those cuts remains up in the air.
After running a surplus in April thanks to tax day, the federal government was back to business as usual in May, spending massive amounts of money and charting another big budget deficit.
At Parametric, our years of experience have taught us that markets can swing up and down quickly and without warning. Since no one can time these swings, we believe it's imperative to seek both loss harvesting and benchmark tracking simultaneously.
On Monday, Tortoise Capital expanded its fund library with the launch of the Tortoise Energy Fund (TNGY). Formerly a mutual fund, the Tortoise Energy Fund is now an ETF available on the New York Stock Exchange.
A 529 plan is a popular tool for saving for college expenses. When it comes to who maintains control over the 529 plan’s assets, in most cases, it’s the account owner. This is often a parent or grandparent. The owner also has the ability to make investment choices and manage withdrawals.
US stocks rose on Friday as investors returned from the Juneteenth holiday break to evaluate recent comments from a top Federal Reserve official as well as the latest developments in the conflict between Israel and Iran.
Given that the bill’s failure to reduce the deficit is due in part to its extension and expansion of the special tax treatment for non-corporate businesses that Johnson insisted on in 2017, which will cost an estimated $820 billion over the next decade, the senator does not make for the most credible of deficit hawks.
The president recently expressed his support for a great idea: investing an additional $3 billion in trade schools.
The most powerful institution in global finance is as completely and utterly confused as the rest of us.
US banks seem likely to get the changes they want to an obscure but important rule known as the supplementary leverage ratio.
AI is advancing at an astonishing pace and undermining the core businesses of tech giants like Google, Microsoft, and Apple. But it is not only transforming the applications we use; it is also reshaping the very process of software development, threatening to render much of today’s tech sector obsolete.
Travel on all roads and streets increased in April. The 12-month moving average was up 0.12% month-over-month and was up 0.93% year-over-year. However, if we factor in population growth, the 12-month MA of the civilian population-adjusted data (age 16-and-over) was up 0.06% MoM and down 0.97% YoY.
This is the first in a three-part series outlining why I believe bonds are set to outperform. Here, I focus on the Federal Reserve’s dual mandate, the June 2025 meeting, and why the Fed’s approach is positive for bond investors. Parts 2 and 3 will address valuation, politics, recession risk, and the secular horizon.
How big data, AI and the human element can combine to better pursue consistent alpha.
CEO Ali Dibadj provides an update on the three macro drivers we believe will shape markets in the second half of 2025 and how Janus Henderson is helping clients position for a brighter investment future.
New strategies, shifting flows, and innovative technologies are driving a more dynamic and diversified marketplace in fixed income ETFs.
The overall U.S. equity market has fully recovered from its April lows, landing in an essentially flat position as of 5/31/2025. However, it’s been a wild ride for many investors.
After a long dry spell, there are signs of life in the initial public offerings space. An increase in offerings can sometimes suggest an improvement in overall market sentiment.
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
It's important to consider non-hardship 401(k) withdrawals carefully. Our Bill Cass explains why individuals should check plan eligibility and consider asset protection and tax implications.
Equities have been on quite the roller coaster in 2025. Although the tariff situation has driven much of this volatility, we find ourselves in a similar spot to where we began the year.
Despite consumer fears of 1970s-style inflation, actual CPI has cooled to just 2.4%. Jeff Weniger makes the case that we may be living in a Goldilocks scenario, where price trends align with a stable and balanced economic environment.
When planning for future financial needs, take the time to understand the key differences between a 529 plan vs. IUL insurance. Both are valuable tools, but they serve different purposes and offer unique benefits.
The U.S. economy is growing accustomed to elevated uncertainty.
CoinShares collated data from the first-quarter SEC 13-F filings to reveal bitcoin ETF trends. While institutional investors decreased their holdings for the first time since spot bitcoin ETFs launched, advisors actually increased their exposure quarter-over-quarter.
In this latest installment of the AB Disruptor Series, we’ll look behind the algorithms and output to examine the critical ecosystem that underpins AI. We’ll explore the key links in the AI supply chain—from raw materials and semiconductors to data centers and energy demand—and why they matter to investors. And of course, we’ll also look at how geopolitics, trade policy and tariffs are reshaping this landscape, creating both risks and potential across the value chain.
When we think of the U.S. government's finances, we often focus on the massive debt. But what about Uncle Sam's assets? This video provides an update on the Fed's Financial Assets through Q1 2025
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?
When problems arise with colleagues at a firm, it's best to tread carefully and thoughtfully.
As communications become more dynamic and digital interactions more complex, static captures are increasingly out of step with the needs of modern compliance and the expectations of U.S. regulators.
How do you make sure your prospects feel confident and clear about moving forward?
Nvidia Corp. billionaire boss Jensen Huang, clad in his signature leather jacket, has been crisscrossing European capitals and sharing the stage with the likes of Keir Starmer and Emmanuel Macron as he pitches “sovereign” artificial intelligence, a vision of new data centers offering essential compute power within national borders rather than via dominant tech firms from abroad.
Blackstone Inc. sees a $200 billion investment opportunity in European credit over the next 10 years, underscoring the region’s appeal to investors looking for alternatives to the US.
Not much seems to faze the stock market these days even as risks abound, from war in the Middle East, to trade tensions, to slowing growth. But Wall Street’s biggest fear arrives today when the Federal Reserve meeting ends and Chair Jerome Powell explains the central bank’s outlook.
US stocks gained on Wednesday with investors looking ahead to the Federal Reserve’s monetary policy decision.
For more than two years, conversations about the biggest, most important technology companies have revolved around the same seven stocks. Now, some on Wall Street are making the case that Broadcom Inc. should be part of that discussion.