What’s in store for stocks after two years of strong returns? Fundamental Equities Global CIO Tony DeSpirito assesses the prospects for another positive year and offers his year-ahead outlook through the lens of an active stock picker.
As we kick off 2025, the landscape is rich with competing narratives and evolving dynamics.
Four strategies for navigating crosswinds in the municipal bond market.
Bonds look attractive again after the most recent rise in interest rates. Markets are likely to continue to overreact to every new employment report and inflation reading, keeping interest rate volatility elevated as yields dance up and down with each data point.
Two months from now, the ETF community of advisors and industry folks will come together. The Exchange conference kicks off in Las Vegas on March 23.
The fourth quarter of 2024 was not just a period of optimism and recovery but also one of reflection and recalibration.
Four years after handling the first conversion of a hedge fund to an ETF, Wes Gray is gearing up to lead a surge of tax-busting deals aimed at investors big and small.
In mid-2023, the estimated costs to roll S&P 500 futures on a quarterly cycle was roughly 0.40%, or 40 basis points (bps) annualized—a fairly justifiable expense for most investors considering the benefits of the instrument.
The world’s biggest stock market is heading for its best start for a new US president since Ronald Reagan was sworn in to power in 1985.
US bond funds actively managed by industry heavyweights like Pacific Investment Management Co. attracted the most new investment last year as money returned after a two-year dry spell.
Raw data needs sophisticated infrastructure to drive AI innovation. Snowflake provides critical infrastructure provider for the AI age.
In December, most strategists predicted positive returns for the S&P 500 in 2025. The range of reasonable outcomes for stocks is wide.
Apple Inc.’s stock has had a rough start to the year and is now flirting with a key level that could signal more downside ahead if breached.
A seemingly unstoppable flood of money has Vanguard Group Inc. on the brink of claiming a crown that State Street Corp. has held for decades.
The Northern Trust Economics team shares its outlook for key APAC markets.
In a small Texas city nearly 200 miles west of Dallas, the first data center associated with the $100 billion Stargate venture from OpenAI, SoftBank Group Corp. and Oracle Corp. is taking shape.
For stocks, Christmas came with a 'Santa Clause' rally soon after the election. Since then, there's been a correction in US markets.
Investor appetite for growth really is something to behold.
This article provides the Beaumont Capital Management Q4 2024 Market and Strategy Commentary - Decathlon Strategies.
Meta Platforms Inc. plans to invest as much as $65 billion on projects related to artificial intelligence in 2025, including building a giant new data center and increasing hiring in AI teams, Chief Executive Officer Mark Zuckerberg said Friday.
Changpeng “CZ” Zhao, a few months out of prison and worth $70 billion thanks to the relentless crypto rally, is turning the former venture capital arm of his Binance Holdings Ltd. into a family office.
Sales of previously owned homes in the US rose for the third straight month in December, entering 2025 with some momentum after the worst year in nearly three decades.
Existing home sales rose for the third month in a row to close out 2024. According to the data from the National Association of Realtors (NAR), existing home sales were up 2.2% from November, reaching a seasonally adjusted annual rate of 4.24 million units in December. This figure came in just above the expected 4.19 million. Existing home sales are up 9.3% compared to one year ago.
General Electric Co., known now as GE Aerospace, has reclaimed its position as the largest industrial company by market value as jet engine production and after-market service both ramp up.
For the third time in four years, the stock picker beating everyone is Fidelity Investments Inc.’s decoder of computer chips, crushing every measure of performance as the more popular passively managed index funds tracking market benchmarks proved little more than also-rans in 2024.
FINRA has released new data for margin debt, now available through December. The latest debt level is at $899.168 billion, the highest level since December 2021. Margin debt was up 0.9% month-over-month (MoM) and up 28.3% year-over-year (YoY). However, after adjusting for inflation, the debt level was up 0.9% MoM and up 24.7% YoY.
As growth extends to more regions, we see expanding opportunities across countries and assets.
As we head into 2025, investors are giddy over the market returns of the last two years. As shown, the annual returns, while elevated, have come with only average volatility along the way.
While every new year arrives with its own unique set of opportunities and challenges for institutional investors, we believe 2025 could offer more than the typical share.
When investors have been looking to allocate funds within the U.S. fixed income markets, credit has seemingly been viewed as being perhaps too “rich,” or expensive, in relative terms.
We explore how advancements in indexing solutions have allowed investors to tailor their portfolios according to their specific objectives or risk profiles.
US equity markets rallied just enough to round out 2024 with all four quarters posting positive returns. The S&P 500® Index finished the fourth quarter up 2.41%, bringing the year’s total return to 25.02%.
Senior Investment Strategist Tracey Manzi notes that the Federal Reserve's ongoing easing cycle should benefit short to intermediate maturities.
A few months ago, the Census Bureau released its annual report on household income data for 2023. During 2023, the median (middle) average household income rose 8.0% to $80,730. Let's take a closer look at the quintile averages, which dates from 1967, along with the statistics for the top 5%.
Please join Dan Magnusson and Bob Minter from abrdn, as they discuss how the commodity asset class performed in 2024, current investment opportunities in the commodity space, and where broad commodities may fit within a diversified portfolio.
Earnings season is in full swing. The bulk of the bottom-line boost is slated to come from financials, communication services, and tech.
A tech-powered approach to bond trading that helps firms move hundreds of securities in one go has just posted its best year yet.
The Kansas City Fed Manufacturing Survey fell at a steady pace in January, with the composite index remaining at -5, unchanged from December. Despite this, future expectations stayed positive, though they dipped slightly from 17 in December to 15 in January.
An exchange-traded fund from a relatively unknown shop is catching the attention of online traders and gathering flows after investing in Elon Musk’s SpaceX.
Oracle Corp. has charged out of the gate in 2025, after its best year in a quarter-century.
Free trade is in trouble. That’s hardly startling news when the US has an avowed protectionist in the White House, but the problem runs deeper than it may at first appear.
The gap between US federal spending and tax revenue is currently bigger, as a share of gross domestic product, than it’s ever been outside of major war or other crisis.
Saudi Arabia’s Crown Prince Mohammed Bin Salman told President Donald Trump he’s willing to expand investments and trade with the US in the coming four years by $600 billion, according to the kingdom’s state-run news agency SPA.
Investors, many of whom were worried about stock valuations before the election, have much to consider heading into 2025. There seems reason for some exuberance—but a rational exuberance, based upon a plausible foundation of corporate and economic health.
As we welcome a new year and its many possibilities, it’s important to reflect on where the markets and investor psychology sit on the pendulum of greed and despair.
From the start of December to their recent peaks, 10-year yields have gained 68 basis points in the U.K., 60 basis points in the U.S., 55 basis points in Germany and 48 basis points in Canada.
European equity markets may look vulnerable to fallout from new US policies. But some companies offer investors reasons to cheer.
State and federal agencies are providing immediate assistance and financial aid for essentials for wildfire victims in California. Our Bill Cass shares some financial strategies to secure emergency funds and plan finances.
Some soft data metrics have started to rebound sharply and catch back up to relatively resilient hard data, but it's too soon to say whether the gap is definitively closing.
All of the attention when it comes to future Fed monetary policy decisions has been laser-focused on rate cuts. We would have to concur, and rightfully so. However, that doesn’t mean investors should take their eyes off the ball and not consider the Fed’s balance sheet.