We are contrarians and oddly crave the moments when history, psychology and mathematics get defied in the U.S. stock market. We believe this is one of those points in time.
Financial giants from Goldman Sachs & Co. to Morgan Stanley and Barclays Plc. are taking a fresh look at how a Donald Trump victory in November could play out in the bond market.
Bridgewater Associates is launching a fund that uses machine learning as the primary basis of its decision-making.
Federal Reserve Chair Jerome Powell said the latest economic data suggest inflation is getting back on a downward path, but added officials would like to see more evidence before lowering interest rates.
Economists and some Federal Reserve officials are increasingly on alert that pain could be on the horizon for American workers amid signs the labor market is losing steam.
Hedge funds were once the hottest investment around, but they’ve long ceded the spotlight to better performers, including private assets, real estate, technology startups and even cryptocurrencies.
To protect your investments and ensure they retain their value over time, you must implement proactive strategies that combat the effects of inflation. In this article, we discuss seven strategies to help shield your investments from inflation’s impact.
Economic indicators are released every week to provide insight into the overall health and performance of an economy.
Key Takeaways
Financial advisors get a bad rap. Some deserve it; most don’t. The problem for the entire investment advisory and portfolio management community stems from the “career risk” they inevitably face.
The Generation X report released by Natixis Investment Managers included a check of investment sentiment and opportunities for advisors.
VettaFi looks at U.S. energy independence and the role the U.S. plays as a global energy supplier.
We review the key themes of the first half of a busy year.
Although this missive is tabbed as a 3rd quarter expository, it strikes home more as a 2025 conundrum because contained in the current data is a cause and effect that we believe is clearly being overlooked. Let’s begin with the fact that the stock market averages are trading at record highs.
Investors have been so preoccupied with Fed policy that they missed the economy sticking the soft landing.
For married couples, typically those who have a high net worth, a Spousal Limited Access Trust (SLAT) could be an efficient wealth-preserving strategy. These irrevocable trusts allow one spouse to transfer assets such as cash, marketable securities, real estate, and life insurance, to a trust that benefits the other spouse.
Cathie Wood, CEO/CIO of Ark Investment Management, (in)famously predicted that her firm’s strategies could see a 40 percent annualized return over the subsequent five years. That prediction rounded the halfway pole and is now headed home, so this seems like a good time to check in on how it is faring
In this piece, I demonstrate that small-cap equities become increasingly attractive for investors with longer investment horizons.
With crypto going mainstream, it’s important that advisors understand the pros and cons of including crypto in a portfolio.
BlackRock Inc. will acquire private capital database provider Preqin for £2.55 billion ($3.2 billion) in cash, as the world’s largest money manager accelerates its push to become a major player in alternative assets.
Shares of the largest US companies are moving wildly out of sync, creating a sense of calm in the S&P 500 Index not seen in years. But it’s a different story when it comes to the rest of the market.
Tesla Inc. is expected to report another quarter of weaker sales, and it’s running out of alibis.
Jerome Powell is Mr. Yen. He has been for some time, but it has taken a while for the world to catch on.
Goldman Sachs recently upped its price target to S&P 6300 for the end of this year, along with Evercore ISI upping its year-end target to 6000. Such is not surprising given the strong run in the markets this year.
The giant federal debt we’ve been talking about isn’t just borrowed money. It is also lent money. Loans are two-party transactions. One side receives temporary use of cash which it agrees to repay with interest. The other gives up the current use of that cash in exchange for receiving interest. Ideally, it works out for both… but not always.
As we approach the halfway point of the year, all eyes remain on Federal Reserve policy and the pace of inflation’s downward trend. Central banks are becoming more dovish, but when will the much-anticipated rate cuts materialize? We’ve identified six key themes we believe will influence the Fed and impact investors in the second half of 2024. Spoiler alert: Periods of volatility are likely and will provide opportunities to episodically add risk.
This week I had the privilege of participating in a YPO (Young Presidents’ Organization) event held in Victoria Falls, Zimbabwe. One of the main topics of discussion was investment opportunities in neighboring Zambia, a country that, despite its challenges, is a rising star on the African continent, due largely to its copper exports.
Rick Rieder and team argue that the economy is making further progress towards normalization and continues to offer a once-in-a-generation investing opportunity, which isn’t adequately represented by the benchmarks.
Initial rate cuts by the European Central Bank and Bank of Canada may signal a transformative trend toward monetary easing.
Retail trade sales in the U.S. are reported by distribution channel. For example, gasoline sales are reported through the gasoline stations distribution channel, although those gasoline stations’ sales also include everything else sold at gasoline station convenience stores, i.e., hot dogs, tobacco, sodas, gum, chips, coffee, etc.
How to help position your portfolio in anticipation of an economic downturn.
Investors of all stripes are getting increasingly acquainted with the AI megatrend, but some may not realize the depth therein.
Oil retreated from a nearly two-month high as traders weighed a weakening physical market against escalating Mideast tensions.
Hype over artificial intelligence, the eagerly anticipated launch of Bitcoin funds, and billions of dollars flowing toward the seemingly unstoppable stock-market surge: ETFs have seen it all and been the beneficiary so far this year.
Sour sentiment toward emerging-market stocks is obscuring uncommon opportunities for equity investors.
Bitcoin’s performance is starting to be overshadowed by the Ether and Solana tokens as hype around US cryptocurrency exchange-traded funds shifts to the two smaller digital assets.
The Northern Trust Economics team shares its outlook for major markets, with a spotlight on the eurozone.
CIO Sean Taylor says the second half of the year looks positive for emerging markets but country selection as a risk control will be critical in what is proving to be a politically-charged period for equities.
Schwab Sector Views is our six- to 12-month outlook for stock sectors, which represent broad sectors of the economy. The Schwab Center for Financial Research (SCFR) combines a factor-based approach with a market and economic assessment to determine the ratings.
Tesla Inc. is on the verge of losing a key bragging right it’s held for the past six years: outselling all EV competitors in the US combined.
US Treasuries are headed for their biggest monthly rally of the year after the Federal Reserve’s favored inflation gauge decelerated, bolstering expectations for interest-rate cuts starting this year.
The Federal Reserve’s preferred measure of underlying US inflation decelerated in May, bolstering the case for lower interest rates later this year.
The US trucking market, which has been in recession for more than a year now, is poised to recover … at some unknowable point in the future.
Father Gregory Boyle developed the world’s largest gang intervention and rehabilitation program based on the belief that jobs stop bullets. Following his lead, US policymakers must learn to appreciate the broader meaning of work as they navigate uncertain economic waters, particularly the looming artificial-intelligence revolution.
As an advisor, you know that no two clients are alike. Each has their own financial goals, risk tolerance and opinion on how they want to invest.
Marc Pinto, Head of Americas Equities, and Chris Benway, Director of Research, consider how the U.S. election may influence markets leading up to November, discuss policies worth monitoring as the election draws near, and remind investors to prioritize quality in times of uncertainty.
Investors need a better grasp of risk-management tools to gauge a portfolio’s strategic resilience in a rapidly changing world.
Much like the universe, which began with a big bang nearly 14 billion years ago, but is expanding so rapidly that scientists predict it will all end in a “big freeze” trillions of years from now, our current monetary system seems to require perpetual expansion to maintain its existence.
As you move through retirement, it’s important to set time aside to reflect on how you’re doing. While most people often focus on their health and finances, it’s equally as important to think about other areas of your life as you approach the midpoint of your retirement.
As Apple Inc. prepared to introduce its Vision Pro headset a year ago, the worry at Meta Platforms Inc. was that the hardware geniuses in Cupertino were about to unveil a breakthrough in mixed reality, some new take on a computing platform that Chief Executive Officer Mark Zuckerberg had been trying to crack for more than a decade.
