For us as investors, we can say that this is déjà vu all over again as we practice our stock picking discipline.
The Santa Claus rally that started a few weeks back continued as the market logged its 53rd record high for 2024. While the Scrooges bemoaned inflation and tariffs, other investors embraced the strong economic data and loaded their sleds with market returns.
The surprise nomination of Robert F. Kennedy Jr. to head healthcare policy in the U.S. caused substantial volatility in November. But despite heightened uncertainty, the sector’s long-term outlook appears intact, say Portfolio Managers Andy Acker and Dan Lyons – giving investors a potential opportunity to invest at attractive valuations.
We're nearing the end of 2024, and advisors are faced with no shortage of challenges. Everything from rate cuts and valuation concerns to global election cycles and geopolitical turmoil. They're also more eager than ever to learn how to stay on top of investing trends — like the rapid rise of active ETFs, AI, crypto, and beyond. Join us for our 2025 Market Outlook Symposium, where our panelists will tackle all of these topics and shed light on top strategies aimed at helping your clients reach their financial goals.
India’s institutional strength used to be reflected in the reliability of its national accounts.
When the ECB’s rate-cutting cycle ends, should the neutral rate be far higher than pre-pandemic? Not in our view.
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.
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.
Why hasn’t tighter monetary policy caused a recession? One reason: federal budget deficits have been huge.
The odds are good that Santa won’t disappoint in 2024. Here’s the history of the past 99 Decembers, compared to the other months.
A resilient US economy and deepening geopolitical tensions around the world are making asset managers rethink their expectations for a weaker dollar.
he economic-policy consensus that prevails in the US is right about one thing.
As a concept, environmentally responsible investing is in its flop era. Right-wing backlash has turned “ESG” into a four-letter word in terrified corporate boardrooms.
Whether you want to buy or rent, finding an affordable, comfortable home can be extremely difficult, if not impossible.
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.
In the port city of Duluth, Minnesota, local activists and Washington-based groups are coalescing to scrutinize — and possibly stall — a $6.2 billion acquisition of a power utility led by Global Infrastructure Partners.
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.
There was a great chart in a recent Goldman Sachs Group Inc. report that got me wondering whether medium-size companies might have superpowers. Here’s my adaptation of the original graphic
How to unlock value in a complex market landscape.
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.
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.
The S&P 500 real monthly averages of daily closes reached a new all-time high in July 2024. Let's examine the past to broaden our understanding of the range of historical bull and bear market trends in market performance.
Our monthly market valuation updates have long had the same conclusion: US stock indexes are significantly overvalued, which suggests cautious expectations for investment returns. On August 4, 2020, the 10-year Treasury yield hit its all-time low of 0.52%. As of November 29, it was 4.18%.
Quite a few observers have described the dramatic fall of the Barnier government in France not just as a political crisis but also an economic and financial crisis.
While the economy helped President Trump win a second term, it also created expectations that could prove difficult to meet.
We are all familiar with this SEC-required warning that “past performance does not predict future performance.”
At the 2018 Berkshire Annual Meeting, Buffett noted that “multiple times in my life, people have felt the country was more divided than ever.
In this article, Beverly Flaxington gives advice on how to navigate organizing events for staff and clients.
The $1.8 trillion federal budget deficit in the fiscal year that ended in September was the third biggest ever in dollar terms, trailing only the pandemic deficits of the 2020 and 2021 fiscal years. As a share of gross domestic product, a better gauge for historical comparisons, it was, at 6.4%, the biggest ever outside of a large war or global crisis.
Next week’s European Central Bank meeting is more important than it might first appear.
Donald Trump’s tariff barrage may trigger a response from the Federal Reserve that the new president won’t like.
We launched QuantStreet a little over three years ago, and our first accounts went live as of December 2021.
The S&P 500 earnings growth rate will likely come in just below the 6% mark for the third quarter.
Our research suggests that healthcare firms with sound pay practices may yield healthier returns.
While politics garner headlines, fundamentals drive the market over the long term.
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.
The WisdomTree BioRevolution Fund (WDNA) is showing signs of recovery, reflecting renewed investor confidence in biotechnology innovation.
Embracing technology is essential in wealth management. Our clients expect – as they should – that we’ll stay on top of trends and use digital tools for their benefit where it makes sense.
For couples, merging two financial lives can be tricky. Not every financial planner has the skills to effectively help you navigate that challenge. Yet the right advisor can guide you away from chronic money conflict and toward a successful partnership.
Dollar bulls emboldened by Donald Trump’s win are entering a month that has historically punished the greenback.
It’s the anniversary of the first-ever controlled nuclear fission chain reaction. And it’s the day that Enron filed for Chapter 11 bankruptcy in 2001.
International markets are expected to clear the hurdles of uncertain trade policy, tighter fiscal policy and slower than average economic growth to support solid overall returns.
With human rights regulations expanding, investors need a broader approach to assessing risk and opportunity.
It’s hard to keep track of all the theories about inflation. Remember policymakers and analysts blaming the surge in inflation in 2021-22 on supply-chain disruptions, too much government spending, and Putin invading Ukraine? Now some are saying that tariffs and deportations are going to cause a second surge in inflation.
Astoria rounds up its 10 ETFs for 2025, providing unique thought leadership and actionable investment ideas.
Seven of our eight indexes on our world watch list have posted gains through December 2, 2024. The U.S. S&P 500 finished first with a year-to-date gain of 27.50%. The Hong Kong's Hang Seng finished second with a year-to-date gain of 16.45%. Germany's DAX finished in third with a year-to-date gain of 15.40%.
Short-term rates are going down because the Treasury is issuing related debt at lower rates. Meanwhile, long-term rates are going up because the Fed is not intervening.. The Fed is trapped in a vicious cycle. Can you see a way out?
Expectations for solid corporate earnings drove our U.S. and Japanese equity overweights this year. They have delivered, showing that fundamentals are key. Earnings strength could matter more to equity investors in 2025 over valuations.
he best scandals are those that start when someone, somewhere, decides to say something utterly shocking: the truth! A senior official of the OPEC+ oil cartel has said publicly what many thought privately — the group has been keeping oil prices too high, effectively subsidizing its rivals.
