Where I teach, there is a program designed for people who get into management roles but have never been given the skills to manage effectively. It’s common across industries.
What are the key drivers of the gold market? Let’s delve into it.
With the re-election of President Donald Trump, the worries about tariffs and pro-business policies sparked concerns of “Trumpflation.” Inflation has been a top concern for policymakers, businesses, and everyday consumers, especially following the sharp price increases experienced over the past few years.
Politicians and think-tank wonks of all stripes love to condemn government “waste, fraud, and abuse.” But saying it isn’t hard. Who is the opposition? No one says we need more waste, fraud, and abuse. We’re all 100% agreed all three are bad.
This week, at the North American Blockchain Summit in Dallas, Texas, I had the distinct privilege of moderating a fireside chat with former Canadian Prime Minister Stephen Harper.
High-tech manufacturing in China over the past year has often felt like watching a looking-glass parody of the US.
The dollar fell and US government bonds rallied after Donald Trump picked Scott Bessent to run the Treasury, a Wall Street veteran who investors expect will take the sting out of the administration’s more aggressive trade and economic policy proposals.
It is important for savers to understand guaranteed and non-guaranteed options when looking at retirement solutions offered within a 401(k) plan. Our Mike Dullaghan shares the highlights and talks about the need for personalized strategies.
The world’s biggest private credit managers are turning to an obscure investment product to help raise billions from deep-pocketed insurance companies, testing the limits of industry safeguards meant to curb risk.
The second coming of Donald Trump is unquestionably bad news for Germany.
Blackstone Inc.’s main private credit fund stormed the investment-grade bond market to raise a combined $1.5 billion in a single day, adding to the rush of direct lenders trying to lock in cheaper financing costs.
The post-election stock market is already giving investors a wild ride. Big individual stock selloffs, massive rallies, and a dizzying array of market narratives built on Wall Street’s best attempts to read President-elect Donald Trump’s mind.
I’ve been looking for the best dividends in the market for over 13 years. Time after time, I keep coming back to this question.
To judge by the action in some foreign markets, Donald Trump’s election is pricing in economic winter.
In Europe, the ECB stimulates a sluggish economy while in the UK, the problem is inflation. In contrast, the US responds to stronger growth.
US banks enjoyed a sharp stock price jump on Donald Trump’s election victory; two weeks later, they’ve held onto those gains. There’s one good reason for this — and several poor ones, all to do with regulation.
Bitcoin approached the historic $100,000 level, fueled by optimism that President-elect Donald Trump’s support for crypto heralds a boom as the US pivots to friendly regulations in place of a crackdown.
Chief Investment Officer Sean Taylor considers the implications of a second Trump administration for emerging markets.
Paul Tudor Jones recently voiced concerns that rising U.S. deficits and debt and increasing interest rates could lead to a fiscal crisis. His perspective reflects the long-standing fear that sustained borrowing will trigger inflation, raise interest rates, and eventually overwhelm the government’s ability to manage its debt obligations.
Top financial professionals have a clear understanding of their unique strengths and are able to convey them to clients. To set yourself up for success, distinguish yourself in the market through specialized expertise and tailored client services.
Gen Z and millennials are widely considered to be the most diverse and socially conscious generations yet. They are vocal about their interest in driving social impact. And their values and priorities dictate their actions, all of which are actively shaping the future.
You might not be able to do all of what’s needed to bring together strong teams and help your employees succeed, but even if you focus on just doing one thing differently and better, it can help improve outcomes.
Balancing credit risk with interest-rate risk in a dynamically managed portfolio can be an all-weather approach.
Wait, what? The Fed cut interest rates and bond yields went up, not down. Yes, you read that right.
Expressions of dissatisfaction with the global dominance of the dollar go back at least to French finance minister Valéry Giscard d’Estaing in 1965. But even today, the euro is no challenger to the greenback, and no one should hold their breath waiting for the BRICS to unveil their own attempt at an alternative currency.
In sport, play is limited by time or innings. Lineups are set, rules are fixed and boundaries are defined. Winners are determined objectively.
The era of explosive growth in multistrategy hedge funds is over, according to billionaire Ken Griffin, who runs one of the biggest such firms.
The global transition to clean energy should open opportunities for fixed income investors in bond funds that focus on the ESG theme.
AI chip-leader Nvidia reports Wednesday after recent guidance from cloud providers suggests the demand powering its shares could continue. Its own guidance, however, could be key.
In our lifetimes, the best comparison for Trump’s election win is Ronald Reagan’s in 1980. That election, like this one, pitted big spenders and champions of government against tax cutters and critics of government.
Our model, How America Spends, has been tracking the purchasing behavior of 135 million U.S. households since 2014. This model is not a black box – it is a data file representing the spending of 135 million households on goods and services since 2014.
Last week’s selloff, which comes on the heels of what has been a generally successful earnings season for Corporate America, has investors bracing for one final test: a reading on the state of the consumer from a series of retail bellwethers who report in the coming days.
If Wall Street learned one thing during Donald Trump’s first term as president, it’s that the stock market is a way he keeps score. At various points he took credit for equities rallies, urged Americans to buy the dip, and even considered firing Federal Reserve Chairman Jerome Powell, who he blamed for a selloff.
Two weeks ago, I opened this letter by noting the election uncertainty, once over, would give way to a different uncertainty about what comes next. That’s where we are now.
With President-elect Donald Trump set to assume office in January, the U.S. military and cybersecurity sectors could experience sweeping changes, creating opportunities for investors who recognize the long-term growth potential in defense and technology.
The new Trump Administration hasn’t wasted any time since last week’s election win, with new information around economic policy and staffing appointments making news on a daily basis. In our opinion, the recent announcement of a new Department of Government Efficiency or “DOGE” headed by Elon Musk (who obviously came up with this name and acronym) and Vivek Ramaswamy, has been the most important so far.
The 10 largest stocks in the S&P 500 returned a staggering 104.6% from January 2023 through June 2024—more than double the broader index return
The highest Treasury yields in months — reached Friday after a batch of strong economic data cast additional doubt on whether the Federal Reserve will cut interest rates again next month — proved appealing to bond investors.
Larry Fink turned to big deals to get BlackRock Inc. out in front of a decade of money gushing into index funds. Now he’s doing the same to make sure his firm isn’t left behind in the stampede into private assets.
Healthcare companies often grab headlines for their exciting drug innovations. But we think the focus should be on business fundamentals.
U.S. rate cuts of up to 200bps are anticipated by the end of 2025 but with significant further downside if recession risks materialize.
Before the year 2024 comes to a close, it's time to optimize your tax strategy. Our Bill Cass shares some tips including timing deductions and harvesting losses.
One of the core principles of a long-term dividend portfolio is to invest in companies that are integral to society and will be for many years to come. Transportation falls into that category.
In addition to the headlines championing new heights, here are five things everyone should know about bitcoin.
If you're thinking about transitioning to fee-based, but also thinking about the challenges you'll face, download our guide to explore the three fears many advisors face when considering the move from a commission to fee-based model and ways to overcome those fears. See how to tackle the obstacles advisors commonly cite to making the transition to fee-based with guidance, best practices, and insights to help you pave the way to a fee-based model.
President-elect Donald Trump pledged last month to eliminate “the Double Taxation of overseas Americans.” Never mind the clumsy wording — taxes on US citizens working abroad aren’t excessive so much as excessively complicated — this is one campaign promise that may actually be fulfilled, given the Republican control of both houses of Congress. That would be a good thing not only for those Americans but also for America.
Recent data, early results, and a relatively firm economy point toward possible improvement in Q3 retail earnings as Walmart, Target, and other big-box stores prepare to report.
Your fixed income strategy does not necessarily need to be adjusted based on every personnel or environmental change.
The election results triggered a positive market response. The S&P 500 rose +2.5% on Wednesday following the election.
Inflation rose slightly to snap a six-month cooling streak in October. According to the Bureau of Labor Statistics, the headline figure for the Consumer Price Index fell to 2.6% year-over-year, right in line with economist expectations. Additionally, core CPI came in at 3.3% as expected.
