What exactly is a market bubble, and how can investors recognize one?
Risk of a recession is abating as the capital markets could see interest rate cuts this year with signs of cooling inflation.
With the market seeming to skate by the trap door of extreme valuations and unfavorable internals without consequence, the push to new highs in the past few weeks has created the impression of a runaway advance.
The housing market looks to be on the road to recovery, but not without significant scarring for a considerable portion of potential homeowners.
The Alternatives symposium happens on Thursday, May 30 at 11 a.m. ET. The free event will provide CE credits and more to attendees.
Economic reports from the past week provided reassurance following the previous week's disappointments. Stay up to date on the current conditions with the latest commentary from Professor Siegel.
Two reports on home prices arrived this morning, one for the Case-Shiller index and another from the FHFA (a government agency that regulates Fannie Mae and Freddie Mac). Both rose in March, and housing prices are up 6.5% and 6.8%, respectively, in the past year.
We are free trade enthusiasts, in economic terms, even at a time when free trade has been losing some of its aura within the U.S. political system.
Lower interest rates in Europe will favor spending over saving.
The price of oil is hovering around $76 per barrel, 38% off its 5-year high. With so much geopolitical tension, why isn’t it higher?
New tariffs will renew trade tensions.
VettaFi discusses changes in the MLP/midstream investment product landscape.
During ripping bull markets, investors often start benchmarking. That is comparing their portfolio’s performance against a major index—most often, the S&P 500 index. While that activity is heavily encouraged by Wall Street and the media, funded by Wall Street, is benchmarking the right for you?
Shares of Nvidia rallied after it unveiled financial guidance that hints at the AI boom still being in its early innings.
I’m fresh off the plane from Las Vegas—and no, I wasn’t hitting the slots, though the city’s Harry Reid International Airport sure hit the jackpot with a record-breaking 57.6 million passengers last year.
When new inventions turn into market frenzies, the contrarian part of me wants to be skeptical. But the optimistic part of me wants it to be true, especially when the idea promises to change life for the better. Reality is usually somewhere in between.
European value stocks offer a compelling case for short- and long-term investment opportunities, supported by strong fundamentals, attractive valuations, and favorable market conditions.
Check out this recent insight from T. Rowe Price on the importance of credit quality research in fixed income.
Rather than dive into a vast pool individual bond options, these three ETFs can provide a low-cost and convenient option.
Will Americans return to the office? It may depend on where it is and what it offers.
There is no question that Fed policy remains the primary force driving the money and bond markets for the third year in a row.
The consensus outlook among analysts today is that tech innovation will rewrite the global productivity index, with AI (artificial intelligence) and automation expected to bring a new wave of industry efficiencies.
Investors in emerging-market equities haven’t typically paid much attention to the Middle East. It’s time to take a closer look.
Markets remain highly responsive to economic data as concerns around Fed policy and high interest rates dominate the second quarter.
Are you underweighting large cap growth? New research suggests that may be the case, inviting investors to consider options like FDG.
Franklin Templeton Fixed Income CIO Sonal Desai discusses why rising investment and persistently loose US fiscal policy are simultaneously pushing in the direction of higher long-term real interest rates.
Some of the biggest names in tech started paying dividends this year. This includes Alphabet (GOOG), Meta Platforms (META), Salesforce (CRM), and Booking Holdings (BKNG).
The consensus has egg on its face with respect to Chinese stocks. It wasn’t supposed to be this way. Entering this year, one of the big concerns—and the primary reason for China’s ugly multi-year bear market—was the country’s destiny with a “4-handle” on gross domestic product (GDP) growth.
Andy Acker and Research Analyst Tim McCarty discuss how artificial intelligence has enormous potential to improve healthcare delivery across the globe and point to some practical applications that could benefit patients – and investors – in the near term.
The Northern Trust Economics team shares its outlook for growth, employment, inflation and interest rates in major markets.
How can global equity investors incorporate the impact of tariffs into fundamental analysis of companies?
Interest in active fixed income products has swelled in 2024, as credit spreads narrow and the Federal Reserve holds fast to a “will they, won’t they” game.
Strong Q1 earnings were a bright spot as sticky inflation and dimmed expectations for rate cuts cast some shade on U.S. equity markets. Fundamental Equities investor Carrie King looks beyond the headlines to offer four takeaways from the most recent earnings season.
The Nasdaq-100 Index (NDX) is higher by 11.30% year-to-date. This confirms that large- and mega-cap growth stocks are proving sturdy.
Artificial intelligence (AI) and its unparalleled potential have powered stock market returns over the past year. Yet the market has more to offer, particularly as leadership may be poised to broaden beyond AI beneficiaries.
Technological disruption creates opportunity—and volatility. But there are ways to capture AI innovation while managing risk.
These are only some of the exciting new applications on everyone’s lips at business gatherings these days, where the conversation often veers to artificial intelligence, which has become the latest “new new thing.”
The price gap between eating out and cooking at home is rising.
Back in 1993, a brilliant satirist by the name of Ivan Reitman produced a movie called Dave. It was the story of a life-threatening stroke besetting the President of the United States of America.
Copper prices have exploded higher, up 33% year to date.
Last week was another week of records for major equity indices: The S&P500 broke to new highs; the DJIA breached 40,000.
The two largest emerging markets have taken very different paths, echoing the divergence in the economic and demographic landscape for these two countries.
For retirees looking to accrue returns while mitigating risk, a structured protection fund can be an ideal solution.
Several factors account for the apparent disconnect between headline US economic data and what polls suggest many Americans feel. Find out more from Franklin Templeton Institute’s Stephen Dover.
The promise of independence is luring more and more advisors to the Registered Investment Advisor (RIA) channel. RIA headcount has grown rapidly over the past decade and by 2027, Cerulli estimates that RIAs will control nearly one-third of intermediary asset market share.
Every year, investors anxiously await the release of Warren Buffett’s annual letter to see what the “Oracle of Omaha” says about the markets, the economy, and where he is placing his money.
In this article, Russ Koesterich discusses why stocks are proving to be resilient in the face of higher rates and muted expectations for monetary easing.
GMO has published a new 7-Year Asset Class Forecast.
However we measure inflation, we see an incomplete recovery.
As goes the consumer, so goes the U.S. economy. As Wall Street knows, the importance of the consumer cannot be overstated. That’s because consumer spending is the main engine of growth, representing ~70% of US economic activity – nearly 10% more of the economy than it did in the early 1980s.
