Nvidia faces tough competition, law of large numbers as it prepares to report Wednesday.
On the latest edition of Market Week in Review, Director of Investment Strategies, Shailesh Kshatriya, and ESG and Active Ownership Analyst Zoe Warganz discussed the U.S. inflation and retail sales reports from April, as well as the market’s reaction. They also chatted about the improving economic outlook in Europe.
Private capital is increasingly being used to finance consumer spending.
Copper's price movements have decoupled themselves from the market movements inherent in base metals as well as oil.
AI is widely viewed as a catalyst for ongoing healthcare innovation and that relationship could signal opportunity with select ETFs.
We share some of the highlights from the past year that led to significant improvements in environmental protection, corporate governance, and transparency.
While there is much debate over whether another bear market is imminent, weekly moving average crossovers suggest a different outcome for now. There are many current concerns, from geopolitical risk to still inverted yield curves, slowing economic growth, high interest rates, and inflation. Yet, despite those concerns, markets are flirting with all-time highs.
A grandparent may choose to fund a 529 plan for a grandchild’s education. Our Bill Cass discusses key tax and estate planning considerations as well as the impact on student financial aid.
Will the rapid growth of private credit impair financial stability?
Back in 2008, the Federal Reserve made important changes in the way it handles monetary policy. We’ve written about them several times, but few really understand. The press won’t ask questions about it and few economists discuss them.
Despite the overall positive response from the markets last week, the data presented its share of ups and downs. Stay up to date on the varied indicators with the latest commentary from Professor Siegel.
To say that inflation data during the first quarter of the year surprised us and the markets is clearly an understatement and by Tuesday of this week, with the higher-than-expected Producer Price Index (PPI) print for April, markets were clearly on edge as they were also potentially expecting a higher reading for the Consumer Price Index (CPI) on Wednesday.
Inflation data has continued to fuel uncertainty about when the Federal Reserve will begin to cut interest rates. It's a question with global implications.
Recent challenges from higher rates and banking turmoil are well known to investors in preferred securities, but the performance of this asset class relative to other alternatives in fixed income may not be. Here’s why we think preferreds continue to offer attractive total return potential and a tax-advantaged income stream.
Amid significant advancements in the realms of artificial intelligence (AI) and robotics, there’s plenty of related investment ebullience.
While extracting yield is a prime option for bonds exposure, the risk associated with depreciating prices shouldn't put off investors.
Private asset trends may not directly apply to many investors in publicly available strategies, but they can provide helpful data.
Sometimes two seemingly opposite things can be true at the same time. Right now, we can correctly say inflation is both a) better than it was and b) higher than it should be.
While I don’t miss covering multiple earnings calls in a day, I appreciate how quarterly updates impact the returns of equity ETFs.
Steady income and access to remaining assets are key considerations for DC plan sponsors.
If you are interested in investing in a high quality large pharmaceutical company, two of your primary choices would be Pfizer (PFE) or Merck (MRK), of course, Merck being the largest. Which one of these investments would suit you better as an investor?
Despite the US Federal Reserve’s cautious stance on interest rates and the shifting dynamics of the equity and fixed income markets, Franklin Income Investors CIO Ed Perks believes conditions are favorable for investing in these asset classes.
Making the power sector fit for the twenty-first century requires a “banker” that finances and coordinates relevant long-term investments, and an “architect” that guides the development of a complex, interconnected smart-grid system. National governments need to fill both roles.
April’s U.S. inflation report likely offers some comfort to Federal Reserve officials, but rate cuts are unlikely until we see a more substantial deceleration in inflation.
Learn how using a “switch” trading strategy can create efficiencies to improve overall execution cost and quality.
On Tuesday, the Biden administration announced significant tariff increases on China, targeting roughly $18 billion in strategic industries, with a sharp focus on electric vehicles (EVs). These tariffs, which quadruple to 100% on Chinese-made EVs, are designed to counter China’s unfair trade practices and overcapacity while boosting U.S. industries.
The current debate about generative AI focuses disproportionately on the disruption it might unleash. While it is true technological advances always disrupt legacy industries and existing systems and processes, one must not ignore the opportunities they can create or the risks they can mitigate.
In today's financial climate, marked by interest rate and geopolitical uncertainties, infrastructure investment offers financial and strategic opportunities. However, traditionally infrastructure portfolios have been divided into listed and unlisted segments, with investors choosing between one or the other.
If you are interested in investing in a high quality large pharmaceutical company, two of your primary choices would be Pfizer (PFE) or Merck (MRK), of course, Merck being the largest.
More than 338,000 Americans relocated for retirement last year – a 44% increase from 2022 – and about a quarter of those retirees moved to a different state.
We explore how stabilization and growth of global markets may potentially shift preferences toward equities relative to bonds.
Will the good times continue for the UK equity market in light of an upcoming election? Marcus Weyerer opines.
With inflation cooling off somewhat, it may be worth considering adding an active growth investing ETF like TGRT.
As the capital markets brace for potential rate cuts before the end of the new year, investor demand is building for corporate bonds.
ETFs are getting financial advisors more comfortable with putting their money in digital assets. This article, from an investor in early-stage Blockchain ventures, provides advice on why advisors need to invest in bitcoin with the big picture in mind in order to maximize returns and diversification for clients.
Portfolio Manager Shuntaro Takeuchi gives his take on the outlook for investor returns in Japan’s equity markets.
In our latest research insight, RBA's Senior Research Analyst, Matthew Poterba, explains the numerous positive developments that help explain China's strong year-to-date outperformance.
The Northern Trust Economics team shares its outlook for U.S. growth, employment, interest rates and inflation.
In April, the recent stock market performance showed a slight drop, followed by a recovery in the S&P 500, while smaller companies faced challenges from higher interest rates. Despite this, the economic outlook remains positive, with moderate inflation and steady growth.
Global Property Equities portfolio managers Greg Kuhl, Guy Barnard and Tim Gibson discuss the current attractive relative valuation opportunity and merits of residential REITs.
Managers are increasingly focusing on sectors beyond tech that could benefit from the rise in AI in the short term. These include healthcare and consumer companies, which also have more attractive valuations.
Rising profits could bring more fixed income investors to corporate bonds if the profit outlook remains rosy.
In the U.S., first-quarter earnings season is in the books, but there are still some reports to be delivered by big-name ex-US companies, including several from China.
Walmart kicks off retail earnings season as high interest rates and inflation raise concerns over continued robust consumer spending.
Questions are being asked about the US managed care industry, but some businesses are equipped to rise to the challenge.
Sanctions have not been as powerful as expected.
Anticipation is one of those mental states that can result in either relief, or disappointment. We may anticipate the results of a test, for example, and feel relieved if the results are good, or disappointed if they are not.
For families saving for college, 529 plans remain popular. Our Bill Cass shares some key facts about 529 plans.
The path to the US’s energy future is becoming obvious. Over time, nuclear will become one of, if not the primary, sources of energy feeding our ever-growing demand for electricity. China and India are far ahead of the US on this, with hundreds of new reactors slated for construction.
