A familiar situation to many advisors: You’ve just attended a big conference, such as Future Proof or Exchange. You have a stack of new contacts, partnership opportunities, and friendly faces.
The US economy has been more resilient than many pundits had anticipated over the past year—but can this resilience continue? Stephen Dover, Head of Franklin Templeton Institute, recently hosted a discussion with economists from across our firm to explore where the risks and opportunities for investors lie today and into year-end.
One mark of true brilliance is the ability to make complex ideas seem simple. I think this is why so many of us fondly remember our early schoolteachers.
This article will demystify what a 401(k) rollover truly entails, why it’s an option to consider, and how it could play a role in shaping the landscape of your financial future.
As heightened inflation has lingered, the Federal Reserve diminished hopes of 2024 interest rate cuts and economic data suggests a mild recession in the first half of 2024.
Thomas Jefferson University (TJU) developed a strategic resource allocation framework to rationalize and simplify the complex legacy portfolio structures it had inherited through mergers and acquisitions.
Though time will continue to reveal its staying power, environmental, social, and governance (ESG) thus far has proven that it has its place in the investment community.
Japanese stocks have outperformed global equities by a wide margin this year. Is this a false dawn or can inflation continue to breathe life into the market?
The BoE will have to do more to bring inflation back down to target.
How long can the #economy stomach higher rates and avoid any major damage? In this month’s newsletter, we dive into why cuts need to happen soon, the fallout if they don’t, and how investors can position portfolios heading into year end.
Ether is the cryptocurrency of the Ethereum platform. Bitwise, ProShares, and Van Eck collectively rolled out a total of six funds that hold such futures. Additional similar funds from other issuers are in the works.
Investors had gotten used to smooth sailing with the economy remaining resilient, the equity market soaring double digits, and volatility remaining (mostly) subdued.
In an era of new economic challenges, we expect value investing to trump growth-oriented strategies for investors in Chinese equities.
Expectations of "higher for longer" U.S. interest rates has helped drive the dollar's recent rally.
Undoubtedly, artificial intelligence (AI) is a disruptive technology. That implies some sectors and industries will be purveyors of disruption, while others could be adversely affected by it.
After having maintained near-zero interest rates for decades, the Japanese central bank may be forced to hike rates if inflation remains persistently high. But Japan’s enormous government debt and vulnerable banking sector mean that doing so could trigger a systemic financial crisis.
The fiscal year ended last week, alarms went off both literally and figuratively, and a last-minute deal was reached to keep the government open for another forty-five days.
Housing affordability has been stretched thin across the United States. Joe Prestamer and Michelle Luu discuss some of the ways municipalities are tackling this complex issue.
At least for now, the US government has avoided a shutdown. Stephen Dover, Head of Franklin Templeton Institute, opines on what may come next after this temporary resolution, and the impacts on the markets.
Investors have been underweight Japan for decades, but conditions on the ground have changed meaningfully. Amid improving fundamentals and governance reforms, we believe it’s time to close the gap and take advantage of the attractive opportunity among small-to-mid cap Japanese companies.
More than two years and over 500 basis points later, the Federal Reserve (the “Fed”) has executed one of its most aggressive monetary policy moves in decades, bringing the Federal Funds rate (the rate that banks charge each other to borrow or lend excess reserves overnight) to a current target range of 5.25%-5.5%.
While government shutdowns impact the economy directly and indirectly, the magnitude of the impact is determined by the length and scope of the shutdown. Some operations can continue in a “partial shutdown” scenario, and thus impact the economy differently.
Emerging markets (EM) bulls may have to continue playing the waiting game after a rough end to the third quarter. Thankfully, leveraged exchange traded funds (ETFs) can keep traders in the game.
India will need to think beyond physical assets to continue its growth.
As Markets Insider reported, NVIDIA is the king of AI and it’s recently become the king of the stock market. But is NVIDIA still a good investment today after rising so much?
Good news for bond investors: yields are likely to stay higher for longer. We share strategies for making the most of this environment.
News of a liquidity crisis at China's largest property developer, Country Garden, has rekindled fears about the scale of the country's real estate problems and potential ripple effects. And Country Garden is not alone.
Plenty of ink has been spilled about how much money has gone into active ETFs in 2023, and from a pure top-line flows perspective, it’s true.
The world turns. New people are born and eventually move off the couch and into something resembling employment. And thus new generations of nonsense about “solved” topics are produced.
The Fed’s “soft landing” hopes are likely overly optimistic. Such was the context of the recent #BullBearReport, which discussed the long record of the Fed’s economic growth projections.
Last year, Exchange solidified itself as the most valuable advisor-centric event in the country, uniting advisors with thought leaders and experts in financial services, fintech, and economics. Exchange 2024 looks to be the boldest yet.
Rising rates in the second half of the year have brought year-to-date returns for the US Aggregate (“Agg”) benchmark index negative.
During Q4, we believe there is an elevated risk of market volatility when monthly U.S. inflation data is released, quarterly earnings season begins, and major central banks meet.
Last week in the State Street Global Advisors’ Gold ETF Impact Study, the firm reported that “Among approximately 1,000 investors surveyed, Millennials have the biggest allocation to gold at 17%, with Baby Boomers and Gen X investors lagging behind at just 10%.”
For various reasons, both have since struggled to recoup the necessary confidence to once again borrow in international commercial debt markets.
Gold and silver prices slid lower to close out the third quarter. Entering trading for the fourth quarter, the metals are back, once again, in the middle of the range where they have languished for more than three years.
Inflation has declined considerably from last year’s peak of ~9.0% to ~3.7%. However, policymakers still think they have more work to do and have signaled that one additional rate hike is likely.
Today, I am going to bring a new technology, and a new company, to your attention – a company in control of a technology so powerful that lithium-ion batteries could soon become yesterday’s story.
Energy and information technology are the two sectors most top of mind for investors, according to polling at VettaFi’s recent Equity Symposium.
Certificates of deposit (CDs) and Treasuries both can offer steady, predictable investment income—but how to decide between them? Here are five factors to help you choose.
From inflationary tailwinds for earnings growth to corporate reforms that unlock shareholder value, multiple regime shifts are underway to restore the appeal of the Japanese equity market, according to the Templeton Global Equity Group team.
Public credit markets offer high quality investments with attractive yields and downside resilience, while we see growing longer-term opportunities in private markets.
Prices of bitcoin and ethereum haven’t done much to spark enthusiasm in recent weeks. That lethargy could be belying significant appreciation potential.
Downside equity market volatility can be unsettling, but it is important to put the pullback in perspective and identify the drivers of the negative market reaction. First and foremost, the equity market was due for a modest pullback.
With negligible incremental risk, a RAFI Global Index hypothetically outperformed a Cap-Weighted Global Index by 40 bps per annum and a Cap-Weighted Global Value Index by 2.2% from 2007 to 2022—a 16-year period covering the long value rout and its aftermath.
“Compound market returns.” During bullish markets, there is inevitably a regurgitation of this myth that was contrived to extract capital from retail investors and place it in the hands of Wall Street.
Last week was all about financial factors, primarily interest rates. But this week was all about the real economy, notably the United Auto Workers (UAW) strike and the pending government shutdown. Indeed, worries about a recession rose on those two risks.
The degree of success of muni impact bonds often stems from showing issuers how they’ll be graded.
The S&P 500 has fallen almost 3% within the past month, highlighting the volatility that typically hits at the end of the summer. For volatility through the end of 2023, investors may want to consider two active ETFs from American Century.
Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation has 5 really interesting growth stocks for you in today’s video. These are companies that have double-digit earnings growth that can be bought at attractive valuations based on that growth.
