Last week we changed our economic forecast because the economy has remained stronger than we expected. We delayed the start of the recession to the first quarter of 2024 rather than the last quarter of 2023.
The BRICS’ invitation to six more nations to join their group is an important initiative promoting greater global influence for major EM countries.
As multi-asset income investors, we seek to help a wide range of clients meet their income needs. The benefits of an income-centric approach are especially relevant for investors as they enter retirement – and that’s especially true today. We bring that to life with two case studies.
There are differing opinions all around, but some reputable sources like Goldman Sachs are saying it’s increasingly unlikely. Yet the Fed is going to be raising rates further, from what it looks like because inflation is higher than they want.
Xylem is a leading innovator of water solutions. This Knowledge Leader harnesses smart technology to provide water, wastewater, and energy solutions to a diverse range of sectors, from agriculture and aquaculture to commercial buildings and energy.
Though it encountered some hiccups last month amid fears the Federal Reserve isn’t done raising interest rates, tech remains one of this year’s best-performing sectors. Some analysts believe there’s more upside to come for the S&P 500’s largest sector weight.
Things are not exactly going China’s way these days. One incident after the other has led to a virtual collapse of international investments in China, but that could potentially be the more benign outcome of the ongoing Chinese debt crisis.
There’s one question I try to answer with any beaten-down stock: Is this a good company with temporary, solvable issues?
About once a year, I have to address the issue of chasing the “10 Best Days” of the year.
Artificial intelligence (AI) has been top-of-mind for investors for much of 2023, fueling a strong rally in the S&P 500. While it may take time for AI to have a similar impact on small cap stocks, we share the market’s enthusiasm and believe AI has the potential to become one of the most disruptive secular growth trends ever.
Stocks are up 18.7% year-to-date, which is good news for portfolios and 401(k)s, but did you know that most of the heavy lifting has been done by a very small number of S&P 500 stocks?
Look up the word “cycle” in a dictionary, and you’ll find something like this: “A regularly recurring sequence of events.” Sounds simple, but that definition leaves a lot of ambiguity.
Advisors can capitalize on the expected transfer of wealth between generations, the expected wave of retirements among older advisors, and referrals from other professionals.
The favorite in Argentina’s presidential election has vowed to eliminate the central bank and dollarize the economy. Which path will the country follow?
We believe idiosyncratic credit events may occur over the next 12 months, but systemic bank risk is remote.
A steady stream of news helped drain enthusiasm from the equities markets through most of August, snapping a five-month growth streak at a time of the year known for cool market performance despite the swelter of its dog days.
Chief Diversity Officer Regina Curry and Franklin Templeton Head of Digital Assets Roger Bayston believe creating workplaces with intentional collaborative, inclusive, and debiasing practices can power great development environments.
Credit balances are not the only consumer indicator running high.
In an environment of pronounced volatility and less-than-certain equity and bond performance in the last few years, investors are leaning toward more complex strategies such as alternatives.
Active ETFs have had a really strong year so far in 2023, picking up advisor and investor interest. Even institutional investors have increasingly turned towards specialist, responsive management.
The S&P 500 closed August with a monthly loss of 1.71%, after a gain of 3.22% in July.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will analyze the upcoming spin-off of Kellogg into two separate companies and discuss whether it is a good investment opportunity.
Adjusted earnings forecasts tend to overshadow reported earnings and add uncertainty to corporate outlooks.
The resilience of US growth, earnings and markets has been the big surprise of 2023. Stephen Dover, Head of Franklin Templeton Institute, opines on the factors at play—and whether they will last.
While the S&P 500 delivered solid performance this summer, we remain cautious in the near term given the Index remains modestly above our year-end target of 4,400.
A slew of recent polls, studies, and surveys confirmed the importance and relevance of ESG investing to younger investors.
Given their overall credit risk versus safer government debt, corporate bonds may not get enough exposure in a retirement portfolio. However, they can serve a purpose as long as investors are aware of their nuances.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will discuss the compelling investment opportunity in Conagra Brands (CAG).
We believe the best way to add value is through relative positioning in sector allocations, individual security selection and along the yield curve, holding duration neutral overall. That approach, however, does not prevent us from having views on interest rates and we think bonds offer good value at current rate levels.
On Tuesday, Grayscale finally won its lawsuit against the SEC (see initial coverage here). For the past few years, Grayscale has been in an ongoing legal battle with the SEC over converting its Grayscale Bitcoin Trust (GBTC) product into a spot Bitcoin ETF.
Sometimes things sound the same, look the same, or feel the same – but they are not. It doesn’t necessarily mean one is better or worse than another but uniquely dissimilar and serving, unlike purposes.
The Fed's asset portfolio is on an uncharted course.
Although high-yield bonds have performed well so far this year, we continue to take a cautious view.
On August 30, 2023, VettaFi hosted an Artificial Intelligence Symposium which had an extraordinary turnout, with over 1,200 advisors registered for the event.
The Northern Trust Economics team shares its outlook for major markets in the months ahead.
Active ETF investing has had a big year so far, but it can still play a big role in closing out 2023. International equity ETFs can really benefit from active investing. With a strong case for international equities brewing, now may be the time to look closer.
Dividend Growth Stocks for Current Income and Dividend Growth General Mills (GIS) Consumer staple stocks are blue chips that are considered some of the safest dividend growth stocks you can invest in, especially for dividend growth and dividend growth of income.
Markets are prone to cyclical behavior, which presents risks and opportunities for investors. Here are some basics investors should know about market cycles, recessions, and recoveries.
Tuesday brought a decision felt throughout the cryptocurrency ecosystem. The United States Court of Appeals ruled that Grayscale can convert GBTC into a spot bitcoin exchange traded fund.
First, let me start with a tweet by Larry Summers, though this chart has been passed around by Andreas Steno Larsen and others.
Today the monthly Job Openings and Labor Turnover survey came out for the month of July. Expectations were for 9.5 million job openings, but the actual figure came in at 8.87 million, representing the biggest miss in recent history.
You’re nearly there! You’re nearing the age when you can finally stop working and enjoy some well-earned rest. But there are a few more steps you should take before officially retiring, which will ensure greater financial stability and peace of mind in your later years.
Dave Wysocki, Vice President of Sales at Harvest ETFs discusses why ETF liquidity is different from stock liquidity.
Volatile rates are adding to the cost of residential debt.
When it comes to AI, VettaFi’s financial futurist Dave Nadig said that thanks to ChatGPT, “we’re in this bit of a hype cycle.” But we’re also “in a bit of the reality-check cycle.”
Despite softening demand, US home prices remain elevated. The culprits are high interest rates, limited supply and owners' reluctance to take on new mortgages.
The Fed chair’s high-profile speech emphasized the central bank’s focus on taming inflation.
Broadly speaking, equity-based strategies fueled the initial boom in environmental, social, and governance exchange traded fund proliferation. As a result, criticism lobbed at ESG investing has focused on equity-based ESG funds.
Fitch’s recent downgrade of the U.S. debt rating alarmed investors as the deficit and debt steadily increased. The downgrade sent 10-year Treasury bond yields above 4%, causing concern about America’s deteriorating financial condition.
