The U.S. government bought shares of Intel and other companies and made a deal with Nvidia for some of its revenue. What does this mean for investors and for those firms?
Debt is a curse that can also be a blessing, depending on how the borrower uses it. Sadly, human nature seemingly ensures we often use debt unproductively—and not just as individuals. Governments have their own special way of using debt to buy benefits (and votes?) today that future generations will pay for.
The newest member of the Federal Reserve Board, Stephen Miran, recently outlined his reasons for wanting interest rates to come down by roughly 2 percentage points—far more than any other Fed member.
Physical artificial intelligence (AI), the convergence of robotics and AI, is here. With autonomous vehicles and industrial automation moving into mainstream adoption, Matt Cioppa from Franklin Equity Group explains why this could represent a generational opportunity for long-term investors.
As of midnight Tuesday, the U.S. government shut down, as lawmakers couldn’t reach an agreement on a short-term bill to continue funding government expenditures. Currently, none of the 12 appropriations bills have been passed.
Overfunded pension plans don't have to die—they can live on in a 401(k) plan.
How the shutdown may impact the Federal Reserve, the economy, stocks and bond yields.
Given the current market environment, should investors include China, the top economy in emerging markets (EM), or simply avoid it?
Locking in attractive bond yields can support long-term returns, especially as central banks cut interest rates and tariff effects pose risk to global economic growth and inflation.
Central banks are walking a tightrope, carefully fine-tuning their next moves as they face lingering inflation and subdued growth.
The government shutdown may spark some short-term volatility, but investors aren’t likely to bear the brunt of a red October.
Despite inflation remaining a concern, the Federal Reserve (Fed) cut interest rates in response to weakening jobs numbers. This allowed small-cap equity performance to lead a month that was generally positive across sectors, cap sizes and asset classes.
September’s rate cut may be exciting for many investors’ equities holdings, but those same investors may feel less excited about the income on offer from bonds going forward. Falling rates, of course, lead to falling yields in numerous debt securities and offerings.
Fall is here, making now an ideal time to address your year-end financial goals and begin mapping out new goals for the year ahead. Sequoia’s Special Needs Financial Planning team is a comprehensive financial planning partner, ready to support you on multiple fronts.
There has been a lot of controversy around the Trump administration’s policy toward the Federal Reserve recently. What is less obvious to most investors is what they’re aiming to accomplish. Trump continues to talk about getting rates lower, and this has been echoed in other parts of the administration as well.
Social Security is a key component of a comprehensive retirement income plan. As a result, making the right decisions around claiming benefits is critical for long-term success in retirement. Married couples in particular need to think carefully about how to best access benefits based on their individual needs and circumstances.
In the coming week, several Federal Reserve officials will speak following the recent decision to resume rate cuts.
Portfolio manager Lew Sanders has quietly built a legacy as one of the most influential value investors of the past 50 years.
Despite a weaker end to the month, the equity market “melt-up” successfully navigated what has historically been a tricky month for equities, as represented by the S&P 500 in September (average returns -0.61%), closing out the month (as of September 29) with a handsome gain of over 3%.
There are many ways to navigate market uncertainty, and pursue both upside participation and some level of downside protection. Options-based approaches such as the Defined Outcome ETF category loom large here, fit for purpose.
At this point, it’s no longer just a crypto-friendly government propelling movement forward — it’s real regulations that have been created.
Earlier this year, GMO’s Asset Allocation Team invested a sizeable 13% of its flagship unconstrained Benchmark-Free Allocation Strategy into the GMO Alternative Allocation Strategy (ALTA). ALTA provides daily liquidity and seeks to deliver equity-like returns with sensible and competitive fees, allowing for realistic return forecasts and prudent risk management.
AI technology has the potential to profoundly improve industries and markets, but not without some risks—like valuation and profitability—that investors should be aware of.
Last week, my colleague wrote about Anchoring Bias, a psychological phenomenon that attaches a particular price or specific yield level to a bond.
LPL Research analyzes recent market performance as Fed expectations, strong economic data, government shutdown concerns and more continue to have an impact.
Market sentiment has come a long way since the Tariff Tantrum. Earlier this year, the VIX volatility index shot up into the 60s, a fear level previously seen in such episodes as the October 1987 crash and during 2008’s rolling bank insolvencies.
Nomi Prins brings rare credibility to these conversations. She holds a PhD in international strategic studies with a specialization in political economy, and her career spans some of the most powerful financial institutions in the world.
In this video, Chuck Carnevale, co-founder of FAST Graphs, dives deep into Comcast (CMCSA) to evaluate whether today’s low stock price represents risk or opportunity.
Oil prices are notoriously difficult to forecast. Production can be volatile, and the global oil supply chain is complex.
Venture Global (VG), which went public earlier this year, is a rapidly expanding, low-cost producer of U.S. liquefied natural gas (LNG). Its business centers around liquefaction, which is the process of cooling natural gas into LNG, making it possible to ship overseas.
Inflation gave markets exactly what they wanted last week—no surprises.
When it comes to managing risk, OCIO providers can’t afford to overlook history.
Consumption spending surprised to the upside once again in August, something we had already seen from last week’s release of retail and food services sales during the same month.
In what represents a positive trend for investors engaged with ETFs such as the Invesco QQQ Trust (QQQ) and the Invesco NASDAQ 100 ETF (QQQM), the AI adoption conversation continues gaining importance and momentum.
For elite receivers, it’s not just about making the catch, it’s about what they do next. The same is true for financial advisors who switch broker-dealers. If you are considering a move, ask yourself: Am I just trying to make the catch? Or am I ready to take off down the field?
Over 60% of small cap investors use passive funds, but we strongly believe this is a missed opportunity, as small caps have consistently been one of the most reliable sources of alpha available in the public markets.
While it may seem that way at extremes, momentum tends to exhaust, and reversals or corrections become more probable. The RSI gives us a real-time gauge of when a trend may be vulnerable to a pullback or turn.
The latest read on the US labor market will be out this Friday, October 3, when the Bureau of Labor Statistics releases September nonfarm payrolls, unemployment, average hourly earnings and other metrics.
The Fed's extraordinary stimulus since the pandemic has fueled one of the broadest waves of speculation in history, from expensive equity valuations, historically tight credit spreads, and the ongoing bubble in cryptocurrencies, all pointing to excess liquidity.
JFLX charges a 45 basis point net fee for its investors. The strategy, per its prospectus, is empowered to invest across the debt spectrum. Its managers can shift its active strategy toward markets or sectors as market conditions change.
Back in the day, the arrival of the postman was a big deal. E-mail and texting existed only in the dreams of technologists, so people communicated with one another by writing letters.
Even as rate cuts occupy center stage in the 24-hour financial news cycle, surprise inflation could strike anytime. In the current macro environment, inflation could stem from the constant wildcard of tariff policy.
Get ready each week with high-conviction insights that go beyond media headlines.
From managing exposure to leveraging growth opportunities—core active portfolio managers can unlock the full potential of emerging markets.
Economic data are all over the place. GDP keeps growing in spite of signs of weakness in the labor market. Tariff policy is volatile, immigration has slowed, monetary policy tightened in 2023-24, with the M2 measure of money declining and “real” short-term interest rates consistently higher than at any time since 2010.
On this week’s edition of Market Week in Review, Senior Investment Strategist and Head of Canadian Strategy, BeiChen Lin, assessed the health of the U.S. economy. He also explained why the Swiss National Bank held the line on monetary policy and discussed the potential market impacts of a U.S. government shutdown.
Goodbye summer, hello fall! As the sun sets on another season, we’re swapping beach days and backyard barbeques for crisp mornings, vibrant foliage, football weekends, and everything pumpkin spice.
My reasons are simple. The debt pile is unfathomably massive, and it’s accelerating. Fiscal imbalances are widening, and monetary policy is being constrained. The Fed can’t raise rates aggressively without bankrupting the government, but it also can’t make deep cuts without tanking the dollar.
Federal Reserve Chairman Jerome Powell and his fellow central bankers are stuck between a rock and a hard place – and he knows it.
There’s small change and big change. The small ones are notable: recessions, market crashes, etc. You’ll see several in your lifetime. The greater changes tend to be technology-driven: the Industrial Revolution, the internet, and now maybe artificial intelligence, robotics, and what I’ve called the Age of Transformation.
