More clarity on interest rates means more clarity on the investment outlook and the opportunities across private markets.

In the waning seconds of one of the most watched women’s college basketball games ever, a foul was called.

When oil jumped above $90 a barrel just days ago, military tensions between Israel and Iran were the immediate trigger. But the rally’s foundations went deeper — to global supply shocks that are intensifying fears of a commodity-driven inflation resurgence.

JPMorgan Chase & Co. Chief Executive Officer Jamie Dimon said artificial intelligence may be the biggest issue his bank is grappling with, likened its potential impact to that of the steam engine and said the technology could “augment virtually every job.”

Can Federal Reserve (Fed) officials live with such a strong labor market and still start lowering interest rates in June or July?

Derive market upside and tax-efficient income with the actively managed NEOS S&P 500 High Income ETF (SPYI).

March was another positive month for markets, continuing the rally to start the year. Improving corporate fundamentals and a supportive economic backdrop drove solid single-digit returns for U.S. markets during the month.

Copper is trading at a 52-week high, oil is above $90 a barrel and the S&P 500 Energy Index just hit a fresh all-time high.

Competition for electric vehicles is mounting, but demand persists. So how can equity investors capture the potential of the fast-changing industry?

The only way to outperform an index is to be different from that index in the right way. For the last few years, there has only been one way to do that. But if the Titans tank, if they flatline or even if they are just joined in their bull market by more sectors and companies, there will be many more.

A rough start to the year for bond traders risks getting worse with the release of key US employment data on Friday. Treasury yields remain near their highest levels of 2024 ahead of the report, which is forecast to show that solid jobs growth moderated in March.

Many of us have our favorite economic and financial indicators. I’m referring to those indicators that don’t get a lot - if any - attention from the television channels geared toward finance and markets and yet can provide important insights. One of my favorites - the divergence between key US and German fixed-income benchmarks - is at a notable level.

As a retirement economist — not to be confused with a retired economist, which are rare — I often find myself talking to Wall Street types who happen to be in charge of a lot of other people’s money.

Gold retreated after hitting a fresh record as investors weighed remarks from policymakers ahead of a key jobs report due Friday.

The global investment landscape is set to be transformed in the months ahead as the trajectories of major economies diverge more noticeably.

A favorite Mark Twain aphorism states, “It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t so.”

We are normally reluctant to use trendy phrases to explain either our good and/or bad calls regarding the U.S. economy. However, saying that ‘this time is different’ is more than fitting today to understand what has happened to the U.S. economy since the recovery from the COVID-19 pandemic.

An economic soft landing in 2024 remains our base case. Inflation continues to cool, which we think will prompt central banks to follow through on rate cuts by late in the second quarter. Meanwhile, political and policy risks could rise, as over half the world holds key elections in the coming months.

Andy Acker and Dan Lyons, Portfolio Managers of the Healthcare and Biotech strategies, discuss why the rematch in this year’s U.S. presidential election could be neutral for the healthcare sector.

Japan is finally experiencing much needed inflation, and the subsequent wage gains could be a catalyst for stock involvement.

A flurry of investor interest is taking place in the corporate bond market as investors scramble for yield before rate cuts.

Emerging-market local-currency bonds have rallied sharply since last October, along with other risky segments of the global bond market. However, navigating the market can be challenging.

Financial markets and the US Federal Reserve remain in disagreement on a subject crucial to asset prices and economic growth: how low interest rates will eventually go.

Federal Reserve Chair Jerome Powell signaled policymakers will wait for clearer signs of lower inflation before cutting interest rates, even though a recent bump in prices didn’t alter their broader trajectory.

At the beginning of the year, we took the view that emerging markets in Asia as well as Japanese equities would perform well but that the first few months would be unsettled. That's largely how it has played out.

Market rally driven by a broadening of the market and optimism that the Federal Reserve will deliver rate cuts later this year.

Gold started this week at an all-time high. It’s up about 10% since the start of the year. That’s roughly on par with the S&P 500. All of this while inflation is trending down (with some bumps).

Investors have been selling inflation protection in the mistaken belief that it’s no longer needed. They’ve helped create a unique opportunity.

In 1983 Bonnie Tyler's ‘Total Eclipse of the Heart’ rocked the FM airwaves, reaching number 1 on the Billboard chart. My father, who couldn't get enough of the tune and played it over and over.

Emerging markets equities and the related exchange traded funds have long been responsive to Fed decisions on U.S. interest rates.

Bond traders are piling into bearish bets, fueling a selloff in benchmark Treasury securities, as fresh evidence of robust US growth triggers a recalibration of expectations for Federal Reserve interest-rate policy.

The economy, inflation, interest rates and market valuations drive the key questions facing advisors. Does the tech stock landscape mirror the boom of 1996 or the bust of 2000? What will be the impact of Meta's inaugural dividend payment? Is now the time to increase allocations to international Markets? What are the challenges faced by retail banks by not providing competitive rates and the resulting opportunity cost of holding cash? Finally, we will address the complexities advisors face in investment management, client growth, and retention.

Inflation looks to still be trending lower, but a relatively stubborn decline will likely inspire the Fed to start cutting rates later (and slower) than expected.

Too many companies with solid earnings growth haven’t been rewarded in narrow equity markets. That may be about to change.

With technology changing the way we live, we are taking a trip down memory lane to look back at a piece of technology that has entertained generations: classic video games.

Evidence of overstretched households is emerging, which could threaten the soft landing scenario.

Several years ago some politicians started demanding that the Federal Reserve get audited. We think the idea has some merits but also some drawbacks, as well.

The artificial intelligence craze has driven Nvidia Corp. to a $2.3 trillion market value from about $360 billion at the beginning of last year, which means the chipmaker is trading at a price that’s 75 times higher than earnings. It is also taking some industrial companies along for the ride with a lot of room to run.

Thursday marked the final trading day of the week, month and quarter. It seemed only fitting the two major data releases delivered the overarching message of 2024.

Over the past 70 years, rising government debt generally has been accompanied by weaker economic activity. But it's not a simple relationship.

Negative interest rates have more cons than clear pros.

Bond investors who are overly focused on individual data points may lose sight of the bigger opportunity picture.

For lack of a better word, the fixed-income mantra is getting stale. Interest rates have peaked, and they remain at elevated levels, allowing investors to take advantage of higher income and ample cash flow opportunities.

Investors who just booked profits from one of the strongest first quarters for the S&P 500 Index in decades are preparing for what comes next — whether that’s stocks climbing higher or crashing back to earth.

Bond traders priced in less monetary policy easing by the Federal Reserve this year — and briefly set the odds of a first move in June to less than 50% — after a gauge of US manufacturing activity showed expansion for the first time since 2022.

Reasonable people can disagree about whether US disinflation is actually stalling and what it might mean for Federal Reserve monetary policy. But it’s getting much harder to deny the underlying strength of the economy, suggesting central bankers can afford to wait before reducing benchmark interest rates.

What an impressive start to the year for US stocks! Not only did the S&P 500 Index achieve its largest first-quarter gain since 2019, it did so amidst significant challenges.

Implementing the TIPS ladder is clunky, so I challenged the fund industry to simplify and improve with a TIPS ladder Fund. Stone Ridge Asset Management has done just that with its new LifeX Inflation Protected mutual funds.

Advisors can help retirees mitigate sequence risk – and successfully navigate market swings.

By taking a few key steps, you will find many practical ways to prepare financially for the college education of your children.