Here’s why giving up the pleasure of talking will lead to more conversions.

A key measure of underlying US inflation stepped down for a second month in May, a pleasant surprise for Federal Reserve officials looking for signs that they can start to lower interest rates.

When JPMorgan Chase & Co. arranged a series of trades to shift the risk of losses from $20 billion of its loans, some of those dangers wound up at a familiar place: rival banks.

JOLTS (job opening data) had a massive surprise, three standard deviations below consensus estimates, the driving job openings to unemployed workers ratio back to pre-pandemic levels.

We have gained a number of new investors and get regular vetting interest from investors who need to understand the roots of our stock-picking discipline.

Looking into the second half of the year, we are optimistic that returns will be stronger, but also expect volatility to remain elevated.

Readers of the IMF’s latest annual review of the US economy will be startled to learn that, in the Fund’s estimation, US government debt is on a sustainable path. That assessment makes sense – but it is only as good as the assumptions that underpin it.

The needs of retirement plan sponsors and savers are changing, and advisors may want to consider a value proposition for the “next normal” in the shifting retirement landscape, according to Mike Dullaghan, Retirement Strategist at Franklin Templeton.

Personal Consumption Expenditure (PCE) measures the price paid for goods and services by consumers. It reflects changes in consumer behavior and captures inflation (or deflation) across a wide range of consumer expenses. Prices for both goods and services are measured.

Bond traders who have come to terms with the prospect of higher-for-longer interest rates through 2024 are looking toward this week’s Federal Reserve meeting for clues on how to game out 2025 and beyond.

Alliance Bernstein converted two short duration mutual funds, worth almost $800 million in assets under management, into ETFs on Monday.

Wall Street’s half-trillion-dollar business cloning quant trades has some surprising new customers: the very firms whose strategies it mimics.

Over the past few years, even as they have been gritting their teeth and complaining about higher prices, consumers have been fueling US economic growth. Now their pandemic savings are gone and the labor market is cooling off, raising the question: How much will the economy slow down?

Investors and their advisors have become more open to allocations to private investments in recent years as they seek improved risk-adjusted returns and diversification benefits.

Passive quantitative tightening could be the Bank of Japan’s next step toward normalization. Here’s why.

It is essential for financial professionals to include a variety of sources of guaranteed income to give clients the freedom to worry less, gain confidence about the future and enjoy life more.

With a Presidential election less than five months away, expect to hear a great deal of discussion about inequality: the gap between the rich, the poor, and the middle class.

Defending my love of dividends consumes a lot of my time. Sometimes I’ll pull out my track record. Other times I explain how owning boring and stable dividend stocks means I spend less time watching and worrying about them.

While early earnings guidance for Q2 is more a mixed bag, and not all months will look like this, May was a great month for equity investors. The adage, “Sell in May and go away” hasn’t seemed to work out so well over the last few decades.

What’s the best age to start taking Social Security? That is a frequently asked question for financial advisors. It’s also, as any financial advisor will admit, completely unanswerable without significantly more information. Social Security is too inherently complex for one-size-fits-most recommendations.

Of course, perfect or even near-perfect market forecasting is folly. But even if we can find a successful forecaster, odds are that they won’t add any value after taxes.

Part Two focuses on the traditional energy suppliers that will fuel the power grid. The industries and companies are not presented in any particular order.

This week, the International Air Transport Association (IATA) significantly upgraded its profitability projections for airlines in 2024. The trade group now expects net profits to reach $30.5 billion, an increase from $27.4 billion in 2023.

The most important precondition for the U.S. dollar to lose its dominance would be the existence of a viable alternative currency, which currently does not exist.

We think today’s market landscape calls for a different mix in multi-asset income strategies.

Apple Inc. isn’t typically the first to embrace new product categories — as it famously showed with its iPhone, smartwatch and Vision Pro. All those areas were established before the company showed up, but Apple found a way to make its mark.

Treasury yields surged as surprise strength in the US labor market forced traders to pare back their wagers on Federal Reserve interest-rate cuts this year.

While governments responsibly issue debt to fund public investment and dampen the business cycle, the US federal government has borrowed at an increasingly prolificate pace over recent decades.

After a weak April, markets bounced back in May, with the S&P 500 staging a breathtaking rally in the final few hours of trading on Friday, May 31.

Higher coupons and interest payments can make premium municipal bonds worth the extra upfront cost.

Historically, the level of U.S. debt has had no correlation with the performance of the stock or bond markets.

Why is there so much angst among investors? The mixed economic signals may have a lot to do with it.

European value stocks offer a compelling case for short- and long-term investment opportunities, supported by strong fundamentals, attractive valuations, and favorable market conditions.

Treasury bonds are rallying, which opens the pathway for investment opportunities in three Vanguard exchange-traded funds.

Portfolio Manager Peeyush Mittal says even as Narendra Modi looks set to remain as Prime Minister, India’s domestic growth agenda faces a pause until the political landscape takes shape following the country’s elections.

Here are some financial planning considerations and steps newlyweds may want to take after the wedding. Our Bill Cass highlights some of the key areas.

A defining feature of the post-COVID investment regime has been the persistence of elevated market uncertainty and volatility. The below visual highlights how this has led to a wider range of market performance outcomes, focusing in on the vast difference between the last two calendar years.

Investment-grade corporate bonds aren’t doing much to thrill fixed income investors so far this year.

Here we are through the first five months of 2024, and you could say the more things change, the more they stay the same. What exactly do we mean, you might ask?

More investors opt for market flexibility with active funds as inflows are outshining their passive peers in the current market environment.

A peaceful retirement, including the knowledge that your business will survive long into the future without needing to be sold, can quickly evaporate if you’re still the central rain maker of your business.

Its business is massive, its profits are booming and everyone already knows Nvidia Corp. is the hottest stock on Wall Street.

BlackRock Inc., Citadel Securities and other investors are backing an upstart Texas stock market, laying down a challenge to the New York Stock Exchange and Nasdaq Inc. and signaling a potential boost for a state trying to grab more of the financial services industry.

The future of electricity demand for everything from electric cars to Bitcoin mining to artificial intelligence may also be the cure for our debt concerns.

The global economy continues to recover from pandemic aftershocks, including trade dislocations, outsize monetary and fiscal interventions, a prolonged inflation surge, and bouts of severe financial market volatility. At PIMCO’s 2024 Secular Forum, we explored how the aftereffects of those disruptions are producing some unexpectedly positive developments while introducing longer-term risks.

Bitcoin traded lower on May 31, but overall, the fifth month of the year was kind to the digital asset.

While emphasis on domestic bonds is valid, market participants should be careful to not ignore emerging markets bond opportunities.

As the global economy builds on its recovery this year, markets may see increased volatility due to divergent central bank policies, geopolitics and election outcomes.

Over the past 18 months, investment grade (IG) corporate credit spreads have narrowed considerably in response to solid fundamentals and a strong economy. Given the tight spread levels, should investors reconsider the attractiveness of owning corporate bonds and instead buy Treasury securities?

Avantis Chief Investment Strategist Phil McInnis discusses the firm’s impressive growth and then dives into active ETFs covering small cap value and international equities. VettaFi’s Todd Rosenbluth offers insight into the latest advisor polling data from their recently held Alternatives Symposium.