On Tuesday, the Biden administration announced significant tariff increases on China, targeting roughly $18 billion in strategic industries, with a sharp focus on electric vehicles (EVs). These tariffs, which quadruple to 100% on Chinese-made EVs, are designed to counter China’s unfair trade practices and overcapacity while boosting U.S. industries.
High fees are the main reason the Bridgewater fund and the other hedge funds using a risk-parity strategy performed so badly. Their underperformance relative to the 60/40 index portfolio amounted to about three percent annually. Of that three percent about two percent went to fees and other compensation.
JPMorgan Chase & Co.’s asset management arm has created a new European money market fund focused on public debt, a kind of investment that largely disappeared when interest rates were negative.
The fortunes of Silicon Valley startups rose and fell together like never before in recent years. Partly that was due to the indiscriminate tidal wave of money that washed through venture capital, but it’s also because many business-to-business software startups are closely connected as each other’s customers.
In today's financial climate, marked by interest rate and geopolitical uncertainties, infrastructure investment offers financial and strategic opportunities. However, traditionally infrastructure portfolios have been divided into listed and unlisted segments, with investors choosing between one or the other.
If you are interested in investing in a high quality large pharmaceutical company, two of your primary choices would be Pfizer (PFE) or Merck (MRK), of course, Merck being the largest.
Billionaire investor David Tepper loaded up on beaten-down Chinese stocks last quarter while reducing stakes in high-flying US tech firms, leading hedge fund managers who are slowly warming up to China amid a record gap in valuations between the two markets.
More than 338,000 Americans relocated for retirement last year – a 44% increase from 2022 – and about a quarter of those retirees moved to a different state.
We explore how stabilization and growth of global markets may potentially shift preferences toward equities relative to bonds.
Will the good times continue for the UK equity market in light of an upcoming election? Marcus Weyerer opines.
As the capital markets brace for potential rate cuts before the end of the new year, investor demand is building for corporate bonds.
BlackRock Inc.’s Rick Rieder has some advice that bucks conventional wisdom: The best way for the Federal Reserve to temper inflation will be to lower rates, not hold them higher.
Huge news from the markets today: The Dow Jones Industrial Average hit 40,000 points for the first time. The number is splashed across financial news sources the world over (including Bloomberg), even though the index closed back below the threshold by the end of trading.
ETFs are getting financial advisors more comfortable with putting their money in digital assets. This article, from an investor in early-stage Blockchain ventures, provides advice on why advisors need to invest in bitcoin with the big picture in mind in order to maximize returns and diversification for clients.
In our latest research insight, RBA's Senior Research Analyst, Matthew Poterba, explains the numerous positive developments that help explain China's strong year-to-date outperformance.
The Northern Trust Economics team shares its outlook for U.S. growth, employment, interest rates and inflation.
Global Property Equities portfolio managers Greg Kuhl, Guy Barnard and Tim Gibson discuss the current attractive relative valuation opportunity and merits of residential REITs.
Managers are increasingly focusing on sectors beyond tech that could benefit from the rise in AI in the short term. These include healthcare and consumer companies, which also have more attractive valuations.
The JPMorgan Chase & Co. chief executive officer said significant price pressures are still influencing the US economy and may mean interest rates will be higher for longer than many investors are expecting. Dimon cited costs linked to the green economy, re-militarization, infrastructure spending, trade disputes and large fiscal deficits.
There was white smoke over the Bureau of Labor Statistics, sort of, on Wednesday morning. The key measures of consumer price inflation for April confirmed expectations for a slight decline, and alleviated growing anxiety over a possible reacceleration. Risk assets across the world spent the rest of the day exhaling deeply.
Aside from the big box bloodbath of 2022, when an abrupt halt in buying left Walmart Inc. sitting on too many sweatpants and patio sets, the world’s biggest retailer has been one of the beneficiaries from inflation.
Rising profits could bring more fixed income investors to corporate bonds if the profit outlook remains rosy.
Walmart kicks off retail earnings season as high interest rates and inflation raise concerns over continued robust consumer spending.
Anticipation is one of those mental states that can result in either relief, or disappointment. We may anticipate the results of a test, for example, and feel relieved if the results are good, or disappointed if they are not.
For families saving for college, 529 plans remain popular. Our Bill Cass shares some key facts about 529 plans.
The path to the US’s energy future is becoming obvious. Over time, nuclear will become one of, if not the primary, sources of energy feeding our ever-growing demand for electricity. China and India are far ahead of the US on this, with hundreds of new reactors slated for construction.
As artificial intelligence rolls out around the globe, will it drive inflation or deflation? The answer is both — one and then the other, according to JPMorgan Chase & Co.’s new global co-heads of sales and research.
Time and again, Jerome Powell has made it clear. Financial conditions, the Federal Reserve’s key lever for cooling the US economy, are tight.
A measure of underlying US inflation cooled in April for the first time in six months, a small step in the right direction for Federal Reserve officials looking to start cutting interest rates this year.
An unfortunate byproduct of the dollar’s unexpected surge has been the revival of a bogey that just won’t die: currency wars. The phrase gets thrown about during periods of dislocation in the foreign-exchange market and has the beauty of meaning whatever the person who utters it desires.
Our holiday from history has come to an end. I am referring not to world peace but to the zero-interest-rate environment so many people expected would last forever.
With the potential for higher-for-longer yields across countries, we see the global fixed income opportunity set as the most attractive in years.
An elevated or rising rate environment creates pockets of opportunity within asset classes such as closed-end funds.
When it comes to the financial markets, investors have a litany of investment vehicles to choose from. The choices are nearly unlimited, from brokered certificates of deposit to complex derivative instruments.
Skepticism is warranted when inflation stories exclude bad news.
The finance world can get complicated, especially for the passive or uninterested investor. Let’s face it, some of us are not curious about sports, movies, exercise, reading, or other things while others of us carry a passion for them.
Can artificial intelligence help you have stronger, more authentic relationships with human clients?
With such colossal wealth in play, the demand for financial advisors equipped with the expertise to navigate the complex terrain of tax planning and wealth management optimization strategies has never been more vital.
On this week’s episode of ETF Prime, host Nate Geraci is joined by VettaFi Head of Research Todd Rosenbluth to discuss hedge funds embracing ETFs, spot ether ETFs, and a potential shortage of ETF tickers, among other topics. Afterward, Bancreek CEO and CIO Andrew Skatoff spoke with Geraci about his investment philosophy.
Alphabet Inc.’s recent results raised hopes that the Google parent can still be a big player in artificial intelligence. Now it has a chance to prove it.
Investors are understandably frustrated by listed real estate investment trusts (REITs). The S&P Real Estate Select Sector Index is off 2.1% over the past three years, belying real estate’s reputation as an inflation-fighting group.
Wall Street strategists are worried that US stocks are on a trip to nowhere, but that doesn’t mean you shouldn’t go along for the ride.
You will find it very difficult to find good value in stocks in a bull market like we’ve had since 2008. As Warren Buffett says – “You cannot invest in what’s popular and expect to do well.”
Happy National Small Business Day! Every year on May 10, small businesses are officially recognized for their contributions to the US economy. And rightfully so. Small businesses are the backbone of the US economy.
ESG integration is a trend financial markets are familiar with, but that doesn’t mean all asset classes are at the same levels of progress. ESG means different things to different people, and its integration into equity investment does not represent the same journey experienced in fixed income.
Franklin Templeton Institute’s Tony Davidow discusses democratization of alternative investments and the lessons learned from institutions that have historically used alternatives with Matt Brown, Founder and CEO of CAIS.
Bank lending standards are still restrictive, underscoring the Fed's view that financial conditions remain tight and any resulting economic weakness could keep rate cuts in play.
VettaFi’s Head of Research Todd Rosenbluth discussed the ALPS/SMITH Core Plus Bond ETF (SMTH) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Capitalism has had an even better run recently, with the globalization of prosperity.
Markets seem to have been basking in the spring sun as they wait for the approaching summer heat, so to speak.
