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.
New US home construction rose by less than forecast in April and permits for new activity dropped, suggesting the recent rise in mortgage rates is giving builders pause.
ETFs have emerged as a cornerstone of modern investment portfolios, offering unparalleled flexibility, transparency and accessibility to investors worldwide. Within this realm, active ETFs have carved out a distinct niche, challenging the traditional paradigms of passive investing by incorporating active management strategies into the ETF structure.
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.
Active exchange-traded funds have seen record inflows in recent years, taking assets under management to $630 billion.
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.
In the U.S., first-quarter earnings season is in the books, but there are still some reports to be delivered by big-name ex-US companies, including several from China.
Walmart kicks off retail earnings season as high interest rates and inflation raise concerns over continued robust consumer spending.
Questions are being asked about the US managed care industry, but some businesses are equipped to rise to the challenge.
Weight loss treatments have recently seen huge breakthroughs with the rise of GLP-1 drugs such Ozempic and Wegovy. As more than one billion people living with obesity-related conditions seek to improve their lives, investors now have an ETF opportunity to invest directly in the burgeoning weight loss drug market expected to reach $100bn of annual sales by 2030.
The most important thing when it comes to managing your time, priorities and life is to get your priorities straight in the first place. It can be helpful to think in categories: work, family, spiritual, health, charitable inclinations and so on.
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.
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.
An elevated or rising rate environment creates pockets of opportunity within asset classes such as closed-end funds.
Market participants often focus on the Magnificent Seven's earnings growth, share price performance and stock valuations.
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.
The dollar's strength, particularly against major Asian currencies, has triggered a wave of skittishness in financial markets. Can anything be done to stem the greenback's rise, and even if something can be done, should it?
Can artificial intelligence help you have stronger, more authentic relationships with human clients?
The generational wealth transfer is the mountain range on our horizon, likely dominating the landscape for much of our careers. Yet many firms struggle to move from acknowledgement to action.
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.
In this article, I highlight five important steps firms looking to purchase an RIA can take to achieve their goals. For a step-by-step guide to buying an RIA.
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.
Federal Reserve Chair Jerome Powell said the US central bank needs to be patient as it awaits more evidence that high interest rates are curbing inflation, doubling-down on the need to keep borrowing costs elevated.
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.
Active ETFs seem to be everywhere right now following a big boom over the last few years. While active ETF strategies have been available for many years, the so-called ETF rule in 2019 kickstarted ETF development.
Nothing has been setting the US bond market’s direction this year more than the monthly inflation figures. This week will be no exception.
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.
AI adoption will dent the fight against climate change.
One theory making the rounds is that if President Trump gets back into office, inflation is going to surge.
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.”
In the spotlight today are the “Magnificent Seven,” which include Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla. These seven stocks account for over 30% of the S&P 500 by market capitalization.
In this issue of Sinology, Andy Rothman offers his perspective on two key questions.
Join Director of Mutual Fund Sales and Portfolio Management Marsha Otto, CFA, and Director of Investments Chris Duncan, CFA, as they discuss why predicting oil prices may not always yield profitable investments, and key characteristics of resilient companies in the volatile energy sector. The episode also highlights potential investment opportunities amid the global energy transition and examines the strategic positioning of the Brandes ETFs.
The biggest US tech stocks are not only a bet on innovation but also a possible hedge against inflation, according to some respondents in the latest Bloomberg Markets Live Pulse survey.
Novo Nordisk A/S plans to sell bonds for the first time in more than two years to help finance its large program to expand production of its blockbuster treatments.
Everyone is worried about the excessively high level of US government debt. Everyone, that is, except America’s creditors.
Any way you care to measure it, the United States has the world’s largest economy. It is not, however, the fastest-growing economy. And growth rates matter because, other things being equal, a faster-growing economy might eventually challenge US leadership.
Premiums and discounts are a popular metric to gauge the trading health of an exchange-traded fund (ETF). David Mann, our Head of Global ETFs Product and Capital Markets, updates his views on this metric with football (aka soccer) analogies from across the pond.
As an advocate of sound fiscal policy and a strong believer in the power of free markets, I find Argentina’s recent economic overhaul under President Javier Milei not just refreshing but essential in today’s world of bloated government spending.
As long as ETFs stay true to their original mindset of solving investor problems, growth is the only path forward. Current product development suggests that’s the most likely case.
Amit Dholakia of Franklin Mutual Series explains why some US capital goods companies may be off to the races after years of merely plodding along.
Google DeepMind has released a new version of AlphaFold, a landmark tool for predicting protein structures, that puts the artificial intelligence software on a path to make breakthroughs in biology research and bolster a business that Google’s AI chief says could be worth north of $100 billion.
Hedge fund firm Deer Park Road Management Co. is set to pounce on beaten-down prices in the residential mortgage market on expectations that the US Federal Reserve will start lowering rates later this year.
When Microsoft Corp. invested more than $10 billion for a chunk of OpenAI, scientists inside its storied research division were rankled about being shoved aside for a newer player from outside the company.
On the heels of Apple’s latest earnings report, the Wall Street Journal published an article titled “Apple is Buffett’s Best Investment,” which discusses how Apple became an oversized investment of Warren Buffett’s company, Berkshire Hathaway.
Guessing the direction of interest rates is no easier than any other tactical or market timing decision. The yield on the benchmark 10-year Treasury note is just under 3.9%. That is about 100 basis points less than it was a few months ago. Fed policy is uncertain, inflation has not been fully controlled, and fiscal deficits loom as a long-term risk for yields to go higher.
