While S&P 500 index-based ETFs were down 4% in April, they remained positive for the year. We believe as more institutional and retail investors turn to ETFs, these products will further swell in size.

I had the opportunity this week to speak at the London AIM Summit, where presenters and attendees were cautiously optimistic about the economy.

The latest run of unchecked optimism might just be over.

Markets started the year anticipating several U.S. Federal Reserve (Fed) rate cuts in 2024, but by the end of the first quarter, a continued string of stronger-than-anticipated economic data readings led to a significant dialing-down of expectations.

The Federal Reserve just wrapped up another policy meeting, and markets continue to push back their expectations of a first rate cut.

The Federal Reserve is looking for more confidence that inflation is headed back towards its 2% target before commencing with rate cuts.

John Hancock Investment Management has added a new ETF to the company's growing lineup. JHHY primarily invests in high yield bonds.

Investors seeking energy sector exposure but concerned about oil and gas volatility should look to midstream master limited partnerships.

With yields at current levels, bond funds can lock in longer term yields, offer price appreciation potential and overall serve as a hedge against a possible hard landing. Though elevated cash balances worked during the Fed’s hiking cycle, we believe now is an opportunity for clients to consider adding duration given the potential for a Fed pause.

Apple Inc. shares jumped the most in almost a year-and-a-half after the company posted stronger-than-expected sales last quarter and predicted a return to growth in the current period, sparking optimism that a slowdown is easing.

Treasuries surged and traders ramped up bets on how soon the Federal Reserve will begin to cut interest rates this year after a US labor-market report trailed estimates.

Here’s a conversation starter ahead of Berkshire Hathaway Inc.’s annual meeting on Saturday: Warren Buffett should buy Boeing Co.

April’s sell-off isn’t dissuading investors from taking a closer look at adding bonds to their portfolio. The price dip is giving prospective bond investors a chance to take action on higher yields now before the U.S. Federal Reserve eventually cuts rates.

Inflation and interest rate hikes have not been kind to REITs and the funds that own them. However, their low valuations could indicate an opportunity for investors.

As expected, the Federal Reserve kept its policy rate unchanged at the May meeting, but left the door open to rate cuts later this year if inflation declines.

The S&P 500 experienced its first 5% pullback since October 2023, but the long-term outlook remains positive.

In an op-ed for the Washington Post on November 5, 2010, Ben Bernanke did a victory lap, praising the Fed’s efforts in stemming the financial crisis. In the article, he discusses how QE and other Fed policies eased financial conditions, bolstering investor confidence.

Advisors can already pick from dozens of tech products that use generative AI to automate aspects of their work. How long will it be until we see an end-to-end generative AI platform that does everything a human advisor can do, just as well as they can - if not better?

The prospect of higher-for-longer interest rates is weighing on crypto, underlined by deepening Bitcoin losses after the token’s worst monthly drop since the collapse of Sam Bankman-Fried’s FTX empire in November 2022.

Federal Reserve Chair Jerome Powell kept hopes alive for an interest-rate cut this year while acknowledging that a burst of inflation has reduced policymakers’ confidence that price pressures are ebbing.

When Berkshire Hathaway Inc. devotees gather in Omaha on Saturday for its annual meeting, there will be a noticeable void on stage.

ByteDance Ltd.’s Hail Mary legal effort to avoid selling or shutting down TikTok relies on convincing a judge the social network will disappear entirely, squashing the free speech rights of millions of Americans.

The rise of index funds has provided millions of Americans with a cheaper and more efficient way to invest. With more than $23 trillion in assets between them, BlackRock Inc., Vanguard Group Inc. and State Street Corp. have become the top shareholders in many US-listed companies.

Once again, the Fed kept rates unchanged at the May FOMC meeting. As a result, the Fed Funds trading range remains in the 5.25% to 5.50% band introduced in July 2023 and still resides at a more than 20-year high-water mark.

No shortage of things to discuss after today’s Fed statement and subsequent press conference.

How and why more advisors are tapping into alternatives—Tony Davidow, Senior Alternatives Investment Strategist at Franklin Templeton Institute, shares insights from a recent gathering.

The first-quarter GDP report supports the view that the US economy has not landed. While some economists are concerned about stagflation, the real worry is that taming price pressures may require a mild downturn, given strong consumer spending and inadequately restrictive monetary policy.

Despite lingering economic fears, concerns over the timing and pace of rate cuts, sticky inflation reports, a crisis in the Middle East, and a looming close U.S. presidential election, stocks marched higher, and sentiment remained optimistic.

High quality short-term bonds offer a number portfolio benefits while putting excess cash to work, but what's under the hood matters.

Looking to make a midcap allocation? Midcaps can stand out relative to small- or large-caps thanks to its combination of growth and size.

Elevated all-in yields in high yield credit present an attractive opportunity for income-seeking investors to lock in higher levels of income. Of course, that comes with a much higher degree of risk as compared to sitting in cash.

When one is running their own business, it can be easy to try something, and if it works, then great; if it doesn’t, then you simply move on to the next thing.

A lot of financial planning software today is built to solve math problems, but what advisors really need to do is solve human problems.

Attention-grabbing performances from the likes of Microsoft, Google, and Tesla swayed market sentiments back to growth.

Investors are plowing into technology-tracking ETFs at a record clip as conviction builds that the market’s biggest stocks can thrive in almost any economic cycle.

What’s the value of a good story? $82 billion, to judge by Tesla Inc.’s 15% share price gain Monday.

Microsoft Corp. will invest $1.7 billion to build out cloud computing and artificial intelligence infrastructure in Indonesia, betting on Southeast Asia’s biggest economy to spur growth.

Regulators who want to get a grip on an emerging generation of artificially intelligent killing machines may not have much time left to do so, governments were warned on Monday.

Harness contrarian perspectives in a discerning manner – don’t be contrarian just for the sake of it.

VettaFi examines the growth in data centers as a demand driver for natural gas and potential benefits for midstream.

The elephant in the emerging markets room is China, and not just because it’s the world’s second-largest economy behind only the U.S.

Panagram’s John Kim goes in depth on the collateralized loan obligation market and CLO ETFs. VettaFi’s Zeno Mercer highlights recent earnings reports from several of the biggest players in artificial intelligence and discusses AI-related ETFs.

Amazon.com Inc.’s “show-me” moment will arrive on Tuesday when its earnings become the latest litmus test on appetite for heavy artificial intelligence spending.

A batch of exchange-traded funds investing directly in crypto debuted in Hong Kong on Tuesday, heralding potential competition for US Bitcoin products whose popularity stoked a record rally in the digital asset.

Momentum traders are modeled to buy equities over the next week regardless of market direction, according to Goldman Sachs Group Inc.’s trading desk.

America’s experiment with quantitative easing is almost over. This week, the Federal Reserve will likely announce plans to slow the shrinkage of its balance sheet, foreboding the end of a long period in which it sought to stimulate the economy by holding large quantities of Treasury and mortgage securities.

While high-yield implies higher risk when it comes to bonds, HYD, which turned 15 years old in February, isn’t excessively risky.

This article takes a deep look at three important economic releases from the past week: PCE, GDP, and consumer sentiment.

Austrian Economics argues that growth comes from innovation and entrepreneurship, with “the market” directing resources to areas of the economy that provide the greatest returns.

In September, we wrote a piece discussing some of the growing pains that have impacted clean energy in the last few years. Despite what we believe are compelling long-term growth prospects, the sector has continued to struggle over the past two quarters.