David Dali, Head of Portfolio Strategy, provides his 12-month outlook for global equity markets.

Today’s value stocks offer a magnificent mix of quality, forward-looking profitable firms.

As calls for diversification get louder, it’s a good time to look at healthcare, where long-term bullish trends meet near-term opportunities.

Andy Rothman says China’s moves to address key challenges in its housing sector mark a significant shift from its stance of downplaying problems and signal that further positive macro measures may be on the way.

UBS Group AG completed the historic acquisition of its former rival Credit Suisse, marking a new chapter for the Swiss financial sector as the defunct bank has formally ceased to exist.

When people think about the Federal Reserve and interest rates in 2024, one common view is that economic growth and inflation remain too hot to justify rate cuts. Another is that the labor market and inflation continue to cool, and it will soon be time for rate cuts.

If all the tasks that made ancient Greece tick were automated — from churning out chariots to crafting ceramic vases — it wouldn’t transform the place into Singapore.

Three key reasons why investors should consider allocating capital to private credit for substantial and differentiated returns.

One pairing of disruptive technologies that could ascend to an enviable status is artificial intelligence (AI) and blockchain.

Renewable energy ETFs are making a comeback after a dismal showing in the first half of the year, fueled by the rising tide of bullishness over artificial intelligence.

The Federal Open Market Committee is always data-dependent. But the dependency is not always the same. There are times when inflation matters more than the labor market, and times when the situation is reversed. Every regime is unique. There is never a perfect corollary to a previous experience. This time is not different.

Dell Technologies Inc. shares have been acting like market-leader Nvidia Corp. of late, and investors are betting the company will see a similar boost from artificial intelligence.

To a large and under-appreciated extent, the job of the US Federal Reserve entails chasing an elusive number: r*, or the neutral short-term interest rate. When the Fed’s target rate is above r*, it should restrict growth. When it’s below, it should stimulate economic activity.

Since the Global Financial Crisis of 2007-09, fixed income investors have suffered the worst of both worlds. For a dozen years they endured the stingiest of yields on their fixed income holdings.

The highlight of last week was a showdown between two of the major forces in the markets: AI earnings vs. economic data.

Personalized messaging has a powerful impact. Our Kevin Murphy believes it is time for the financial services industry to deliver personalized solutions and advice.

Last week, the SEC approved the initial regulatory filings for spot ethereum ETFs to trade on various U.S.-based exchanges.

Consumer attitudes are measured by two monthly surveys: the University of Michigan Consumer Sentiment Index (MCSI) and the Conference Board Consumer Confidence Index (CCI). In May, the MCSI fell to its lowest level in six months at 69.1. Meanwhile, the CCI rose for the first time in four months to 102.0.

The latest Nvidia Corp. frenzy is fueling an unprecedented rally in the booming industry of leveraged-up ETFs as retail traders go all-in on the world’s “most important stock.”

The US economy expanded at a “slight or modest” pace across most regions since early April and consumers pushed back against higher prices, the Federal Reserve said in its Beige Book survey of regional business contacts.

The semiconductor industry is a strange field. Play your cards right, and you can turn $60 billion or so of annual revenue into a $2.62 trillion business. Do things differently, and roughly the same volume of sales might translate into $44 billion of market capitalization.

High-net-worth investors and family offices are increasingly interested in alternatives, including tokenized assets. As this interest grows, partnering with adaptable jurisdictions is crucial for navigating market uncertainties and leveraging these emerging investment opportunities.

Potential spot ether and spot bitcoin ETFs share some similarities but foundational cryptocurrency differences matter for investors.

Disruptive theme of the week: A confluence of factors have combined to make defense technology a compelling ETF investment theme.

What exactly is a market bubble, and how can investors recognize one?

VettaFi’s Head of Research Todd Rosenbluth discussed the Vanguard Total International Bond ETF (BNDX) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”

Goldman Sachs Group Inc. has put together $21 billion for private credit wagers, its biggest war chest yet for Wall Street’s buzziest asset class.

BlackRock Inc.’s iShares Bitcoin Trust has become the world’s largest fund for the original cryptocurrency, amassing almost $20 billion in total assets since listing in the US at the start of the year.

Risk of a recession is abating as the capital markets could see interest rate cuts this year with signs of cooling inflation.

With the market seeming to skate by the trap door of extreme valuations and unfavorable internals without consequence, the push to new highs in the past few weeks has created the impression of a runaway advance.

The Commodity Futures Trading Commission appears to have little respect for the power of markets, going by their proposal to ban futures contracts on electoral outcomes.

The Alternatives symposium happens on Thursday, May 30 at 11 a.m. ET. The free event will provide CE credits and more to attendees.

The big news in the $20 trillion US property market last week was that, for the first time since the financial crisis, investors suffered losses on top-rated bonds backed by the mortgage on an office building.

The "Rule of 150," or Dunbar’s Number, popularized by British anthropologist Robin Dunbar, suggests that individuals can effectively maintain only about 150 stable relationships. Applying this principle to financial advising can help advisors manage their client networks more efficiently.

We are free trade enthusiasts, in economic terms, even at a time when free trade has been losing some of its aura within the U.S. political system.

You might think that having an ADA-compliant website is only about adhering to legal requirements, but it can actually help your firm grow.

The price of oil is hovering around $76 per barrel, 38% off its 5-year high. With so much geopolitical tension, why isn’t it higher?

Bloomberg’s Eric Balchunas and Van Buren Capital’s Scott Johnsson discuss the SEC’s apparent pivot on spot ether ETFs and everything that might come next. VettaFi’s Cinthia Murphy also touches on the spot ether ETF drama and then dives into the world of alternative ETFs.

VettaFi discusses changes in the MLP/midstream investment product landscape.

In a room filled with more than 800 sugar traders, Sally Lyons Wyatt, an executive at consumer researcher Circana, had an important message to deliver: Ozempic is coming for your industry.

Sometimes industries want to be regulated. It’s not that they favor all of the associated restrictions, but that regulation means legitimation. The mere act of passing laws circumscribes some activities as deserving of legal protection.

After an underwhelming start to the year for US electric-vehicle sales, it might seem easy to conclude that the boom times are over. Sales were flat in the first quarter, Ford dramatically scaled back expansion plans and Tesla laid off 10% of its global workforce.

The US stock market is finally as fast as it was about a hundred years ago.

During ripping bull markets, investors often start benchmarking. That is comparing their portfolio’s performance against a major index—most often, the S&P 500 index. While that activity is heavily encouraged by Wall Street and the media, funded by Wall Street, is benchmarking the right for you?

Shares of Nvidia rallied after it unveiled financial guidance that hints at the AI boom still being in its early innings.

I’m fresh off the plane from Las Vegas—and no, I wasn’t hitting the slots, though the city’s Harry Reid International Airport sure hit the jackpot with a record-breaking 57.6 million passengers last year.

When new inventions turn into market frenzies, the contrarian part of me wants to be skeptical. But the optimistic part of me wants it to be true, especially when the idea promises to change life for the better. Reality is usually somewhere in between.

A Silicon Valley startup backed by the US Defense Advanced Research Projects Agency is seeking at least $70 million more from investors in its quest to to develop an ultra-efficient chip for artificial intelligence technology, according to documents reviewed by Bloomberg.

In a market that’s captured the attention of global finance for allegedly making $1 billion for Jane Street Group, many trading firms are employing a relatively simple strategy: short volatility.

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