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.
Life is full of surprises. If you don’t have a crystal ball, you can’t really predict what may come next in your life—or in the markets. That’s why we should always be prepared for any potential situation.
There is broad agreement that the US housing market needs more homes . There is also broad agreement that affordability needs to improve. But it doesn't necessarily follow that we should build more affordable homes.
Apple Inc. will deliver some of its upcoming artificial intelligence features this year via data centers equipped with its own in-house processors, part of a sweeping effort to infuse its devices with AI capabilities.
There’s a persistent mystery about Mark Zuckerberg, and it’s not the one about his new chain necklace. The chief executive officer of Meta Platforms Inc. has spent billions of dollars building powerful artificial intelligence models and is giving that technology away for free.
In this PIMCO Perspectives, we examine how the return of elevated bond yields comes at an opportune time to consider shifting out of cash.
Hong Kong's prospects are closely linked to the outlook for China.
A recap of the important drivers, along with our views on how things will play out over the rest of the year.
We think the intersection of hope and fear offers opportunity across asset classes and market segments. Tapping into it, however, requires in-depth research and a discerning eye. Waiting for a clarion bell to ring before deploying capital might leave investors a step behind.
Rather than wait for interest rate cuts, some companies are opting to simply offload debt, which could be a boon for corporate bonds.
Anshul Pradhan and Stephen Stanley both saw the current US bond market coming. They just don’t agree on where it’s going.
As the market for initial public offerings bounces back after two lifeless years, investors who’ve been impatiently waiting for their payoff are finally getting some returns.
Points of Return often argues for caution on stocks. It never argues to get out of them altogether. That’s because history demonstrates that over long time spans it’s very dangerous to be out of the market altogether.
Investors often forget that nothing in the financial markets is permanent. Regardless of the hype or castigation, what’s hot eventually becomes cold and what’s cold eventually becomes hot. While we remain very skeptical of today’s market’s heroes, we think the range of investment opportunities is historically broad, historically attractive, and a once-in-a-generation opportunity.
At the Berkshire Hathaway Annual Meeting we marked what we believe is the end of an era both for Berkshire and for the S&P 500 Index.
It seems that every few years, the term “stagflation” gets floated around to describe the current and/or prospective U.S. macro landscape.
Shifting dynamics among global economies and markets present a range of opportunities for multi-asset portfolios.
Franklin Templeton Fixed Income CIO Sonal Desai discusses why persistently loose fiscal policy, relentless price pressures and resilient economic growth may cause a problem for the US Federal Reserve—and explains the implications for bond yields.
VettaFi looks at the expected growth in US LNG export capacity and how midstream/MLPs benefit.
The TCW Group announced that two of its mutual funds have been converted into ETFs, offering focuses on growth and artificial intelligence.
VanEck’s Matthew Sigel discusses the upcoming SEC decision on their spot ether ETF filing, the debut of VanEck’s Bitcoin Trust (HODL), and the investment case for ether and bitcoin. K&L Gates’ Rich Kerr provides a unique legal perspective on the recent multi-share class structure filings, spot ether ETFs, and the UK government potentially granting equivalence to US-domiciled ETFs. VettaFi’s Todd Rosenbluth offers new polling data around the ongoing fixed income conundrum.
“I live and thrive on the core values that Cambridge has. I try to make the purpose of being a receptionist to always offer my service to any associate and financial professional. It's very meaningful to me that we can take care of our financial professionals, clients, and home office associates.” – Kay Black
“Cambridge and the financial services industry are not just about finance and investments; we're really in the people business. And so, if you have a passion and joy in serving people, then this is the place for you.” – Morae Metcalf
Don’t miss this special episode of Cambridge Stronger featuring associate recipients of the 2023 Spirit of Cambridge award, Morae Metcalf, Assistance Vice President of Human Resources, and Kay Black, Senior Receptionist. From their day-to-day duties and responsibilities to the charities that mean the most to them – Morae and Kay highlight how they represent and live by Cambridge’s core values of integrity, commitment, flexibility, and kindness. As our very first Spirit of Cambridge award associate recipients, both Morae and Kay received donations of $1,000 from Cambridge to put toward a charity of their choosing. Tune into this episode to hear which charities they chose and the reasoning behind their decision.
