At Parametric, our years of experience have taught us that markets can swing up and down quickly and without warning. Since no one can time these swings, we believe it's imperative to seek both loss harvesting and benchmark tracking simultaneously.
A 529 plan is a popular tool for saving for college expenses. When it comes to who maintains control over the 529 plan’s assets, in most cases, it’s the account owner. This is often a parent or grandparent. The owner also has the ability to make investment choices and manage withdrawals.
How big data, AI and the human element can combine to better pursue consistent alpha.
Nvidia Corp. billionaire boss Jensen Huang, clad in his signature leather jacket, has been crisscrossing European capitals and sharing the stage with the likes of Keir Starmer and Emmanuel Macron as he pitches “sovereign” artificial intelligence, a vision of new data centers offering essential compute power within national borders rather than via dominant tech firms from abroad.
Smart beta strategies have endured a prolonged stretch of disappointing results, falling short of investor expectations. This article explores the underlying causes of that performance and outlines why the conditions ahead could be more favorable.
A record share of the world’s central banks plans to accumulate more gold over the next 12 months, drawn by bullion’s performance during times of crisis and protection against inflation.
Bonds hit a headwind in May as rates rose, but year to date, they have helped offset some of the volatility seen in stocks. See Table 2 for bond index returns for May 2025, Q1 2025, and YTD.
President Donald Trump’s announcement on Wednesday of a new trade agreement with China is the kind of headline that gives markets a sense of relief. As I overheard this week at Wealth Management’s EDGE conference, which I attended in Boca Raton, Florida, we may have dodged a recession.
This week’s market resilience in the face of rising geopolitical tensions underscores an important structural shift. The Israeli strikes and broader Middle East dynamics, while concerning, sparked only a modest reaction—a far cry from the volatility such events triggered in past decades.
It sounded like something that should have come from the sports desk — a $14.3 billion transfer fee for a young up-and-coming prospect as Meta Platforms Inc. looks to rebuild its team for the tough season ahead.
Tariff policy has clouded expectations for the second half of the year, but there are ways to navigate through the fog.
Global markets may be more rattled than ever, but advisors can count on closed-end funds to offer yield, portfolio diversity, and more.
Head of EMEA and Asia Pacific Equities Lucas Klein and Head of Americas Equities Marc Pinto argue that progress on the trade impasse, further monetary easing, pro-growth reforms, and an innovation revolution should all prove supportive to equities over the mid term once the market moves past near-term volatility.
The first half of 2025 has been driven by headlines that have caused volatility in both the stock and bond markets. While tariff negotiations have commanded the most attention, we are now pivoting to the federal budget deficit, which feels like a perpetual headline over the last 15 years.
This video examines the ratio of unemployment claims to the civilian labor force and its effectiveness as a recession indicator.
Back in 2016, Intercontinental Exchange Inc., the owner of the New York Stock Exchange, revealed that it was considering an offer for the London Stock Exchange Group Plc.
Transitioning away from your current firm is always a big step, but leaving a non-Broker Protocol firm comes with unique complexities — and potential legal pitfalls — if you're not fully prepared.
The global economy is continually evolving due to inflation, interest rates, and geopolitics. How could these and other factors influence the major asset classes over the coming decade?
The US housing market remains in a state of inertia. Despite the arrival of the spring selling season, both new and existing home sales continue to underwhelm.
When it comes to selecting a person to be a healthcare proxy, here are a few characteristics that advisors can encourage their clients to consider.
The Fear Trade is what most Western investors are familiar with. It’s the flight to safety during times of uncertainty, driven by concerns over inflation, interest rates, geopolitical risk and more.
The push to put private assets in the hands of individual investors is breathing new life into a relatively quiet corner of the asset management industry: interval funds.
Markets may be fretting over Federal Reserve policy and economic soft landings, but a handful of momentum ETFs have quietly been stealing the show. Across the array of factor funds, momentum has performed best this year.
Systematic fixed-income investing is attracting increased attention but needs specialist skills and resources. Would your manager have what it takes?
Rebounding demand from ETF investors and resilient buying from central banks and Asia retail have propelled gold prices to fresh records north of US$3,000/oz. Find out why we believe there is more room to run.
Bouts of volatility may continue in the second half of 2025 as bond market investors navigate evolving tariff policy, U.S. government debt, and economic uncertainty.
Gold’s recent surge to $3,500 was quickly followed by a sharp correction. Each tariff update or diplomatic rumor sends markets into a frenzy—rallying stocks, selling gold, or reversing course the next day.
In our view, using quantitative methods in a transparent, repeatable way to extract alpha through diversified factor tilts offers a compelling alternative in this new IG environment.
Here are some important insights and good open-ended questions to ask your clients to make sure they are thinking through life decisions.
The U.S. Dollar Index is at a critical inflection point, and how it behaves from here will have a major impact on the direction of gold, silver, and commodities.
Market leadership is shifting and the once-dominant Magnificent 7 may no longer be so magnificent. Our latest report reveals why broader opportunities are emerging across sectors and regions, with quality, value, and growth converging in unexpected places.
New research connects intensifying natural perils to their future implications for asset classes.
This past week, news flow around policy came in hot and heavy, with President Trump’s ‘Big, Beautiful’ tax cut bill passing the House of Representatives, and Trump threatening 50% tariffs on the European Union (EU).
With the private equity market plagued by uncertainty and volatility, it's more important ever to locate compelling long-term opportunities.
Similar to the equity market’s response to the recently announced tariffs, the bond market responded with a widening of credit spreads. These spreads represent the difference in yield between a U.S. Treasury bond and other bonds of the same maturity but different credit quality.
While headlines scream about the latest deal or tariff suspension, Maharrey argues that investors are dangerously distracted from the real threat: America’s exploding national debt and the systemic consequences that follow.
Assessment and selection of covered call funds is based on criteria like total return, distribution rate (sometimes referred to as yield), and fees.
For starters, Anduril Industries Inc. is a defense tech company co-founded by Palmer Luckey, the man who created the Oculus VR headset that was acquired by Meta Platforms Inc. for $2 billion in 2014, only for Luckey to be pushed out when it emerged he had financially backed a pro-Trump campaign group.
Index ETFs have evolved beyond merely providing passive exposure to the market, with a new generation of factor ETFs utilizing complex rules-based methodologies to beat benchmarks.
Markets have recovered from their post-Liberation Day sell-off. Investors are feeling better about the outlook. But there are still clouds on the horizon.
Nvidia Corp. faces the final test of an earnings season-driven rally that has sent its shares up more than 40% from an April low.
Many buffer ETF providers advertise these products as substitutes for bank products such as CDs. However, for residents of high-tax states, T-bills are more attractive than CDs, so for us that’s the more relevant comparison.
There’s a lot to like about the travel industry right now from an investment standpoint. You just have to know where to look.
A KEY PLANK of the new administration’s economic policy has been to embrace tariffs, a sharp reversal of decades of free market trade.
Though silver has been quiet lately, it’s important to be aware of the many bullish factors that are setting the stage for a strong move higher.
The Endowment Tax was introduced during the first Trump administration as part of the 2017 Tax Cuts and Jobs Act (TCJA).
For many of us, ETFs have been synonymous with passive management.
As AI capabilities continue to advance, we can expect even more sophisticated financial planning tools to become accessible to the average person, potentially improving retirement outcomes for many.
OpenAI will acquire the AI device startup co-founded by Apple Inc. veteran Jony Ive in a nearly $6.5 billion all-stock deal, joining forces with the legendary designer to make a push into hardware.
