With added excitement surrounding artificial intelligence, the Magnificent Seven may be one of the easiest ways to play this trend without investing in obscure small-cap stocks.
US new-home construction fell in January, indicating the recovery in the housing market will be gradual as many buyers await a further decline in mortgage rates.
Approximately 80% of all S&P 500 companies have reported fourth-quarter earnings as of today, and of those, 75% have reported earnings per share (EPS) above estimates. That’s well above the 10-year average, according to FactSet.
There is some conventional wisdom as it pertains to how interest rates affect stocks. For example, the real estate and utilities sectors are viewed as negatively correlated to 10-year Treasury yields. That explains why those sectors struggled last year.
In the wreckage of China’s stock market meltdown, some traders are making long-shot bets that officials in Beijing can stoke a recovery.
The not-so-secret ingredient that’s been fueling gains for big tech since its fourth quarter has definitely been artificial intelligence (AI). The lack of AI tailwinds for Tesla could be pushing the company’s stock down further.
Tesla Inc. is a car manufacturer that pitches itself, very successfully, as a technology hothouse. So perhaps it will take the most tech-like step possible in 2024: Announce a big stock buyback.
Bond traders are turning their attention to the latest reading on inflationary pressures in the US economy as concern mounts the recent selloff has further to run.
In the face of still elevated inflation, the U.S. consumer remains a force to be reckoned with. Obviously, that’s a plus for the consumer discretionary sector and ETFs such as the Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD).
Japanese stocks were standout performers in 2023 after years of stagnation and deflation left Japan an unloved investment destination. Can the positive momentum continue in 2024? BlackRock’s Belinda Boa believes it can and sees the makings of a rags-to-riches story with staying power ― and abundant investment potential.
Many midstream companies provide guidance for the year ahead, but a select group also offer EBITDA growth guidance or targets for the next few years. Visibility to future EBITDA growth provides important context for dividend growth.
Big tech’s strong fourth-quarter rally behind artificial intelligence (AI) has been well-documented, but the big question was whether it could sustain the run. So far it has, with the Direxion Daily Robotics, Artificial Intelligence & Automation Index Bull 2X ETF (UBOT) up almost 50% over the past three months.
Companies supporting efforts to create a more secure and stable world could provide equity investors with an attractive source of long-term returns.
A new life insurance strategy, one that is funded by index-universal life, offers investors so many advantages it deserves to be enthusiastically embraced by the RIA community.
A 529 plan offers higher contribution limits as well as more flexibility when it comes transferability and your range of investment choices.
The just-concluded Exchange conference brought together more than 1,800 people on-site in Miami. The advisor and ETF community came together to learn from one another and industry experts.
There are only two certainties in this world, so the saying goes — death and taxes. The macroeconomist might add recessions to that list. All three of them may well be inevitable, but maybe we can make each of them just a bit less bad.
Global money managers, desperate to avoid exposure to sliding Chinese markets, have fresh investing tools at their disposal as pessimism toward the world’s second-largest economy snowballs.
Critics of the Federal Reserve argue that the acceleration of US inflation in early 2021, and the rapid disinflation of recent months, had nothing to do with monetary policy, because the sources of above-target price growth were all on the supply side. This view is both right and too simple.
Earnings haven’t been consistently rewarded in equity markets recently. That could change faster than you think.
Capital markets pondering when and how fast rate cuts come may invoke anxiety in fixed income investors expecting yields to fall. If they’re willing to extend their exposure to higher duration, they can attain the higher yields they seek.
In such a troubled year, investors increasingly turned to alternative strategies to augment or enhance their existing core exposures. With more equity income funds coming online, how do the top ETFs in the category stack up?
ETF Prime Host Nate Geraci is joined by Bloomberg’s Eric Balchunas, ETF Think Tank's Cinthia Murphy, and VettaFi's Todd Rosenbluth to recap the ETF event of the year and discuss the industry's hottest trends.
I want to hear from you whether it is wrong to believe that numbers matter most and not everyone should try to be a psychologist with their clients.
The latest consumer price index reading indicated that core prices — excluding volatile food and energy — rose 0.4% in January from a month earlier, exceeding the median economist forecast.
The S&P 500 Index blew past a series of troubling markers in its relentless rally to 5,000. Now, after Tuesday’s rout, investors are staring at a potentially long way down before they find support.
Traders ratcheted down their expectations for a Federal Reserve’s interest-rate cut before July, and Treasury yields soared, after a report showed that inflation remains sticky in the US.
Could Toyota, not Tesla, be at the forefront of a significant technological advance for automobiles?
The cost of housing remains a hot-button topic with both Millennials and Gen-Z. Plenty of articles and commentaries address the concern of supply and affordability, with the younger generations getting hit the hardest.
The latest January release of the ClearBridge Recession Risk Dashboard shows another indicator move from red to yellow. Jeff Schulze of ClearBridge Investments shares his insights on what this could mean for the recession outlook in the United States and the overall state of the economy.
When ETF investors want real estate exposure, they’re not relegated to just the residential market. That’s imperative in the current market environment. The ALPS Active REIT ETF (REIT) provides this flexibility.
Broadly speaking on both counts, ESG funds posted solid returns last year. But many investors pulled capital from these products with some actively managed funds being the most afflicted by outflows.
Here’s how your clients’ birthdays trigger marketing moments that matter.
“I think first and foremost it's somebody who wants to serve, who has the serving mind, the serving heart. I think whether or not you're an advisor, you're a support person, we're always serving somebody.” – Anthony Bartlett
As president of Bartlett Wealth Management, Anthony Bartlett and his team leverage deep industry knowledge, time-tested investment strategies, and a passion for serving clients with honesty, clarity, and transparency to turn their clients’ vision into a plan. Don’t miss this brand-new episode of Cambridge Stronger as Anthony explains the “aha” moment he had when navigating some of the different tax and investment strategies that come with the transition to retirement. He also shares his family’s financial experience and how it inspired him to encourage other families to discuss generational wealth.
May 17, 1995, a Wednesday, was a historic day for energy stocks. Not that they acted that way: Like the oil price — about $20 a barrel — they were flat. The action was elsewhere: Technology stocks overtook the energy sector’s weighting in the S&P 500 for the first time that day.
Digital currencies are back, at least if you ask the crypto faithful. The US Securities and Exchange Commission has at last approved Bitcoin exchange-traded funds— begrudgingly, with a hard nudge from the courts. Renewed investor enthusiasm in risky assets such as technology stocks seems to have rubbed off on tokens, too.
The SEC's approval of spot bitcoin ETFs was a watershed moment for crypto in the US. Grayscale's flagship product, GBTC, continues to be a compelling offering for investors looking to access a bitcoin ETF with liquidity, tight spreads, high trading volumes, and a decade-long track record of operational success. Since launch, GBTC has dominated trading volume, and outflows have moderated over the last few trading sessions. Grayscale is dedicated to providing investors with exposure to digital assets in the form of a security without the challenges of buying, storing, and safekeeping crypto.
Investors are going “all in” on US technology stocks as they turn the most optimistic about global growth in two years, according to a survey by Bank of America Corp.
Financial advisors can get swept up in the whirlwind of big marketing initiatives. But routine, everyday tactics are vital. Here are nine routines to embrace.
The start of 2024 has been marked by record issuance both in the public and private business sectors. In terms of the latter, green bonds are also hitting the market, as in the case of plastics maker Dow Inc.
Investors waiting on small-cap equities and related ETFs may be encountering a “Waiting for Godot” moment. That’s because it feels like a while since small-caps have offered good reason to peer away from large-caps.
When it comes to taxes, it's always best to be prepared for any future changes that could either benefit or hurt your clients. This year's inflation-related adjustments to tax brackets and standard deductions could give some of your clients more flexibility to manage their capital gains.
Once again, as we have argued several times before, if the Fed, once after having achieved its 2% target and remained at the target for several years, decides that a different target may be more effective for conducting monetary policy, they may decide to change the target.
We see the usual mess and risks in the world as you do, but we also are seeing more than enough interesting things in which to invest capital.
Municipal bonds posted negative total returns as the market reassessed macro expectations. Seasonal supply-and-demand dynamics were supportive, albeit less so than in prior years.
Yesterday, before the Super Bowl kicked off, VettaFi hosted an ETF game show at the Exchange conference in Miami. As part of the ETF Study Hall, we brought together the ETF community to help share information about some equity, fixed income, commodity, and even spot bitcoin ETFs.
Let’s look at some of the important financial professional designations. I’m informally putting them into three categories based on the level of training and time commitment they require.
Without education on how to implement an allocation to private markets investments, many advisors are waiting on the sidelines despite the clear benefits of allocating.
Everyone knows you’re not supposed to bet on a bubble, but what about a potential bubble?
The other day I did something I haven’t done for years. I browsed Facebook. By which I mean: I really took a look around. Good grief, what a mess! It’s like walking round an abandoned amusement park of badly executed ideas.
