After the great financial crisis, China’s appetite for commodities and technology fueled a global economic recovery.
I received an email this past week concerning George Soros’ “Theory Of Reflexivity.” It’s an interesting question, and I have previously written about the “Theory of Reflexivity.” Notably, this theory begins to resurface whenever markets become exuberant.
To stay competitive with their peers, big tech companies will need to continue leveraging the capabilities of artificial intelligence (AI). Given this competitive landscape, an alternate play on AI could be single-stock exchange-traded funds (ETFs) in companies like Microsoft.
Read enough financial publications and one is apt to find there’s no shortage of rankings. There’s the Fortune 500 as well as rankings of companies based on customer and employee satisfaction. There are also environmental, social and governance (ESG) standards.
VettaFi’s Roxanna Islam offers perspective on the “Magnificent Seven” and their growing concentration in market cap-weighted indices. BondBloxx’s Joanna Gallegos highlights the firm’s unique lineup of precision fixed income ETFs. Goldman Sachs’ Greg Tuorto discusses the Goldman Sachs Small Cap Core Equity ETF (GSC) and the potential opportunity in small cap stocks overall.
Here are some of my favorite digital tools that can help make running a growing financial advisory business easier.
It’s up to advisors to deploy technology without losing sight of what clients want. Consider these examples.
Tesla Inc.’s slide to the lowest level since May attracted a wave of bullish option buying not in the stock itself, but with an exchange traded fund that offers more leverage.
As I observed last month, the strongest stock market returns in the coming decade, perhaps longer, are likely to emerge during advances in the S&P 500 that attempt to catch up with the cumulative return of risk-free Treasury bills.
Reliable sources of liquidity are at the top of traders’ minds as they brace for another year of turbulence, according to a JPMorgan Chase & Co. electronic trading survey.
The Magnificent Seven group of megacap tech stocks need to deliver stellar earnings to keep outperforming the broader market, according to a growing consensus on Wall Street.
Treasuries are headed for their biggest two-day loss in months as strong economic data reinforced the message of Federal Reserve officials including Chair Jerome Powell that interest-rate cuts are unlikely to begin before May.
GMO’s Jeremy Grantham recently shared what he’s thinking about and watching in markets ahead of Exchange.
At the Exchange conference, I will not be wearing a football jersey and looking over my Super Bowl squares. Instead, I will be on stage asking ETF experts (and my friends and fellow nerds) trivia questions in a quiz show game.
In one week, advisors will flock to sunny Miami for the annual Exchange Conference. Content sessions this year offer advisors insight into growing their business models in unexpected ways, the macro and market environment of 2024, navigating the AI revolution, and more.
Calling bitcoin an investment is like calling a lottery ticket a financial strategy.
I'm going to predict the future. Not the coming year. Not the markets. But the trends that will emerge in 2024 and will shape the future, which advisory firms can prepare for now so that the strong, gusty winds of change will howl at their backs instead of in their faces.
Clients want help with tax and estate planning, healthcare planning, and much more. Technology-based solutions make it possible to offer this.
The energy transition requires subsidies, policy support and technological progress. Above all, though, it needs people to literally buy into it, and nothing exemplifies that better than electric vehicles.
Selecting the appropriate technologies for your wealth management firm is a daunting task, but by adhering to a systematic approach, you will identify the solutions that will drive your business forward.
State taxes are not just a footnote in the financial statements of NBA players; they are a central element in the negotiation process.
By now, we all know the routine: An early start. A line down the street. Apple Inc. store employees whooping and hollering with such coordination it must make Kim Jong Un envious.
The era of US spot Bitcoin exchange-traded funds is a chance to repair the decay in crypto markets caused by the collapse of the FTX exchange and its sister hedge fund Alameda Research, according to market makers.
The US economy is testing bond traders’ faith that the Federal Reserve will deliver a series of interest-rate cuts this year.
A period of market volatility and consolidation is likely as markets have already priced in much of the economy's good news.
The start of 2024 has been marked by record issuance in bonds both in the public and private sectors. But as fresh supply hits the bond market, prices have been dipping as of late.
Through one month and a day of trading action in 2024, the Russell 200 Index is off 2.63%. That’s while large cap benchmarks are rallying. So it’s reasonable that some market participants are noncommittal regarding small caps.
Modern economies, even small ones, are unfathomably complex. The number of variables is far more than any human can comprehend or any model can track. It’s really no wonder so many forecasts are wrong.
Copper was one of only two metals that finished 2023 in the black, gold being the other metal.
Big tech appears to be sloughing off its slow start to 2024 and tech dominance could continue if history once again proves to be correct. If that’s the case, bulls can continue riding the tech wave.
Layoffs are being mentioned on US earnings calls at the highest rate since the pandemic — and as Meta Platforms Inc. shows, such cost-cutting can pay off for investors.
Google parent Alphabet (GOOG), Microsoft (MSFT), and Tesla (TSLA) are among the magnificent seven members that have delivered fourth-quarter results. The cadre of high-growth mega-caps will be pivotal drivers of S&P 500 EPS for the final three months of last year and beyond.
On Super Bowl Sunday, hundreds of advisors will gather at the Exchange conference. The conference does not officially kick off (had to do it) until Monday morning. However, many will join VettaFi and industry friends for an ETF study hall Sunday between 1-5 p.m.
The rush into technology stocks is resembling the bubble of 1999, reflecting an assumption that the economy will perform strongly despite tighter monetary policy, according to Bank of America Corp. strategists.
JPMorgan Chase & Co. is making the titans of private credit markets very anxious.
Political risk is global in 2024: Franklin Templeton Institute’s Kim Catechis highlights key elections to watch across the world in the coming year.
Exchange is less than two weeks away, and the reasons for advisors to go continue to accumulate. VettaFi is thrilled to announce that Dr. Wendy Borlabi will be joining the roster of experts and thought leaders speaking at Exchange.
In Russell Investments’ factor portfolios, the Global Large Cap Growth, Momentum and Size factors outperformed the MSCI All-Country World Index during Q4, while the Global Large Cap Value and Low Volatility factors underperformed the index. The Global Lage Cap Quality factor was flat for the quarter.
The Fed concluded its January policy meeting leaving interest rates unchanged, which was widely expected.
Jon Fee of VettaFi and Marguerita Cheng of Blue Ocean Global Wealth discuss financial planning with the next generation, the exchange conference and her Ethics Education panel.
The ETF Playoffs have reached the final round. This weekend, spot bitcoin ETFs will square off against artificial intelligence to see who gets to be the champion of 2024! The winners were determined by vote on Exchange’s LinkedIn page. With the championship nigh, voting for the winner will open soon.
Meta Platforms Inc.’s efficiency-obsessed investors don’t like to see the company spend money. Unless — and this will shock you — it’s going into their pockets.
Less than a month after the debut of spot Bitcoin exchange-traded funds, the asset managers offering the investment vehicles appear to be seeking ways to bolster their own profitability.
The basic tenets of building wealth, like having a well-diversified portfolio with long time horizons, are not difficult concepts that are relatively easy to implement. So, why don’t people follow them? In our latest insight, we analyze several risk/return charts across multiple time horizons and reveal the results that investors tend to find surprising.
Meta Platforms Inc. and Amazon.com Inc. soared in pre-market trading Friday after delivering quarterly earnings and outlooks that far exceeded Wall Street’s expectations.
Following scintillating runs by AI-related stocks in 2023, some market observers believe a cooling-off period could be in the cards. However, that doesn’t dent the long-term thesis for AI investing.
The panel discussion, moderated by Freedom Investment Management CIO Ben Lavine, will include Eric Veiel, Head of Global Investments, CIO at T. Rowe Price, and Alex Zweber, Managing Director – Investment Strategy at Parametric.
The residential real estate market will continue to be at the mercy of interest rate policy throughout 2024, but there are other corners of the real estate market to consider. One active exchange traded fund, in particular, takes a different approach to real estate.
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the Invesco S&P 500 Equal Weight Technology ETF (RSPT) with Chuck Jaffe of “Money Life.” The pair talked about several topics regarding the fund to give investors a deeper understanding of the ETF overall.
Thus far, market momentum has carried over from 2023 into 2024. Things started slow, with the S&P 500 closing down more than 1.5 percent during the first week of the year.
