Our research suggests that healthcare firms with sound pay practices may yield healthier returns.
Trump Media & Technology Group Corp. is creating a new fund to invest in “America First” companies, a move that could further co-mingle the business and policy interests of President Donald Trump.
Robinhood Markets Inc. shares are heading for their worst week since August as they pull back from the crypto-fueled surge that followed the election of President Donald Trump.
Banks have pulled a handful of US leveraged loans from the market this month, as investors are pushing back on aggressive pricing and credits with less favorable ratings, even though demand is outweighing the overall supply of deals.
At least three of Bytedance Ltd.’s major investors have marked up the TikTok-owner’s valuation to more than $400 billion, a sharp rebound for a Chinese social video leader that has been threatened with a US shutdown.
For two years in a row now, the smallest endowments have significantly outperformed their much larger peers. This is causing some to question if the typical endowment model is still working.
Long maturity treasuries can provide downside protection to offset equity risk, in our view.
Wall Street brokers and dealers are pushing back on a new margin rule that the world’s largest derivatives-clearing house has proposed to address the risk from the boom in zero-day options even after some revisions.
Sales of existing US homes fell last month for the first time since September, as the combination of high mortgage rates and prices sets a grim backdrop heading into the crucial spring selling season.
Alibaba Group Holding Ltd. is turning out to be a great investment this year: Not only its shares have jumped more than 60%, its convertible bonds are also up big time.
The European stock market’s rally to record highs has caught many strategists by surprise, leaving them racing to catch up and cautious on further gains.
Wall Street is still awaiting regulatory approval for the first full-blown private-asset ETFs, but for now opportunistic issuers are continuing to churn out products that claim to replicate the booming asset class — and stretching the definition of “liquid private equity.”
Europe has real risks and real bargaining tools in a trade confrontation.
Following the relatively solid January Employment Situation report, the market’s undivided attention, at least economic data-wise, then turned to the latest CPI reading. Indeed, with the jobs aspect of the Fed’s dual mandate clearly showing no urgency to cut rates further at this time, the question then turned to the inflation portion of the policy maker’s mission.
My friends like to make fun of me by taunting that I don’t like to commit to things. I’m constantly trying new hobbies. I don’t like to make plans too far in advance because something more exciting might pop up. I don’t even like to renew my car tags for more than one year.
Global equities ended 2024 on a strong note, driven by the continued dominance of U.S. equities, which were propelled even higher by the reelection of President Donald Trump.
Lofty U.S. stock valuations call for a renewed focus on risk assessment and portfolio diversification.
Consider estate planning strategies to minimize the impact of taxes on your estate. Our Bill Cass highlights several key actions including document reviews, naming beneficiaries and the use of 529 college savings plans to enhance tax efficiency.
At some point in time, the top brass that manage your organization’s investments will no longer be with the organization, whether that’s through retirement, a job change, or a change in personal circumstances. Then what?
Rising inflation, the potential added pressure from tariffs, and ongoing volatility create a strong backdrop for gold appreciation this year.
VettaFi Senior Industry Analyst Kirsten Chang interviewed legendary advisor Jeff Concepcion for the latest installment of Road to Exchange.
The Buffett Indicator, also known as Market Capitalization to GDP Ratio, is a long-term valuation indicator for stocks that has become popular in recent years, thanks to Warren Buffett. Back in 2001, he remarked in a Fortune Magazine interview that "it is probably the best single measure of where valuations stand at any given moment." It is a measure of the total market value of all publicly-traded stocks in a country divided by the country's GDP and can be used as a way to assess whether the country's stock market is undervalued, fair valued, or overvalued.
US liquefied natural gas exports have extended a record-breaking run as new projects increased production, a trend that could help to ease high prices in Europe and Asia.
Meta Platforms Inc.’s recent record-breaking, 20-day rally propelled the share price to a level where investors may start calling on the company to split its stock for the first time since going public in 2013.
Treasury Secretary Scott Bessent said that any move to boost the share of longer-term Treasuries in government debt issuance is some ways off, given current hurdles that include elevated inflation and the Federal Reserve’s quantitative tightening program.
“Know what you own” is one of the many phrases we use to help describe and define fixed income, the components of bonds, and the characteristics that affect an investor.
Walmart Inc. forecast lower-than-expected profit for the full year, suggesting that the uncertain economic environment is hitting even the world’s largest retailer.
Might this be the year that stagflation returns to the US? It has been half a century: The last time the US economy had both excessively high inflation and unduly high unemployment was in the mid-1970s, with inflation rates reaching 12.2% in 1974 and unemployment at 8.5% in 1975.
The second Trump presidency marks a new regime for government policy, with a range of potential macroeconomic and market implications.
There are many media-driven narratives about the impact of tariffs on the economy and the markets. Most of them are incredibly bearish, predicting the absolute worst possible outcomes.
GMO has posted a new 7-Year asset class forecast as of January 31, 2025.
It has been some time since the financial markets were in a position similar to where they are today.
We believe that we must build a common stock portfolio which will float when the multiyear bear market creates a waterfall of selling among magnificent growth stocks and passive S&P 500 Index owners.
Recent data, early results, and a relatively firm economy point toward possible improvement in Q4 retail earnings as Walmart, Target, and other big-box stores prepare to report.
Private credit has been one of the most talked-about segments in fixed income markets over the last few years.
U.S. dependence on metal imports could prove costly.
Evan Harp sat down with Core Planning's Suzanne Highet to discuss how investors can end up with exposures that don't make sense for them.
There's plenty of uncertainty due to the threat of tariffs, but to counter volatility, market experts are recommending bonds.
The number one question we hear from advisors is: “How can I differentiate my business so I stand out from others, given that the industry continues to become commoditized."
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the NEOS Nasdaq 100 High Income ETF (QQQI) with Chuck Jaffe of Money Life. The pair discussed several topics related to the fund to give investors a deeper understanding of the ETF overall.
If I were to ask investors to name the best businesses in America, I suspect many would point to the Magnificent Seven, and understandably so.
The Great DeepSeek Panic of January 2025 is officially over.
Alacrity Solutions found itself in a tough spot. The Indiana-based company helps property and auto insurers manage customer claims by taking calls, sending adjusters into the field and reviewing files.
Growth and value are often thought of simplistically, but subsurface details in growth- and value-labeled indexes challenge pre-conceived notions of the factors.
Formula One’s rising popularity in the US has drawn an investment from a top-performing Morgan Stanley fund.
Stocks of North American natural gas exporters are trimming a three-year rally as the White House seeks a swift resolution to the war in Ukraine. Analysts say those companies could suffer even more if sanctions on Russian gas are lifted, adding new competition in their key markets.
The latest reports on consumer & wholesale prices indicated persistent inflation pressures. Retail sales posted a large drop.
Efforts to secure supply chains and energy sources are creating powerful and enduring themes for equity investors—even in these turbulent times.
The Framers of the Constitution designed our government to be small. Not so small and weak as the one under the Articles of Confederation, which the Constitution replaced, but small nonetheless.
This week brought a mixed bag of economic data, yet markets continue to demonstrate impressive resilience.
