Microsoft Corp. is bigger than most countries’ whole stock markets and its bond rating would be the envy of many nations.
Jeremy Grantham’s Boston-based investment firm is tapping into popular demand on Wall Street for emerging-market strategies that avoid China altogether, as investors prep for fresh disruptions across global supply chains on the back of Donald Trump’s combative trade posture.
US wholesale prices rose in January by more than forecast on higher food and energy costs, highlighting only limited progress on inflation ahead of tariffs imposed by the Trump administration.
Recent developments may just offer advisors and investors fresh pathways with which to attain higher yield in 2025.
A closer look at the broader landscape reveals why the United States remains positioned to pursue a strategy of tariffs.
The article introduces CC CAPE, a modified version of Shiller CAPE, which corrects index biases for improved forecasting. While both measure market valuations for long-term return forecasting, the CAPE Spread helps gauge sentiment for medium-term predictions.
Perhaps US efforts to cut off China’s access to advanced semiconductors will be more successful than analogous restrictions on tech exports to France in the 1960s. But we now have at least one data point – DeepSeek – that suggests otherwise.
Michael Contopoulos breaks down why CLOs offer attractive relative value, why short-duration positioning may help manage interest rate uncertainty, and the importance of an active approach for this year in particular.
The Federal Reserve’s record of forecasting has frequently led it to respond too late to changes in economic and financial conditions. In the most recent FOMC meeting, the Federal Reserve changed its statement to support a pause in the current interest rate-cutting cycle.
For 2025 tax planning, our Bill Cass shares income tax planning strategies that can help manage current tax bills and prepare for future changes. Here are the highlights.
Managers are cognizant of potential risks to portfolios, identifying dominant Chinese component manufacturers, North American automotive supply chains, and smaller cap industrial cyclicals as market segments worth monitoring.
Could the U.S. dollar lose its place as the world's reserve currency? Despite a long-term trend toward currency diversification, we don't see the dollar losing dominance anytime soon.
Market valuation indicators are used by investors and analysts to gauge whether markets are overvalued, undervalued, or fairly valued relative to historical norms. Tune in for a summary of the four market valuation indicators we update monthly.
You’ve set your 2025 budgets, and now you’re working with them – but is your marketing budget supporting the firm’s growth goal?
Let’s explore how to strike the right balance to keep your client meetings engaging, relevant, and impactful.
President Donald Trump called for lower interest rates, seeking to raise pressure on the Federal Reserve as he moves to implement a second-term economic agenda high on tariffs and expanding tax breaks.
The Federal Reserve is set to refrain from cutting interest rates for “quite a while,” following a hotter-than-expected inflation report, according to Mohamed El-Erian.
Private equity firms are facing early tests to the theory that Donald Trump’s return to the White House is a net win for America’s dealmakers.
Nvidia Corp. investors have typically rushed to buy the stock on any dips. But the mood since the DeepSeek-driven rout has been different, signaling that fears of a slowdown in AI spending aren’t going away.
The AI flight is taking off, and DeepSeek is the final call for India to show up at the boarding gate. Since its private sector is too risk averse to back research projects with uncertain payoffs, the state will have to step up.
Join the experts at ROBO Global for a free educational webcast and set yourself up for a deeper understanding of AI and Robotics.
Billionaire investor David Tepper has certainly made up his mind. He doubled down on his bet on Chinese stocks last quarter, adding positions in e-commerce platforms Alibaba Group Holding Ltd. and JD.com Inc., as well as index funds that track some of the country’s biggest companies.
It’s not easy when someone doesn’t want to look at their own culpability in relationships. But you can only control what’s controllable, and we don’t control others, much as we endeavor to do so.
The employment report was uniformly strong except for one component: the average hours worked per week fell to the lowest level since the pandemic, which may be weather related.
We explore why extreme market concentration is unsustainable, how competition and innovation drive broader market performance, and why diversification is key as volatility rises. Don’t let market extremes catch you off guard.
As the sequel unfolds, particular industry sectors in affected countries are likely to be more impacted. Global Head of Credit Research Mike Talaga, Head of EMEA Credit Research James Maxwell, and Client Portfolio Manager Celia Soares discuss the implications for credit investors.
The equity markets were lower after facing a trifecta of headwinds from China, the Fed, and the White House. Stocks are running a bit serpentine right now, with tech under extreme pressure in response to headlines highlighting the low-cost language model developed by Chinese artificial intelligence startup DeepSeek.
Tariff policies have been announced and then subsequently rescinded or delayed–but not yet resolved. They may still hold the potential for market volatility.
While the expectation is Congress will raise the debt ceiling, the process is likely to be volatile.
Is an M&A boom brewing?
Faced with escalating labor expenses—from wages to benefits—businesses are rethinking traditional workforce expansion. Instead, they are investing in AI technologies that promise scalability, efficiency and unparalleled productivity.
Municipal bonds were a hot topic at last week’s VettaFi Fixed Income Symposium — more than I expected them to be.
The past few weeks have been challenging for the Magnificent Seven stocks and the broader AI equity complex.
Investors are increasingly moving into active ETFs from mutual funds, as the ETF structure may offer numerous benefits over mutual funds.
Join the experts at VictoryShares and VettaFi for an in-depth exploration of FCF and how it can be used to maximize your portfolio’s potential.
When sales conversations turn into social exchanges, they often feel inauthentic, and your prospect may begin to question your motives. If they sense you’re more interested in developing a relationship than in solving their problem, it’s unlikely that you’ll close the deal.
As these two strategies evolve, financial advisors must understand their nuances to align client portfolios with current market conditions and future financial goals.
ETFs have always been a useful tool to play momentum and reversal in markets. However, the biggest question is always when to enter and exit such specific ETFs as the markets move through their cycles.
The professional development journey for financial professionals is best approached through a structured three-step process involving foundational designations, advanced level specializations, and niche market concentrations.
Gold endured a volatile few hours’ trading — rallying to a record, then paring gains — after President Donald Trump imposed tariffs on US steel and aluminum imports, adding to uncertainty in global markets.
Startup investors including Alphabet Inc.’s Google and SoftBank Group Corp. are betting that quantum computing, often thought of as a fantastical science experiment, is getting closer to having sweeping real-world applications.
OpenAI Chief Executive Officer Sam Altman rebuffed Elon Musk’s $97.4 billion offer to take control of the artificial-intelligence startup for the second time in less than a day, accusing the world’s richest man of making the bid just to gain a competitive advantage.
Bloomberg’s bonus calculator offers a revealing look at the divergent value of Wall Street employee payouts.
Oil smuggling isn’t easy, but it’s so enormously profitable that obstacles only slow it down. Sure, the authorities can make dealing illicit barrels a bit less financially rewarding; ultimately, however, the oil will flow.
President Donald Trump ordered a 25% tariff on steel and aluminum imports, escalating his efforts to protect politically important US industries with levies hitting some of the country’s closest allies.
Over the weekend, President Trump announced tariffs of 25% on both Canada and Mexico, as well as a 10% tariff on China.
The federal government gets a great deal of grief when it issues economic reports and it’s not hard to see why.
We provide an update on the 4Q24 earnings season and explain why our positive outlook on tech- related companies remains unchanged.
Tariff threats offer a glimpse of what is in store.
Exploring the delicate balance between protectionism and global cooperation
