A largely invisible driver of the green transition is rapidly gaining backers among some of the world’s largest investors, even as other climate initiatives falter.
In this video, Chuck Carnevale, co-founder of FAST Graphs, provides an analysis of materials stocks.
The past year saw the ETF industry barrel past the previous record for the number of launches in a calendar year, with 543 new ETFs hitting the market. The previous record was just under 480 in 2021, meaning 2023 beat that number by more than 60 funds.
So it was a very strong year for broad equity benchmarks around the world, but it perhaps didn't feel like a great year for many investors. There's economic uncertainty for sure.
Strategas’ Todd Sohn and CFRA’s Aniket Ullal join in a roundtable discussion on several key ETFs and industry trends to watch in 2024. VettaFi’s Lara Crigger offers her ETF predictions for the upcoming year.
Craig Burelle sets the stage for our Sector Outlook blog series with his views on the macro backdrop in 2024.
Can the Magnificent Seven retain its crown? Or will some subset of the 493 other S&P 500 stocks and their neglected sectors take the throne in 2024?
The dollar kicked off the new year with its biggest daily jump since March as traders pared back bets on the scale of the Federal Reserve’s 2024 interest-rate reductions.
One often-made argument in favor of stocks says investors should dive in before roughly $6 trillion of money-market cash gets redeployed into equity assets globally.
Traders hoping that a pan-markets year-end rally would pick up where it left off got the opposite on 2024’s first trading day, a session that featured one of the worst-ever concerted drops in stocks and bonds to start a year.
Enthusiasm for Japanese equities picked up in 2023 as evidenced by the 28% rally in the TOPIX (local) index through November.
Semiconductors are the foundation upon which artificial intelligence (AI) thrives, but knowing that is only part of the battle. For investors using ETF to access chip stocks, some homework could pay dividends regarding identifying the chip ETFs with the most AI relevancy.
Confidence in the bond markets is fueling a two-month rally in prices as the capital markets brace for rate cuts in 2024. Whether they happen at a furious pace or not is anyone’s guess, but the expectation of cuts are providing enough spark for the rally.
Exploring sustainable investing complexities, this piece categorizes ESG into screening, integration, thematic investing, stewardship, and impact. Despite conflicting reports, ESG-labeled bond funds have thrived, reaching $900.5 billion in assets. Their premium indicates robust demand, countering decline narratives and underscoring continued vitality in fixed-income sustainable investing.
Bob Doll, CIO at Crossmark Global Investments, provides his annual 10 predictions for financial markets.
While overall economic inflation has slowed over the past 18 months, health insurance costs keep going up.
Economists did not believe it was possible, but they’ve been wrong a lot lately, and in their defense it has only ever happened once (or maybe twice) before: We may be witnessing that rare achievement known as a soft landing.
One of the big surprises of 2023 was the resurgence of US growth stocks. The tech-heavy S&P 500 Growth Index outpaced its counterpart Value Index by 7.82 percentage points last year, including dividends, after trailing it badly in 2022.
Bitcoin surpassed $45,000 for the first time in nearly two years as anticipation of an approval of an exchange-traded fund investing directly in the biggest token intensified.
The US Treasury market posted its first annual gain since 2020 as slowing growth and inflation bolstered views that the Federal Reserve’s campaign of interest-rate increases is likely over.
Banks that rely heavily on lending products for revenue have been hit by higher interest rates. But capital markets expect rate cuts in 2024. That could give bullish vibes for regional banks.
In 2023, investing in growth was highly rewarding. We all heard about the Magnificent Seven Stocks that kept climbing higher throughout the year.
Life insurance is one industry that has historically overlooked women’s buying power.
The start of a new year brings a chance for reflection and re-evaluation. For investors, a chance to rebalance. Franklin Templeton ETFs’ Dina Ting and Marcus Weyerer highlight the pitfalls of overweight exposure to mega tech stocks and where in the world to look for diversification in 2024.
Tweedy Browne is one of the most respected value managers. In this wide-ranging interview with its investment team, they explain why the opportunity set they are seeing among stocks is the best in 20-plus years.
It's that time of year when we start thinking about the old and envisioning the new. This has always been a special season for me, perhaps because of my unusual quirk of really wanting to divine the nature of the future—not just an investment in economics but in general.
VettaFi’s vice chairman Tom Lydon discussed the VictoryShares US Small Cap High Dividend Volatility Wtd ETF (CSB) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
As 2023 comes to an end, let’s revisit the top 10 most-read AP charts of the year.
The dollar is poised for its worst year since the onset of the pandemic as Wall Street bets the Federal Reserve is set to lower interest rates after reining in prices.
For the greater part of the year, large-cap stocks have been in pole position for most of the 2023 rally. But investors who want to add a dose of growth while maintaining large-cap stability may want to give midcap equities a closer look.
Aggregate bond benchmarks rebounded this year following some of the worst showings on record in 2022. With heightened expectations that the Federal Reserve could cut interest rates in 2024, fixed income enthusiasm is perking up.
Quarterly commentary giving an overview of the markets and the importance of having and implementing a strategy when investing in the markets.
Ned Davis Research (NDR) is a global provider of independent investment research, solutions and tools. Founded in 1980, NDR helps clients around the world make objective investment decisions. Its strategists and analysts use fundamental and technical research with models, charts, indicators and weight-of-the-evidence methodology to help clients see the signals and invest with confidence. NDR is headquartered in Sarasota, Florida with offices in New York, London, and Hong Kong.
Generative artificial intelligence (AI) didn’t just capture the hearts and minds of scores of investors this year. It also popped on the radar screens of policymakers, both in the U.S. and abroad. From that, it can reasonably be inferred that artificial intelligence regulations could be front-and-center in 2024.
If 2023 was the year of the “Magnificent Seven,” 2024 may be a year where small-, mid- and large-cap companies will take the spotlight, according to Franklin Equity Group.
With 2024 just around the bend, fixed income exchange-traded funds (ETFs) are offering investors bright prospects for bond exposure in the new year and capital allocation is expected to increase.
Since the beginning of the century, when he started following the industry that makes silicon and germanium, whose units are measured in a billionth of a meter, or a nanometer, Adam Benjamin has helped investors profit from the smartest part of the world.
One of Cathie Wood’s exchange-traded funds has executed a massive shake-up in its Bitcoin-related holdings as the cryptocurrency rounds out a blockbuster year.
If you own bond funds in a taxable account, it is possible to turn some of the SEC yield into long-term capital gains taxed at lower rates, which could save a bundle. Here’s how.
In a recent special edition video, VettaFi’s CMO Jon Fee sat down with Senior Research Analyst Zeno Mercer to discuss all things artificial intelligence. The duo explores several topics within this technology realm to give investors and advisors a better understanding of AI’s 2023 performance overall.
With the S&P 500 hitting the lowest levels since last June, I thought it would be great to talk to Ranger Alternative about how advisors should be incorporating a hedge in clients' portfolios regardless of the market environment.
Ranger Alternative is sub-advisor to AdvisorShares' Ranger Equity Bear ETF (HDGE). The brains behind HDGE is my guest, David Tice (senior advisor), as well as John Del Vecchio (co-portfolio manager) and Brad Lamensdorf (co-portfolio manager).
HDGE is an actively managed ETF rooted in forensic accounting and technical analysis.
As we near the end of 2023, Head of Franklin Institute Stephen Dover reviews how his forecasts for the year panned out and shares the themes his team is watching out for in 2024.
The soft-landing scenario that investors see for next year points to further gains in US stocks. But it also dims the prospect of another stretch of wild outperformance for the technology giants that dominated in 2023.
This year’s hottest options trade is catching on with Wall Street’s nerd contingent.
Crypto hedge funds that survived a bruising 2022 are recovering, and many are thriving. Some are even expecting a banner 2024.
Great articles don’t always get the readership they deserve. We’ve posted the 10 most-widely read investment and planning articles for the past year here and the top practice management articles here. Below are another 10 that you might have missed, but I believe merit reading.
The growing gap between the rate on the Federal Reserve’s nascent funding facility and what the central bank pays institutions parking reserves suggests officials will let the program expire in March, according to Wrightson ICAP.
Something odd is happening to the world’s most valuable resource. Time is simultaneously speeding up and slowing down. We live in a world of instant communications and superfast internet. We also live in a world of infrastructure projects that crawl along for decades.
Advisors are being asked to provide their clients with a full suite of solutions, ranging from estate and tax planning to portfolio management, and everything in between. Clients are increasingly eager to gain access to fully customizable solutions that meet their individual needs. Advisors, meanwhile, are facing constraints while grappling with a volatile market, and their relationships with clients are being tested.
To address those market challenges, SS&C Rendezvous was launched in 2023, offering advisors a turnkey, front-end investment management platform embedded in the Black Diamond portfolio management system. Featuring an open architecture model marketplace and an integrated proposal-generation tool targeting clients and prospects, Rendezvous empowers advisors with the technological resources to streamline goals-based financial planning and proposal generation, offer investment solutions and asset allocation tools that achieve clients’ goals and reclaim time to focus on building relationships.
“I believe the overall market will be up 10% to 15% from today's level by the end of 2024,” said Jeremy Siegel in our annual interview.
