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.
First, let me wish you Merry Christmas, Happy Holidays or your favorite personal form of greetings for this time of year.
2023 was a year of surprises. These are five key sector themes illustrated in charts that dominated the ETF world this past year.
Equity markets are on track for a strong finish to the year, powered by mega-cap growth stocks — the equity MVPs of 2023.
A lot of different asset classes are currently being discussed as possible places to invest in 2024, but one that hasn’t garnered much attention is gold.
While 2022 was a brutal year for bonds, fixed income enjoyed many tailwinds this year, from high interest rates to lowered inflation to a less volatile economy. This made 2023 the year for fixed income. And in particular, it was a good year for Vanguard.
Broadly speaking, Chinese equities and the related exchange traded funds disappointed investors this year, but there’s a growing sense that 2024 could bring better things for this asset class.
CIO designate Sean Taylor discusses his investment outlook for the year ahead and how he sees 2024 unfolding for emerging markets, regionally, economically and thematically.
Avi Schiffmann is an entrepreneur with a crazy idea that might become our new reality. Recently, he went on a podcast and then wondered afterwards about how he’d presented himself.
The holiday season is often the busiest time of year for any profession, and for advisors it is no different. Business demands, family obligations, and heavy social calendars can make for an overwhelming time.
Markets had been living through an era of slow burn, low interest rate-boosted index funds for years until rapid rate hikes in 2022 and 2023.
In preparation for the Exchange Conference, VettaFi CMO Jon Fee sat down with Garrett Stevens, CEO of Exchange Traded Concepts, to discuss many topics surrounding the pair’s expectations for the conference in Miami in February 2024.
The rally in US stocks is showing signs of fatigue, and investors should be ready to buy into any declines, according to Citigroup Inc. strategists.
Over the past month and the past 90 days, the Russell 2000 Index is higher by 12.07% and 8.49%, respectively. What’s notable about those periods is that they include increased chatter that the Federal Reserve could be positioning for multiple interest rate cuts in 2024.
Kathlyn Collins, Head of Responsible Investment and Stewardship, says a renewed purpose among regulators and pressure from investors is yielding breakthroughs in the governance and the capital efficiency of Japan’s-listed companies.
The Federal Reserve was supposed to leave center stage by the end of the year and let other factors play the leading role in determining asset prices in the advanced world and beyond. Instead, it has written itself an encore act that’s full of confusion.
Municipal bonds posted their best performance of the year, and we believe municipal credit conditions remain strong.
In this article, we will explore how gold has performed throughout 2023 and share more information on what experts expect from gold in 2024.
As is our custom, we conclude the year by reflecting on the 10 most-read practice management articles over the past 12 months. Tomorrow, we will highlight the 10 best articles you probably missed.
As 2023 is nearing its end, tax-loss harvesting season is in full swing. This is often top of mind for advisors and their clients. But Capital Group is seeing some advisors hesitate to harvest losses due to ongoing volatility in the equity and bond markets, and general uncertainty about 2024.
My guest, Courtney Wolf, joins me today to talk about why to deploy cash and use tax-loss harvesting via active fixed income ETFs. Courtney is a muni portfolio manager at Capital Group and the principal investment officer for the firm’s active muni ETF, CGMU. With nearly two decades of muni investing experience, Coutney will offer her forecast for munis more broadly in 2024 as well.
This year’s hottest derivatives trade, and perhaps also its most divisive, stole the limelight one final time for 2023 as market watchers cast zero-day options as the villains behind Wednesday’s rally-ending slump in US equities.
Treasuries rallied along with global bonds, sending benchmark yields to multi-month lows, as traders bet the world is entering a new, disinflationary period by wagering on more interest-rate cuts next year.
