Last week, Donald Trump proposed replacing the income tax with a tariff on imports. Washington DC let out a loud, and collective, scoff. The average American was intrigued. More on this in a few…but to be clear, the idea as it stands won’t work in our current system.
On the latest edition of Market Week in Review, Investment Strategist BeiChen Lin and Product Operations Analyst McKenna Painter discussed the latest U.S. inflation data and how it could impact Fed policy. They also assessed when the BofE could begin lowering borrowing costs and concluded with an update on economic growth in China.
This third and final part of this series focuses on alternative energy sources, utility companies, and other companies related to the power grid infrastructure.
Introducing a new asset class to RIAs is an intensive process, but one I believe is paramount to provide them with the solutions needed to address client goals. Private equity real estate is an increasingly important addition to any portfolio that can now be easily accessed and readily understood.
The shift in consumer behavior toward buying more discretionary items is attributed to the deceleration of inflation, according to Costco management.
Here we are in June. Things are mostly continuing in a Newtonian fashion: “A stock at rest will remain at rest, and a stock in motion will remain in motion, seemingly at constant velocity and in a straight line, unless acted upon by a net force.” Or Elon swiping your Nvidia chips.
Given its ascent to the $3 trillion market capitalization club, Nvidia (NVDA) is the stock that grabs the most AI headlines.
Artificial intelligence is sweeping across the economy. It’s showing up in the stock market with Nvidia’s meteoric rise, and the marketing blitz around AI is inescapable, whether from software providers peddling the promise of harnessed data to golf-club makers trumpeting an AI design. Narrow AI is now a real tool, and companies are figuring out how to deploy it.
The rapid expansion of AI has reopened the floodgates for renewables. But it's also propelled nuclear power into the spotlight.
Let's do some analysis of the Consumer Price Index, the best-known measure of inflation. What does inflation mean at the micro level — specifically to your household?
Consider toning your prospecting efforts by prioritizing referrals and integrating them into your broader strategy for sustainable growth.
It is always interesting when commodity prices rise. The market produces various narratives to suggest why prices will keep growing indefinitely. Such applies to all commodities, from oil to orange juice or cocoa beans. For example, Michael Hartnett of BofA recently noted.
We have gained a number of new investors and get regular vetting interest from investors who need to understand the roots of our stock-picking discipline.
As we move into the second half of 2024, let’s take a look at a familiar market dynamic that’s often misunderstood in commodity investing: Current inventory levels may be much tighter than futures curves are signaling.
I’m writing you from Cape Town, South Africa, where I’ve been warmly welcomed and reminded how much I enjoy international travel (well, except for jet lag!). Our world has so many wonders most people never get to experience. Of course, “there’s no place like home,” but seeing other places makes me happy, too.
Apple Inc. isn’t typically the first to embrace new product categories — as it famously showed with its iPhone, smartwatch and Vision Pro. All those areas were established before the company showed up, but Apple found a way to make its mark.
Cathie Wood said Ark Investment Management is well positioned in artificial intelligence assets, even after her company trimmed back on Nvidia Corp. shares before the rally last year.
BlackRock Inc., Citadel Securities and other investors are backing an upstart Texas stock market, laying down a challenge to the New York Stock Exchange and Nasdaq Inc. and signaling a potential boost for a state trying to grab more of the financial services industry.
As the global economy builds on its recovery this year, markets may see increased volatility due to divergent central bank policies, geopolitics and election outcomes.
Fidelity Investments is flexing its muscles in efforts to extract payments from ETF firms in exchange for listing and maintaining their products on its massive platform, stoking industry ire.
On the latest edition of Market Week in Review, Chief Investment Strategist for North America, Paul Eitelman, and Equity Manager Research Analyst Michelle Batjargal discussed the results of first-quarter earnings season around the globe.
Investors are reconsidering long-term capital commitments.
Nvidia Corp. and Advanced Micro Devices Inc.’s chiefs showcased new generations of the chips powering the global boom in AI development, deepening a rivalry that may decide the direction of artificial intelligence design and adoption.
Nvidia Corp.’s Jensen Huang will lead a gathering of tech business leaders in Taipei starting Sunday, an unusual opportunity for the industry’s most important executives to come together and figure out the future of computing and AI.
Treasuries pared this week’s sharp losses Thursday after inflation gauges in the US first-quarter economic growth data were unexpectedly revised lower.
Goldman Sachs Group Inc. has put together $21 billion for private credit wagers, its biggest war chest yet for Wall Street’s buzziest asset class.
The price of oil is hovering around $76 per barrel, 38% off its 5-year high. With so much geopolitical tension, why isn’t it higher?
When new inventions turn into market frenzies, the contrarian part of me wants to be skeptical. But the optimistic part of me wants it to be true, especially when the idea promises to change life for the better. Reality is usually somewhere in between.
NFL team owners punted — for now — on allowing private equity firms to buy stakes in teams.
Franklin Templeton Fixed Income CIO Sonal Desai discusses why rising investment and persistently loose US fiscal policy are simultaneously pushing in the direction of higher long-term real interest rates.
Andy Acker and Research Analyst Tim McCarty discuss how artificial intelligence has enormous potential to improve healthcare delivery across the globe and point to some practical applications that could benefit patients – and investors – in the near term.
Strong Q1 earnings were a bright spot as sticky inflation and dimmed expectations for rate cuts cast some shade on U.S. equity markets. Fundamental Equities investor Carrie King looks beyond the headlines to offer four takeaways from the most recent earnings season.
Every year, investors anxiously await the release of Warren Buffett’s annual letter to see what the “Oracle of Omaha” says about the markets, the economy, and where he is placing his money.
ETF industry veteran Dave Nadig covers a range of topics including crypto ETFs, the multi share class fund structure, Fidelity’s “pay-to-play” scheme, Vanguard’s new CEO, meme stock ETFs, and the biggest threat facing American capitalism. VettaFi’s Kirsten Chang also offers perspective on Vanguard’s new CEO and dives into international equity ETF flows.
In many ways, the journey involved with reaching the summit of Mount Everest parallels the journey to a secure retirement.
When Thomas Edison wired his own house in Menlo Park, then a tiny village in New Jersey, he fabricated a primitive cable. As insulation he chose a mix of asphalt, linseed oil and beeswax; for the core, copper wire.
Geography, it’s often said, is destiny. The paths nations follow though history are written like a script on the patterns of their rocks, rivers, plains and coasts, in ways that often confound the views of the people who inhabit them. It’s rare for a country to escape that geological fate.
Steady income and access to remaining assets are key considerations for DC plan sponsors.
On Tuesday, the Biden administration announced significant tariff increases on China, targeting roughly $18 billion in strategic industries, with a sharp focus on electric vehicles (EVs). These tariffs, which quadruple to 100% on Chinese-made EVs, are designed to counter China’s unfair trade practices and overcapacity while boosting U.S. industries.
Like clockwork, the commodities market worries in May about the strength of oil demand heading into the northern hemisphere summer holiday. Nervousness about the seasonal pickup in oil consumption abounds.
It’s been close to two years since the Consumer Financial Protection Bureau indicated it was looking to tighten regulations on popular “buy now, pay later” services. Since then, the sector has grown to $300 billion.
Walmart kicks off retail earnings season as high interest rates and inflation raise concerns over continued robust consumer spending.
Questions are being asked about the US managed care industry, but some businesses are equipped to rise to the challenge.
Weight loss treatments have recently seen huge breakthroughs with the rise of GLP-1 drugs such Ozempic and Wegovy. As more than one billion people living with obesity-related conditions seek to improve their lives, investors now have an ETF opportunity to invest directly in the burgeoning weight loss drug market expected to reach $100bn of annual sales by 2030.
As artificial intelligence rolls out around the globe, will it drive inflation or deflation? The answer is both — one and then the other, according to JPMorgan Chase & Co.’s new global co-heads of sales and research.
Time and again, Jerome Powell has made it clear. Financial conditions, the Federal Reserve’s key lever for cooling the US economy, are tight.
With the potential for higher-for-longer yields across countries, we see the global fixed income opportunity set as the most attractive in years.
You will find it very difficult to find good value in stocks in a bull market like we’ve had since 2008. As Warren Buffett says – “You cannot invest in what’s popular and expect to do well.”
ESG integration is a trend financial markets are familiar with, but that doesn’t mean all asset classes are at the same levels of progress. ESG means different things to different people, and its integration into equity investment does not represent the same journey experienced in fixed income.
Premiums and discounts are a popular metric to gauge the trading health of an exchange-traded fund (ETF). David Mann, our Head of Global ETFs Product and Capital Markets, updates his views on this metric with football (aka soccer) analogies from across the pond.
