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.
There’s a persistent mystery about Mark Zuckerberg, and it’s not the one about his new chain necklace. The chief executive officer of Meta Platforms Inc. has spent billions of dollars building powerful artificial intelligence models and is giving that technology away for free.
Hong Kong's prospects are closely linked to the outlook for China.
VettaFi looks at the expected growth in US LNG export capacity and how midstream/MLPs benefit.
They subdued stocks, claimed a chunk of foreign exchange and muscled into the commodity market. Now high-tech trading firms like Citadel Securities LLC and Jane Street are pushing deeper than ever into fixed income.
Despite the reacceleration of inflation and enduring labor market strength, the Fed remains focused on downside risks.
I’m entering my annual post-SIC decompression period. I say that only half-jokingly. The last two weeks were my version of a dive deep into the sea, where you see shocking things and endure crushing pressure. The weeks of preparation are fun, but the sheer volume of information creates its own kind of pressure. You don’t just shift back into normal life after that.
Markets started the year anticipating several U.S. Federal Reserve (Fed) rate cuts in 2024, but by the end of the first quarter, a continued string of stronger-than-anticipated economic data readings led to a significant dialing-down of expectations.
When one is running their own business, it can be easy to try something, and if it works, then great; if it doesn’t, then you simply move on to the next thing.
Attention-grabbing performances from the likes of Microsoft, Google, and Tesla swayed market sentiments back to growth.
Harness contrarian perspectives in a discerning manner – don’t be contrarian just for the sake of it.
VettaFi examines the growth in data centers as a demand driver for natural gas and potential benefits for midstream.
Various methods to estimate this key bond market gauge differ on details but appear to signal rising investor compensation.
The often-cited goal of having a $1 million retirement nest egg needs to be retired itself. Adjusted for inflation , it would take nearly $1.9 million to have the same purchasing power today as in 1999, when the oldest of millennials were just turning 18.
Is this just a correction after a strong bullish advance from November, or is the bull market ending?
Alphabet Inc. closed decisively above a $2 trillion market capitalization for the first time on Friday, as a powerhouse earnings report reassured investors that the Google parent would be a major player in artificial intelligence.
What do Americans receive in return for our considerable spending?
Some of the world’s biggest energy trading companies are returning to metals, years after getting burnt in the notoriously difficult markets.
The path to responsible investing is complicated by individual differences in personality traits and decision-making processes.
Don’t believe the economic consensus, according to David Rosenberg. A recession is much more likely than a soft landing, and investors should allocate to 10-year Treasury bonds instead of stocks.
Elon Musk is known to challenge the status quo — and that’s exactly what Tesla Inc.’s investors are worried about right now.
The economy continued to grow in the first quarter at what we estimate is a 2.6% annual rate. That’s a slowdown from the 3.1% rate in 2023, but still good compared to the past couple of decades when the average growth rate has been 2.0%.
Copper is trading at a 52-week high, oil is above $90 a barrel and the S&P 500 Energy Index just hit a fresh all-time high.
Inflation concerns are top of mind again, with consumer prices and producer prices rising higher last week.
Japan has had two big moments in the last month, with the Nikkei 225 equity index breaking above the highs set in 1989, and the Bank of Japan (BoJ) raising interest rates for the first time in 17 years.
There are rules to follow if you set up a 529 college plan. If you don’t follow the rules, then the IRS will get involved, which is something you want to avoid.
Gold prices have shot up to historic highs – outshining broader markets and driving up demand for gold ETFs.
As we mark the tenth anniversary of the Statement on Standards in Personal Financial Planning Services, it's clear that this milestone was more than a mere regulatory update — it was a foundational moment for the financial planning profession.
Graham Ambrose has never felt stronger. He can barbell back squat 145kg (320 lbs) for four sets of six repetitions and bench-press more than 100kg for a single rep. His friends and colleagues notice that his clothes fit tighter and he’s fond of posting mirror selfies on Instagram.
Rob Copeland’s marvelously readable and well-researched book, The Fund: Ray Dalio, Bridgewater Associates, and the Unraveling of a Wall Street Legend, details a detachment from reality borne on the absolute power deployed by Dalio at Bridgewater.
In the first quarter of 2024, fixed income investors turned to investment-grade corporate bond ETFs.
Over half of Gen Z and Millennials have a side hustle or some kind of gig work to supplement their income. The numbers show that nearly two-thirds of workers are living paycheck to paycheck.
Water raises the risks of conflict, civil unrest and economic pain in many parts of the world.
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the Fidelity Limited Term Bond ETF (FLTB) with Chuck Jaffe of “Money Life.” The pair talked about several topics regarding the fund to give investors a deeper understanding of the ETF overall.
Competition for electric vehicles is mounting, but demand persists. So how can equity investors capture the potential of the fast-changing industry?
Foreign acquirers — mainly from the US — are targeting UK companies again. This time they’re being forced to pay up. Forget the apparent cheap valuations of London stocks when a handful of shares are traded. Buying an entire UK company means burning a hole in your pocket.
As investors scour the globe for under-valued stocks, one increasingly popular destination is actively managed exchange-traded funds that focus on emerging markets.
