For people looking on anxiously as stock wealth converges in an oligarchy of high-tech juggernauts, some perspective: It’s nothing new.
We get a big bunch of data reports this week: GDP revisions and economy-wide corporate profits for the first quarter; durable goods, new home sales, personal income, and consumer spending for May; home prices for April.
VettaFi’s Todd Rosenbluth offers perspective on the top five ETFs in inflows this year. ASYMmetric ETFs’ Darren Schuringa explains the technologically underpinning their “Smart” ETF lineup. Motley Fool’s Charly Travers spotlights their Small Cap Growth ETF (TMFS) and provides a behind-the-scenes look at day-to-day portfolio management.
Companies that consistently grow their dividend distributions tend to be companies with strong revenue and free cash flow at their disposal. Given the importance of dividends in down and volatile markets, dividend growth could be even more critical as the markets face uncertainty. Join the experts at Harbor Capital and VettaFi for a robust discussion on dividend growth strategies.
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Many economists have been forecasting a recession for 2023 due to tightening monetary policy. But that recession has not arrived yet.
The barrage of fresh Treasury bills poised to hit the market over the next few months is merely a prelude to what’s yet to come: a wave of longer-term debt sales that are seen driving bond yields even higher.
Investment-banking deals have a reputation as bloody affairs of rainmakers and traders fighting it out in a kind of full-contact version of musical chairs.
The current market speculation surrounding artificial intelligence (A.I.) has garnered everyone’s attention.
Today the minutes of the April 27-28, 2023, Bank of Japan meeting were released. Below in italics are the top ten highlights generated by our AI engine.
Macroeconomic uncertainty has remained front and center in 2023 as the new investment regime continues to play out. Inflation remains above central bank targets and some signs of economic weakness have started to surface in the wake of rapid monetary tightening.
Is recession still coming? Of course. But some funny things are happening on the way there.
To recap, we tested the following metrics, drawn from each company’s fiscal year-end reports and stated in USD, and correlated them with the percent price return in local currency over the past five years.
Surging interest rates have made the coupons look meager, the Federal Reserve is shrinking its exposure, and the regional banking crisis left the regulator with about $100 billion of the bonds to sell.
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
This week I saw something I haven’t in a while: a brochure from Strutt & Parker advertising a price reduction on a rather charming Notting Hill house. It is now a mere £4,750,000 ($6 million) — down around 6% from its original listing price.
The exit from a decade of very low interest rates, via the most aggressive hiking cycle since 1980 has laid bare the distorted financing incentives that became entrenched in the years between the Global Financial Crisis in 2008 and the end of pandemic-era monetary policies in 2022.
Japanese stocks may help boost the performance of international markets although the unique nature of Japan's economic and business structure could pose some risks.
Though recent data suggests China's re-opening growth has slowed, it's likely temporary. As China's recovery continues, it may have implications for U.S. inflation and rates.
In this article and video, we are going to cover Fidelity National Information Services.
Sticky inflation looks to compel developed markets (DM) central banks to crank policy rates higher – and keep policy tight for longer. The Federal Reserve paused last week but pointed to more hikes on the way.
Sunsetting a core benchmark rate is no small feat.
Join the Delaware Funds by Macquarie® Municipal Fixed Income team for an interactive discussion that will help answer some of the biggest questions on municipal bond investors’ minds.
Open up BlackRock Inc.’s annual report and – in case you didn’t know – the company tells you what it does. “BlackRock provides a broad range of investment management and technology services to institutional and retail clients worldwide,” it states.
With unanimity, the Federal Open Market Committee held the federal funds rate in its current range, but updated projections suggest this rate-hike cycle is not yet over.
Federal Reserve Chair Jerome Powell said policymakers expect interest rates will need to move higher to reduce US growth and contain price pressures, even though they held rates steady at their meeting last week.
Although once considered a niche strategy, secondaries have matured and now represent a vital cog in the private equity ecosystem, according to Franklin Templeton Institute’s Tony Davidow.
Our long-term outlook for commercial real estate investing argues for a flexible, long-term approach to seize opportunities in debt and equity investments across the real estate landscape.
Few of the advisors who will listen to this podcast have had professional careers that spanned a period of rising interest rates. But rates have been rising, and passive allocations to bonds or stocks cannot be counted on to provide the same results they did for the last 40 years.
Given that regime change, my guest today is here to discuss what should be the appropriate allocation to fixed income in a multi-asset portfolio. We will discuss how advisors should think about liquidity in their bond allocations, and to what extent tactical adjustments will be needed.
Federal Reserve Chair Jerome Powell is testifying before Congress this week on the state of the US economy and monetary policy, and there will be some tension.
The real estate market has been challenging, but specific real estate sectors may present opportunities. Data and infrastructure real estate enables technology that is critical for AI, Bitcoin, cloud networking, 5G and e-commerce. Industrial real estate has become crucial for e-commerce distribution and logistics networks. Join Pacer ETFs and VettaFi as Pacer celebrates the 5th anniversary of two popular REIT strategies.
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There was nothing but worrisome news in Wednesday’s economic data releases for the UK. And the implications extend beyond Britain in a multifaceted way.
What was billed as the year of fixed income is morphing into a massive game of catch-up for investors trying to capture some of the stock market’s gains.
T. Rowe Price Group Inc., Allspring Global Investments and AllianceBernstein Holding LP are among investors seeking opportunities in longer-dated high-grade corporate bonds, reflecting bets that the peak in interest rates is nearing and a US recession would force policymakers to reverse course.
Quarterly Macro Themes, a quarterly publication from our Macroeconomic and Investment Research Group, spotlights critical and timely areas of research and updates our baseline views on the economy.
Most of the things we expected to happen during the first half of the year in fact did: Inflation eased, U.S. economic growth slowed, the Federal Reserve appears to be near the end of its rate-hike cycle, and the U.S. government debt ceiling standoff was resolved before a potential default.
For this edition of Bull vs. Bear, James Comtois, and Elle Caruso debate the pros and cons of investing in high-yield fixed-income ETFs.
A type of charcoal first used by Amazonian tribes thousands of years ago is becoming a key component of net-zero goals set by Microsoft Corp., JPMorgan Chase & Co., and other blue chip companies eager to offset their carbon emissions.
Opportunities and risk abound in the fixed income space as questions remain about whether or not the Fed will continue to tighten. With the long end of the curve starting to look appealing, but short end yields still being attractive, investors need to unpack how they are approaching the fixed income space. Join iMGP and VettaFi for a webcast that digs into how investors can capitalize on the return of fixed income.
Here are the key elements you need to financially “undress” to weed out the trouble spots in your practice.
As high mortgage rates make potential sellers wary of listing a home and buyers feverishly compete for disappearing inventory, some employers are stepping in to offer employees affordable housing solutions. An offer too good to refuse? It may not be as simple as that.
Hedge funds that deploy a basket of computer algorithms for trading are gaining popularity in China after many investors got burned by human stock pickers.
While there are dozens of variables and decisions that go into transitioning to the RIA model, two of the more meaningful hurdles are registering your RIA and getting a clearing agreement with a custodian.
The potential for a Fed pause presents an opportunity for investors to consider adding duration back into their portfolios.
Sometimes it feels like the economy and markets are on different tracks.
Chief Economist Eugenio J. Alemán discusses current economic conditions.
VettaFi’s Todd Rosenbluth covers several recent developments including iShares’ Bitcoin ETF filing, Amplify’s agreement to acquire ETFMG’s ETFs, and several active ETF launches and filings. Charles Schwab’s D.J. Tierney discusses ETF flows, standout ETFs, and their direct indexing platform. T. Rowe Price’s Tim Coyne highlights the firm's expanding actively managed ETF suite including their approach to fees and the transparent versus semi-transparent structure.
A year ago, the US Consumer Price Index was rising at an almost 9% annual rate. The Federal Reserve was trying to change that trend with tighter policy. But it wasn’t just the Fed. All of us—businesses, consumers, everyone—responded to the pain.
Measuring changes in consumer prices is a messy, imprecise undertaking, one that can result in conflicting data, and yet these data are used by both the public and private sectors to guide important policy decisions.
Doug Drabik discusses fixed-income market conditions and offers insight for bond investors.
Money managers are flocking to extremely precise fixed-income exchange-traded funds as a hawkish central bank and economic uncertainty batter the bond market.
