When your system, whatever it may be, is working extremely well, we used to say it’s “firing on all 8 cylinders.” What does that mean?
Savvy investors are aware that geopolitical tensions and uncertainty can significantly influence the financial markets.
Is now the time to add an active foreign equities allocation? Investors have likely already considered a case to diversify domestic-heavy portfolios with international equities.
Reverting to old fiscal rules will create a strong economic headwind for Europe.
Among U.S.-based original equipment manufacturers (OEMs), Tesla (NASDAQ: TSLA) has a sizable, significantly profitable lead over the “big three” in the electric vehicle space, but on a global basis, the industry is evolving and close to a major inflection point.
After three quarters of improving economic outlook amid increasing expectations for a painless decline in global inflation, markets and pundits alike have become less optimistic about a soft landing as they reacted to frustration from the Fed.
Breaking a mirror, walking under a ladder, and a black cat crossing your path have all been seen as bad omens.
The pandemic changed many things about the economy — how we work, where we work and who we work with, for starters — but one of the most striking trends has been a big uptick in entrepreneurship.
With all eyes on generative AI (genAI) and its transformative potential, individual investors’ interest has been piqued. The market-moving innovation certainly has generated a lot of hype ― and questions. Equity CIO Tony DeSpirito parses three reasons for excitement and three areas for awareness.
However, $22 billion moved into fundamentally weighted equity index ETFs, while dividend and momentum ETFs had outflows. This is sizable and warrants some added attention.
The first nine months of 2023 have seen significant growth. Despite this growth, questions remain. Income is top of mind as many investors worry about the potential of a recession, the ongoing high-rate environment, and market uncertainty. Enter the Income Strategy symposium.
A liquidity gap is growing as banks curtail specialty lending, providing specialty finance investors opportunities for potential better risk-adjusted returns than we’ve seen since the GFC.
Gold has lost $170 since hitting a peak of $2,050 per ounce in early May.
Crypto may have grabbed headlines last year, but the talk on Wall Street these days is all about options.
Market pricing, verbal cues from Federal Reserve members and the likely evolution of the economic data over the next couple of months all point in the same direction — the central bank is likely done raising interest rates.
The latest Underlying Inflation Gauge full data set for September is 2.9%, down 0.1% from last month, while the prices-only measure is 2.2%, down 0.2% from last month. Current Headline CPI is now 3.7% and Core CPI is 4.2%.
When it comes to international trade and investment, AI will create some obvious winners and losers. It’s the second-order effects that may prove more interesting.
Fiduciary September just concluded. To generate further awareness, my organization, the Institute for the Fiduciary Standard, produced eight panels with 22 speakers.
The few remaining signs that the US economy is headed for a recession are vanishing before our eyes.
Getting John Beatson to pick stocks for you used to require a cool $25 million or thereabouts. Thanks to the newest trend in money management, these days it’s more like $25.
Amazon.com Inc.’s next big thing might be lurking in the expensive supply chain apparatus that’s helped transform its e-commerce business into a juggernaut.
In his latest memo, Howard Marks provides a follow-up to Sea Change (December 2022). He argues that the trends highlighted in the original memo collectively represent a sweeping alteration of the investment environment that calls for significant capital reallocation.
Like a watched pot that refuses to boil, the much-anticipated recession of 2023 has yet to materialize. In our latest Strategic Income outlook, we examine the reasons and discuss what might finally cause the temperature to rise.
Yet again, the Federal Reserve’s battle to tame inflation has hit a speed bump. This week’s jobs report came in surprisingly strong, and while it may see revisions, it’s yet another point toward a lengthening rate cycle.
Investing in China remains challenging but that doesn’t mean there aren’t opportunities. Portfolio manager Vivek Tanneeru and Head of Portfolio Strategy David Dali highlight one approach that potentially can deliver alpha generation today while positioning for a potential upturn tomorrow.
Broadly speaking, large- and mega-cap tech stocks are far from bear market territory. But the Nasdaq-100 Index (NDX) closed 6% below its 52-week high last Friday.
The quarter started off strong enough in July but gave up ground in both August and September. The total return of the S&P 500 was down 3.27% for the quarter.
The odds of a unicorn spraying rainbows across the sky and the government running a surplus are the same: zero percent.
The financial planning landscape is undergoing a great transformation, driven by emerging trends that have accelerated in recent years.
Jon Fee discusses VettaFi’s acquisition of EQM, technological growth in the indexing space and so much more with EQM CEO Jane Edmundson.
Data science will no longer remain the preserve of large quantitative managers.
Any successful implementation of a new technology depends on effective communication.
“Very strict enforcement” is a euphemism used by the American Automobile Association to warn motorists of places where even minor traffic violations will likely be caught and punished with heavy fines.
Most voters aren’t going to get hot under the collar about battles in Washington, DC, over bank capital requirements, but they definitely relate to stories about home loans becoming more expensive or less available. That doesn’t mean debate is straightforward, especially once each side starts throwing numbers around.
Stock markets that have refused to buckle under the highest yields since 2007 face a new test. Third-quarter results will shine a light on how much those rates are already hitting profits — and what they’ll do to lofty equity valuations.
After investment losses tore through the US financial system this year, a fresh slump in bank stocks shows some investors fear the problem — which at its most extreme claimed a handful of lenders — hasn’t gone away.
With gold prices in a sustained decline, investors who had an interest in this asset class may begin looking elsewhere.
Advisors have choices to face with their fixed income allocation. Should they take on credit risk to be rewarded with a high level of income? What about taking on interest-rate risk and owning longer-duration bonds?
A Conversation With: Jim O'Shaughnessy, Executive Chairman, Stability Al Founder & CEO, O'Shaughnessy Ventures, LLC Dave Nadig, Financial Futurist, VettaFi
For two decades, Amy Wu Silverman has tracked fear and greed across Wall Street by keeping a close eye on the twists and turns in the Cboe Volatility Index.
Even as stocks rallied back during the monetary panic last week, big disruptions in the world of Treasuries threaten fresh pain for a host of hedging strategies on Wall Street.
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With the widely followed Markit iBoxx USD Liquid High Yield Index down almost 3% over the past month and in the red on a year-to-date basis, this might not be one of those times.
Professional stock investors know little about bonds and vice versa I suppose. Yours truly has to be included in that mix but that doesn’t stop me from trying.
While investors await a spot bitcoin ETF, the SEC accelerated its rollout of ether futures ETFs. So far, issuers have launched five ether futures ETFs and four combined ether + bitcoin strategies.
In a market burdened by uncertainties, a flexible approach can help equity investors strike the right balance between short-term risks and long-term opportunities.
VettaFi’s Roxanna Islam discusses the underwhelming debut of ethereum futures ETFs. Baird’s Rich Lee talks recent ETF trading volumes, S&P 500 concentration risk, active management, and ETFs moving to T+1 settlement. Texas Capital’s Ed Rosenberg spotlights the Texas Capital Texas Equity Index ETF (TXS).
Advisor Perspectives has announced its Venerated Voices™ awards for commentaries published in Q3 2023.
Michael Kitces just published the results of his new software survey. Many of the results confirmed what Joel Bruckenstein and I have been reporting for years. But there were some key differences.
In investing, you can have a safe present or future value, but not both!
