With inflation still front and center and tight labor markets, how will central banks react to the challenging market environment?
Bonds rallied for a second day as traders bet an aggressive streak of global interest-rate hikes is close to ending, bolstered by optimism that inflation in the world’s biggest economy will continue to slow.
While this is a market estimate and in no way guaranteed, let’s just pretend for a minute that there is a 100% chance of this coming true and the FOMC is going to raise the Fed Funds rate by an additional 50 basis points.
Now that short-term Treasury yields have reached 5%, further upside is likely to be limited.
Does stock risk decline the longer the holding period is? It’s a great question and something I received a comment about.
The bond market’s re-energized bulls may want to dial down their excitement because their fortunes hinge on whether an abstract, almost elusive number, is as low as they assume.
The dollar has defied predictions of a prolonged slump since at least the beginning of the year but top money managers say it’s now on borrowed time as US exceptionalism wanes.
Millions of young Americans will face the end of the student loan payment moratorium this summer. Why is this happening now, after a three-year break from payments?
What a year it has been for financial markets. There have been several negative factors in play, including a high-single-digit inflation print, the ongoing war in Ukraine, and several regional bank failures. Nonetheless, the S&P 500 finished the second quarter up 17 percent for the year. Go figure!
Municipal bonds posted positive absolute and relative performance in June. Modest primary and secondary supply was outpaced by improved demand. While July has historically been a top-performing month, we maintain some near-term caution.
Chief Economist Eugenio Alemán and Economist Giampiero Fuentes note that while it is taking longer to bring inflation down, the Fed will continue to conduct monetary policy to reach its target rate.
It will be increasingly important to consider the best ways to connect with and support Gen Z as they make some of their biggest financial decisions.
One way to deal with the current global economic uncertainty is to search for consistent and reliable indicators to help you navigate the chaos. Another way is to focus on some time-honored verities about savings and human capital.
Investors will not be willing to pay an above-average valuation for what will seem like below-average profit growth.
Formed in 2017, the firm is headed by ETF visionaries Bruce Bond and John Southard, founders of PowerShares ETFs, one of the largest ETF providers in the world.
Drawing on data from LOGICLY, this article will dive into the Treasury ETFs that boast the highest YTD inflows, shedding light on some of their standout features and key characteristics.
Factor investing can help drill through broad sector labels to help investors better understand past performance and expected returns.
Chief Economist Eugenio J. Alemán discusses current economic conditions.
Led by the Federal Reserve’s campaign of increasingly large hikes, interest rates have risen meaningfully year-to-date. Conventional wisdom would guide investors to sell fixed income — a reflection of one of the most fundamental relationships in the investment world: as rates go up, their investments go down.
Higher expected corporate earnings mask broad pressure under the surface. We see more earnings pain ahead and look for opportunities at the sector level.
Income-driven repayment will ease the burden of resuming student loan payments.
VettaFi’s coming Fixed Income Symposium is timed to go live just days before the next FOMC meeting. The Symposium goes live on the 24th and the next FOMC meeting is scheduled for July 25th – July 26th.
Investors seeking higher yields and relatively low risk, and are willing to sacrifice liquidity, will find attractive opportunities in interval funds that invest in senior-secured, sponsored middle-market loans.
I discuss recent regime changes and reveal findings from the SPIVA scorecard and Morningstar’s U.S. Active/Passive Barometer.
The world’s sovereign investors are seeking to boost investment in bonds as yields rise, while a freeze on Russian assets has increased their demand for gold, Invesco Ltd. said in an annual report.
Shifting the risk-reward ratio in your favor.
Low commodity prices are containing inflation in emerging markets.
Given attractive yields and strong credit conditions, we have a positive view on the municipal bond market for the second half of the year.
Diversity, equity, and inclusion (DEI) practices drive growth and groundbreaking innovation. As business change accelerates, deploying intentional DEI actions develops diverse thinking and new ideas that can break new ground and build business resiliency.
The cognoscenti may have been too quick to declare the end of the Great Resignation.
Corporate credit has failed to live up to lofty expectations of double-digit returns so far this year, fueling a string of bearish bets into the second half of 2023.
For over a decade, emerging markets (EMs) have been full of promise—and disappointment. Year after year, investors have waited for the powerful growth trends of the past that drove developing markets from Mexico to Malaysia to reassert themselves.
US Treasury Secretary Janet Yellen said competition between the world’s biggest economies is not a “winner-take-all” situation and called for both sides to manage their rivalry with a fair set of rules.
Amgen sells its products to healthcare providers, including physicians or their clinics, dialysis centers, hospitals, and pharmacies in over 100 countries but primarily in the US.
This week the VettaFi Voices discuss what lies ahead for the U.S. economy and U.S. markets. Consumer confidence ticked up significantly from 102.5 in May to 109.7 in June.
Bond investors are bracing for fresh signs of strength in the US labor market on Friday after Treasuries tanked on fears the Federal Reserve will hike interest rates higher than previously assumed.
Throughout 2022, high levels of volatility across all major asset classes created a difficult environment.
Small business owners without workplace retirement plans now may take advantage of expanded tax credits if they establish one, according to John Kutz, National Retirement Plan Strategist at Franklin Templeton. He outlines recent regulatory and legal developments.
Surf’s up! Elevated yields and negative correlations are good news for bond investors. We share strategies for making the most of today’s opportunities.
Better than expected first quarter earnings, decelerating inflation and growing optimism about a soft, non-recessionary landing have driven the market's positive 2023 start.
"If your only tool is a hammer, every problem looks like a nail." This old saying still rings true as central banks keep ratcheting up the interest-rate pain.
Rob Tayloe discusses fixed-income market conditions and offers insight for bond investors.
India's growth initiatives and demographics may help its economy continue to advance; its stocks seem to have priced in high expectations for the world's fifth-largest economy.
Depending on who you ask, the word bond can either refer to a specific type of financial instrument, or when capitalized, your favorite British Secret Service agent. For this guide, we’ll be talking about the lowercase version, which represents one of the largest financial markets in existence.
VettaFi’s vice chairman Tom Lydon discussed the NEOS S&P 500 High Income ETF (SPYI) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Some of the biggest bond managers are sticking to their bullish view on the market for US government debt, even as that trade looks riskier by the day.
While much information is available about the technical aspects of avoiding bankruptcy and steps to take when filing for it, there isn’t much written about the emotional costs.
Last week the Supreme Court struck down the Biden administration’s student loan forgiveness plan, which would have done away with as much as $20,000 per borrower.
Music star Taylor Swift has taken the country by storm this year, selling out large football stadiums in every city lucky enough to have her perform.
After years of lagging behind the tech-heavy US market, Franklin Mutual Series sees international value stocks coming back into the spotlight over the coming years as the traditional economy comes into sharper focus.