Negative interest rates have more cons than clear pros.
Quarterly commentary giving an overview of the markets and the importance of having and implementing a strategy when investing in the markets.
You don’t have to worry about the market and its crazy valuations. That’s your neighbor’s problem, not yours. In building your portfolio, we are aiming for resilience.
Federal Reserve Chair Jerome Powell’s increasing focus on protecting the job market is encouraging a swath of bond traders putting bets on inflation rates to remain elevated.
On Jan. 30, Senior Director and Head of ESG and Investment Management Kris Tomasovic Nelson moderated an online discussion exploring the findings of Russell Investments’ 2023 Manager ESG Survey. In its ninth year, the annual survey offers valuable insights into the evolving landscape of ESG practices within the investment management industry.
Pension funds around the world are significantly underinvested in infrastructure and will help drive growth as they tip more capital into assets that will be part of the global energy transition, according to a report by IFM Investors.
Bond traders are cautiously reloading wagers that burned them just weeks ago as the Federal Reserve and key global peers finally appear set to begin reducing interest rates as soon as June.
Earlier this week, Microsoft Corp. named artificial intelligence pioneer Mustafa Suleyman chief of its consumer AI business and hired most of the staff from his Inflection AI startup. A day before, Bloomberg reported that Alphabet Inc.’s Google was in talks to license its Gemini AI engine to Apple Inc.
An obscure investment product used to finance risky real estate projects is facing unprecedented stress as borrowers struggle to repay loans tied to commercial property ventures.
Wall Street is so divided on whether the US stock market’s meteoric rise has gone too far, too fast that even Bank of America Corp.’s own strategists disagree.
Gold prices have done well around Fed easing cycles. In addition, inflation concerns and high interest rates make the year-ahead gold return forecast attractive.
Homeownership is the quintessential American dream, but it’s become increasingly elusive for many households. A multitude of factors, including soaring home prices, elevated interest rates and persistent inflation, has created the perfect storm, making homeownership a distant reality for more U.S. residents.
This week, more than 400 members of the Women in ETFs (WE) organization gathered to celebrate the group’s 10th anniversary. The New York City event was just the latest opportunity for community members to exchange ideas and learn together.
Let’s look at a few approaches to leadership that will be better suited to the current moment than the more traditional styles.
We monitor battery prices, elections and market attention on climate resilience for their impact on transition-related investment opportunities and risks. U.S. stocks were mostly flat last week, while 10-year U.S. Treasury yields fell further. Markets still expect the first Federal Reserve rate cut around mid-2024.
Learn to avoid the most common and damaging errors by considering these five key questions before you hit “enter.”
Super Tuesday was, if I may, super obvious. Former President Donald Trump clinched nearly every delegate that was up for grabs, forcing his Republican challenger, Nikki Haley, out of the race, which all but guarantees his nomination.
There are at least two certainties regarding Indian stocks. First, equities in that country have been the stars among major emerging markets for several years.
The average expected return on asset (EROA) assumption for the largest U.S.-listed pension plan sponsors increased to 6.70% in 2023—the first time a year-over-year increase has been observed in 19 years of records.
I cannot get away from the feeling of guilt that I am sacrificing time with my children to run this business.
Golfers and investors are interested in the same thing: results. But navigating market events, or a tricky par 5, requires balancing risk and reward. Like selecting the proper club, appropriate asset allocation is crucial when seeking success and reaching investors' desired long-term outcomes. That's why often overlooked mid caps present exciting opportunities for investors.
Join the experts at State Street Global Advisors to learn about the opportunity mid-cap ETFs provide and hear golf legend Tony Finau discuss his winning mindset and approach to balancing risk and reward for long-term success.
Investing in sports franchises can be a good portfolio diversifier and generate attractive returns.
There’s been a lot of excitement and reporting about a new ETF: the Alpha Architect 1-3 Month Box ETF (ticker BOXX), designed to give investors the return of short-term US Treasury Bills with the tax character of long-term capital gains.
Nvidia Corp.’s rise is captivating the stock market and driving the S&P 500 Index to new highs. But it also raises cautionary reminders of another investor darling that soared on dreams of a technological transformation, only to tumble back to earth when those hopes turned to disappointment.
The frenzy around AI stocks has blindsided Wall Street forecasters, spurring a race among strategists to keep up with a stock market rally that’s already blowing past their expectations when 2024 began.
Why the traditional methodology for bond index construction needed a new, investor-focused approach.
Adding real assets to a stock and bond portfolio can help boost returns and smooth volatility when inflation runs above 2%.
Big Tech stocks created, and have so far dominated, the trillion-dollar club in the US. For the first time, there’s a race brewing for an outsider to join their ranks.
Over the past year and counting, money managers have ramped up exposure to a handful of Big Tech companies – swelling market valuations along the way.
There are more than 200 ETF providers in the $8 trillion U.S. ETF market, but I’m intrigued by a recent entrant’s ambitions. In December 2023, Themes ETFs introduced 11 ETFs.
Berkshire Hathaway Inc. shares rose as much as 5.5% in premarket trading on Monday, set to push the market value of Warren Buffett’s conglomerate even closer to $1 trillion.
NVIDIA reported financial results for the fourth quarter and full-year 2023 this week, and I’m still picking my jaw off the floor.
The US and China are discussing new measures to prevent a wave of emerging market sovereign defaults, according to people familiar with the situation, one of the most significant attempts in years at economic cooperation between the rival superpowers.
Immigration is a vital source of economic growth.
After several decades of transformative tech wealth, the AI boom is ushering in another. Not only has Nvidia Corp.’s soaring valuation made co-founder Jensen Huang an extremely wealthy man, but his distant cousin Lisa Su, head of Advanced Micro Devices Inc., is now worth $1.2 billion.
Many investors remain in cash, but we think it’s time to shift exposure to bonds.
It’s been blamed for fueling stock volatility and dismissed as the latest case of market speculation gone too far.
Being bombarded by notifications interferes with your productivity. Here are the alerts you should skip and those notifications you can’t live without.
Secure lifetime income is a top wish-list item for defined contribution plan participants, and it has benefits for plan sponsors too. But there are very different ways to deliver it.
Many midstream companies provide guidance for the year ahead, but a select group also offer EBITDA growth guidance or targets for the next few years. Visibility to future EBITDA growth provides important context for dividend growth.
There is a five-step process to turn someone into a COI.
Yesterday, before the Super Bowl kicked off, VettaFi hosted an ETF game show at the Exchange conference in Miami. As part of the ETF Study Hall, we brought together the ETF community to help share information about some equity, fixed income, commodity, and even spot bitcoin ETFs.
There are three pitfalls that I most commonly see income investors fall victim to. I hope illustrating them will help you avoid their damaging effects on your investment portfolio.
Nvidia Corp.’s stock has rallied so much this year that it’s now threatening to overtake Amazon.com Inc. to become the fourth most valuable US company.
I met with seniors from Duquesne University recently, all of them about your age. They are Finance Majors graduating in the spring and were looking for insights into investing, career advice and strategies for building successful careers.
Here are seven ways to be great at sales for those who don’t consider themselves “salesy.”
Here are seven uncommon marketing tactics that were hyper-successful for the firms that used them.
As the market prepares for Apple Inc.’s earnings on Thursday, all I can think is this: Chief Executive Officer Tim Cook has problems. Plenty of them.
The “Magnificent Seven” were at the forefront of 2023’s market rally, but the same leader board has done some shifting to start 2024. After an earnings miss, the stock of Tesla faltered, while peers like Microsoft and Apple continue to see higher heights, reaching the $3 trillion club.
Income investors have an overwhelming number of investment options today. The menu ranges from traditional fixed income to equity investments like REITs to innovative covered call ETFs to more exotic vehicles.