In this article, Russ Koesterich discusses why gold may continue to advance in 2025 despite a stronger dollar and elevated real rate environment.
The Magnificent 7 kicked off fourth quarter reporting in a similar fashion to the Q3 season. Tesla once again missed expectations when they reported on Wednesday, on both the top and bottom-line this time (vs. only missing on revenues in Q3), yet investors seemed unbothered.
A lot has changed since a new administration took charge on Jan. 20, so the Federal Reserve’s decision last week to maintain its policy rate might seem odd.
The artificial intelligence (AI) revolution is moving at lightning speed, and one of the biggest stories this past week underscores just how critical the technology has become—not just for Silicon Valley, but for America’s national security and global competitiveness.
Karen Carpenter was one the greatest singers of my lifetime. One of her biggest hits was called, “Top of the World.” The key line of the song says, “I’m on top of the world looking down on creation and the only explanation I can find, is the love that I’ve found ever since you’ve been around, you most put me at the top of the world!”
Looking back to 2024, global equity markets remained resilient despite a challenging final few weeks. U.S. equities led both annually and quarterly, buoyed by robust corporate earnings, supportive fiscal policies and market optimism following the Republicans’ red sweep in November.
In today’s post, we will examine the money supply represented by M2, the Federal budget deficit, the Fed’s previous adventures with QE, and the correlation to inflation.
Quality has become a popular buzzword in equity investing. But what does it really mean?
There is a lot that goes into getting someone to trust you with their entire life savings. You must honor that trust and know it has value.
During a rocky fourth quarter, strength in the financials sector was a unifying theme across global markets.
The Q4 earnings season continued on a positive note after big banks and other financials struck a bullish tone in the first two weeks of reporting.
We explore how evolving priorities under the new U.S. administration may influence markets and investor outlooks.
High expected fixed income returns imply many non-profit investors could de-risk while still expecting to achieve their stated return objective.
The Second Trump Era has begun. If you are confident about what it will bring (either good or bad), I would like to gently suggest you reconsider. None of us should be sure what is coming.
On this episode of “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth joined Chuck Jaffe of Money Life to talk about the WisdomTree US Quality Dividend Growth Fund (DGRW).
Four years after handling the first conversion of a hedge fund to an ETF, Wes Gray is gearing up to lead a surge of tax-busting deals aimed at investors big and small.
In mid-2023, the estimated costs to roll S&P 500 futures on a quarterly cycle was roughly 0.40%, or 40 basis points (bps) annualized—a fairly justifiable expense for most investors considering the benefits of the instrument.
For stocks, Christmas came with a 'Santa Clause' rally soon after the election. Since then, there's been a correction in US markets.
Investor appetite for growth really is something to behold.
This article provides the Beaumont Capital Management Q4 2024 Market and Strategy Commentary - Decathlon Strategies.
Senior Investment Strategist Tracey Manzi notes that the Federal Reserve's ongoing easing cycle should benefit short to intermediate maturities.
Outlooks for higher education and healthcare are the weakest while transportation and essential utilities are the strongest. Resiliency to withstand an economic downturn is strong for all sectors.
BlackRock Inc. is tapping into a fast-growing corner of the options-powered ETF world with an offering aimed at Wall Street investors bracing for the S&P 500 to tread water.
Canada’s stock market — where returns have lagged the US for two straight years — might offer investors protection against a downturn in US stocks, a Toronto-based asset manager says.
As we step into 2025, it’s time to revisit our expectations for the markets and provide an updated perspective for investors.
Wall Street breathed a sigh of relief after a surprise slowdown in inflation spurred a stock rally and a plunge in bond yields, reinforcing bets the Federal Reserve is on track to keep cutting rates this year.
Outsourced trading is a growing trend among asset managers, with recent headlines illustrating how firms are reassessing their approach to how trading fits in their broader strategic plans.
We need to face the reality that we’ve chosen a system that prioritizes lower taxes over centralized health care.
The journey from niche asset to core allocation looks set to continue.
Every new year brings with it a new opportunity to stop for a moment, revisit resolutions, and refresh outlooks.
The question asked of me most often recently: "Why are bond yields rising?" After verbally answering it plenty of times, it's time to put my answer in writing for everyone else to see.
On this episode of “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth joined Chuck Jaffe of Money Life to talk about the Fidelity Blue Chip Growth ETF (FBCG).
Markets are coming off back-to-back gains of more than 20% each on an annual basis. The chances of a hat trick in 2025 are slim to none.
Weather has always been a key factor influencing commodity prices, even though not very obvious at first glance. Agricultural yields depend on rainfall, frost can ruin crops, and hurricanes disrupt supply chains.
U.S. equities closed 2024 on top and U.S. growth took back leadership from U.S. value.
Yields may trade in a wide range as markets work through issues in the new year. Navigating volatility may mean capturing higher nominal and real yields over the longer term.
A few weeks ago, a reader emailed to challenge what he described as our “cautionary, skeptical and net negative” stance on Bitcoin.
Research Affiliates’ Rob Arnott delves into the strategy of investing in companies recently removed from major market indices and offers perspective on current stock valuations. VettaFi’s Cinthia Murphy presents five ETF predictions for 2025.
The US banking system’s reserves, a key factor in the Federal Reserve’s decision to keep shrinking its balance sheet, tumbled below $3 trillion to the lowest since October 2020.
Inflation remains the steadying factor in the Fed’s hand, but the Fed's intentions for next year are not likely unanimous.
As you look toward the new year, I’ll share an idea you can give yourself and your team as a gift in 2025.
Change is a catalyst that can drive innovation and help position businesses in all industries for sustained success. The adoption of wealthtech illustrates the transformative power of embracing change.
Treasuries were mixed in thin trading as traders absorbed the prospect of a less aggressive path ahead for Federal Reserve interest-rate cuts and priced in greater risk for US long-term debt.
Today often kicks off the Santa Claus rally. Stocks rose and volatility is down sharply from recent peaks, but yields keep rising, which has hurt the non-tech part of the market.
Over the last decade, U.S. large cap growth stocks have been far and away the best performing major financial asset in the world.
For 2025, the financial markets will be entering a new chapter in the ever-evolving policy story. Indeed, not only will the U.S. economy be operating under a new political and attendant fiscal backdrop, but it will also be in the midst of a different monetary policy setting—rate cuts, not the after-effects of rate hikes.
Index funds emerged in the early 1970s and were designed to match rather than beat the market. For decades, they were associated with the capitalization-weighted (CW) market indexes that defined their investment approach.
As we near the end of 2024, researchers, businesses, and investors have begun to question the overheated artificial intelligence sentiment.
Displaying your expertise is an attempt to prove your value, and it’s how the industry has always taught advisors to win new clients. However, it does not work.
Has the U.S. economy diverged from the global economy, or are a lot of economic canaries in coalmines keeling over and warning the U.S. is soon to catch down?
