When it comes to measuring the progress of Mark Zuckerberg’s metaverse, big numbers have been in short supply. Only 20 million of his Quest virtual reality headsets have sold since 2019.
With the Federal Reserve nearing the end of its most disruptive monetary-tightening campaign in a generation, a softening US dollar is poised to boost profit growth for nearly half of the companies in the S&P 500 Index over the next year.
US stock market traders are almost completely fearless now, which has some strategists bracing for a possible selloff.
Investors on Wall Street and beyond are betting that the great tech rally of 2023 has staying power, even as they appear skeptical that the artificial intelligence era will live up to the hype.
All the chatter back in December was that 2023 was to be the “year of the bond.” And for a brief moment or two in the winter, that call — and the economic doom and gloom that underpinned it — looked right.
As Bitcoin roars back after a year of crypto industry scandals and losses, Mike Novogratz says one man, in particular, gives him reason to stay bullish.
Federal Reserve Chair Jerome Powell on Wednesday appeared to give traders the positive signal they’ve been waiting for — that the central bank may finally be wrapping up its steepest interest-rate hikes since the early 1980s.
There is one incredibly potent tool that keeps employees engaged and productive.
Home Bias, Yield Hunters & Thematics - The Canadian Perspective. A conversation with Dave Nadig, Financial Futurist at VettaFi and Daniel Straus, MD, ETF Research & Strategy at National Bank Financial.
The Fed continued to signal a "meeting-by-meeting" data-dependent approach to monetary policy. While the June Summary of Economic Projections suggested that there might be one more hike after today's, we think it's also possible that today's hike may be the last one.
When markets are rising, investors don’t always prepare for turbulence. Yet we think the best time to build a defensive plan for an equity allocation is before volatility strikes.
Mutual Series’ Christian Correa and Mandana Hormozi believe the Japanese equity market is finally benefiting from reforms, inflation, and efforts to push companies to focus on growth and improve their valuations.
Healthcare stocks rank high on our like list, boasting a history of resilience amid both inflation and recession as well as attractive growth prospects thanks to potent innovation. Dr. Erin Xie examines the opportunity.
Korea has emerged as a global powerhouse in many industries. Read Portfolio Managers Elli Lee and Sojung Park’s latest on how Korea continues to create new opportunities for investors.
We talk frequently about the way central banks and governments affect the economy. In the grander scheme of things, though, whatever the Fed does is more like throwing a hand grenade into a large building. Yes, you’ll make some noise and cause some damage. People may be hurt. But the building won’t care, and the owner will fix it.
Fresh from the Mining Disrupt conference in Miami, Frank Holmes shares his perspective on a resilient Bitcoin market and the upcoming halving event, amid ongoing debates around the need for regulatory clarity. From an optimistic outlook for a U.S. spot Bitcoin ETF to state-level breakthroughs in Bitcoin mining laws, this account offers a comprehensive glimpse into the evolving digital asset landscape.
Biodiversity is taking on increasing importance as a consumer concern, but it isn’t always top of mind for investors. We think that could soon change. Beyond the obvious environmental benefits, there’s an economic case to be made for protecting biodiversity.
Looking at the potential benefits, risks and societal changes of artificial intelligence from an investment lens with Stephen Dover, Head of Franklin Templeton Institute.
Office Commercial Real Estate faces challenges ahead, with high vacancy rates, declining rental income, and potential defaults. Investors should seek opportunities in more resilient sectors; multifamily properties for better risk-adjusted returns amidst a weakening economy/hawkish Fed.
Q2 2023 was a more favorable environment for Emerging Markets, Europe, Australia and Real Assets managers.
The frenzy over artificial intelligence-linked stocks has gone too far but won’t die down just yet, according to Bank of America Corp. strategists led by Michael Hartnett.
Sixteen months after the Federal Reserve began its most aggressive rate-hike cycle in decades, markets are breathing a sigh of relief that the central bank — at long last — may finally be done.
Municipal exchange-traded funds, still a relatively new and small part of the $4 trillion state and local debt market, have seen growth stall dramatically after record inflows last year as the shift away from mutual funds slowed.
Building wealth isn't difficult, so why don't people do it? As younger generations reach the point where they have finally saved enough to begin investing it may seem overwhelming to know where to start.
This Knowledge Leader has been instrumental in revolutionizing today’s technology landscape in a range of areas from enhancing graphics for immersive gaming experiences to turbocharging scientific research and steering the future of autonomous vehicles.
While on the surface its argument is about the principle of copyright, what the clash reveals is just how little we know about the data behind breakthrough tech like ChatGPT.
To stand a chance of winning in this market, stock pickers need big tech exposure. Not all of them can get it.
A stellar year for JPMorgan Asset Management is proving to be an unusually tepid one for the world’s largest asset manager BlackRock Inc., shaking up the leaderboard in the $7.6 trillion US exchange-traded fund industry.
While caution in some areas of the commodities space may be prudent, there are also reasons for optimism, according to Fred Fromm, portfolio manager, of Franklin Equity Group. He offers his mid-year outlook and potential investment opportunities.
There are multiple factors to consider, including your tax rate.
Investors are paying close attention to China, Japan, and India ETFs lately, according to VettaFi’s Explorer data and analytics tool. Interest in non-U.S. economies is high as investors look for more ways to diversify their portfolios.
VettaFi’s vice chairman Tom Lydon discussed the SPDR S&P Regional Banking ETF (KRE) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
TCW is the latest well-established asset manager poised to enter the ETF business. But unlike some of its peers, TCW is going the acquisition route. Today, TCW announced it is buying the Engine No. 1 ETF business.
There’s another side to power, reflecting a more nuanced view. It can improve communication, convert more prospects and deepen relationships with existing clients.
TCW Group, the asset manager with a long history of managing bond funds, is expanding into exchange-traded funds with an agreement to buy an ETF business from activist investor Engine No. 1.
ESG scoring and mandates remain a subject we have contested since it sprang to life in 2020. The push of “woke activism” on, and by companies, to meet nebulous or artificial standards has led to various bad outcomes.
There is a particular “setup” that we’ve historically found to be associated with abrupt “air pockets” and “free falls” in the S&P 500. It combines hostile conditions in all three features most central to our investment discipline: rich valuations, unfavorable market internals, and extreme overextension.
The recent broadening out in market breadth has been accompanied by frothier investor sentiment, but using sentiment as a market-timing tool is tricky (if not impossible).
China's re-opening surge did not last.
Bets that artificial intelligence will revolutionize Corporate America and deliver riches to the biggest companies behind it will get a test Tuesday, as Microsoft Corp. and Alphabet Inc. report their first earnings since AI fever broke out.
I suppose you could say changing the Twitter bird logo to an “X” makes complete sense. As the recognized icon for “make it go away,” X just about sums up the achievements of Elon Musk’s social network so far.
Bitcoin dropped below $29,000 for the first time in over a month as the recent exorbitance over ETFs and a more favorable regulatory outlook eases.
BlackRock Inc.’s Rick Rieder says US high-yield risk premiums are not wide enough to entice investors, and that there are other areas of credit to consider allocating to.
Last year’s plunge in the S&P 500 made uber bear Mike Wilson the most celebrated stock forecaster on Wall Street. It’s a role he has failed to reprise in 2023.
Commodity ETFs have seen a significant dip in financial advisors' interest and YTD flows in 2023.
The Northern Trust Economics team shares its outlook for U.S. growth, employment, interest rates and inflation.
One of the unforeseen side effects of the current travel boom has been flight delays, mostly because of staff shortages, and this has raised the issue of pilot retirements.
VettaFi’s Tom Lydon offers key takeaways from their recent Fixed Income Symposium. Simplify ETFs’ Paul Kim discusses the firm’s recent growth and highlights several unique ETFs. Democracy Investments’ Julie Cane explains the investment thesis behind the Democracy International Fund ETF (DMCY).
Pulak Prasad is a successful investor in the Indian market, where he grew up. But he is also an amateur evolutionary biologist. His new book illustrates a powerful – and often money-making – link between the disciplines of investing and evolution.
As the recent regime changes between value and growth illustrate, momentum is unlikely to be successful in the long term.