The continued rally in equity markets seems to be slowly reaching its crescendo. While the fundamentals have been screaming bearishly for some time now, there have been a number of structural factors at play driving markets higher in spite of these headwinds.
Wealthy market participants are flocking to this asset class in a significant fashion. Investors that have waded into the cryptocurrency space in incremental fashion and those building currently-small grubstakes may find this encouraging.
Among emerging-market countries, the Wasatch investment team remains most constructive on India. We’ve written about how trends such as digitalization, financialization, formalization and industrialization continue to push its economy forward. A recent visit to India allowed us to see how those trends are evolving and visit portfolio companies.
Fortune Financial’s Lawrence Hamtil, along with special guest “Ramp Capital”, talk Twitter, ETFs, stock valuations, crypto, and more.
New research has documented the persistent failure of investing based on artificial intelligence (AI). This is unsurprising, given the challenges of active management and the widespread inadequacy of humans to outperform an index fund.
The next time someone expresses a firmly held opinion about homelessness, ever so gently recommend that they read Homelessness is a Housing Problem. The more people who read this book, the closer we’ll be to a solution.
To find undiscovered investment strategies, financial advisors must perform due diligence that goes beyond track records.
Earnings reports on Friday showed Citigroup Inc., JPMorgan Chase & Co. and Wells Fargo & Co. gained big time from their size and the extra support the Federal Reserve injected into the banking system in March.
Equity strategists are boosting earnings forecasts for the S&P 500 Index over the coming year faster than they are marking them down, pushing a key indicator tracking the momentum of analyst revisions well off its November nadir.
Investors loading up on long-term bonds have a history at their back.
Ed Mills, Managing Director, Washington Policy, discusses how recent U.S. policy decisions are the foundation for an industrial renaissance aimed at building up the economic base and protecting it against certain geopolitical and supply chain risks.
VettaFi’s Fixed Income Symposium, happening on July 24th, is fast approaching. The symposium will bring together industry thought leaders.
In what's quickly become one of my favorite annual traditions at Russell Investments, I survey our associate base for their summer reading recommendations every year around this time.
The US Federal Trade Commission has opened an investigation into OpenAI Inc., questioning whether its popular ChatGPT conversational AI bot puts consumers’ reputations and data at risk, according to a person familiar with the matter.
Investors have more investment options than ever before, thanks to the number and variety of exchange-traded funds available to everyone. Think of an investment strategy, and it’s probably available in an ETF.
Elon Musk announced his new artificial intelligence company xAI on Wednesday, stating that its aim was to “understand the true nature of the universe.”
The Securities and Exchange Commission (SEC) could finally change its tune regarding spot Bitcoin exchange traded funds. A notable rally in the largest cryptocurrency fueled speculation. And data indicate large institutional players are increasing their Bitcoin holdings.
Signs are emerging that Japanese retail investors are getting on the equity bandwagon after having largely missed out on a historic rally.
To provide some insights into what is going on with AI, we use data pulled from LOGICLY to gain an in-depth perspective on the three-month performance of the two largest AI-focused ETFs.
While we agree with the enthusiasm for AI that has helped the market rally, investors may be better served by patience than by chasing recent risk-on sentiment.
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.
It seems fitting that one of Google’s most important inventions — one that would come back to haunt the company — was initially devised over lunch.
Silicon Valley venture capitalists are racing to get into artificial intelligence companies — including investors who once bet big on crypto.
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!
In this article, we will explore the performance and characteristics of key ETFs representing the semiconductor and technology categories, respectively, using advanced data analytics tools provided by LOGICLY.
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.
Artificial intelligence has quickly become a hot topic around dinner tables and in corporate boardrooms. But delivering business benefits from AI will take time. Investors should proceed with 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.
Against the backdrop of the funds' goal of long-term capital appreciation, we aim to generate excellent financial performance that is fueled in part by the strategic sustainability focus of the companies in which we invest.
VettaFi’s vice chairman Tom Lydon discussed the ALPS Alerian MLP ETF (AMLP) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
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.
Schwab Asset Management is seeking to draw investors to its high-yield bond exchange-traded fund with one of the lowest fees in the industry, even as rising rates and default fears rattle the asset class.
Wall Street is finding ways to trade the “special rebalance” of the Nasdaq 100 as the overconcentration of mega-cap firms breaches an upper limit in the tech-heavy gauge. They’re investing in QQQE.
Cathie Wood’s Ark Investment Management LLC pared its holding of Coinbase Global Inc. for the first time in almost a year on Tuesday.
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.
Tech giant Microsoft is on a mission to use technology to solve some of the world’s most pressing problems.
Factor investing can help drill through broad sector labels to help investors better understand past performance and expected returns.
Global equity markets have had a very strong first half of the year, but it’s a pretty unusual time because, on the one hand, equities are contending with a pretty difficult macro backdrop.
Wall Street is divided on whether a new bull market has begun, and it's easy to see why based on the divergent performance of the major U.S. indices.
Business bankruptcies are surging around the world, in some countries reaching volumes not seen since the aftermath of the 2008 financial crisis.
Standard Chartered is ramping up its bullish Bitcoin prediction, targeting as much as $120,000 by the end of 2024 — almost quadruple the current price — as increasingly cash-rich miners reduce sales of the token.
Investors are once again flocking to the certainty — and relatively high yields — of cash as conviction grows that the Federal Reserve will continue raising interest rates.
BlackRock Inc. expects the model-portfolio realm of money management to grow to a $10-trillion business over the next five years.
America’s biggest tech companies have become too large even for the stock index tracking America’s biggest tech companies.
Economic indicators are released every week to help provide insight into the overall health of the U.S. economy. In this article, we cover three of the most important economic releases from the past week: the BLS employment report, job openings, and labor turnover (JOLTS), and the ADP employment report.
Higher expected corporate earnings mask broad pressure under the surface. We see more earnings pain ahead and look for opportunities at the sector level.
VettaFi’s Dave Nadig checks-in on some of the hottest ETF topics over the past several years. Cambria’s Meb Faber discusses the firm’s continued growth and spotlights the Cambria Shareholder Yield ETF (SYLD). Strategas’ Todd Sohn provides the 10 ETFs he’s using to track market conditions in the second half of 2023.
In his latest memo, Howard Marks discusses five market calls he’s made during his career. He argues that investors seeking to know the market’s likely direction should focus on taking its psychological temperature and understanding the nature of cycles. Just as importantly, they should learn to control their own emotions and have the humility to know when not to make a call.
