You may be able to add up to 200 basis points of excess return when a fund’s handicaps are applied as supplemental assessment to Morningstar gold-rated funds.
There are days when our trade press is even more misleading than the consumer rags.
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.
A strategy of stripping China out of emerging-market portfolios is fast gaining traction as stock managers seek to reduce the risk of investing in a country that faces unique policy and geopolitical headwinds.
A pair of exchange-traded funds tracking corporate credit saw a nearly $2 billion flight after data underscoring jobs strength solidified bets the Federal Reserve will resume its interest-rate hikes.
I discuss recent regime changes and reveal findings from the SPIVA scorecard and Morningstar’s U.S. Active/Passive Barometer.
Tucked away in hours of congressional testimony by Federal Reserve Chair Jerome Powell last month was an admission that the central bank was blindsided by the impact of shrinking its balance sheet four years ago.
There's more pain on the way for the S&P 500 as profit warnings and fears of higher interest rates combine to threaten the key US stock indicator, according to the latest Markets Live Pulse survey.
A year ago this week, the US government told us that inflation as measured by the Consumer Price Index soared to 9.06% in June 2022 from a year earlier, the highest reading since 1981.
Shifting the risk-reward ratio in your favor.
Several ETFs offer targeted exposure to the burgeoning Indian economy. In this article, we will dive into four top-performing India ETFs, exploring their key characteristics.
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.
A conversation with Dave Nadig, Financial Futurist at VettaFi and Elisabeth Kashner, CFA, Director of ETF Research & Analytics at FactSet on ETF capital markets, regulation, and adoption.
One of the hardest parts of economic forecasting is separating what we expect from what we want.
The second half of 2023 has officially begun, meaning it’s time for us to reflect on the commodities market so far this year. Lithium increased by 10.81%, making it the best-performing commodity and one of only two that recorded a positive return, the other being gold.
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.
A summer real estate market should help heat up the sector amid relatively high-interest rates. If the real estate market is indeed in recovery mode, that’s just what it needs for bullish momentum.
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.
The old tech mantra of “move fast and break things” had long been one of the guiding principles of the cryptocurrency movement. The only problem: Too many things broke, leaving a string of high-profile bankruptcies and criminal prosecutions in its wake.
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.
BlackRock Inc. has a nearly perfect track record when it comes to filing for and launching exchange-traded funds, which is spurring hopes that its try for a Bitcoin ETF might also get regulatory approval after years of rejections.
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.
A Biden administration official recently described the philosophy of Bidenomics as caring less about the growth rate of the economy than about growth being widely shared.
Money is getting faster. Regulators need to adapt.
There is renewed anxiety among central bankers in the face of sticky inflation.
A monthslong test with some of the world’s largest banks found that digital dollars could be an effective way to improve domestic and cross-border payments, according to a unit of the Federal Reserve Bank of New York.
This article will take an in-depth look at a trio of top-performing Bitcoin-related ETFs.
Going viral entered a whole new dimension with the introduction of ChatGPT late last year. In just six weeks, the artificial intelligence (AI) tool gained 100 million users — and a great deal of media attention.
In 2022, the funded status of $20 billion club members reached its highest level since 2007 due to steep rises in discount rates.
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.
Ashmore is a specialist Emerging Markets investment manager with over thirty years' experience in these markets. Today we continue to innovate, offering new strategies that provide an opportunity for investors to participate in Emerging Markets.
Valkyrie is the latest issuer to refile an application for an exchange-traded fund that invests directly in Bitcoin after the US Securities and Exchange Commission had indicated initial documents were insufficient.
Investment banking work has all but dried up and the private equity industry bears a lot of the blame. The bad news for those involved is that managers of buyout funds might struggle to get their flywheels spinning again even when the current economic uncertainty starts to clear up.
With technology stocks resurgent this year, some investors fear a replay of the tech-led rally that pushed stocks to extreme valuations during the 2010s, setting them up for a sharp correction last year.
In this article, we take a deeper look at some of the most important economic releases from the past week: personal consumption expenditures (PCE), gross domestic product (GDP), and consumer confidence and sentiment.
Excitement over AI has driven equities this year. Yet investors should maintain a disciplined, long-term focus amid uncertain market conditions.
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.
In our Quarterly Strategy Update, we explore the changes that have been occurring in Japan and why we hold a favorable investment stance toward Japanese equities in the Knowledge Leaders Strategies.
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.”
Many stock market observers have commented regarding the market’s narrow leadership. However, few observers agree why this narrow leadership is occurring. Some, like us, believe it's purely speculation and others believe there's fundamental justification for it.
Investors lowered their expectations of gains in Asian equities this year as optimism fades about the prospects of looser monetary policy and China’s economic outlook.
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.
Being asleep at the wheel is invariably a hyperbolic cliché. But in the case of the London Metal Exchange and its regulators, it’s no metaphor; it’s a literal description of last year’s crisis in the nickel market.
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.
The digital euro, like a lot of central bank proposals to issue virtual cash, has so far existed in a policy sweet spot: maximum imagination, minimal execution.
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.
Given the current economic climate, now may be an opportune time to look closely at long-term bond ETFs.
