In an inflation-lashed world where bonds are posting record losses, Wall Street issuers are betting investors hungry for income will instead lavish their millions on ETFs that ride stocks in order to deliver payouts.
There may be signs the overheated housing market is cooling, but many buyers still feel like it’s near-impossible to get a house without an all-cash offer, or something close to it.
“HODL,” an original misspelling taken on as a badge of courage by cryptocurrency investors, spread to “Meme stocks” during the runup in 2020 and 2021.
With consumer behavior under a magnifying glass, Portfolio Manager Jennifer Thomas, shares her assessment of the US consumer.
Last Thursday, Elizabeth Warren expressed skepticism about the Fed tightening monetary policy, saying it would make people poor.
It’s official: Chinese equities are once again in vogue, after months of regulatory crackdowns, deleveraging and stringent virus curbs wiped trillions of dollars off benchmark gauges.
Since healthcare costs are the number one fear in retirement for Americans, this article will focus on which states are the least expensive to retire in based on healthcare costs.
Recession fears and central-bank tightening are driving market volatility.
We examine key themes from our review of advisor fixed income portfolios over the past year.
After the steep drop in prices during the first half of this year, yields on many corporate bond investments are at or near 12-year highs.
The Federal Reserve is trying to fight inflation by raising interest rates.
Our mid-March meeting’s “unenthusiastic” stance on global equities and negative stance on global bonds was a respectable decision, as was the overall macro theme “Stagflation Lite with GDP somewhat worse than consensus, but skirting recession.”
It came as a surprise when I found the annual report of the New Zealand SuperFund. While no one could fault it for sticking with passive investments, it chose a different path, with stunning results.
Our economy is in a will-they-won’t-they relationship with the next big recession.
Business has started to evaporate across home-lending firms in recent weeks, after the Federal Reserve boosted borrowing costs to tame decades-high inflation.
Many of my clients or their kids will face repaying student loans. And given the inflationary environment and related rising interest rates, some of them will need to make careful choices about prioritizing their payback plans.
Real GDP declined at a 1.5% annual rate in the first quarter and, as of Friday, the Atlanta Fed's "GDP Now" model projects zero growth in Q2.
My CFP peers must be tired of hearing me sing the praises of living in South Dakota. But one of them recently emailed some disturbing news. A recent national survey that ranked financial literacy placed South Dakota in 49th place.
Gasoline consumption in the US probably peaked in the years before the pandemic.
Surging mortgage rates have finally cooled off the housing market. The cooldown, though, is coming unevenly, accentuating differences between the existing home market and new construction.
Options insurance. Hedging with Treasuries. Using sentiment to pick a bottom. The things that have lessened the pain of past equity selloffs are coming up short this time around.
Interest rates aren’t simply the price of borrowing money. They are also information, providing signals telling economic players what to do. Interest rates are in fact the price of time. Low interest rates don’t value time very much. Bad signals produce bad outcomes… and that’s where we are now.
Brian Smedley, Guggenheim’s Chief Economist and Head of Macroeconomic and Investment Research, discusses the impact of the Fed’s 0.75% rate hike on markets and the economy.
Let’s face it—we love exciting announcements. Why talk about the small technical improvements of a given artificial intelligence (AI) system when you can prognosticate about the coming advent of artificial general intelligence (AGI)? However, focusing too much on AGI risks missing many incremental improvements in the space along the way.
Ken Griffin just set a new standard for Wall Street firms looking to make the move south.
U.S. stocks are extending weekly gains, rebounding from yesterday afternoon's slide as the markets remain choppy amid lingering global recession concerns that have been bolstered by monetary policy tightening efforts around the globe aimed at getting high inflation under control.
In this video I cover 20 stocks requested by subscribers.
President Joe Biden and his allies in Congress are rightly concerned about surging prices.
Bonds have been whispering in the ears of stock investors all year. Now they’re starting to shout.
The war in Ukraine has widened global geopolitical fractures, and we see risks of deglobalization and more fragmented capital markets over the secular horizon.
Register today to join the Delaware Funds by Macquarie® Fixed Income team, as they discuss credit market valuations, the current market environment, their outlook for the remainder of 2022, and how to find value, specifically in high yield securities including bank loans. The discussion will include an analysis of credit fundamentals and technicals, how the US Federal Reserve is impacting credit markets, and how to look for attractive valuations.
Over the last four years, we have argued that the glamour monopoly technology companies have a low multiplier effect in the U.S. economy
While everyone’s financial journey is different, there are actionable steps advisors can take to empower their female clients’ financial futures and health.
The yield of the U.S. high yield (HY) market, currently at 8.4%, has risen by over 420 basis points since the start of the year.
Lifetime income solutions are high on the wish lists of defined contribution (DC) plan participants, with the certainty of a guaranteed lifetime income stream ranking as the top feature in our surveys over the past decade.
Because the consequences of leaving longevity unmanaged are likely to be the most devastating, advisors must act now to address it.
There is no Hall of Fame for single parents. There should be. The challenges of being a single parent are monumental.
US builders completed more apartments in large multi-unit buildings than ever before.
Given year-to-date fixed income returns, one would be forgiven if they never wanted to own the asset class again. Such a view, however, could prove costly as, for the first time in a year, areas of the market are starting to look attractive.
The Fed raised interest rates by 75 basis points in its June policy meeting, acknowledging continued upside surprises on inflation, inflation expectations and wage growth.
The yellow metal has managed to stay positive since the start of the year, skirting pressure from surging yields and a strong U.S. dollar. Meanwhile, nearly every other asset class has fallen into either correction or bear market territory.
Today we’ll look at some evidence this period could even be worse than the 1970s. Then we’ll read the mea culpa regrets of someone who had a big part in that drama.
Since the start of 2019, investors have plowed more than $300 billion into environmental, social and governance (ESG)-themed exchange traded funds.
It’s too soon to call an end to America’s worst bond-market collapse in at least half a century.
A key source of US economic growth this year -- consumer spending -- is showing signs of losing steam, even before Wednesday’s round of Federal Reserve rate hikes kick in.
While the market chatter in the run-up to Wednesday’s Federal Reserve interest rate decision has understandably focused on whether the increase will be 50 or 75 basis points, the critical issue in play is a broader one.
On June 7, Bob was in Las Vegas at the AICPA Engage conference, where he moderated a panel discussion.
A vague tweet by a founder of Three Arrows Capital, an influential hedge fund that has been liquidating crypto holdings as prices plummeted, is stirring fresh apprehension in an already shaken industry.
In our new piece from the Franklin Templeton Institute, we examine the challenge of feeding a growing global population in the midst of climate change, geopolitical shocks and uncertainty.
For as long as the market allows, brokers, lenders, and investors are cashing in on the real estate boom in America’s prime vacation spots.
