Is investing in the stock market akin to gambling?
With the consumer price index increasing during the last few years at a rate not seen for nearly 40 years, the investing challenge for the coming year is finding ways to generate real returns during exceptionally high inflation.
A malinvestment bubble has persisted for years, sucking in a considerable amount of capital from many sources.
Something like the plot of Atlas Shrugged seems to be playing out across America.
Microchips are the foundation of the modern economy, but what are the geopolitical implications of this new power player? In this episode of The Active Share, Hugo spoke with Tufts University associate professor Chris Miller, author of the book Chip War: The Fight for the World’s Most Critical Technology, about the decades-long, globe-spanning battle to control one of the world’s most critical resources.
VettaFi’s Tom Hendrickson discusses the latest Bitwise/VettaFi Benchmark Survey of Financial Advisor Attitudes Toward Crypto Assets. Dimensional’s Wes Crill offers perspective on the growth of their ETF business, mutual fund to ETF conversions, value investing, and more. Alpha Architect’s Wes Gray explains their white labeling service and spotlights two recent ETF launches.
Let’s explore whether the CFP Board, the most powerful and prominent organization supporting the advisory profession, can do more to support the adoption of a full fiduciary standard. We’ll also ask whether the CFP Board actually owns the trademark for “certified financial planner,” as it claims.
The bond market finally got the Federal Reserve’s message on rates, while stock investors continue to ignore it, for the most part.
From Home Depot Inc. to Walmart Inc., the biggest US retailers are about to grab the earnings spotlight, providing investors crucial insight into consumer demand, the trajectory of economic growth and Corporate America’s profitability.
Federal Reserve officials like to call their decisions “data dependent.” Business leaders say it a little differently, often “data driven.” The point, in both cases, is something like: “We consider relevant data when making important decisions.”
Gold is nearing its strongest buy signal in four months as the U.S. dollar eases off a rally that’s carried the greenback to its highest point since early January.
The auto industry is navigating through shifting conditions in trade, policy, and preferences.
Professional speculators are turning risk-on by gobbling up technology shares, after largely missing out on the new-year rally in the stock-market’s biggest winners.
Two Federal Reserve officials said that interest rates need to keep rising, with one arguing they should keep moving at a gradual pace.
The Federal Reserve won’t be able to get US inflation down to its 2% target without “crushing the economy,” economist Mohamed El-Erian warned on Friday, but he said the central bank is unlikely to officially change that goal post.
Another week of gains for the dollar is putting the US currency close to erasing its 2023 losses amid growing bets for more Federal Reserve rate hikes.
The common narrative is that we’ve (the US) been enjoying a long period of globalization and now that it is going into reverse, it will upend many of the benefits brought by globalization, to the US in particular.
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
Stocks mixed around mid-day as investors digest data.
Surging bond yields have been rattling investors for a year. Why they’re a problem for people hooked on an asset as volatile as equities can be seen by juxtaposing stocks with some of the safest securities in the world.
Engine No. 1’s latest exchange-traded fund will focus on companies seeking to bring their operations closer to home after the pandemic upended global supply chains.
Last year, most US investors and central bankers underestimated how high inflation would climb. Now they may be underestimating how high interest rates will need to go to bring it back down.
The cost-cutting wave sweeping through the technology sector hasn’t gone far enough to improve the outlook for profits in the view of Wall Street amid slowing revenue growth.
Morgan Stanley has picked an interesting moment to press ahead with expanding its offering of ESG-themed funds.
Crypto platforms could soon face a new set of hurdles to hold digital assets owned by clients of hedge funds and private equity firms in the US.
History tells us it's a matter of when and not if tighter monetary will send the economy into a recession.
Contrarian investing requires extra due diligence to identify traits that give investors confidence and conviction to invest in a company when everything and everyone is against it.
Most think so.
A parade of money managers who converted mutual funds into exchange-traded funds in a bid to ride rampant demand for the newer, easier-to-trade structures are discovering it may not be so simple to tap the ETF boom.
Global spending on electric vehicles is surging.
While equity markets are on a relentless march higher amid optimism around stronger economic growth and cooling inflation, most investors aren’t convinced the gains will last, according to Bank of America Corp.’s latest global fund manager survey.
Tesla Inc. workers in New York state are launching a unionization campaign, teeing up a potential first for the electric-vehicle maker and the latest labor challenge for Chief Executive Officer Elon Musk.
Following the 25 basis-point (bp) increase that the Fed announced on February 1, 2023, Franklin Income Investors Chief Investment Officer Ed Perks answered questions about his outlook on US interest rates as well as fixed income and equity securities for the rest of 2023.
The United States must grasp the opportunity that the money revolution has made possible by undertaking a government-financed investment program in 21st century industries and technologies on such a large scale that it would be certain to succeed.
It is far easier to engage people and reach them at an emotional level with video than with any other medium.
The US economy has reached a crucial juncture point, as several leading economic indicators are on the edge of signaling a recession.
ETF Prime Host Nate Geraci is joined by VettaFi’s Dave Nadig and VanEck’s Jan van Eck to explore concerns around the growing concentration of corporate voting power among several large fund companies. Newfound Research’s Corey Hoffstein spotlights the Return Stacked Bonds & Managed Futures ETF (RSBT).
For months now, an uneasy truce has prevailed between the Federal Reserve and stock investors.
The riskiest bond trade in emerging markets is mounting a comeback, offering double-digit returns to those brave enough to flirt with default.
Investors continued to increase their bets on two exchange-traded funds tied to natural gas as prices for the heating fuel show signs of bottoming following a seven-week selloff that sent the commodity plunging more than 60%.
The dark side of ESG investing has the potential to undermine a whole generation of clean-tech strategies.
Some growth companies could very well outperform the broader market indices, even in a recessionary period.
It’s common for a mutual fund to outperform its benchmark over a short time horizon – a few years – as happened with Cathie Wood’s ARKK. But new research shows that mutual funds fail dismally when performance is measured over the long horizons that retirement-focused investors face.
Chinese-based technology sits behind some of the world’s most powerful companies – Baidu, Alibaba, WeChat, and Tencent, the subject of a new book. That has created immense wealth for a few bold entrepreneurs, but new policies by the Chinese government aim to reduce that wealth inequality.
Advisor Perspectives has announced its Venerated Voices™ awards for commentaries published in 2022.
This year, 2023, markets are poised for performance dispersion among equities (i.e., some stocks will do quite well and some quite poorly). That means it pays for growth and tech equity investors to be selective. We face a challenging economic outlook, from rates to a potential recession, but there are themes will shine within growth and technology. Here to explain how advisors can be more precise about where to find opportunities to navigate challenging near-term economic conditions, while seeking to capture exposure to long-term structural megatrends, is Jay Jacobs.
For all the fretting about the political standoff over the US debt ceiling, one fund manager sees the deadlock providing a boost to the stock market.
Assumptions can be wise or unwise. They can be unduly optimistic or excessively pessimistic. Slightly different assumptions can produce giant changes in predicted outcomes. Assumptions are necessary but we shouldn’t make them lightly, nor forget we are making them.
This Super Bowl will also be remembered, I believe, as a major turning point in sports betting in the U.S. More than 50 million American adults are expected to bet on the game, the most ever and a remarkable 61% increase from last year.
Just weeks after professional stock pickers celebrated their best year since 2017, the wind in the stock market has shifted, upending their fate.
