With President-elect Donald Trump set to assume office in January, the U.S. military and cybersecurity sectors could experience sweeping changes, creating opportunities for investors who recognize the long-term growth potential in defense and technology.
US producer prices picked up in October, fueled in part by gains in portfolio management costs and other categories that feed into the Federal Reserve’s preferred inflation gauge.
In many ways it didn’t matter what those answers were, just that they were out of the way and investors and US companies could begin to plan accordingly for Q4, 2025 and beyond.
Recent data, early results, and a relatively firm economy point toward possible improvement in Q3 retail earnings as Walmart, Target, and other big-box stores prepare to report.
The housing market inderwent huge transformations in recent decades with the aftermath of the Global Financial Crisis & the COVID-19 pandemic.
In addition to better appreciating why gold is surging, our analysis will help you recognize that market narratives explaining asset price movements can be wrong, no matter how reasonable they may seem at first blush.
Accumulating inconsistencies in the prevailing paradigm then trigger a crisis, leading to the emergence of new theories and ideas, resulting in a paradigm shift where the old framework is rapidly replaced by a new one.
Maslow’s hierarchy of needs was a groundbreaking concept when it appeared in 1943. American psychologist Abraham Maslow argued that certain basic needs—food, water, shelter, etc.—must be met before a person can move on to higher levels of self-worth and fulfillment.
Investors have embraced U.S. midcap equity ETFs in 2024, with the investment style gathering $19 billion of new money as of early November.
Explore how these two investment types compare.
While the primary focus for the financial markets has been on the continued resilient U.S. economy and what the current Fed rate cut cycle will ultimately look like, there has been another topic that has been making the rounds in the bond arena: the budget deficit.
Commodities broadly declined on prospects that a stronger dollar and potential trade disputes under a Donald Trump presidency will weaken the appeal of raw materials in global markets.
Franklin Templeton Fixed Income believes investing in companies promoting gender equality and diversity can lead to inclusivity and strong financial returns. Despite the persistent gender gap, there's an increase in women in leadership roles, positively impacting financial performance, corporate governance and crisis resilience.
U.S. equity-market leadership reversed course during the third quarter of 2024, with small cap stocks outperforming their large cap counterparts and the value factor beating the growth factor.
At GMO we have spent the last four decades taking a long-horizon approach to equity investing. Over time, a unique and reliable group of standout companies emerged from our research.
Last week's jobs report hit a "sweet spot" for the markets, confirming enough economic cooling to signal potential Fed rate cuts without yet sparking fears of a recession. I expect a 25-basis-point cut from the Fed this week and Powell may set us up for a data-dependent pause in December.
A visit to the annual Bogleheads conference got Elm Wealth's Victor Haghani thinking about static vs. dynamic asset allocation.
As we think about investing around a historic election, establishing what we know, what we need to know, and what we can count on is a useful foundation for navigating the uncertainty.
The high cost of housing is prompting many individuals to consider downsizing, but advisors recommend gradually reining in spending habits.
I was emailed several times about a recent Morningstar article about J.P. Morgan’s warning of lower forward returns over the next decade. That was followed up by numerous emails about Goldman Sachs’ recent warnings of 3% annualized returns over the next decade.
The "ideal life" is a harmful myth that can distort perceptions of success and happiness. By recognizing different values and goals, you can foster a more inclusive – and realistic – understanding of what it means to lead a fulfilling life.
Director of Investment Strategies Shailesh Kshatriya unpacks the potential factors driving the sharp increase in U.S. Treasury yields. He also provided an update on Q3 earnings season and the Bank of Canada’s latest decision on rates.
The long and winding road to one of the most unusual presidential elections in history is coming to an end – with Election Day now just 11 days away.
Private equity can play an important role in an investor’s portfolio, offering strong return potential, increased diversification, and expanded investment opportunity. But a key step to the success of these investments is selecting the right manager.
The third quarter of 2024 saw a clear reversal in market leadership, with the Low Volatility and High Dividend factors performing the best while the Momentum and Growth factors performed the worst.
Been with the same employer for 10 years or more? That doesn’t exactly make you a rarity in the US, where 30.2% of employed wage and salary workers were in that situation as of January 2024, according to data released last month by the Bureau of Labor Statistics. And while this percentage is down from a decade ago, it’s close to where things stood for the much of the 1980s, 1990s and 2000s.
Some of the latest reads show growing momentum in the housing and homebuilding sectors. Investors can capitalize on this with targeted ETFs.
Advisors and their clients who seek to take advantage of the potential rewards of private equity investing should understand the performance dispersion between top- and bottom-performing managers, a factor that heightens both the risk and opportunity. Since private equity investments are designed to be long-term investments where capital can be locked up for years, getting the manager selection wrong can be a vexing obstacle to success.
Two major labor unions, the Dock Workers Union and the Boeing Machinists Union, have attempted to reach an agreement with their employers on a contract. The dock workers agreement proposes an average 8.5% per year wage increase over six years, and the Boeing Machinists Union’s proposal is for an average 7.5% wage increase over four years.
Volatility creates a number of challenges for advisors and investors, but also opportunities for those who know where to look.
The period from 1956-1966 offers lessons we can apply to today's bull market, regarding technological progress, market fundamentals and more.
Volatile interest rates have spurred investment capital into motion. Clients often ask where they should allocate on the yield curve.
Today’s U.S. markets are highly concentrated, with nearly 70% of the economic profit in the S&P 500 Index generated by the top 10 companies.
If you listen to tech industry leaders, business-sector forecasters, and much of the media, you may believe that recent advances in generative AI will soon bring extraordinary productivity benefits, revolutionizing life as we know it. Yet neither economic theory nor the data support such exuberant forecasts.
US sales of previously owned homes declined to an almost 14-year low in September as prospective buyers waited for a further decline in mortgage rates and more attractive asking prices.
Determining your client’s risk tolerance is a critical first step in constructing a tailored investment portfolio.
With third quarter GDP being reported next Wednesday – less than a week before election day – the US is still not in recession.
Global oil markets are working through many disruptions.
Advisors recommend having a clear understanding of how giving will align your values – and also be the most tax efficient.
Price action in some of the world’s most risk-sensitive assets is signaling concern that the Federal Reserve’s decision to begin lowering interest rates may have been premature — or unsustainable.
Housing prices matter to everyone, even if you aren’t trying to buy, sell, or rent a home. They are the key to inflation, which drives Fed policy and interest rates, which drive financial markets. We’re all part of this, like it or not. Today we’ll review what is happening.
Just 5% of board directors are under the age of 50. But research indicates that more age-diverse boards may possess unique business advantages.
Markets broadened as anticipated. After the strong rally, our investment models advise a reduction in risk-appetite.
The Bureau of Economic Analysis (BEA) recently released its second-quarter GDP report for 2024, showcasing a 2.96% growth rate. This number has sparked discussions among investors and analysts, particularly those predicting an imminent recession.
Vietnam may be quickly outgrowing its role in the global tech industry as the attractive manufacturing sidepiece to China.
The disruptive effects of the pandemic are still reverberating across the economy and giving incorrect signs, in this case, of the U.S. labor market.
Our research shows that on average U.S. stocks performed well a year after the start of a Federal Reserve rate cut cycle.
Quarterly recap: Fed rate cut and Chinese stimulus take the spotlight.
Foreign investors have been buying more US corporate bonds, a trend that will likely continue as Federal Reserve monetary easing lowers the cost of hedging and investors hunt for yield.
Elon Musk unveiled Tesla Inc.’s highly anticipated self-driving taxi at a flashy event that was light on specifics, leaving investors questioning how the carmaker expects to achieve its ambitious goals.
