Investors are betting on interest-rate cuts by the US Federal Reserve in September, and potentially even in late July. But the outlook for inflation and the labor market in the United States does not indicate that policymakers should begin lowering rates in the next two months.
According to some pundits, we had a bloodbath in the information technology sector yesterday, should you buy, sell or hold?
Across Europe, ruling parties are under pressure. Bond investors should stay active and invested, in our view.
Issuance of green bonds surged in the first half of 2024. That could put more eyeballs on the VanEck Green Bond ETF (GRNB).
A Structured Protection ETF like CPRJ can offer robust tax benefits for investors seeking to move cash or get exposure to small-cap equities.
As Microsoft, Meta Platforms, chipmakers, and others prepare to report earnings, the AI-driven cloud and chip industries may continue to dominate the technology storyline.
Rachel Reeves is going to need some money. The UK’s new Chancellor of the Exchequer has inherited, she says, one of the worst sets of circumstances since World War II.
Copper headed for its worst weekly loss since 2022 and iron ore extended a slump toward $100 a ton as a policy meeting in China failed to lay out more stimulus to shore up metals demand.
Some previously high-flying chip stocks have retreated much more than 5% since the start of the third quarter.
Investors could be shifting to safer debt, which could outperform once the Federal Reserve starts cutting interest rates.
There’s a new-found religion in the US airline industry, and investors should be thrilled. It’s called discipline.
Legions of bankers from Hong Kong and London to Dubai and South Africa were caught up in the global IT outage, leaving some unable to log on to computer systems and hobbling others from making trades.
For more than two years, inflation has eclipsed everything else at the Federal Reserve. In a shift eagerly awaited by global markets, that’s poised to change.
When it comes to assembling a well-rounded investment portfolio, the makeup and placement of U.S. equity allocations are key considerations. Tony DeSpirito, Global CIO of BlackRock Fundamental Equities, challenges conventional thinking to suggest that alpha-seeking strategies in U.S. large-cap stocks are deserving of a core position in portfolios.
Portfolio Manager Daniel Siluk believes subsiding inflation and declining interest rates underpin a compelling argument for investors to reallocate funds away from money market strategies toward shorter-dated bonds.
Artificial intelligence is set to become a game changer for the electric power industry, notes Pavel Molchanov, Managing Director, Energy Analyst, Equity Research.
As the U.S. evolved from a goods economy to a services economy, expansionary cycles more than doubled in length. But a recent resurgence in manufacturing may be taking us back to the future.
US investors often stick to US markets. But that could be a costly mistake—especially today.
In the post-pandemic fiscal landscape, government debt trajectories may be volatile, but appear broadly sustainable.
Welcome to the second installment of our new blog series, “Navigating Earnings Season,” where I examine the world of earnings reports from major companies — giants like JP Morgan and Pepsi, as well as niche players in various sectors.
Join the experts at Teucrium for a no-cost educational webcast on July 18th at 2pm ET and learn how you can use agriculture ETFs to position your model portfolios for inflation.
Discover what surprised markets in the second quarter of 2024 and understand the potential drivers of volatility for the third quarter.
Explaining Strong Returns in the Face of Value Headwinds.
Over three decades on Wall Street, Jim Covello has learned how painful it can be to bet against an inflating tech stock bubble. The market has a way of minting riches, month after month, even after it’s clear the latest breakthroughs aren’t playing out quite as expected.
Taiwan Semiconductor Manufacturing Co. lifted projections for 2024 revenue growth after quarterly results beat estimates, reflecting its confidence in the longevity of the global AI spending boom.
Blackstone Inc.’s real estate arm weighed on the investment giant’s second-quarter results, as high interest rates crimped property valuations and investors pumped less money into the business.
At some of the world’s biggest asset managers, ESG fund launches are quietly stalling.
The barbarians are back at the gates. Morgan Stanley and Goldman Sachs Group Inc. are confident that their most important clients are about to get active after a long spell on the sidelines and help goose the long-awaited revival in investment banking fees.
Back in 2021, legions of critics lambasted the Federal Reserve for failing to take proactive and forward-looking steps against the emerging inflation threat. Curiously, many of them have gone silent on the risk that the Fed might get caught flatfooted again, this time by failing to cut interest rates soon enough in the face of weaker inflation and a cooling labor market.
The strong level of belief investors have in the Fed to assure positive market outcomes is belied by the diminishing room it has to maneuver policy. When this becomes obvious, an important market support will be removed.
The dilemma that all Fed committees and chairpersons face when the economic cycle nears a turn but then repeats itself can be summed up with Fed chair Jerome Powell’s recent references: “Easing too soon, too much could harm inflation progress.” “Easing too little, too late could unduly weaken the economy.”
It’s earnings season yet again. And I think this one is going to be more down-to-earth than the ones we’ve had over the past year.
It's important to understand the true meaning behind the names of investment funds, especially when it comes to those labeled "tax-managed"
The Federal Reserve is in the pilot’s seat as the American economy approaches a soft landing. The runway is in sight, but some careful maneuvering will still be needed.
Elections have been anything but easy for investors. What has been easy is financial conditions in the US relative to the level of policy rates, fostering the debate over the degree of policy restrictiveness as global monetary easing begins.
A transition to alternative energy is helping to fuel a 4th industrial revolution. In turn, this will increase critical minerals demand.
There has long been talk of a new wave of biotech mergers and acquisitions activity coming to life.
It’s high time you captured your share of the high-net-worth market. There is no doubt that high-net-worth clients have unique needs and expectations when it comes to wealth management. You can be the advisor that fills the gap for them. Stake your claim and grow your business by delivering on their expectations.
With numerous question marks heading into the year, 2024 appears to have shown surprising resilience. Has the Fed truly stuck the soft landing? Is AI still in the early innings? Is the labor market back to normal?
Join the experts at State Street Global Advisors, Horizon Investments, and GLOBALT Investments for a wide-ranging webcast that will unpack what investors can expect in the second half of 2024.
GMO has posted a new 7-Year Asset Class Forecast.
Artificial intelligence and generative AI remain the proverbial hype trains of thematic investing this year.
Advisor Perspectives, a leading publisher and ranked as the #1 eNewsletter for financial advisors by the Erdos & Morgan “FAMOUS” Study (2019-2023) has announced its Venerated Voices™ awards for commentaries published in Q2 2024.
Longer duration Treasuries have been mired in a bear market since 2020 but could finally start to see a reversal of fortune.
It’s taboo in many cultures to admit you might want to have a life outside of your work, so a lot of people keep it to themselves because they don’t want to be seen as weak, or uncommitted.
In this episode of Dear Ficomm, I help a financial advisor in New York elevate his website’s flow through better CTAs and word choice.
The myth of work-life balance has perpetuated unrealistic expectations and unnecessary stress. By recognizing the fluidity of life and embracing a more flexible approach, you can find greater fulfillment and mental well-being.
Jane Edmondson, Head of Thematic Strategy for VettaFi interviews MUSQ Founder and CEO David Schulhof about the Index behind the MUSQ ETF, providing pure-play exposure to the global music industry.
Wall Street is looking beyond the obvious megacap stocks to find the next leg of the artificial intelligence trade.
Tesla Inc. forming an autonomous taxi platform will be the catalyst for a roughly 10-fold increase in its share price, Ark Investment Management LLC’s Cathie Wood said, echoing years of bullish predictions about a business the carmaker has yet to stand up.
At Institutional Investor, keeper of Wall Street’s version of the Oscars for financial analysts, the winner in one category this year is — nobody.
