As the world economy prepares for a true transition to decarbonization, interest in renewable energy has re-emerged as an important topic for investors. This interview features Rene Reyna, who is head of thematic and specialty product strategy for the ETFs and Indexed Strategies teams at Invesco.
The year isn't yet done with rattling investors' cages. The Bank of Japan’s surprise widening of its yield curve-control policy on 10-year government bonds will have an impact far beyond its shores.
Certain events change the course of history, or at least the trajectory of the global economy. To name a few: the Black Death, the invention of the steam engine and World War II, and now the scourge of Covid-19.
It appears to us at Smead Capital Management that investors are behaving in a way that will damage their capital and cause them to suffer stock market failure.
Grayscale Investments is considering appealing to the same US regulator that it’s currently suing for permission to buy back shares of its heavily discounted Bitcoin trust should the firm’s lawsuit fail.
The following article provides an important perspective on Gen Z’s entrance into the workforce.
Oil rose in a session marked by waning liquidity ahead of the holiday season, strengthened by a softer dollar and a potential boost in energy demand after China abandoned its Covid Zero policy.
Surging mortgage rates have brought the housing market down from its giddy highs earlier this year.
With all the supply chain chaos, inflation, and uncertainty in the economy, this year is a perfect time to celebrate Christmas in the manner of Ebenezer Scrooge.
Allan Roth’s recent article, The 4% Rule Just Became a Whole Lot Easier, promises too much, makes inaccurate comparisons and blurs the notion of risk.
This wasn’t the year hoped for in the crypto and blockchain space, especially for stakeholders and investors.
As investors increasingly seek out more personalized options, many advisors are seeing direct indexing grow in popularity. Direct indexing is a type of separately managed account or SMA, where investors can express their personal values and tax preferences. The personalization and flexibility afforded by an SMA allows advisors the flexibility to manage each client’s tax situation and reflect their values. Dimensional Fund Advisors recently conducted research into the tax management benefits of an SMA. It found that a multifaceted tax management approach that goes beyond tax loss harvesting and considers tax implications at every step of the investing process can lead to more significant, longer-term gains. Here from Dimensional to discuss further is Kaitlin Hendrix, senior researcher and vice president.
Here’s a breakdown of the pros and cons of trading in your traditional bank for a virtual banking experience.
Amazon.com Inc.’s founder has long been obsessed with the company’s beginning — and its end.
A handful of giant firms are gaining dominance over the hottest corners of the hedge fund industry. This year showed why.
It was a weird year on Wall Street.
Investors are spurning mutual funds at a record clip, driving a $1.5 trillion gap in the flow of money from the old-school investment vehicles and into ever-popular ETFs.
“I have never seen so much bearishness in the market,” Jeremy Siegel said, “which is a great sign for stock investors.”
The economic tea leaves suggest that 2023 could be another challenging year for both stocks and bonds. However, the outlook is more balanced given that equity valuations are much lower and bond yields much higher.
Inflation trends are moving in a favorable direction, but the change is likely too slow for the Fed to take its foot off the brake anytime soon.
This fall was a memorable time in the Halverson household.
This important milestone is the culmination of decades’ worth of research and lots of trial and error, and it makes good on the hope that humanity will one day enjoy 100% clean and plentiful energy.
Stephen Dover, Head of Franklin Templeton Institute, shares his scorecard on some market prognostications for 2022, and what his team is watching in 2023—from blockchain to balanced portfolios.
The key takeaway from Wednesday’s FOMC meeting: despite encouraging inflation news, the Fed believes they have a long inflation fight ahead.
Will a dollar decline be good for stocks? It is an interesting question, given that during 2022 there was a significant non-correlation between the dollar and the stock market.
From the earliest days of artificial intelligence (AI) and machine learning (ML) in the 1950s, practitioners have spoken of using it for investment fund management.
The US government is blacklisting Yangtze Memory Technologies Co., Shanghai Micro Electronics Equipment Group Co. and dozens of other Chinese tech companies, ratcheting up a trade conflict between the world’s two largest economies.
Securities and Exchange Commission Chair Gary Gensler has embarked on an ambitious reform of stock trading.
China is about to upend the $160 billion iron ore trade with the biggest change in years as Beijing expands efforts to increase control over the natural resources needed to feed its economy.
ChatGPT, the new AI chatbot, offers a short-term opportunity for savvy financial advisors. But it has long-term consequences for all advisors.
US regulators will take the first step Wednesday toward the most widespread revamp in more than a decade of the way stocks are traded, a move that the agency says will spur better prices for investors and direct more business to traditional exchanges.
The breakthrough in nuclear fusion is likely to spark investment in the technology that could transform the global energy landscape with nearly limitless clean energy.
If you think high-yield savings accounts offer juicy rates to park some cash, wait until you see what money-market funds are paying.
Elon Musk sold another $3.58 billion worth of Tesla Inc. shares, bringing the total amount he’s offloaded since late last year to almost $40 billion.
U.S. stocks are solidly lower as the markets continue to digest the economic implications of yesterday's 50-bp rate hike from the Fed.
In our 2023 outlook, we outline three key themes for the new year and highlight several implementation solutions investors can use to navigate potential challenges and grow client portfolios in the new year.
The Federal Reserve downshifted its rapid pace of interest-rate hikes while signaling that borrowing costs, now the highest since 2007, will outstrip investors’ expectations as the central bank works to rein in inflation.
Democratization has become a buzz word within the fintech industry as technology and innovation have emerged to battle the headwinds that previously blocked accessibility to a subset of investment vehicles such as structured products.
In his latest memo, Howard Marks writes that the investment world may be experiencing the third major sea change of the last 50 years. Events in recent years – especially the spike in inflation and the Federal Reserve’s response – appear to have caused a reversal of the market conditions that prevailed after the Global Financial Crisis and for much of the last four decades. Howard discusses what this potentially new era could mean for lenders, especially bargain hunters.
There are two types of tax-advantaged accounts for saving for college expenses: A Uniform Transfers to Minors Act (UTMA) account and a 529 Plan. While both plans have their differences and advantages, consider both as viable options.
Falling prices for cars and holiday discounting contributed to softer U.S. inflation, creating more room for the Fed to potentially dial back its hawkish stance.
The US Supreme Court expanded a planned showdown over President Joe Biden’s student-loan relief plan, saying it will hear arguments from two borrowers who contend they are being unfairly excluded from the full scope of the program.
Professional speculators with billions in bearish trades on the line endured a rough ride after Tuesday’s report on US consumer prices brought the latest sign that the Federal Reserve is making progress in its battle against inflation.
The world’s biggest bond market got the ammo it needed from a below-forecast consumer price figure to fully lock in a Federal Reserve downshift in their policy-rate tightening pace, though not enough to wave an all clear sign for Treasuries.
Yield is set to be a more important component of total return for investors during the next few years as the “Fed Put” exerts less influence on markets.
Karen Karniol-Tambour is the Co-CIO for Sustainability and the former Head of Research at Bridgewater Associates, the world’s largest hedge fund. Bridgewater is highly respected for its macroeconomic perspectives and understanding of how the economic machine works. Alex Shahidi, the Co-CIO of Evoke Advisors, one of the largest RIAs in the country, has been working with Bridgewater for nearly two decades.
It’s common knowledge that, for many Americans, the greatest fear is outliving their retirement nest eggs. With retirement having the potential to stretch for decades, it’s no wonder people are worried. But for women, the risk of not having adequate funds for retirement is even greater than it is for men. As advisors, we must understand and address the financial planning challenges unique to women.
In this interactive session with three VettaFi Voices, you will learn where the money flowed into and out of in 2022, how advisors are utilizing ETFs in their practice to meet strategic and tactical client objectives, and what the focus will be in the year ahead. Get smarter about one of the most popular financial products and understand how they can help keep clients on the path to their financial goals.
Over the coming years, Direct Indexing is expected to grow at a faster rate than traditional financial products such as mutual funds, exchange-traded funds (ETFs), and separate accounts.* But what does it have to do with you and your clients?
Goldman Sachs Group Inc., UBS Group AG and Deutsche Bank AG are among banks profiting as the growth of Brazilian hedge funds forces them to look overseas to fuel returns.
