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.

Emerging Markets (EM) assets were subject to three strong headwinds in 2022, namely, China’s zero Covid-19 and real estate crisis, aggressive interest rate tightening from the US Federal Reserve (Fed), and the Russia invasion of Ukraine.

President Joe Biden’s administration outlined a new rule in October whereby the Department of Energy could buy oil for future delivery — most likely 2024 — at fixed prices to refill the Strategic Petroleum Reserve.

As one year ends and another begins, we’ll look at how the Outcome-Based ETF industry evolved in 2022, how defined outcome ETFs distinguished themselves during the downturn, and what lies ahead for Outcome-Based ETFs in 2023 and why they’re more relevant today than ever before.

U.S. stocks are soaring in pre-market trading amid a softer-than-expected November consumer price inflation report.

On his first visit to Japan since the pandemic, portfolio manager Shuntaro Takeuchi found new opportunities as well as familiar ones intact.

As the US economy veered toward the biggest inflation shock in four decades, investors flocked to the one corner of Wall Street that seemed a sure-fire refuge: Treasuries that provide extra compensation to keep up with rising consumer prices.

Ahead of this week’s Federal Reserve meeting — and in a year when many didn’t make the right calls — professional investors and do-it-yourselfers are sharply divided over the best way to position ahead of the central bank’s rate decision on Dec. 14.

Rather than feudalism, we are headed toward hyper-capitalism, where each person is an entrepreneur constantly selling his or her services to the highest bidder.

The Fed’s mandate is stable prices and maximum employment.

We’ve broken down nine of the best 529 plans.

When I heard that the investment management firm GMO had created a retirement planning tool to mitigate “sequence of returns” risk I looked forward to learning about it. After setting aside a stumbling block or two in its white papers, I found it to be the best platform for financial advisors I have ever seen.

Federal Reserve Chair Jerome Powell has history on his side as he and colleagues split with Wall Street over how long interest rates will stay high in 2023.

For the first time in a long time, muni investors may be able to earn attractive yields without having to take undue risk.

A near-total ban on imports of Russian crude into the European Union is finally hitting Russia’s oil revenue. Concerns that it would provide the Kremlin with a windfall to fund its war in Ukraine have been confounded — for now.

For some investors, this year’s rout in high-flying technology stocks is more than a bear market: It’s the end of an era for a handful of giant companies such as Facebook parent Meta Platforms Inc. and Amazon.com Inc.

That question is likely top of mind for anyone who has seen or played around with ChatGPT, the AI-powered chat tool from OpenAI, the $20 billion AI research organization.

Economic news—and market reactions to it—increasingly resemble a tennis game. Spectators follow the ball back and forth, thinking something will happen but usually it doesn’t.

Ole Hansen, respected commodity strategist at Denmark’s Saxo Bank, says it’s possible once markets realize that global inflation will remain hot despite monetary tightening. I believe, as I’ve said before, that gold could climb as high as $4,000.

The pay negotiation season is looking increasingly fraught this year as workers fret about 8% inflation — and their job security.

As the debate heats up over ESG investing, fixed-income professionals say they need more data than what’s currently out there.

An alpha-oriented approach.

Investment portfolios belonging to retail traders suffered a $350 billion blow this year as big bets on risky stocks and former high-fliers like Tesla Inc. backfired for the mom-and-pop set.

Some of the world's biggest investors predict that stocks will see low double-digit gains next year, which would bring relief after global equities suffered their worst loss since 2008.

Here are four questions independent financial advisors should ask before choosing a TAMP.

It's the end of the world!

The Federal Reserve hasn’t had much success so far in wrestling down sky-high inflation, but its monetary tightening campaign is having a major impact in deflating asset bubbles that swelled during the pandemic.

After a challenging 2022, it is time for investors to look forward to opportunities. Emerging Markets (EM) debt stands out as one place where investors can potentially take advantage of an underutilized asset class that offers attractive yields and diversification.

If a crushing bear market, inflation-fueled volatility and slump in inflows was meant to cool the booming US exchange-traded fund industry, issuers never got the message.

“95 years ago, your crystal ball reveals: Russian debt default, LTCM fail, DotCom implosion, 9/11 attacks, financial crisis and great recession, pandemic killing millions, 3 market crashes. Would you put your money into stocks? No? You missed a 10X return.”

In his latest memo, Howard Marks weaves together some of the themes he’s explored in 2022 to explain what he believes really matters in investing and what doesn’t. He discusses the disadvantages of short-term thinking, the difference between volatility and risk, and the one word he believes defines the essence of investment excellence.

“Web1” represents static websites, and “Web2” represents the shift in the delivery of the internet to user-centric, dynamic web offerings and platforms.

Stocks are overbought and overvalued relative to bonds.

Equity investors are not being adequately compensated for the economic, geopolitical and financial risks they are bearing. The equity risk premium is too small.

It may indeed be the case that TSMC’s $40 billion spending bill is the largest foreign direct investment, but that’s still not enough to ensure the US builds itself a self-sufficient semiconductor industry.

OpenAI isn’t publicly speculating about its future applications, but if its new chatbot starts sharing links to other websites, particularly those that sell things, that could spell real danger for Google.

An index strategy that’s all about customization is expected to grow faster than other investment vehicles over the next four years as investors’ desire for personalization intensifies.

Slowly but surely, bond haters are vanishing across Wall Street — even as fresh market havoc remains a distinct possibility next year if still-raging inflation forces the Federal Reserve to ramp up policy tightening anew.

Order has been restored to the world for bearish traders, with their favorite targets under pressure again after surging during the recent equity rally.

A yield curve inversion, when rates for two-year US Treasury notes rise above those for 10-year notes, has preceded every recession since the 1960s. The first clear inversion in 15 years happened in July 2022, although there were brief and shallow inversions in August 2019 and April 2022.

There’s enormous scope for India and Greater China to increase GDP per capita relative to the U.S. and other developed nations

As global warming worries approach critical mass, corporate bond investors expect issuers to be part of the solution.

European Union and US officials committed in principle to resolving a dispute over electric-vehicle incentives that threatens to spark a trade war, without Washington making specific concessions and time running short.

The following is a story about a company that’s become wildly successful by having an intense focus on consumers’ needs and behavior.

James McHugh isn’t afraid of a little risk. The trouble this year has been knowing where to find it. Crypto burned him. Meme stocks are stuck in the pits. So McHugh, a 36-year-old who works in Houston’s oil and gas industry, has been getting his fix in a corner of the market retail investors typically overlook — junk debt.

U.S. stocks are lower as the new week kicks off, even as China took further measures to ease COVID restrictions.

Europe needs higher investments, which will only be possible with an overhaul of its fiscal rules.

I explore some of the factors driving the superiority of PLIBs, in particular lapsation, mortality experience differences, accessing the equity risk premium, and the marginal role of annuities as part of a retirement strategy.

New research reveals that stock prices revert to a predictable P/E multiple, which is a function of growth and profitability. It also shows why growth stocks, while more profitable than value stocks, earn lower returns.