China's 20th National Congress could help air ideas for more growth-supportive policies.
In the context of a rough year so far, it's a good time to review whether this is just a bump in the road or something more serious to prepare for.
It's no secret that delaying the start of Social Security benefits typically means you'll get more money in retirement. And waiting just got even more worthwhile thanks to the program’s big cost-of-living adjustment set for next year.
Blame the Fed, war and fiscal profligacy all you want. But big trouble was lurking in many widely followed portfolio strategies long before those threats took hold.
The stock market might be trying to bounce back, but one group of investors is staying on the sidelines: retail traders.
If the prolonged period of declining and ultra-low interest rates is over, what does that mean future corporate profits, cash flows and dividends?
The Fed remains singularly focused on containing inflation but has made little headway so far.
I look back to other periods when bonds outperformed stocks. This analysis allows us to assess specific stock traits and specific industries that over- and underperformed in those eras.
The difficult capital markets saga of 2022 continued through the third quarter with few safe harbors as rates rose and growth slowed.
Bill Gross pioneered the “total return” strategy in the 1980s that revolutionized the once-sleepy bond market.
Mortgage rates above 7% have put the housing market on ice as affordability challenges put off a lot of buyers. Newer, younger homeowners who locked in their mortgage at a low interest rate — and whose next move probably would be trading up — are content to stay where they are until mortgage rates fall.
Exchange-traded fund investors are preparing for the possibility that peak bond pain has passed.
The US is planning to auction in December leases for offshore wind farms in California waters, the first off the Pacific Coast, which will require a new, more expensive turbine technology.
While many perceive the S&P 500 Index to be a broad innovation-heavy index, in a way it is and in a way it isn’t.
When it comes to elevating the “customer experience” to improve client satisfaction and results, today’s family offices could learn a thing or two from Starbucks.
Innovation will persist despite market and economic turmoil. Jon Maier, Global X CIO, and Michelle Cluver, Portfolio Strategist, will contextualize today’s economic environment and how it is likely to play into tomorrow’s investment landscape.
Some of the world’s biggest financial firms including BlackRock Inc. and Vanguard Group Inc. have told the UK they have no plans to halt the financing of new fossil-fuel supplies, in response to a list of questions sent by British lawmakers tasked with figuring out how the country can meet its own net-zero obligations.
Mastercard Inc. debuted a service that will let consumers buy and sell digital assets through their bank accounts, potentially paving the way for thousands of finance firms to offer crypto trading for the first time.
A strange thing keeps happening in this nightmare year on Wall Street: Seemingly surefire bets that outsize volatility will engulf equity indexes keep misfiring, even as those riding turmoil in single stocks pay off handsomely.
The world is in a very different macroeconomic position today compared to the prior forty years.
The sleeper hit of 2022 investing is about to lose some of its luster — but it still might be one of the best places to store your cash.
U.S. equities are beginning the new week sharply higher, getting a boost from the U.K.'s decision to abandon nearly all its tax cut plans.
Readers of a certain age will remember Carnac the Magnificent, Johnny Carson’s recurring alter ego.
In 1987, Sports Illustrated, the preeminent sports periodical of the time, predicted the Cleveland Indians would win the American League pennant in its baseball season preview.
Cathie Wood’s flagship fund on Friday closed at its lowest level in five years, after suffering a 78% plunge from last year’s highs.
Commodities are entering a crucial period as earnings season gathers pace, Europe firms up its energy-crisis response, and China’s political elite gathers in Beijing for a twice-a-decade summit.
As the housing market heated up during the pandemic, many would-be homeowners found themselves unable to buy despite making multiple offers or waiving inspections.
S&P 500 Introduction 2022 has been a bad year price-wise for the stock market as measured by the S&P 500. However, I contend that is not enough to simply know that the market is down, it is even more important to know why.
When markets are challenging, your clients look to you to help manage their expectations as well as their hard-earned money.
Millennials were more comfortable with the stock market this year, a May survey found. We explore the outlook for equities through a generational lens.
Markets have been whipsawed in recent weeks, first by talk that a cooling labor market would allow the Federal Reserve to “pivot” away from its aggressive interest-rate hiking campaign, and then by comments from central bankers that any such move would be premature — as Thursday’s hot consumer price index report proved.
United Airlines Holdings Inc. is closing in on an order for more than 100 widebody jets as it studies offers for Boeing Co.’s 787 Dreamliner and Airbus SE’s A350, according to people briefed on the matter.
A couple of weeks ago, in our quarterly strategy report, I argued that it appeared that innovation had bottomed.
Digging in a little deeper, we sifted through this first quintile of the S&P 500 for other insights.
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
A shift toward private markets is cushioning many of the world’s largest investors from the wreckage wrought by runaway inflation and spiraling interest rates.
JPMorgan Chase & Co. reported its highest quarterly net interest income ever and raised its guidance for the year as the biggest US bank reaps rewards from the Federal Reserve’s interest-rate hikes.
The Northern Trust Economics team shares its outlook for growth, employment, inflation and interest rates.
2022 has hit investors with an unprecedented 1-2 punch of sharply negative returns in both the equity and fixed income markets, but our Strategic Income team feels the selloff has created attractive opportunities in high yield bonds.
What I want to talk about today is this moral panic we’re having about inflation.
Federal Reserve officials committed to raising interest rates to a restrictive level in the near term and holding them there to curb inflation, though several said it would be important to calibrate hikes to mitigate risks.
Grayscale Investments LLC, the largest crypto asset manager, said the US Securities and Exchange Commission acted arbitrarily earlier this year in rebuffing a bid to convert its $12 billion spot Bitcoin trust into an exchange-traded fund.
The top 50 broad strategy funds – determined by highest historical performance through 2021--outperformed the market by 21 percentage points through the first six months of 2022.
Prices paid to US producers rose in September by more than expected, suggesting inflationary pressures will take time to moderate and keeping the Federal Reserve on its aggressive interest rate-hike path.
Wealthy young Americans have lost confidence in the stock market as a primary vehicle for creating wealth and are increasingly turning to alternative investments to fund their futures, a Bank of America survey has found.
As Mark Zuckerberg spoke to the camera in a pre-recorded presentation on Tuesday to kick off Meta Platforms Inc.’s annual virtual reality conference, he needed to address the elephant in the room: Enormous skepticism had grown around his vision for the metaverse.
A couple weeks ago, in our quarterly strategy report (see: QSR-Has Innovation Bottomed?), I argued that it appeared that innovation had bottomed.
The era of “TINA”—short for “there is no alternative” and describing a phenomenon where bond yields were so low that many investors felt they had no choice but to invest in stocks, even at stretched valuations—has given way to a market where they can “pay attention to the yield(s).” Or “PATTY,” for short.
The US Federal Reserve is under pressure to stop raising interest rates lest it plunge the entire world into recession. This concern is not unfounded.
Jamie Dimon says don’t be surprised if the S&P 500 loses another one-fifth of its value. While such a plunge would fray trader nerves and stress retirement accounts, history shows it wouldn’t require any major departures from past precedents to occur.
E-commerce stocks have struggled this year, and plenty of investors are doubtful the holiday shopping season will provide a catalyst to turn things around.
