Although bonds may not always be able to significantly contribute to growing an investor’s wealth, their lower risk profile can bring comfort in positioning an investor to maintain that wealth.
As the performance of China’s equity markets remains uneven and unpredictable, portfolio manager Hardy Zhu and Chief Investment Officer Sean Taylor highlight the potential growth agents that could improve long-term investment returns.
I have long admired Jonathan Clements. His columns in The Wall Street Journal introduced me to index-based investing. I was deeply saddened to read his column in HumbleDollar, dated June 15, 2024, that, at age 61, he has been diagnosed with lung cancer that has metastasized to his brain and “a few other spots.”
BlackRock’s Dhruv Nagrath discusses the rise of bond ETFs and offers perspective on current fixed income markets. VettaFi’s Roxanna Islam explains a massive tech ETF rebalance and previews the expected debut of spot ether ETFs.
Many different factors drive commodity cycles. Decarbonization, deglobalization, and demographics are inflationary drivers that weren’t present just a few years back and which put commodities in an interesting position.
Join the experts at Voya Investment Management on June 25th at 1pm ET for a free educational webcast that unpacks how to approach nontraditional bond funds.
When it comes to personalization, automation can be one of our most powerful tools. That might sound paradoxical, but it’s not.
This article will outline the key steps and best practices financial advisors should take to become trusted advisors in the realm of cybersecurity.
It might seem like a far-fetched concept, but making the sale should be a consistently predictable and effortless experience. Your outcomes should not be unpredictable and you should not have to “follow-up” on qualified prospects who have ghosted you.
There is a benefit to simplified language that can help consumers understand and engage with economic issues. Yet oversimplifying nuanced concepts to the point of inaccuracy only fosters miscommunication and misunderstanding.
With 2024 continuing to see uncertainty, advisors need strategies to help address hard-to-predict markets. Join Fidelity Investments Institutional Portfolio Manager Michael Hagopian for this 30-minute LiveCast to hear how Fidelity’s Enhanced ETFs are constructed to identify both traditional and non-traditional long-term drivers of risk and return to achieve a differentiated, low-cost source of potential alpha.
Norinchukin Bank is best known outside of Japan as an investing whale in the market for bonds that package up loans to private equity businesses, known as collateralized loan obligations.
Declines in foreign direct investment in China bolster the thesis that global companies are turning away from the world’s most-important production hub, continuing the trend of decoupling that has policymakers and corporate leaders looking for alternative manufacturing bases. The truth of the nation’s deteriorating importance isn’t so simple.
Every now and then, a company comes along that is so dominant and is growing so quickly that it feels like the only stock anyone cares about. I’m referring, of course, to Nvidia Corp., the chip giant powering artificial intelligence. Its stock has surged 4,000% over the past five years, making it one of the three most valuable businesses in the world alongside heavyweights Microsoft Corp. and Apple Inc.
Bobby Jain has gathered $5.3 billion in commitments for his new multistrategy hedge fund, marking the biggest fundraising haul since ExodusPoint Capital Management’s record debut.
Nvidia Corp. shares showed signs of steadying after a $430 billion selloff sent traders searching for signals as to where the bottom may be.
Some experts believe investment-grade corporate bonds remain an opportunity-rich corner of the fixed income market.
The growing popularity of alternatives creates increased demand for private assets, with one surprising category above all.
This year's tale of two markets has underscored resilience at the index level but considerable weakness at the individual member level, leading to massive performance divergences.
In his mid-year outlook, Jim Cielinski, Global Head of Fixed Income, recognizes markets were impatient in wanting rate cuts, but the offset is fresh opportunities for investors to capture attractive yields.
Financial markets have posed a number of vexing questions to investors over the past two years, not the least of which included the height to which interest rates could rise without negatively impacting US economic activity.
Back in the early days of COVID, there was one key indicator that signaled or predicted the high inflation ahead: the M2 measure of the money supply. Unlike in the aftermath of the Financial Panic and Great Recession of 2008-09, M2 surged at an unprecedented pace in 2020-21.
Market expectations for Federal Reserve rate cuts in 2024 have shifted dramatically, from six cuts expected at the start of the year, to barely one or two at this writing. Here’s why we think the US economy’s resilience and the year-to-date increase in yields may prolong an attractive opportunity in fixed income.
After the S&P 500’s incredible run—up 57% from its October 2022 lows and with an election on the horizon, its normal for investors to wonder whether to take some chips off the table or hold off on investing to see what happens.
Lower inflation does not mean lower prices.
Will the energy transition, from fossil fuel to other sources of energy, happen? It seems almost sacrilegious to suggest that it might not, or that the transition will be halting and incomplete.
The U.S. is clearly a leader in terms of regulatory enforcement. However, its regulators also have an important role to play in informing and shaping regulatory policy on an international scale. industry, this role is only likely to become more important.
I may as well just say it. Based on the present combination of extreme valuations, unfavorable and deteriorating market internals, and a rare preponderance of warning syndromes in weekly and now daily data, my impression is that the speculative market advance since 2009 ended last week.
In the early 2000s, Alok Nanda’s new colleagues called him the “bumper guy.”
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the BondBloxx CCC-Rated USD Yield Corporate Bond ETF (XCCC) with Chuck Jaffe of “Money Life.” The pair talked about several topics regarding the fund to give investors a deeper understanding of the ETF overall.
New home construction slumped to the weakest level in four years in May, confirming a trend that’s been evolving for the past few months — residential construction is once again acting as a drag on economic growth in the US.
Total net worth, or household wealth, has reached a new record high, at least in nominal terms. This has pushed many to argue that Americans have been using the accumulation in net worth to increase consumption.
The S&P 500 Index has likely logged most of the gains it will see this year as investors are growing increasingly nervous about the stock market’s rich valuations, according to the latest Bloomberg Markets Live Pulse survey.
Signs of cooling inflation are bringing bond bulls back as the Federal Reserve recently kept interest rates unchanged yet again.
Nvidia Corp. is the most expensive stock in the S&P 500 Index, with its shares trading for roughly 23 times the company’s projected sales over the next 12 months.
Economic indicators are released every week to provide insight into the overall health and performance of an economy.
Just as optimism is growing among investors that a rally in US Treasuries is about to take off, one key indicator in the bond market is flashing a worrying sign for anyone thinking about piling in.
A well-thought-out long-game thesis can stay intact for long periods with slight adjustments when needed. Like a long and straight drive in golf, when your macroeconomic thesis proves correct, a good portion of your investing job is done.
Maximizing tax alpha for clients is not just a niche strategy but a vital component of comprehensive financial planning. It empowers advisors to capture their piece of the $600 billion opportunity and differentiate their practice, while providing unparalleled service and value to their clients.
The latest consumer survey data from the New York Federal Reserve had interesting data.
The old saw about doing the same thing and expecting a different result is less simple than it seems. Sometimes you need a few attempts to get it right.
Bitcoin could be headed for the stratosphere, according to a new report by Bernstein. The global investment firm is predicting that the world’s top digital asset could hit $200,000 by 2025, $500,000 by 2029 and—no, you’re not seeing things—$1 million per token by 2033.
Investment-grade corporate bonds remain attractive given their lower risk and relatively high yields. Long-term investors who can handle volatility might consider high-yield bonds and preferred securities, but we wouldn't suggest large positions in either.
On the latest edition of Market Week in Review, Director and Senior Investment Strategist Alex Cousley discussed recently released economic data from China, including home prices and credit numbers. He also covered the Bank of England’s (BoE) recent rate decision and provided an update on U.S. retail spending during May.
Artificial intelligence startup Anthropic is releasing a new AI model that it calls its fastest and most capable yet in a rivalry with OpenAI.
Sales of existing homes in the US fell for a third straight month in May while prices set another record, underscoring persistent affordability challenges that hobbled the important spring selling season.
Some money managers that buy junk bonds have been pouring money into investment-grade notes instead, because the yields can be almost as high now.
Are you bored with the cash, stocks and bonds in your retirement portfolio? Then perhaps it’s time to spice things up with shares in an NFL outside linebacker.
We are excited to announce that Ian Bremmer will once again headline Exchange, happening on March 23-26, 2025 in Las Vegas.
Senior loan ETFs have gained traction as elevated rate expectations spill over into the second half of the year.
