Oil markets are broken. Extreme volatility and a lack of liquidity mean that crude futures have become disconnected from tight physical oil markets. At least that’s what some loud voices in the oil world are telling us.
Week by week, the bond-market crash just keeps getting worse and there’s no clear end in sight.
The world will be going from an era of zero rates and loose monetary policy to higher rates and likely slower growth, except in certain sectors. Adjusting to this change will be both problematic and also full of potential opportunities.
Portfolio Manager John Paul Lech explains why investors in emerging markets should go upstream in order to leverage the long-term power of the EV sector.
Here are some key points that advisors should keep in mind when dispensing advice and recommendations on thematic ETFs.
One of the world’s largest derivatives exchanges is making a dangerous play for retail investors.
We are now in another downswing in the ongoing bear market.
Warren Buffett famously described the stock market as “a device to transfer money from the impatient to the patient.”
Nations are being forced to go it alone in erecting defenses against the relentless strength of the almighty greenback, with no sign that governments are willing to act in concert.
Asset bubbles have been prevalent throughout history.
Balancing acts. As the Fed walks the line between curbing inflation and averting recession, anxious investors are seeking to balance the two risks. Amid the uncertainty, we believe stock selection matters more.
With interest rates on the rise, the once red-hot US housing market is finally showing signs of cooling.
Let’s face it, the last three years have been challenging for investors. The global pandemic has had a domino effect on so many aspects of our lives.
The US agency mortgage backed-securities market makes up more than a quarter of the Bloomberg US Aggregate Bond index. This market segment is entering a period of uncertainty due to ongoing volatility in the rates market and the prospect of the Federal Reserve reducing its allocation to agency mortgage-backed securities.
Cryptocurrencies lingered near almost two-year lows as digital-asset investors sought a fresh catalyst with central bank rate increases depressing demand for riskier assets.
Bond traders are girding for the risk that Federal Reserve Chair Jerome Powell is ready, willing and able to plunge the US into recession to get the inflation bogey under control.
Even as the Federal Reserve jacks up interest rates and sends technology stocks tumbling, it only gets harder to stay away from the sector.
The US Securities and Exchange Commission will stop short of banning payment for order flow, a controversial way to process retail stock trades, as it proposes new rules for the $48 trillion American equities market.
Mortgage rates in the US rose for a fifth straight week, threatening to freeze more would-be buyers out of the market for homes.
U.S. stocks are moving higher in pre-market trading, following yesterday's third-straight 75-basis point rate hike from the Fed.
The Federal Reserve released new economic projections suggesting interest rate hikes will be faster and larger than previously forecast.
Federal Reserve Chairman Powell delivered another forceful message to markets that an early pivot back to rate cuts will not happen until inflation is under control.
The Federal Reserve once again voted unanimously to raise rates by three-quarters of a percentage point - 75 basis points (bps) - today, bringing the target for the federal funds rate to 3.00 – 3.25%, and signaled expectations for continued hikes ahead.
Tesla recently outlined what will determine where the carmaker puts its next plant. Looking at the list, it’s easy to imagine Elon Musk wishes he had a do-over and didn’t put his first European factory in Germany.
Most of the US investment-grade bond market is trading at a discount, and PGIM and JPMorgan say it’s time to buy.
When it comes to investing in stocks, I believe that intelligent investing implies investing for specific objectives or needs.
In a time of uncertainty, we believe that quality is the key to investing in equities.
Would you rather buy a risk-free long-term Treasury bond yielding more than 3.5% or take your chances in the stock market? The jury is apparently still out among investors...
Innovation was the market darling thematic for many years leading up to COVID.
Portfolio Manager Michael Oh, CFA, says attractively valued companies are growing in Asia unfettered by inflationary headwinds.
Direct indexing is the fastest growing segment of the asset management industry. In this interview, Brandon Thomas of Envestnet explains how direct indexing helps clients gain low-cost, tax-efficient exposure to asset classes, ESG and quantitative strategies.
U.S. stocks are declining in pre-market trading as the markets await the Fed’s highly anticipated monetary policy decision tomorrow.
The Biden administration is working on plans to herd the public into digital currency controlled by the Federal Reserve.
As surging natural gas prices stoke inflation throughout Europe, policymakers are responding to both reduce the economic damage of high energy prices and clamp down on blistering inflation rates.
Despite August’s disappointing inflation numbers, the US economy is uniquely equipped to mitigate and overcome the current price surge, owing to its relative energy and food independence, abundance of immigrant labor, strong production capacity, and the capital needed to boost domestic manufacturing.
It’s a binary world. To an extreme extent, opinions on the market are divided, and they are split on one key issue: Will the Fed have to “pivot” toward easier monetary policy in the next few months, or won’t it?
You should reconsider the bank you use, at least for some of your savings. Chances are, if you're a customer at one of the major retail banks, you’re leaving real money on the table.
I wrote an article last month regarding the 10 things I got wrong about financial planning over my 20-year career. As it happens, I also got some things right and was happy when I was asked to write about them.
New research shows that portfolios that owned companies that provide climate solutions outperformed ones that owned firms with low carbon intensity. Before you adapt that approach, however, beware that this research relies on a small sample of data over a short time period.
Individual impact aside, Biden’s student loan forgiveness will harm the U.S. currency and economy. Here’s how I see it as a value investor.
After more than 40 years of work in the financial markets, studying all the data I could get my hands on, I’ve found it to be universally true that those who argue “history doesn’t matter” have never actually studied history.
Bull or bear, in stocks lately, the punishment has been the same. Swift and brutal.
Populations are aging, and the economic consequences will be substantial.
After countless delays, the Ethereum “Merge” finally took place this week, switching the blockchain protocol from proof-of-work (PoW) to proof-of-stake (PoS).
US stocks haven’t seen the worst of this year’s declines yet against the backdrop of scorching inflation and a hawkish Federal Reserve, according to Bank of America Corp. strategists.
Before you evaluate your next fintech purchase, here’s what advisors need to know.
What lessons for today? Any intervention in foreign exchange markets must be credible to have any chance of working. And when the Fed takes a course that is out of sync with the rest of the world, stresses increase on the rest of the foreign exchange architecture.
We’re currently finding the most compelling opportunities within three countries—Canada, the United Kingdom and Japan.
A modern currency must meet the needs of a modern economy.
