At some point in time, the top brass that manage your organization’s investments will no longer be with the organization, whether that’s through retirement, a job change, or a change in personal circumstances. Then what?
Alacrity Solutions found itself in a tough spot. The Indiana-based company helps property and auto insurers manage customer claims by taking calls, sending adjusters into the field and reviewing files.
Efforts to secure supply chains and energy sources are creating powerful and enduring themes for equity investors—even in these turbulent times.
If the current slate of proposed U.S. tariffs is implemented, our model estimates a 60-to-80 bps increase in cost structures across most sectors of the global economy.
This article introduces GARP – growth at a reasonable price. As we will detail, by introducing earnings growth expectations into traditional valuation equations, some value stocks may not be quite the gems investors think. Likewise, some growth stocks may be value stocks.
A hedge fund startup that uses artificial intelligence to do work typically handled by analysts has outperformed the global stock market in its first six months while slashing research costs.
As we enter Valentine’s Day weekend, financial infidelity isn’t exactly a topic that exudes romance. But lovebirds who don’t make the discussion a foundational piece of their relationship risk adding avoidable strain on their union.
The January Employment Situation Report reaffirmed the resilience of the U.S. labor market, with nonfarm payrolls rising by 143,000 and the unemployment rate ticking down to 4.0%.
2025 is beginning in much the same manner as 2024, with investors focused on whether the Chinese government is going to implement new stimulus measures.
You’ve set your 2025 budgets, and now you’re working with them – but is your marketing budget supporting the firm’s growth goal?
We explore why extreme market concentration is unsustainable, how competition and innovation drive broader market performance, and why diversification is key as volatility rises. Don’t let market extremes catch you off guard.
Tariff policies have been announced and then subsequently rescinded or delayed–but not yet resolved. They may still hold the potential for market volatility.
As these two strategies evolve, financial advisors must understand their nuances to align client portfolios with current market conditions and future financial goals.
The professional development journey for financial professionals is best approached through a structured three-step process involving foundational designations, advanced level specializations, and niche market concentrations.
Startup investors including Alphabet Inc.’s Google and SoftBank Group Corp. are betting that quantum computing, often thought of as a fantastical science experiment, is getting closer to having sweeping real-world applications.
We provide an update on the 4Q24 earnings season and explain why our positive outlook on tech- related companies remains unchanged.
Adding cash-flow-matched bond strategies to a total return strategy appears to improve total return relative to risk by reducing the likelihood of poor outcomes.
US inflation showed scant signs of downward momentum at the start of the year, while healthy job growth undergirded the economy, backing the Federal Reserve’s stance to hold the line on interest rates for now.
Looking for an investment idea that’s paid off handsomely in commodities markets over the past six months? Try betting on the tropics.
Today we’ll talk about Trump, tariffs, cycles, and DOGE. Jumping right in…
Broadcom looks to build off last year's strength, which should give bullish traders another year of potential gains.
US government bonds fell as mixed employment data left traders holding tight to expectations that the Federal Reserve will keep interest rates steady until later this year.
While domestic politics can certainly influence asset prices, it is just one of many variables, and our research has shown it to be an inaccurate indicator of future returns. We caution investors against making changes to their portfolios based on political developments.
We hope you enjoy the latest newsletter from Harold Evensky.
Raymond James CIO Larry Adam looks at how the proposed tariffs may impact the economy and financial markets.
The recent dominance of the “Magnificent 7” technology names may help fuel the common belief that a single stock portfolio is the best way to deliver extraordinary returns.
Factories across the world are growing increasingly idle. Global industrial capacity utilization (CAPU) has fallen significantly, and a rising unemployment rate has followed suit, signaling that the available factors of production globally are progressively more redundant.
Many market observers are forecasting leadership from active fixed income exchange traded funds this year.
I know that dealing with someone who is irrational is next to impossible. Trying to show them how much their approach hurts others only fuels the fire and gives them more righteousness.
The evolving high-yield markets make the case for a global, multi-sector approach to generating income.
In the case of bond ETFs, it was a strong year in 2024, and key areas could be touch points for investment opportunities.
Managers see mixed opportunities in emerging markets and a broadening opportunity set for small caps across global markets.
Apollo Global Management Inc.’s plan to tap wallets of rich clients is paying off, with its wealth business raking in record capital last year and boosting assets from the sector 50%.
We suspect many investors today think the “American Exceptionalism” they studied in high school or college no longer applies to the U.S.
On this episode of “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth joined Chuck Jaffe of Money Life to talk about the Calamos Bitcoin Structured Alt Protection ETF – January (CBOJ).
While it’s true that every administration brings policy shifts that can directly impact retirement savings, the speed and breadth of what is currently being proposed feels like we are headed into unprecedented territory.
US bond markets are flashing a warning to US President Donald Trump that his move to unleash tariffs on top trading partners risks fueling inflation and stymieing growth.
The fourth quarter was particularly volatile in fixed income markets, with U.S. government bond yields surging on worries over the rising fiscal deficit and the potential for inflation to reaccelerate.
In the report, Portfolio Managers Andy Acker and Dan Lyons explain the reasons for healthcare’s recent underperformance and why they believe valuations are now disconnected from the sector’s long-term prospects.
The growth in US retirement assets offers potential opportunities for retirement plan advisors to likewise expand their business. Our Mike Dullaghan discusses growth opportunities in the retirement market and how to enhance client engagement.
Investors may be at a crossroad in early 2025. US equities have recovered from the 2022 bear market with two exceptional years of +25% returns.
The global economy will grow at a pace close to that achieved in 2024, notes European Strategist Professor Jeremy Batstone-Carr.
The first month of 2025 will soon be behind us. We’ve seen new inflation data and earnings season start to ramp up.
During a rocky fourth quarter, strength in the financials sector was a unifying theme across global markets.
In our view, active investors face opportunities to outperform created by looming policy changes and the macro landscape.
Pacific Investment Management Co. is among asset managers looking at buying a portion of $3 billion of debt tied to Elon Musk’s buyout of X, according to people with knowledge of the matter.
Tech leaders gathered at the White House to announce Stargate Project, a new venture that plans to invest $500 billion over the next four years on AI infrastructure and datacenters.
Retail investors are the most optimistic about higher stock prices in 2025 by the most on record. Unsurprisingly, that sentiment resulted in the psychological rush to overpay for assets, pushing forward 1-year valuations sharply higher.
Let's discuss the recent strong correlation between the appreciating dollar and rising yields, and the reasons for the relationship.
Markets have responded with gusto since November’s presidential election, especially in a few key—and perhaps expected—industries. The biggest winner so far is the automobile industry...
