The multi-asset playing field presents income investors with broad opportunities across asset classes. But investors that rely only on traditional stock dividends and bond interest may be missing out on other attractive income sources.
As portfolios limited to public equities capture a smaller slice of corporate growth, private investments are increasingly finding a place in long-term wealth-building strategies, including 401(k)s.
The U.S. middle market has hit $25 trillion. Discover why Cerulli says the advisor shortage and shifting demographics make early engagement a necessity.
Even as war in the Middle East roiled markets this month, some investors are finding solace in Corporate America’s growth machine, which not only remains intact — but is showing signs of thriving.
The financial advisory space has never been more competitive, or more ripe for transformation. Fee compression, AI encroachment, tightening compliance, and clients with increasingly sophisticated expectations are pushing experienced Advisors to ask a fundamental question: Is it time to make a move?
Last week, on March 19th, the S&P 500 closed below its 200-DMA for the first time since May 2025. The first instinct is to panic as media headlines talk about bear markets and financial crisis events. However, as we will explore today, the data says it depends entirely on the type of break: sustained or brief.
he shock to global oil supply this month has already been declared the greatest ever by the International Energy Agency, so it’s natural to draw parallels with the great shocks of the 1970s. But numerous other factors determine how serious the impact of any given hit to supply will be on the global economy.
Public markets give a running commentary on the biggest players in private markets. Over the last year, this has gone from good to bad to worse. The sector’s long-term growth prospects may be more-or-less intact, but the next few years probably won’t feel that way.
When geopolitical tensions flare up, the natural assumption is that gold should immediately surge. War breaks out, markets panic… and the metal rallies as investors rush to safety.
It’s human instinct to want to know what the future holds and to protect and grow our nest egg based on our perceived knowledge of the future. It takes courage to ignore those economic forecasts from brilliant, well-meaning experts with very impressive credentials. Their logic is always compelling, but investing based on that logic can be hazardous to your wealth.
Adam Hetts and Oliver Blackbourn discuss where they assess the market implications of sustained conflict with Iran, examining energy shocks, inflation pressures, and what prolonged instability could mean for investors.
The “fiat is dying” argument has become a catchphrase narrative among digital asset bulls, gold bugs, and cryptocurrency advocates. That narrative’s core is that central banks have printed vast amounts of money.
The S&P 500 closed at 6,740 on Friday, its lowest level since mid-December, as technical deterioration, collapsing payrolls, and $100 oil converged on the charts. Every major moving average has broken. Here’s what comes next.
The public loves to hate short sellers, the investors who profit from declining securities’ values. Their bad reputation is mostly undeserved. In reality, many provide a valuable service, taking the other side of frauds and bubbles, and generally helping drive prices toward a semblance of fair value.
Oil surged for a second day as the US and Israel stepped up their war against Iran, with the sprawling conflict’s impact on energy assets in the Persian Gulf continuing to grow.
The bulk of “Everybody Loses” sends the reader on a lurid journey through the sportsbook ecosystem. Funt is a talented investigative reporter with a velvet prose hand, but “Everybody Loses” features some key omissions. These oversights, however, are minor, and perhaps even necessary in such a tightly focused, powerful work.
In this episode of ETF of the Week, Chuck Jaffe and Todd Rosenbluth (Head of Research at VettaFi) break down the Capital Group Dividend Value ETF (CGDV). While many dividend funds focus solely on high yield, CGDV takes a different approach by focusing on high-quality companies with the potential to pay and grow dividends. With a perfect five-star rating from both Morningstar and Lipper, this fund has rapidly grown to $30 billion in assets by consistently landing in the top 10% of its peer group.
The recent rotation from growth to value is well documented. While the return divergences between technology stocks and materials or industrials stocks are significant, they do not tell the whole story. There are also extreme return differentials between broad industries and their sub-industries. In this article, we address the divergence of the broad technology sector and the software-as-a-service (SaaS) sub-industry.
The central theme of 2025 was the disconnect between market sentiment and economic reality. The year began with widespread apprehension regarding aggressive tariffs and forecasts of a recession.
To love a bubble but hate a crash is to misunderstand the market. A bubble is a crash on its way to becoming. A crash is a bull market on its way to becoming. All we can do is to accept, and as difficult as it may be – embrace – whatever form we have in the present moment, so we can do our best with each of them.
AI has evolved from concentrated innovation to increased adoption across industries, which has led to a considerable (and somewhat swift) shift in stock market leadership.
All three major stock indices finished in the red last week as AI disruption fears continued to grow. The S&P 500, an index of large US companies, returned -1.3 percent for the week, making the index flat year to date.
The article from the Wall Street Journal titled “Why My Generation Is Turning to Financial Nihilism” by Kyla Scanlon argues that Gen Z is embracing high-risk financial behavior out of despair and detachment, but the data shows something very different.
The market got off to a strong start in 2026, with investors chasing industrials, materials, and commodity-related stocks as the reflation narrative gained traction. The “reflation narrative” is the belief that a range of policies will boost the rate of economic growth in the U.S. without triggering inflation.
In our latest “Alternative Allocations” episode, Matt Katz of Fiduciary Trust International explores the unique structural advantages of the middle market and shares tactical insights on using secondaries and due diligence to navigate today's evolving private equity landscape.
Unfortunately, most people still don’t start thinking about their retirement until they are in their forties. Better late than never, but I believe there is a massive missed opportunity here.
Dollar positives include relatively high U.S. interest rates and robust growth. But dollar negatives are building. The political will for a stronger dollar isn't there and valuations aren't helping.
Alphabet Inc. is looking to raise about $15 billion from a US high-grade dollar bond sale, according to people with knowledge of the matter, adding to a borrowing spree by companies at the forefront of the artificial intelligence investment boom.
For nearly two years, markets were driven by the same speculative narrative that “this time is different.” Speculative narratives are not only seductive but also contribute to investment behaviors that obscure reality. Speculation disguised as investing is a losing proposition.
Another signal of earnings strength is the ISM Index. Historically, the Institute for Supply Management (ISM) Manufacturing Index has correlated well with S&P 500 earnings growth because earnings are more manufacturing-driven than the more consumer-oriented economy measured by gross domestic product (GDP).
Vanguard Group Chief Executive Officer Salim Ramji is putting his imprint on the world’s second-largest asset manager by siphoning talent from Wall Street firms to fill key roles.
Client demand for tax planning is high, yet many advisors may still fall short of meeting expectations. Direct indexing can offer tax benefits such as the potential for tax-loss harvesting but remains underutilized across the advisor community.
The temptation to automate grows as the tools improve. That does not mean everything benefits from it. Some activities rely on emotional intelligence and personal history; they involve nuance that AI cannot reliably interpret.
There’s an ongoing shift in how investors access income through ETFs. No longer is sourcing income a pursuit centered solely on fixed income assets. Today, it increasingly includes the use of derivatives to boost yield and total return, and to capitalize on equity volatility.
After much speculation and wild swings in market expectations, President Trump has nominated Kevin Warsh as his Fed chairman. If confirmed, he is expected to replace current Chair Jerome Powell in May at the end of his term.
LPL Research examines how the Fed is entering 2026 amid constrained conditions and as growth and inflation meet an unsustainable fiscal trajectory.
A common proclamation made by tech leaders is that while artificial intelligence will destroy jobs, it will also create many new ones. But what kinds of new careers will AI spark? And, more importantly, will they last?
No one knows what the future holds — especially not with burgeoning technologies such as AI. The best opportunities in AI may not be in today’s high-fliers but in lesser-known companies — some of which may still be private or not yet formed.
Money managers at BlackRock Inc., Bridgewater Associates and Pacific Investment Management Co. are shoring up their portfolios against a fresh bout of inflation.
Mainstream expectations, those from Wall Street, economists, and corporate strategists, have congealed around a bullish economic outlook for 2026. Most forecasts project stronger economic growth, with contained inflation, and continued investment in technology and capital expenditure.
At its January meeting, the U.S. Federal Reserve (Fed) voted to pause its rate-cutting cycle, a move that aligns with recent signs of stabilizing labor markets and easing inflation pressures.
Investing in common stocks is rarely a smooth experience. Stock prices fluctuate daily, sometimes dramatically, driven by market sentiment, economic data, and short-term news. Even company earnings, while more stable than prices, can experience cycles and periods of volatility.
A sharp productivity jump shows firms doing more with fewer workers. But the upside surprise also highlights growing risks about how these gains affect the workforce.
In our view, 2025 reinforced a familiar conclusion that tax management remains as relevant as ever, even though tax policy may no longer be a moving target.
Apple Inc. had a very, very merry Christmas. “Unprecedented” demand for the latest iPhone pushed revenue for its top device up 23% year-on-year to a staggering $85.27 billion in the holiday quarter.
In this article, we look both back and forward, first at the 2025 capital markets to analyze not just what happened but also how it fits in the historical context and what we believe it means for 2026 and beyond. We then pivot to our return expectations for major asset classes in the next decade.
Coming into 2026, investors face a landscape shaped by persistent inflation, evolving US monetary policy and global uncertainty. At Parametric, our systematic and customized approach is designed to help clients navigate these complexities while preserving after-tax returns.
In our 2026 Outlook, we examine three themes that we believe will shape the economy in the coming year and impact the U.S. and global markets. Theme 1: Everyday Impacts of an Uneven Recovery. Theme 2: AI From Hype to Real-World Results. Theme 3: Adding Private Income and Diversification
What appeared just months ago to be a stable and predictable transatlantic trade environment now looks conditional. The ground underneath transatlantic trade relations is once again shifting…even though critical portions of it are covered by permafrost.
Investors are returning to health care stocks, but $1 trillion in government funding cuts and a looming pharma "patent cliff" are among the risks as Q4 earnings reports come due.
