The titans of finance who congregated in Riyadh this week for Saudi Arabia’s annual Davos-style confab were mostly upbeat on the prospects for the US economy, but concerned about more sluggish growth in Europe.
If you’re unfamiliar with synthetic risk transfers, there’s a chance you’ll hear all about them when the next financial crisis hits. They’re the latest way for big banks to game rules designed to safeguard the system, and they’re growing fast. So far, regulators seem all but oblivious.
When done effectively, your outsourced team of professionals can help improve efficiencies, increase productivity, and scale profitably – all while giving you the freedom to focus on what you’re most passionate about.
Here, we'll explore why serving family offices is a natural fit for many RIAs, discuss the considerations that need to be factored in when launching an MFO practice, and offer a roadmap for successfully building one.
Director of Investment Strategies Shailesh Kshatriya unpacks the potential factors driving the sharp increase in U.S. Treasury yields. He also provided an update on Q3 earnings season and the Bank of Canada’s latest decision on rates.
Wall Street veteran Ed Yardeni says the approaching US election could augur the return of the market’s bond vigilantes as the Treasury Department readies new debt issuance plans.
The third quarter of 2024 saw a clear reversal in market leadership, with the Low Volatility and High Dividend factors performing the best while the Momentum and Growth factors performed the worst.
Seasonality has long influenced stock market trends, offering insights into predictable cycles of strength and weakness throughout the year. Yale Hirsch, the creator of the Stock Trader’s Almanac, is one of the most well-known contributors to studying these patterns.
With less than two weeks remaining before the U.S. presidential election, there’s a growing sense of uncertainty in the air. Investors are wondering how to position their money, bracing for the possibility of significant volatility and market shifts.
Some of the latest reads show growing momentum in the housing and homebuilding sectors. Investors can capitalize on this with targeted ETFs.
Memory inflation of past events amplifies one's emotions and behaviors. As I will discuss, I believe that distress from recent price inflation is causing many investors to overly fear that a similar situation will reoccur.
When Warren Buffett calls a book on investing “by far the best book about investing ever written,” it is common sense to concede the point.
Equity investors face a bewildering sequence of tough-to-predict outcomes and confusing market signals. Patience and a steady hand look like valuable attributes in navigating through the noise.
Financial markets moved higher yet again in the third quarter of 2024, and this time everyone joined in!
The period from 1956-1966 offers lessons we can apply to today's bull market, regarding technological progress, market fundamentals and more.
The tech sector approaches third-quarter earnings season in unusual territory, with investors worried about a slowdown in earnings growth over the last year. Margins loom large.
The U.S. election outcome is anyone’s guess, so let’s try to game out the winners and losers from the candidates’ major policy proposals.
Determining your client’s risk tolerance is a critical first step in constructing a tailored investment portfolio.
Explore how AI fuels nuclear investments, drives energy demand, and attracts tech giants to nuclear power.
The cautiously optimistic American consumer braces for financial strain as inflation and debt delinquencies are expected to rise.
Bonds extended losses as investors mulled the prospect of slower US interest-rate cuts, a trend that risks upending debt positions everywhere.
On the latest edition of Market Week in Review, Chief Investment Strategist for North America, Paul Eitelman, discussed the details surrounding China’s latest stimulus announcements. He also reviewed early U.S. third-quarter earnings results as well as the latest U.S. macroeconomic data.
The integration of artificial intelligence (AI) within financial institutions is no longer the future; it’s the present reality rapidly transforming the industry. In an extremely competitive landscape, AI offers banks new opportunities for efficiency and innovation.
In what should be one of the least surprising developments, global electricity demand is soaring everywhere as the world moves to electrify everything. Out go gasoline cars, in come electric vehicles; out go gas boilers, in come heat pumps; and so on and so forth. That’s the energy transition.
While greed is necessary to build wealth, excessive greed often has far more terrible consequences when investing.
If you’ve been paying attention to the markets, especially in recent months, you’ve likely noticed something interesting happening with nuclear energy stocks.
The cost of higher education has skyrocketed over the last few decades, and shows no signs of slowing. That’s why it’s more important than ever that parents start saving as early as possible for their children’s future.
Opening a 529 college savings account can be a smart move if you’d like to save for college on a tax-advantaged basis. One thing to consider when opening a 529 plan is whether it should be a custodial or individual account. While both allow you to save for college costs and enjoy some tax breaks, they differ in terms of who has control of the account and the assets in it.
The Nasdaq-100 Index (NDX), which is half composed of tech stocks, including a slew of AI names, is usually more volatile in October.
Netflix Inc. added more than 5 million customers in the third quarter and eclipsed Wall Street’s expectations on every major financial metric despite a new programming slate constrained by last year’s strikes in Hollywood.
Navigating space is hard. It’s expensive, complex, time-consuming and dangerous. And yet you have to hand it to Elon Musk: His SpaceX firm makes it look easy.
529 plans are one of the most popular ways Americans save for the college expenses of their children. As of June 2024, there were 16.8 million 529 savings accounts holding $508 billion, according to the College Savings Plan Network.
The bar is raised for Q3. With a handful of earnings reports delivered from major banks, companies from other sectors begin now to report results to the street.
This article will explore how to increase your AUM by capturing assets in trusts and DAFs, explain the difference between directed and traditional trustees, and discuss why designating a directed trustee and an advisor-friendly DAF is in the client’s best interest.
On the latest edition of Market Week in Review, Investment Strategist BeiChen Lin assessed what the latest U.S. economic data suggests about the health of the nation’s economy. He also discussed the pullback in Chinese equities and the rise in volatility expectations for the U.S. stock market.
Choosing to make your coffee or your lunch at home instead of hitting the café every day is not just about saving a few dollars—it’s about setting yourself up for long-term financial success.
By bringing wealth advisors and attorneys together with medical professionals, clients can receive more comprehensive care. Family offices and their clients can mitigate risks through a “triangle of support” formed by financial, legal, and medical advisors.
Vietnam may be quickly outgrowing its role in the global tech industry as the attractive manufacturing sidepiece to China.
The $20 billion club is a group of pension plans near $20 billion and more in global pension liability. We have been reporting on this group since 2011.
When inflation begins to upend financial markets, as it has over the past few years, it represents a tremendous disruption.
Has the Federal Reserve achieved an economic "soft landing"? A resilient U.S. economy suggests it may have.
Interest rates are falling but growth is holding up. Still, we see ways to proactively shore up private allocations.
There are two types of economists in the world…demand-siders and supply-siders. Without digging too deeply, one huge difference shows up in government policy.
Agency REITs are not for buy-and-hold investors. They tend to perform well in specific economic and interest rate environments and poorly in others. I believe the current bullish steepening shift in the yield curve could offer investors opportunities with the agency REIT sector.
The looming wealth transfer from Baby Boomers and the Silent Generation to younger generations is set to reshape the financial landscape in unprecedented ways. Estimated at $84 trillion, this transition is a huge financial event.
U.S. stocks have handily outperformed their global peers over the past few decades, as well as in the post-World War II period. We document the scale of the outperformance and ask whether it can continue.
When most people hear the word “risk,” they think about wild market swings, scary headlines, and losing money overnight, but Howard Marks, Co-Chairman and Co-Founder of Oaktree Capital Management, takes a different approach. In his new video series How to Think About Risk, Marks digs deep into what risk is and how investors should handle it. Spoiler alert: It’s not just about volatility.
Everything I’ve learned and experienced in 50+ years of watching the economy tells me not to expect a soft landing. But maybe that’s because I’ve never actually seen one.
With over 36,000 metric tons in reserves—about one-fifth of all the gold ever mined—central banks know something we should too: Gold is the ultimate safety net.
For decades, a key component of many investors’ portfolios was a fixed income ladder. It was intended to provide ballast to the more volatile equity allocation and help reduce interest-rate risk.
