Strong 2024 performance may be tough to replicate given tight credit spreads, but we still have a favorable view on corporate bond investments given the strong economy.
Amid concerns about the impact of rising deficits on U.S. Treasuries, it helps to differentiate bond investments by maturity, credit rating, and global relative value.
Might another market liquidity event be on the horizon? While there is generally good liquidity in the financial system, there are some nascent signs that problems could arise.
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the Neuberger Berman Short Duration Income ETF (NBSD) with Chuck Jaffe of Money Life. The pair discussed several topics related to the fund to give investors a deeper understanding of the ETF overall.
A resilient US economy and deepening geopolitical tensions around the world are making asset managers rethink their expectations for a weaker dollar.
he economic-policy consensus that prevails in the US is right about one thing.
I am (mostly) bullish on crypto and (usually) skeptical of higher taxes, especially on capital gains.
Whether you want to buy or rent, finding an affordable, comfortable home can be extremely difficult, if not impossible.
Just a few short years (months?) ago, few would have believed it possible. But it happened: Bitcoin has traded above $100,000 for the first time ever.
Five of Franklin Templeton’s specialist investment managers provide their annual outlooks for the global economy and key asset classes, including global equities; global fixed income; global infrastructure; the macro fixed income environment; municipal bond market; high yield bond market; small cap equities; U.S. dollar; U.S. economy; and U.S. equities.
Getting a stay of execution doesn’t mean you’re no longer on death row.
Our Cash Indicator methodology acts as a plan in case of an emergency. This is analogous to the multiple safety systems in a modern automobile, which includes an airbag. Importantly, each of these systems work together to potentially help smooth the ride.
The next few years are set to see a significant expansion in global LNG export capacity, led by North America and Qatar.
How to unlock value in a complex market landscape.
The bond market is caught between the Federal Reserve's plans to cut interest rates and the risk of higher inflation and federal debt levels.
The explosive growth of the ETF industry has attracted a full range of new entrants this year — from smaller individuals to the largest hedge funds in the world. More and more fund managers are making their foray into the world of ETFs.
When the ECB’s rate-cutting cycle ends, should the neutral rate be far higher than pre-pandemic? Not in our view.
Quite a few observers have described the dramatic fall of the Barnier government in France not just as a political crisis but also an economic and financial crisis.
While the economy helped President Trump win a second term, it also created expectations that could prove difficult to meet.
We are all familiar with this SEC-required warning that “past performance does not predict future performance.”
Assets in money market funds reached an all-time high of $7 trillion this past month. Now that rates are moving lower, money market yields may not be as attractive to many investors and assets may gradually leave money funds.
Understanding how money impacts human behavior and psychology may help serve your clients effectively.
By understanding annuities, debunking myths, and staying on top of tax implications, you can offer your clients the financial stability they crave. Regular reviews, proactive communication, and continuous education are the keys to success.
Next week’s European Central Bank meeting is more important than it might first appear.
The trend is your friend. Or, in Larry Fink’s case, your primary acquisition tickbox.
The S&P 500 earnings growth rate will likely come in just below the 6% mark for the third quarter.
In their 2025 outlook, Head of Americas Equities Marc Pinto and Head of EMEA and Asia Pacific Equities Lucas Klein say a changing macroeconomic backdrop could create new pockets of leadership in global equity markets.
While politics garner headlines, fundamentals drive the market over the long term.
The Fed could be ‘slower to lower,' while the Trend continues to rise, with an overly optimistic Crowd due to seasonality and post-election trends.
The WisdomTree BioRevolution Fund (WDNA) is showing signs of recovery, reflecting renewed investor confidence in biotechnology innovation.
Dollar bulls emboldened by Donald Trump’s win are entering a month that has historically punished the greenback.
International markets are expected to clear the hurdles of uncertain trade policy, tighter fiscal policy and slower than average economic growth to support solid overall returns.
With human rights regulations expanding, investors need a broader approach to assessing risk and opportunity.
When it comes to personalized investment strategies, multiple perspectives come into play: the client, the provider and the advisor.
Astoria rounds up its 10 ETFs for 2025, providing unique thought leadership and actionable investment ideas.
Credit spreads are critical to understanding market sentiment and predicting potential stock market downturns.
It’s been nearly two years since generative artificial intelligence (AI) took the world by storm, with the release of large language models like ChatGPT, Copilot, and Gemini dazzling humankind with their ability to interpret human requests and respond with the desired output.
On Monday, Warren Buffett announced that he was donating more than $1 billion in Berkshire Hathaway Inc. shares to four family foundations — a continuation of his commitment to give away the vast majority of his wealth to charity rather than pass it on to his family.
VettaFi spoke recently with Nate Williams, a vice president and ETF specialist with Franklin Templeton, about the growth of its ETF business.
We call them “Silicon Valley rivals,” but when you think about it, the big tech titans have mostly stayed in their respective lanes for the past 20 years.
Credit investors squeezed by the tightest spreads in almost 20 years are opting for bare-bones strategies, creating a boom for Europe’s fixed-maturity funds.
Going into Thanksgiving week, we are reassured of two things we already knew about artificial intelligence, but that could play a role in portfolio allocation decisions for the new year.
Following President Trump’s re-election, the S&P 500 has seen an impressive surge, climbing past 6,000 and sparking significant optimism in the financial markets. Unsurprisingly, the rush by perma-bulls to make long-term predictions is remarkable.
There’s been a sea change among tech investors during the past month: Software stocks are hot, while semiconductor makers are not.
You won’t catch a fish unless your line is in the water, and you won’t benefit from the market’s potential move higher unless you are invested.
On the latest edition of Market Week in Review, Investment Strategist BeiChen Lin reviewed the latest inflation numbers from Canada.
With the re-election of President Donald Trump, the worries about tariffs and pro-business policies sparked concerns of “Trumpflation.” Inflation has been a top concern for policymakers, businesses, and everyday consumers, especially following the sharp price increases experienced over the past few years.
Politicians and think-tank wonks of all stripes love to condemn government “waste, fraud, and abuse.” But saying it isn’t hard. Who is the opposition? No one says we need more waste, fraud, and abuse. We’re all 100% agreed all three are bad.
This week, at the North American Blockchain Summit in Dallas, Texas, I had the distinct privilege of moderating a fireside chat with former Canadian Prime Minister Stephen Harper.
The dollar fell and US government bonds rallied after Donald Trump picked Scott Bessent to run the Treasury, a Wall Street veteran who investors expect will take the sting out of the administration’s more aggressive trade and economic policy proposals.
