Over the last three months, the housing conversation has warmed up again. Markets seem to be saying the next chapter could be “more activity”; i.e., more housing starts, more remodeling, more jobs coming off the sidelines as confidence improves.
Janus Henderson affiliates Privacore Capital and Victory Park Capital are launching their first interval fund focused on private asset-backed credit, the Privacore VPC Asset Backed Credit Fund (AltsABF).
As Trump and Powell argue over rates, the Taylor rule uses data to suggest where rates should be. But some argue this is an outdated way to set policy.
The recent decline in cryptocurrency prices has unsettled parts of the market. I talked with Christopher Jensen, Director of Digital Asset Research and a Portfolio Manager in the Digal Asset Investment Strategies group for his views which I share below.
Prices in efficient markets will rapidly adjust to reflect new risks and developments. The year has started with a flurry of geopolitical events, which have created significant volatility in the markets for currencies and commodities.
Whether these diversified firms can maintain their positions indefinitely is an open question, but market history suggests the competition always catches up.
Private assets are gaining traction in many portfolios, as investors seek new frontiers given a more challenging market landscape. Returns of traditional asset classes in the years ahead are likely to be lower on an inflation-adjusted basis, and public markets offer fewer options for diversification today, at a time when managing risk is becoming increasingly important.
The mid-term elections are still more than eight months away, but that hasn’t stopped stories and headlines being posted about possible outcomes and what are perhaps the main drivers come voting day. Without a doubt, the number one issue appears to be the notion of affordability, and of course, what plans do the Republicans and Democrats have in store to address this issue.
The year is young, but already, a clear theme is emerging: investors are looking to add international equities exposure to their portfolios. ETFs already offer a wide variety of options for investors to get that exposure, but which fund or funds make th
I often offer this advice on dealing with difficult people. We fight hard to change them, but if they don’t want to be changed the only person getting exhausted from the fight is us. Stop resisting and find another way to deal with his behavior.
Mid-sized financial services firms carry enterprise-level communication risks without enterprise surveillance capabilities. These gaps lead to regulatory fines, operational losses, and reputational damage that can destabilize even well-established firms.
The human side of financial planning is subtle but powerful. It requires attention, presence, and curiosity. It requires valuing understanding over immediate solutions.
The surge in active ETF launches aligns with broader market trends. For example, active ETF strategies accounted for roughly 60% of new ETF launches in the early months of 2025, underscoring the category’s growing momentum and advisor interest.
Join the experts at Voya Investment Management for an educational, CE-approved, webcast that unpacks the current fixed income landscape.
There’s no stopping the momentum in the ETF market. January 2026 brought a record $166 billion in net inflows, surpassing the last three Januarys combined.
Bitcoin has just drawn fresh support from some of its largest holders, though the return of demand remains narrow enough to raise doubts about whether it marks a recovery or mere damage control.
The year is young, but already, a clear theme is emerging: investors are looking to add international equities exposure to their portfolios. ETFs already offer a wide variety of options for investors to get that exposure, but which fund or funds make the most sense?
Market pros increasingly think the punishment of software stocks over the past few weeks went too far, creating new bargains in shares that were beaten down in an indiscriminate selloff.
Clashes between global powers will fuel further market swings over the coming year, according to a JPMorgan Chase & Co. survey, with developments in artificial intelligence also top of traders’ minds.
As Wall Street awaits a potentially consequential US employment report, some investors are counting on bad news for the economy turning into good news for stocks.
In what is shaping up to be another blockbuster year, Asia’s markets are outpacing peers in the US and Europe, drawing global investors as extreme swings rattle assets from tech stocks to metals.
As the economy struggled in the wake of the crisis, Warsh was primarily concerned about the risk of inflation—even as unemployment pushed near 10%—and indeed, over the next decade the primary policy concern turned out to be inflation consistently running below target.
Blended families are built on love, resilience, and second chances. They are also financially complex, particularly for high-net-worth families with substantial assets, business interests, and multigenerational goals.
Despite the recent selloff, Canadian Imperial Bank of Commerce (CIBC) remains bullish, forecasting $6,000 gold and $100 silver in 2026.
LPL Research highlights five reasons emerging markets look attractive in 2026, from dollar weakness to accelerating earnings, and AI-driven growth.
At the start of my career, the Federal Reserve was content to operate in the shadows. Today, by contrast, the Fed is a much more public entity. And so the fact that the derby to become the next Chairman played out so vividly in the media was not surprising.
Weakening global ties may lead to economic disruption and lasting investment implications. Here's what investors should know about navigating the changing landscape.
A couple of weeks ago, on Jan. 23, 2026, we dedicated part of the weekly commentaries to the mismatch between the economy and how American consumers feel about it. We said that measures of consumer confidence and consumer sentiment were not in sync with the strength of economic activity.
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.
Solo RIAs face a hard truth in 2026: you can absolutely run a lifestyle practice, but standing still while client expectations and competitors scale up is increasingly risky.
A picture is worth a thousand words. What follows, instead of 7,000 words, are seven illustrated examples of what could go wrong with the U.S. stock market or the economy.
Money decisions are rooted in the emotional learning we carry out of childhood. Unhealed childhood trauma quietly drives the way people save, spend, and relate to money.
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.
If our ancestors survived two million years of predators, famines, and ice ages, we can survive a bear market. We just can’t let the fear talk us into something stupid while it's happening.
The ALPS Clean Energy ETF (ACES) jumped 9.26% in January as investors turned their attention to the massive power requirements of AI data centers and the infrastructure needed to support them, according to recent ALPS Advisors insights.
US equity markets are moving more money than ever before, blowing past $1 trillion in shares traded each day as heavy volume becomes the new norm.
Alphabet Inc. has this week embarked on the next leg of its debt program to meet the voracious funding needs of its artificial intelligence program. Nothing quite signifies global domination like issuing bonds with ease across all of the world’s major bond markets and at a range of maturities, including the ultra-long arena that’s typically reserved for the most favored of borrowers.
For months, investors have been growing increasingly anxious about how artificial intelligence will potentially transform the economy. Last week, those concerns suddenly spilled over into the stock market.
US stocks were muted on Tuesday as investors examined the first of several key economic data releases this week in an attempt to find clues on the Federal Reserve’s interest-rate path.
The tech sector’s once relentless push higher in the US stock market has turned into a topsy-turvy ride, forcing investors to seek calmer waters where stodgy, old-economy companies ply their trades.
Markets may appear orderly heading into 2026 — but beneath the surface, risk and opportunity are becoming increasingly uneven.
Just eight years ago we were celebrating 25,000, which means equities have doubled in less than a decade. By the Rule of 72, that’s roughly a 9% annual return including dividends—nominal, yes, but still a powerful reminder that equities continue to reward patience even through extraordinary volatility, policy shocks, and repeated predictions of recession.
Recent tech headlines have stirred up fresh disruption fears, weighing on software stocks and the sector more broadly. Below, we break down key takeaways from 4Q25 earnings and share our latest views on tech:
Equity valuations are top of mind among investors as we move into February, amid stretched sentiment and positioning and challenging corporate earnings expectations.
2025 turned out to be a year for the ages for agency mortgage-backed securities (MBS), as the Bloomberg U.S. MBS Index registered its best calendar year of returns since 2002. The benchmark index’s 8.58% total return outperformed every major fixed income sector other than high yield (+8.62%) in 2025.
The fund’s outperformance comes as investors debate whether market leadership will broaden beyond mega-cap technology names. While passive index funds must hold all constituents regardless of fundamentals, CNEQ’s structure enables its portfolio manager to concentrate capital in companies they believe are showing accelerating growth.
This past week, I had the privilege of attending the 2026 Harvard Presidents’ Seminar alongside some of the nation’s top executives and thought leaders. One of the most compelling speakers was Ambassador Kevin Rudd, former prime minister of Australia.
For high-net-worth individuals, investing success is not singularly defined by returns. Taxes, often the single most considerable drag on long-term wealth, play an equally critical role. As tax policy continues to evolve, the difference between a reactive approach and a coordinated, tax-aware strategy can be substantial.
The AI spending scare that rattled investors during Microsoft’s earnings call nearly two weeks ago intensified last week as Alphabet and Amazon followed suit. On Wednesday, Google’s parent company reported record annual revenues exceeding $400 billion and a 48% surge in Google Cloud growth.
