Every time the mainstream declares price inflation dead and buried, new data comes out and rains on the funeral.
The Russell 2000, home to some of the riskiest stocks on the market, has been on a tear — and a spate of Wall Street strategists say the rally is just getting started.
WisdomTree Inc. launched its first tokenized fund that gives investors exposure to private credit, marking the latest attempt by Wall Street to connect fast-growing markets with blockchain technology.
Companies are moving some of the excess cash on their books into longer-term securities, betting that rate cuts from the Federal Reserve will make these holdings more lucrative.
In light of the major market shocks of 2025, advisors are tasked more than ever with helping clients manage the psychological aspects of their money, while keeping an eye on market opportunities and headwinds that can impact their investment portfolios.
US stocks climbed on Thursday, posting fresh records amid hopes that an in-line inflation report will push the Federal Reserve to cut interest rates next week.
BlackRock Inc. is exploring how to give one of Wall Street’s biggest investment products a digital makeover.
The One Big Beautiful Bill Act offers valuable tax benefits specifically for businesses. Our Bill Cass discusses the highlights of the new law and how business owners may benefit.
It’s no understatement to say this could have been the most anticipated jobs report in quite some time.
For much of its nearly 17 years on the market, bitcoin has been viewed as a volatile asset. The largest cryptocurrency’s history is chock full of dramatic price swings in both directions and extended periods of turbulence.
Last week's employment update seems likely to prompt a shift in the Federal Reserve's monetary policy. The August jobs report revealed a significant slowdown, with Nonfarm Payrolls (NFP) increasing by only 22,000, well below the 75,000 expectation from economists surveyed by Dow Jones.
We’ve received many client questions about seasonality in stocks, and specifically about the ‘September Effect’. This is the theory that investors should sell their stocks after Labor Day to avoid autumn volatility.
Assets under management (AUM) by ETFs globally closed at another month-end peak and is now just 6 percent below the all-time high reached during the pandemic.
Markets now see more than an 80% chance of a rate cut from the Fed this month, and it may be a good time to reallocate short-term cash positions to medium-term fixed income positions with maturities between 5 and 10 years.
Before you fully consider purchasing a new ETF, you need to understand what makes the fund different from what you own.
One of the standout developments in financial markets in August 2025 was the unprecedented surge in ETF inflows.
Emerging markets are becoming more attractive as the prospect of an upcoming US rate cut — combined with softer local inflation and relatively low public debt — strengthens the investment case, according to Navin Hingorani, Singapore-based portfolio manager at Eastspring Investments.
The third Friday in September is a special day in the financial-market calendar. It’s one of the four days a year the S&P 500 index gets rebalanced. With over $10 trillion of assets passively tracking it, the exercise will affect markets and investors in every corner of the world.
Technology stocks are rising so far, so fast that some investors are starting to position for the move to lose momentum.
There has not been a fundamental innovation in broad-market cap-weighted indexing in decades. Until now. With the Research Affiliates Cap-Weighted Index (RACWI), we introduce a fresh approach designed to fix a costly but little-known “bug” in cap-weighted indexing.
Markets cheered an imminent Fed rate cut, with small caps outpacing the S&P 500, but rising unemployment, sticky inflation, and slowing job growth point to stagflation risks. Advisors face a market both buoyed by near-term catalysts and shadowed by longer-term vulnerabilities.
Making the case for potential rate cuts in his recent speech at Jackson Hole, Fed Chair Powell noted that policy is presently in restrictive territory.
Although the relationship between fundamental returns and total returns after a decade is solid, valuations do matter – their impact is evident in the vertical distance between each stock observation and the diagonal line on the chart.
Private equities are a growing and increasingly significant part of the investing landscape.
DoubleLine CEO/CIO Jeffrey Gundlach, widely known in the capital markets as the "Bond King," spoke at a Total Return Webcast.
The U.S. labor market continued to show signs of cooling, with all major labor indicators pointing to a softening trend and a weak hiring environment. Read through the major economic news from the week of September 2nd - 5th.
Investors are leaning into bullish bets on US Treasuries ahead of this week’s inflation report, as a recent run of softer-than-expected data opens the door for the Federal Reserve to cut interest rates in September and further ease monetary policy in the months ahead.
Oracle Corp. is set to vault past stocks such as JPMorgan Chase & Co. to become the 10th most valuable member of the S&P 500, after a blowout cloud business forecast sent its shares soaring.
Market uncertainty continues to linger in the back of fixed income investors’ minds. But that can force much-needed recalibration of portfolios as tariffs and rate cuts loom. A compelling option to consider: corporate bonds.
The rise of private markets has brought new attention to private investment grade (IG) credit, which can offer investors a premium over public IG for giving borrowers customized terms – though that premium comes with certain risks.
Surface-level diversification is no longer enough in a market increasingly driven by passive flows and dominated by a few mega-cap names. Owning multiple funds or asset classes does not guarantee protection if the underlying exposures overlap. Investors must go deeper and look beyond labels and into the actual drivers of risk and return.
Healthcare has been the worst-performing sector in the S&P 500 so far this year.
Ben Fulton, CEO of WEBs Investments, highlights the firm’s suite of Defined Volatility ETFs, which dynamically adjust equity market exposure based on real-time market volatility. Arthur Nowak, Client Portfolio Manager at Alger, discusses the firm’s high-conviction approach to investing in innovation and growth – including the Alger AI Enablers & Adopters ETF (ALAI).
Join Tema ETFs CEO Maurits Pot to discuss how to better manage S&P 500 concentration, which is at 50-year high levels.
There are many ways to describe the strong performance in large cap US stock prices this year. You could simply call it a bull market, with the S&P 500 total return index up 31.2% since its low in early April and up 11.5% year-to-date.
Over the past several years we’ve watched the S&P 500’s performance become increasingly tethered to a handful of Mega-cap technology companies.
Nasdaq Inc. is asking regulators to let investors trade tokenized versions of stocks on its exchange, a move that could mark the first big test of blockchain technology inside the core of America’s equity markets.
Looking back over the past 20 years, airline equities have tended to outperform in the final three months of the year, with the NYSE Arca Global Airlines Index gaining over 3% on average in October; this is followed by an even stronger showing in November and a 3% increase in December on average.
Emerging-market currencies and stocks rose as expectations of an imminent US monetary policy easing pushed the dollar lower and strengthened investor appetite for riskier assets.
Bond investors may need to look elsewhere to supplant income lost from falling yields — they may want to try heading overseas. It's not just a weaker dollar that's been diverting attention to international bonds, but U.S. debt itself.
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research, Todd Rosenbluth, discusses the JPMorgan U.S. Tech Leaders ETF (JTEK) with Chuck Jaffe of Money Life. The pair discusses several topics related to the fund to give investors a deeper understanding of the ETF.
A market-wide boom of private equity investment is turning small, local residential service providers into big business. From the outside, it's been easy to miss.
I am a retail advisor and an investment writer, and I have built and managed public funds. Therefore, I see this from multiple angles. But the only angle that matters is that of the retail investor. Let’s evaluate private markets based on liquidity, returns, transparency, and measurement standards.
The U.S. labor market continued to show signs of cooling, with all major labor indicators pointing to a softening trend and a weak hiring environment.
Treasuries edged higher, extending Friday’s gains, as investors shifted their focus to key readings on inflation due later this week.
Investors expecting Apple Inc.’s biggest product event of the year to serve as the next catalyst for its recently-revived stock are likely to come away disappointed.
Advisors and investors find themselves inundated with decisions and choices when investing in the crypto economy. Between deciding what cryptocurrency to invest in (bitcoin, ether, tether, solana, etc.) and how to gain exposure (direct exposure, indirect exposure, via an ETF), fitting crypto into a portfolio can be a complicated affair.
August brought with it a slowing in ETF launches from the summer spree, while inflows continued as investors increasingly bought into bonds.
With an interest rate cut looming this month, investors may be looking at their available options. For many, their passive bond funds have done well, but may not be well-positioned for one or potentially multiple cuts.
Investors betting that a torrid rally in gold miners has room to run face a test of their conviction as the US government gets set to deliver jobs data from August.