Fintech can be a good way to combine the value opportunities of a technology stock with the stability often offered by financial institutions. Here’s what you need to know.
Artificial intelligence tools have demonstrated the capability to shake up nearly any industry. That includes financial advising.
The Federal Reserve will meet this week and announce its decisions on Wednesday.
The Euro Stoxx 50 Index is up about 13% year-to-date. Not a bad return for a region whose largest economy is in recession, and whose second largest is facing one of the worst inflation fights in decades.
Corporate bonds that fund environmental, social and governance (ESG) initiatives continue to capture investor hearts and minds. But ESG-labeled bonds come in different stripes, so investors need to discern among the good, the bad and the occasional ugly ones merely posing as ESG bonds.
Advisors who use a coach not only see their goals implemented but earn more money.
Don't let geography hold you back from achieving success in a lucrative niche.
We like both John Deere and Caterpillar. Both are A-rated companies with solid balance sheets, similar market caps, and similar long-term debt-to-capital ratios.
While the retirement of several high-profile CIOs has generated ample news, and headlines, there’s been very little press coverage about OCIO as a potential solution. We find this perplexing.
Clearly, investing in gold has been an epic failure.
In several recent blog posts and weekly Bull Bear Reports, we discussed our concern over the narrow breadth of the rally in 2023.
I had the chance to recently speak with a financial planner who was frustrated with his life’s work managing money for other people. “No matter what I did, I could never beat the S&P 500,” he conceded.
In economics we often talk about cycles. “Business cycle theory” is an entire academic sub-field whose basic idea is that economic history really does repeat itself. Not in every detail, of course, but as a recurring sequence of expansions and recessions.
Copper is currently trading around $8,300 a ton, down approximately 26% from its all-time high of nearly $11,300, set in October 2021. According to Citigroup, the metal could top out at $15,000 a ton by 2025, a jump that would “make oil’s 2008 bull run look like child’s play.”
In a difficult year such as 2023, rebalancing between asset classes that are declining may seem a futile exercise. But rebalancing, even in down markets, remains vital to keeping a portfolio within the right risk/reward ratio and is a key element of the value that an advisor can provide to their clients.
The clouds are finally parting for Tesla Inc. investors who stuck with the electric-vehicle maker through a rough ride. A rush of good news for the company and the return of bullish market conviction put the stock on pace to more than double this year.
For this edition of Bull vs. Bear, Nick Peters-Golden and Karrie Gordon discussed the fundamentals for and against investing in Japan ETFs.
The first few years of the 2020s have seen a number of acute economic, financial, and geopolitical disruptions on a worldwide scale, and it will take time for the ultimate consequences of these shocks to be fully felt.
Despite market headwinds, investors remain bullish on real estate. As traditional sectors, like office and retail, continue to underperform, farmland presents an opportunity for investors seeking capital preservation and downside protection.
We have used the word “unprecedented” to talk about the economy during and after COVID. We have never before locked down economic activity, while printing trillions of new dollars to help finance trillions of extra government borrowing to pay people not to work.
The drama characterizing the first half of 2023 may abate, with potentially milder returns for investors due to the effects of the Cardboard Box Recession.
Some investors may not want to go all-in on AI, preferring a more diversified approach to their investments. For those investors, there are stock picker ETFs that have holdings in AI-focused companies but won’t bet the house on AI.
Two years after inflation surged, the Federal Reserve has made limited progress tamping it down. A coterie of investors in the bond market is betting not only that policymakers will win, but that they’re right in anticipating the era of low long-term interest rates will return.
Portfolio Manager Alex Zarechnak identifies six key themes from the COVID years—some new, some familiar—to help anchor investors in today’s emerging markets.
The passage of the debt-ceiling deal removes a significant threat to the economy and markets. The focus now shifts back to where it’s been for the past 18 months: inflation, the Fed, and recession risks.
As fast as it went up for value managers, it’s coming down. The culprit is the all-consuming craze for artificial intelligence.
While tuition is the main qualified expense you think of when you get a 529, there are other tangential education expenses that will also qualify.
A robust implementation strategy and real-world implementation capabilities are both necessary in order to achieve your portfolio’s preferred position.
Here are four things advisors get wrong about tax-loss harvesting.
529 plan benefits abound no matter which type of plan you choose. Read on to get a full understanding of what 529 plans can do for you.
Brex, a credit-card startup, has seen a surge in usage of its products following this year’s regional banking turmoil.
Humanity is sitting on a time bomb.
Inflation has proven sticky, even as growth weakens. Markets are realizing that policy rates are set to stay higher for longer. We like quality in stocks and bonds.
A two-day M&A conference highlighted the growing influence of private-equity investors in the RIA business.
The A.I. chase is making for a very narrow market.
The stresses in the CRE market do not appear to pose a systemic threat to the global banking system.
Chief Economist Eugenio J. Alemán discusses current economic conditions.
A digital-marketing audit typically includes an analysis of the following elements.
For this edition of Bull vs. Bear, Elle Caruso and Karrie Gordon discussed the pros and cons of investing in fossil fuels.
The Northern Trust Economics team shares its outlook for major markets in the months ahead.
As other nations seek to become less dependent on the U.S. dollar, rumors of the greenback’s potential demise continue to swirl. Can the dollar remain king of the world’s reserve currency?
The financial markets are giving off mixed signals of late, and credit investors may wonder whether to be downbeat or optimistic.
Like planting seeds, sometimes new investment vehicles take time to take root. David Mann, Franklin Templeton’s Head of Global ETF Product and Capital Markets, draws parallels between gardening and developing and growing new ETFs.
We've described the past several years' stock market as a seesaw in which the "market" was the fulcrum of the seesaw. On one side of the seesaw sit the highly speculative growth sectors and on the other side, sit virtually everything else in the global equity markets.
Swiss money manager Felix Zulauf is a crowd favorite at SIC. His 2022 presentation was right on target, so I asked him back to tell us what he expects for the rest of 2023 and beyond. Unfortunately, he thinks a slowdown is coming that will hit markets hard.
If you were doubting whether the age of AI has arrived, NVIDIA’s stock performance this week may have given you second thoughts.
According to the company’s investor relations page on this REIT, Simon Property Trust (SPG) is a real estate investment trust engaged in the ownership of premier shopping, dining, entertainment, and mixed-use destinations and an S&P 100 company.
Rick Rieder and team argue that a series of small, but more probable, wins in fixed income can pave the way for portfolios to outperform benchmarks in 2023.
The semiconductor cycle is dead, long live the super cycle!
Over the past decade or so, there has been a broad trend in the industry toward closing and freezing defined benefit plans.
