US investors are more concentrated than they think. Franklin Mutual Series believes diversifying into local, non-US currencies yields benefits, particularly in an environment of downward US-dollar pressure.
Chief Economist Eugenio J. Alemán discusses current economic conditions.
To some, $1 billion of ETF net inflows is not what it used to be. The US ETF industry has gathered more than $700 billion of net inflows this year.
Oracle Corp.’s Larry Ellison used to scoff at the idea of cloud computing, saying in 2008 that it was “complete gibberish.”
Since the global financial crisis, value investing has been a lonely grind. Yet I know several managers who never gave up on value, and others who are uncomfortable with tech valuations and have been reallocating to lower P/E stocks.
A group of investors led by the owner of several boutique New York hotels agreed to take Soho House & Co. private in a $2.7 billion deal for the members’ club operator that’s struggled since its initial public offering.
With economic data, the challenge is that our instruments are more error prone. The monthly jobs reports rely on employers responding to surveys correctly and quickly.
For the second quarter of 2025, most energy infrastructure companies maintained their payouts, with MLPs largely providing sequential growth.
President Donald Trump’s move to extract a 15% sales tax from Nvidia Corp. on certain semiconductors sold in China did nothing to damp investor enthusiasm for the world’s most valuable company.
It’s always fun to return to classic novels for summer reading and accordingly, this year’s Charts for the Beach returns to the time-honored basics of the economy and of investing.
The first step toward offering participants lifetime income is to address misperceptions.
Stodgy equity mutual funds have been bleeding cash for years, losing out to cheaper and often better-performing alternatives.
You’ve probably seen versions of these headlines this summer. They’re all designed to grab your attention by sounding the alarm, then close with a hand-wringing quote from someone who probably missed the last bull run.
The popularity of lab-grown diamonds is making me question the beauty of markets, which is their ability to place a value on pretty much anything.
The AI hyperscalers that are spending hundreds of billions of dollars on data centers have dropped a windfall into the laps of the manufacturers, construction firms, building-materials makers and energy companies that make the build-out possible.
When a bet goes wrong, investors are often tempted to hold on, convincing themselves that their short-term trade was always meant to be a long-term position.
JPMorgan Chase & Co.’s asset management arm is partnering with Dutch online broker Bux to sell its active exchange-traded funds in customized model portfolios, as the Wall Street giant looks to break further into Europe’s retail market.
Tariff news continue to dominate the 24-hour news cycle, and the latest deal struck with the U.S. and Japan should ease any potential investor anxiety over the robotics industry. Though tariff clouds were present, it never really dimmed the sunny outlook for the industry as a whole.
If you’ve been following the luxury sector, you’ve probably seen your fair share of sobering news.
Cutting to the chase… prepare to muddle through. I should point out that I felt that 2025 would be a Muddle Through year at the beginning of the year. We will talk about that below plus look at a lot of charts and yesterday’s rather poor employment data…
Heading into August, with over $680 billion of net inflows YTD, the ETF industry is on track to surpass the $1 trillion mark again.
Four months after Donald Trump shocked the world and roiled markets by unveiling a placard full of tariff rates at the White House Rose Garden, his revisions unveiled Thursday generated a more subdued response among investors.
A wise man once said that generally accepted accounting principles (GAAP) is where you start. It may not be the most economic way of looking at a business for various reasons.
Globally, stock markets are near their highest levels for the year, reversing the losses that came in the wake of the U.S. tariffs announced on President Donald Trump's declared "Liberation Day," April 2nd.
Platinum has been relatively staid for much of the year before taking flight in June, rising 36% in Q2 and leaving other metals in the dust.
Senior Investment Strategist Tracey Manzi notes that while sentiment shifts can sway markets in the short-term, the US dollar's supremacy will likely remain intact.
VettaFi’s Head of Research Todd Rosenbluth discussed the Franklin International Low Volatility High Dividend Index ETF (LVHI) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
The US and European Union agreed on a hard-fought deal that will see the bloc face 15% tariffs on most of its exports, including automobiles, staving off a trade war that could have delivered a hammer blow to the global economy.
Today I’ll continue talking about uncertainty. I want to highlight the complexity we face and also describe the jarring surprise some of us feel when our most trusted sources say things we didn’t expect… and the importance of listening to them anyway.
All the pieces are falling into place for silver’s bull market to accelerate, with a breakout into the $40s now looking increasingly likely in the near term.
Bitcoin and gold share the same year-to-date return, both up 28% through July 16. So far, 2025 has been the year of diversification, thanks to hefty gains in international stocks, a positive (though rocky) return in the bond market, and tailwinds in the alternative asset space.
The record rally in equities churns on, with the latest batch of strong bank results helping fuel the market’s forward momentum.
Few are as candid and historically accurate as hedge fund manager Kyle Bass when identifying structural breaks in the global economy. In a recent interview, Bass painted a grim but telling picture of China’s economic condition, warning.
Contrary to popular belief, investors can use TradFi best practices to analyze on-chain KPIs of DeFi networks and the underlying fundamentals of the tokens that drive them.
June was a month of stabilization and subtle strength for preferreds.
In roughly seven years, Qube Research & Technologies has grown into a hedge fund powerhouse without setting foot in the US — the industry’s mecca. That’s about to change.
Low volatility exchange traded funds are a compelling solution for those looking to dampen risk while staying invested.
The resilient job market has supported stock gains, but Washington policy has been a primary market driver so far this year.
There’s a connection between our willingness to let the debt problem fester and investors throwing their money into a wildly overvalued stock market. In both cases, we’ve grown way too comfortable with uncertainty.
Last week, the iShares Flexible Income Active ETF (BINC) reached a significant milestone and became the latest member of the $10 billion of the active fixed income club.
Most of us are not prepared for the incredible degree of change Artificial Intelligence (AI), combined with automation, is bringing to society.
The valuation of small-cap stocks relative to large caps remains historically attractive, and small-cap recoveries in the past have resulted in meaningful periods of outperformance.
Futures traders have been unwinding some large bullish bets on Treasury bonds, adding to the recent upward pressure on US yields after a surprisingly strong jobs report last week.
If you’ve been following the mainstream financial media lately, you might think the airline industry is in crisis. From headlines about tariffs and labor costs to geopolitical tensions and delays at Newark Airport, it sounds like air travel should be tanking.
As leaders of the China-led group of emerging-market economies known as the BRICS descend on Rio de Janeiro for their summit starting Sunday, expect the usual coterie of talking heads offering prepared remarks to the media with the city’s iconic Sugarloaf mountain serving as a picturesque backdrop.
After a tumultuous few months, June of 2025 saw a strong rally which took global markets to (or close to) new highs. The rally was broad-based, with international and U.S. markets all up strongly.
The first half of 2025 may not have been kind to private equity, but new data suggests that things could turn around soon.
Victory Capital’s Lance Humphrey walks through the VictoryShares ETF lineup and shares his perspective on the current market environment. VettaFi’s Kirsten Chang highlights key takeaways from the firm’s Mid-Year Market Outlook Symposium, offering insight into how advisors are approaching portfolio allocations for the remainder of the year.
Readers of a certain age will no doubt recall President Ronald Reagan launching one of the most ambitious military buildups in American history.
One of the enduring challenges of portfolio management is the inability to follow all news flow relevant to portfolio positions. AI and cloud-based workflows are helping us overcome this problem.One of the enduring challenges of portfolio management is the inability to follow all news flow relevant to portfolio positions. AI and cloud-based workflows are helping us overcome this problem.%MCEPASTEBIN%
