The world’s biggest exchange-traded fund just got its biggest endorsement yet.
Apple Inc. received at least two downgrades on Friday, following quarterly results that reinforced concerns over tariffs and its growth potential.
President Donald Trump’s recent executive order revives many of the SDI’s ambitions, albeit with a modern twist. His January 27 directive launched what he first called an “Iron Dome for America,” later rebranded as the “Golden Dome.”
We have good and bad news for investors who want to know whether the stock market will soar, stall, or plummet. First, the good news. This article presents a market path for what lies ahead. Unfortunately, the “right” path lies among three likely scenarios.
How our open platform of best-of-breed managers allows us to distill complexity in the face of market turbulence by tapping into their collective intelligence.
Rising tariffs and the weakening dollar are casting a shadow on companies’ profit guidance this earnings season, with more damage seen unfolding over the coming quarters.
In financial markets, few technical patterns generate as much attention and anxiety as the death cross.
Andrew Leigh is a very good storyteller, making “How Economics Explains the World” an easy and fun read. In the hands of someone unfamiliar with basic economic reasoning, it might lead them to pursue economics further. Even if you’re farther along in your economic education, we almost always benefit from relearning things we already know, but in a new light.
In this article, we examine everything from the yield curve to CAPE ratios to gain a sense of where we are, and where we might be headed next.
After starting the year on a high note with the S&P 500 index of U.S. Large Cap stocks posting an all-time high on February 19th, equities retreated during the second half of the quarter, officially falling into correction territory (down 10 percent) on March 13.
Spending cuts, tariffs and recession risk—Jan van Eck’s latest outlook breaks down what to watch and why he’s focused on gold, bitcoin, semiconductors and India.
Callable bonds make up a large share of the bond market—and introduce one more variable into the bond-investing process.
This article provides information on the history and more recent developments of trust law and the corporate trustee industry. This information will help advisors to make informed decisions on clients’ generational planning choices, and to attract and retain assets.
While there are no absolute winners in a trade war, there may be relative winners in the global stock market for investors to consider.
At the start of last week, the S&P 500 rallied three days in a row, with investors believing that the tariffs announced on Wednesday would be targeted.
The book’s title derives from the author’s criticism of young, self-absorbed Silicon Valley types unconcerned by the public good — the “hollow republic” — as opposed to those focused on the commonwealth, the “technological republic.”
Even the best financial plans sometimes hit an unexpected sour note: an investment seemingly doesn’t work out, an emergency expense appears to throw off a budget, or an impulsive splurge leaves us with a case of buyer’s remorse. When this happens, we need to improvise as we respond to the financial twists and turns.
Two of the most common estate planning tools to use are a Will and a Revocable Trust. Both essentially perform the same purpose, ensuring your wishes are fulfilled, but they do so in different ways. Understanding their differences can save your family from unnecessary probate, costs, and stress.
Longtime Investor Alert readers have often seen me say that government policy is a precursor to change. What this means is that, when policymakers act—whether through subsidies, sanctions, tariffs or regulations—markets can sometimes respond swiftly and dramatically. We’re seeing that play out right now in real time, especially in the copper market.
The world’s largest asset manager is betting big on a growing breed of derivatives-powered ETFs that’s shaking up the art of active portfolio management.
When you grow up with a father who worked in the brokerage business, you hear a lot of stories.
The parallels between the AI narrative driving the current market and the dot-com bubble of a quarter century ago raise important concerns for investors.
As policy uncertainty grows, we consider how tariffs and other government actions might impact inflation, interest rates, and market sentiment.
On April 2, the U.S. is preparing to announce additional tariffs on a wide range of imports and countries. Here's the assessment of those policies, and their possible impacts.
Despite NVIDIA’s stock flashing a bearish “death cross”—its 50-day moving average slipped below the 200-day moving average for the first time since January 2023—the energy at the conference was electrifying. Every major industry was represented, from health care to defense, signaling that artificial intelligence (AI) is expanding at a white-knuckle clip.
The Exchange Conference starts this weekend. The latest Road to Exchange video features keynote Jennifer Morgan, CEO & founder of Connective Communication LLC. VettaFi Senior Industry Analyst Kirsten Chang interviewed Morgan about the upcoming conference.
Policies to support mainstream crypto adoption are underway.
A decade after being engulfed by a controversy that culminated in multiple enforcement actions and a regulator clampdown, these off-exchange trading platforms are touting a way to buy and sell stocks that’s even more opaque.
Ben Inker and John Pease look at the economics of trade and tariffs at a theoretical level and explain why broadly applied tariffs are a needlessly economically way to achieve U.S. goals.
US stocks gained after a volatile session as dip buyers emerged after a cooler-than-forecast February inflation report.
Economic growth, earnings performance, and rising fiscal spending coupled with "America First" policies are driving international stock markets.
There’s a lesson for financial advisors in this story. If you demonstrate a genuine intention to engage and connect with your female clients, it will build relationships that could drive the growth of the business for years to come.
I will again join forces with Ed Easterling of Crestmont Research to explore this data more deeply. Currently we have several powerful trends that have combined to create a nirvana-like market.
The U.S. has poured more than $120 billion into Ukraine since its war with Russia began three years ago, but with a new administration in Washington, that support is grinding to a halt.
Italian Prime Minister Giorgia Meloni is getting cold feet over a proposed €1.5 billion ($1.6 billion) deal with Elon Musk’s SpaceX, according to Bloomberg News. As well she might.
We view quarterly earnings season as a critical checkup on how markets are handling current challenges.
Germany’s extraordinary spending plans are shaking up the region’s markets, powering European equities past US peers this year and reviving the euro from the brink of parity with the dollar.
We explore drivers that may contribute to continued outperformance of European stocks since the bull market began in October 2022.
With our most reliable valuation measures more extreme than both the 1929 and 2000 market peaks, we continue to believe that the stock market is tracing out the extended peak of the third great speculative bubble in U.S. history.
None of us outside Trump’s inner circle know what the real goals are. What looks like needless chaos might lead to benefits that outweigh the costs. One potential benefit is revenue. Could the tariffs produce significant tax revenue that would help reduce the federal debt? The president seems to think so.
At some point in time, the top brass that manage your organization’s investments will no longer be with the organization, whether that’s through retirement, a job change, or a change in personal circumstances. Then what?
If the current slate of proposed U.S. tariffs is implemented, our model estimates a 60-to-80 bps increase in cost structures across most sectors of the global economy.
The professional development journey for financial professionals is best approached through a structured three-step process involving foundational designations, advanced level specializations, and niche market concentrations.
Many market observers are forecasting leadership from active fixed income exchange traded funds this year.
Managers see mixed opportunities in emerging markets and a broadening opportunity set for small caps across global markets.
The fourth quarter was particularly volatile in fixed income markets, with U.S. government bond yields surging on worries over the rising fiscal deficit and the potential for inflation to reaccelerate.
The global economy will grow at a pace close to that achieved in 2024, notes European Strategist Professor Jeremy Batstone-Carr.
Tech leaders gathered at the White House to announce Stargate Project, a new venture that plans to invest $500 billion over the next four years on AI infrastructure and datacenters.
Retail investors are the most optimistic about higher stock prices in 2025 by the most on record. Unsurprisingly, that sentiment resulted in the psychological rush to overpay for assets, pushing forward 1-year valuations sharply higher.
Let's discuss the recent strong correlation between the appreciating dollar and rising yields, and the reasons for the relationship.
