Active management has not disappeared — it has simply evolved. Rather than focusing on outdated stock selection methodologies, today’s most effective active strategies center on active portfolio construction and dynamic asset allocation.
Wall Street is already looking past what’s expected to be Corporate America’s slowest gain in quarterly earnings in a year, instead focusing on a number that rarely captures the limelight: capital expenditures.
Banks including Goldman Sachs Group Inc. and JPMorgan Chase & Co. can thank the White House’s aggressive disruptions on tariff policy and other issues for record hauls from equities trading in the first quarter, when market volatility began to surge.
The US government hasn’t broken up a company since AT&T in 1982. Now it’s trying to persuade a judge to make Alphabet Inc.’s Google next.
Markets were rattled by tariff announcements in early April. Here are three takeaways for investors considering preferred securities, investment-grade and high-yield corporate bonds.
The hedge fund chiefs had gathered for a private event convened by Goldman Sachs Group Inc. at a luxury hotel in the United Arab Emirates capital. It came against the backdrop of tariff-driven turmoil that’s roiled global markets.
Inflation risk has been a significant topic of discussion in the mainstream media for the last few years.
Investing in stocks so far in 2025 has not been for the faint of heart. Some market indices have undergone wild swings, flirting with bear-market territory
The first quarter of 2025 marked a significant departure from the preceding two years, which had been characterized by an improving global economy and correspondingly positive market returns. Market performance in Q1 was dominated by abrupt, short-term policy shifts rather than longer-term economic trends, and tariffs became the foremost concern for market participants.
While the April 2 tariff announcements were more severe than anticipated, Vanguard’s active fixed income managers were well-prepared for the subsequent market reaction.
Rapid U.S. policy changes pose challenges for investors accustomed to a global financial system anchored in U.S. markets and assets.
Banks blew Q1 earnings expectations out of the water, benefitting from high trading volumes, but CEO commentary remains cautious for 2025.
If I had a dollar for every time I heard or read the word recession in the last week, well, I’d have enough not to be financially worried about one. Add a dollar for every mention of tariffs and I’d be comfortably flushed with cash.
Audiences worldwide turn to Netflix for escapism. Wall Street is doing the same.
Canadians poured a record amount into US equities in February, even as a movement to boycott US products and vacations gained momentum.
This month’s panic-driven selling across municipal bonds — fueled by the boom in ETFs — is proving a mixed blessing for investors in a normally sedate market corner.
US critical minerals stocks have soared this week, getting a boost from signs that the Trump administration will favor a sector that’s become a flashpoint in the trade standoff between the US and China.
While we remain open to changes in market conditions, as well as periodic “fast, furious, prone-to-failure” advances that can relieve the oversold “compression” produced by market losses, we are presently on high alert for a possibly abrupt and cascading market and economic dislocation in the weeks ahead.
US Treasuries fell, snapping three days of gains, as traders pared bets on Federal Reserve interest-rate cuts after Chair Jerome Powell reiterated his commitment to keeping inflation in check.
Eli Lilly & Co. shares surged after data showed its experimental weight-loss pill worked as well as the Ozempic shot, bringing it one step closer to developing a needle-free alternative.
Covered call strategies have been around for a very long time, but covered call ETFs have recently enjoyed a massive increase in popularity.
One of the most volatile market weeks in years was sparked by tariff announcements earlier this month. President Donald Trump's 10% universal tariff went into effect on April 5th, followed by his controversial reciprocal tariffs on April 9th.
The month of April will unfortunately go down in financial market folklore as being one of the more noteworthy on record.
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.
As homeowner insurance rates rise, advisors share ways individuals can create a financial safety net should catastrophe impact their homes.
Inflation affects everything from grocery bills to rent, making the Consumer Price Index one of the most closely watched economic indicators. What does inflation mean at the micro level — specifically to your household?
JPMorgan's Jon Maier spoke with VettaFi about active management in the ETFs space approaching investing in the current environment.
It’s always an honor for me to both attend and speak at the Barron’s conference. In thinking about this column, I am recalling many of the amazing presentations, great insights and fabulous speakers I heard.
If your business isn’t strategically managing its digital presence, it could be losing customers without even realizing it. The brands that master GEO and SEO today will be the ones shaping the marketplace of tomorrow.
Technology stocks sank as new US government restrictions on the export of Nvidia Corp. chips to China and a disappointing report from ASML Holding NV dimmed the outlook for the semiconductor sector, wiping out more than $180 billion in market value for the two companies alone.
Delta Air Lines Inc. and the parent of Frontier Airlines recently yanked earnings guidance for 2025, with JPMorgan Chase & Co. Chief Executive Officer Jamie Dimon saying that he expects “to see more of that.”
Now that the stock market has momentarily stabilized from the shock of President Donald Trump’s “Liberation Day” tariffs, investors have an opportunity to reflect on how their portfolio held up during the past two turbulent weeks.
In San Francisco’s financial district, the One Montgomery building evokes the opulence of America’s turn of the 20th century gilded age. With its Tuscan columns, marble staircases and bronze doors, the Renaissance Revival landmark once housed Crocker Bank, named after one of the tycoons who built the western portion of America’s first transcontinental railroad.
Swedish firm EQT AB received more than $10 billion in investor commitments for its latest pan-Asia private equity fund, putting it on track to reach its fundraising goal despite the market volatility.
Navigating market volatility can be challenging for investors. Our Bill Cass shares several tax planning strategies to consider.
Last week, the S&P 500 was up 5.7%, the strongest week for the market since November 2023.
The announcement that LPL Financial will acquire Commonwealth Financial Network marks another major shift in the wealth management landscape—and presents a pivotal career moment for Commonwealth’s nearly 2,900 financial advisors.
Nick Goetze discusses fixed income market conditions and offers insight for bond investors.
2025 has marked a striking reversal, with European stocks delivering exceptional returns that have handily surpassed US market performance.
The current market unrest over the potential for tariff increases and their impact is unpredictable. The volatility can be unnerving.
VettaFi’s Cinthia Murphy looks at several surprising ETF developments from a wild week in the markets. VistaShares CEO Adam Patti highlights the firm’s unique approach to ETFs, which includes the VistaShares Target Berkshire Select Income ETF (OMAH).
Markets have had a wild ride these past couple of weeks, alongside chaotic tariff-related news, with volatility (and its policy triggers) most elevated in the bond market.
After sinking nearly $2 billion into a triple-levered semiconductor fund last week, retail investors are enduring a volatile ride as the Nasdaq 100 swings between gains and losses.
US equities extended a rebound into a third session Tuesday as traders weighed the ongoing global trade war against a slew of positive earnings reports from Wall Street banks.
Wall Street on Monday finally caught a respite from the deep selloffs and unusually sharp swings that have raced through markets ever since President Donald Trump unleashed his global trade war.
This month’s roller-coaster ride through the markets has been more frightening than exhilarating for many Americans, who have more than $44 trillion invested in retirement accounts.
Some of the reasons, but not the only ones, why our trade deficits are so large is because government expenditures are too high and/or we are not collecting enough taxes.
The American consumer is tapped out. The savings buffer is gone, wage growth is declining, and credit costs are rising. Corporate America is already adjusting to this new reality, with companies issuing cautious guidance for 2025.
Swap spreads measure the difference between the interest rate on a swap and the yield on a Treasury bond with the same maturity.
In a tumultuous environment, investors increasingly turned to actively managed bond ETFs this year according to JPMAM research.
