In a recent LinkedIn newsletter, we highlighted how mid-caps have historically delivered a compelling mix of growth and resilience, the "sweet spot" between innovation and maturity.

Artificial intelligence (AI) continues to defy the norms of linear progress and present a type of exponential growth unlike no technology before, according to BlackRock’s Tony Kim. This fast evolution has brought us to what Mr. Kim calls “AI at the frontier,” a characterization that was confirmed on his recent tour of 25 public and private technology companies across Silicon Valley.

Investor and consumer surveys indicate that confidence is stabilizing following the initial tariff agreements, and consumers’ spending and income remain robust.

A key theme dominating global financial markets in recent weeks has been the general upward pressure on sovereign bond yields, particularly at the long end of government bond market curves.

It is certainly possible for the Federal Reserve, as the biggest player on the block, to lower money market rates over the course of the next few meetings. However, if it turns out to have been orchestrated out of political expediency rather than as stimulation for a weak economy, inflation will result. We saw a similar movie in August 1971.

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.

Rising yields in global government bond markets reflect expectations that interest rates will remain higher, rather than concern over brewing fiscal crises, according to BlackRock Inc.

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 the latest Money Metals Midweek Memo, host Mike Maharrey analyzed the ongoing bull markets in gold and silver, highlighting record highs, historical ratios, supply deficits, and why silver may now be poised for an even stronger run than gold.

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.

Mortgage rates in the US fell by the most in a year, fueling a surge in refinancing demand from homeowners looking to save money.

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.

A record number of private equity firms will turn into so-called zombie funds this year, as they struggle to reel in new investor cash, according to Ian Charles, co-founder and managing partner at Arctos Partners.

BlackRock Inc. is exploring how to give one of Wall Street’s biggest investment products a digital makeover.

Treasuries rose as traders latched onto fresh signs that the US labor market is softening, bolstering their outlook for how much the Federal Reserve might cut interest rates in the coming months.

With just a week remaining until the highly anticipated September Federal Open Market Committee (FOMC) meeting, Wednesday’s wholesale inflation print and Thursday’s consumer inflation results for August are the last major hurdles lying between the expected resumption of the FOMC easing cycle.

A look inside why more Americans are turning to lifetime income.

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.

While equity markets are buoyant worldwide, emerging markets stocks and bonds are the only assets that merit an 'overweight' allocation.

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.

As summer comes to a close and life adjusts back to normal for most of us, we thought it was a great time to get back to basics and take a look at the current U.S. stock market.

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.

Learn strategies to effectively integrate private credit and debt into your clients' portfolios, boosting returns while managing risk.

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.

Credit traders are increasingly relying on algorithms, decades after they began dominating equity markets, and they have become reliable stand-ins when activity would normally sag. The result has been smoother markets with less volatility and lower trading costs.

It’s tough being a SpaceX competitor no matter if you are building rockets, providing satellite internet or seeking to enter the nascent direct-to-mobile-phone industry.

This year the world’s four largest tech firms will spend $344 billion on AI, mostly on data centers used to train and run so-called large language models (LLMs) like ChatGPT that can process text, audio and visual content.

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.

Underlying US inflation rose as expected in August, keeping the Federal Reserve on track to cut interest rates next week.

Technology stocks are rising so far, so fast that some investors are starting to position for the move to lose momentum.

Global macro conditions remain constructive for risk assets, according to Franklin Templeton Investment Solutions. Get the team’s views across global assets in the latest “Allocation Views.”

The financial world is replete with terms and definitions, many of which overlap in concept or application. Perhaps I can simplify a familiar concept for most investors who strive to grow and preserve their wealth.

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.

Earnings expectations for the Magnificent Seven (or Mag Seven) mega-caps remain optimistic, but profits may face pressure as spending rises. Equity investors should carefully evaluate each of the mega-caps while searching across other sectors for solid sources of profitable growth.

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.

This summer has been a big one for digital assets in the U.S., with major policy steps moving forward in Washington. The White House has been clear that the goal is to strengthen American leadership in digital financial technology, and the bills and executive actions we've seen over the past two months all fit under that theme.

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.

Markets are hoping for a “Goldilocks” outcome: tariffs that don’t hurt margins, inflation under control, and just enough labor softness to justify rate cuts. It’s an appealing story, but history suggests this mix is rare, and chasing it could set investors up for disappointment.

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.