For years now, way before artificial intelligence became the hot new thing on Wall Street, Daniel Mahr has been making money on stocks, courtesy of his machine-learning model.
The sense of gloom on Wall Street is putting pressure on some of the most committed backers of American exceptionalism: South Korea’s risk-seeking retail investors.
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.
Last week's economic landscape was marked by pockets of resilience amid growing concerns and heightened uncertainty. Retail sales offered a mixed bag.
Despite recent pullbacks, history shows that periods of market fear often present opportunities, as seen with Amazon, Apple and Nvidia in past downturns.
Investment-grade floating-rate notes prices tend to be more stable than their fixed-rate counterparts, so they may be worth considering during periods of volatility.
The equity market tends to see a correction every 18 months. If it's not a recession-induced bear market, it may be a buying opportunity.
For the second meeting in a row, the Federal Open Market Committee (FOMC) decided to keep rates unchanged, leaving the Fed Funds trading range at 4.25%–4.50%.
Hear firsthand how financial advisors are leveraging these strategies to safeguard portfolios from market volatility and protect their gains. Don’t miss this opportunity to gain valuable insights and stay ahead of the curve.
US Treasuries consolidated gains in a choppy trading session with markets remaining confident that policymakers at the Federal Reserve are still on a path toward lower interest rates.
The US stock market is on edge. The S&P 500’s recent 10% correction has investors worried, though a highly uncertain policy environment and an unusually top-heavy market obscure just what is spooking stocks.
he central bank made a technical move on the balance sheet, reducing the pace of permitted runoff in its Treasury holdings from $25 to $5 billion per month.
Despite the increase in policy uncertainty, the Federal Reserve held its forecast steady at the March FOMC meeting with two rate cuts projected in 2025.
Citigroup Inc. had what looked like the perfect way to grab a slice of the money flowing from wealthy individuals to private equity firms: playing matchmaker between its rich clients and an up-and-coming firm.
The Federal Reserve held rates steady today, but downgraded the outlook for economic growth in the year ahead. Policy changes in Washington, looming tariffs, and a cautious consumer have made “uncertainty” the new favorite word in the Fed’s vocabulary.
It's been full steam ahead for active ETFs, with total assets now rapidly approaching the $1 trillion milestone.
Tariffs among developed countries could mean emerging market (EM) assets like bonds could garner interest.
Nvidia Corp. aims to spend several hundred billion dollars to procure US-made chips and electronics over the next four years, the Financial Times reported.
EQT AB will return $5.4 billion to investors this week after completing the sale of a stake in Nord Anglia Education Ltd., marking one of the most profitable recent private equity exits in Asia, people familiar with the matter said.
After years of poor decision-making, the federal government’s $1.64 trillion student loan program is in critical condition. Congress needs to stanch the bleeding — and give serious thought to overhauling this flawed system for the longer term.
On the predictable side, the Fed kept policy rates in a range of 4.25%-4.5%, and the rate-setting committee pledged to slow the pace at which it’s allowing securities to roll off its balance sheet.
Human stupidity is the one thing you can rely on in financial markets. I recently read a great piece by Joe Wiggins at Behavioral Investment, which discusses why “Investing is hard.”
In the understatement of 2025 thus far, the headlines emanating from Washington, D.C., have been fast and furious. Whether they be tariff-related, involving federal government cuts or geopolitical in nature, there has been a headline for many facets that investors could think of.
European equities have started 2025 on a positive note. Several factors could help support the market overcome challenging conditions.
GMO has posted a new 7-Year asset class forecast as of February 28, 2025.
Receiving an unexpected gift or inheritance is something that people may dream about. Our Bill Cass discusses some key considerations if that dream becomes reality and you do receive a financial windfall.
A creative look at the parallels between March Madness and the bond market.
On March 11, Russell Investments hosted a webinar examining the challenges and opportunities presented by alternative diversifiers, including strategies for incorporating these solutions into portfolios.
Since our last update of our ‘Three Tactical Rules’ on February 4, equity markets have been under pressure as the S&P 500 has retraced more than 23% of the rally that started October 2023.
In this week’s edition, we shift our focus to another critical segment of the ABS market: those tied to consumer loans, such as credit cards and auto loans.
Most growth-focused advisors crave the next big marketing tactic, content platform, event idea, or growth “hack.” But after a decade of consulting RIAs on organic growth, I’ve seen firsthand that the biggest barriers to success aren’t what most people expect.
Microsoft Corp., the biggest backer of Sam Altman’s OpenAI, and BlackRock Inc., which has an executive on the artificial intelligence startup’s board, are joining forces with one of its chief rivals.
Private equity firms are called that because they own stakes in the companies they buy. Today, this assumption is looking ever more outdated.
Cathie Wood’s Ark Investment Management LLC is cutting its stake in Meta Platforms Inc. for the first time in around a year, the latest sign of a downturn in fortunes for big US tech stocks.
Bond investors will look for Federal Reserve Chair Jerome Powell to hit just the right notes in his Wednesday remarks to keep up the momentum behind a rally in the $29 trillion Treasury market.
The Trump administration isn’t satisfied with the mayhem it has already inflicted on global trade and investment.
Customization is an integral part of direct indexing. The technology behind it can make or break the experience for clients and advisors alike. We dive into the features and functions that make the best tools.
As of the end of trading on Thursday, March 13, the S&P 500 closed down 10 percent from its all-time high, marking an official correction. It was the first correction since October 2023—17 months ago.
The Defined Outcome investment landscape is rapidly evolving, offering new opportunities for managing risk and return with greater precision.
One of the textbook drivers of alpha is an information edge. Having more information, advanced ways to use that information, and the ability to react to it before anyone else has been a massive advantage throughout the history of markets.
A time-honored belief holds that inflation is bad for stocks, but recent developments may be challenging this view.
The U.S. housing market has been a critical factor in the broader economic landscape, and its trends have profound implications.
Although annuities can offer a guaranteed income stream in retirement, they come with significant risks and complexities. It's essential to thoroughly understand these products and consider whether they align with your financial goals and risk tolerance.
Banks needed the right version of Donald Trump to justify their high-flying stock prices. They got the wrong one. The US president’s chaotic and aggressive performance during his first few weeks in the White House has shocked companies, put investment plans and deals on hold and threatens to drag the economy into recession.
Google parent Alphabet Inc. agreed to acquire cybersecurity firm Wiz Inc. for $32 billion in cash, reaching a deal less than a year after initial negotiations fell apart because the cloud-computing startup wanted to stay independent.
For years, Federal Reserve meetings have been the main event on Wall Street as the central bank fought to contain runaway inflation.
US investment firms are rushing to grab a greater chunk of Europe’s market for active exchange-traded funds, an industry projected to grow to $1 trillion in assets over the coming years.
I often encounter individuals struggling with financial stress – whether it's saving for retirement, building an emergency fund, or paying down debt. To better understand these concerns, Barnum conducted a comprehensive study on the financial wellness of working Americans.
The wealth industry could be headed into an era of accelerated innovation, as advisory firms shift from zero to full speed ahead with artificial intelligence.
Last week’s economic data was plagued by uncertainty. A brief respite in inflation pressures was overshadowed by sentiment concerns.
