A paper from researchers at hedge fund AQR Capital Management and Yale University addresses one of the most important questions in finance: Will artificial intelligence and machine learning replace human researchers and traders?
Nvidia Corp. has instructed component suppliers including Samsung Electronics Co. and Amkor Technology Inc. to stop production related to the H20 AI chip, the Information reported, citing unidentified sources.
Investors today take for granted that the S&P 500 is an inherently superior group of stocks to those outside of the U.S. We believe investors who are substantially overweight U.S. large cap stocks would be well advised to rethink their stance.
U.S. health care stocks are having their worst year relative to the S&P 500 in years, and the next blow could be pharma tariffs. Still, some retail investors see opportunity.
As their share price patterns diverge, selectivity among the US mega-caps is paramount.
Investors have talked a lot about the Buffett indicator since the Oracle of Omaha began commenting on it. Buffett compared the market cap of the US stock market to GDP.
Resilient data continues to fuel market momentum, but policy risks and global fragility remain close behind.
Following the softer-than-expected July jobs report, the money and bond markets have fully embraced the narrative that a Fed rate cut will be coming at the September FOMC meeting.
Nick Cherney, Head of Innovation, explores the potential of blockchain and asset tokenization to revolutionize how clients access investment expertise – and how Janus Henderson is at the forefront of shaping change.
Whether it’s the ongoing push by asset managers to expand reach into them, or the new regulatory muscle behind that effort (the recent executive order around private assets in 401(k)s is an example), there’s serious effort being put into broadening access to this category.
More and more clients, especially younger generations, are asking about Bitcoin, Ethereum, and the broader cryptocurrency market. Some are curious, others already hold positions, and nearly all expect their advisor to have an informed perspective.
In this video, Chuck Carnevale—co-founder of FAST Graphs and known as Mr. Valuation—shifts focus from growth stocks to income investing in this video of 6 dividend growth stocks. He explains how dividend-paying stocks can be a powerful strategy for investors seeking steady income, particularly in retirement, and why they differ from growth or total-return approaches.
While gold hit all-time highs in April before consolidating, he notes the pullback has been unusually mild—less than 6% versus an average 10.1% correction during the 2001–2011 bull run.
On the latest ETF 360, Kirsten Chang spoke to John Lawlor, managing director, portfolio manager/trader from MacKay Shields about the state of munis. Additionally, they discussed the NYLI MacKay Muni Intermediate ETF (MMIT).
Join three VettaFi voices – Todd Rosenbluth, Cinthia Murphy, and Roxanna Islam, CFA, CAIA – for a deep dive into the ETF trends that have shaped and will shape 2025.
In the 2018 thriller A Quiet Place, silence masks imminent danger. Today's equity markets offer a similarly deceptive peace.
Sharp losses in high-flying momentum stocks may present a dip-buying opportunity if history is any guide, according to Goldman Sachs Group Inc.’s trading desk.
Mutual funds are bleeding assets anew, just as their ETF cousins break fresh records.
If you’re a tech company not called Apple Inc., getting regular people to pay attention to your smartphone launch is a challenge. Your executives, who simply must be involved, are stuffy, wooden and, more often than not, white and old. Even worse, they’re not famous.
The US and European Union took the next steps to formalize their trade pact, detailing plans that could reduce tariffs on European automobiles within weeks while opening the door to new potential discounts for steel and aluminum.
Fresh from a bruising tussle with the White House over tariffs, Vietnam is confronting a different but no less delicate challenge.
July CPI, PPI, and Retail Sales are in the rearview mirror, and investors now look ahead to a trio of key potential macro volatility catalysts this week.
Revamped insurance regulations could bring securitized investments back into play.
Producer prices rose significantly more than expected in July, throwing markets into turmoil and calling into question what seemed like an almost certain Federal Reserve interest rate cut in September.
Uncertainty remains high, but so are bond yields, leading to attractive opportunities for active investors, in our view.
For taxable investors, an appreciating portfolio can be a mixed blessing. But regular loss harvesting isn’t the only way to reduce your portfolio’s tax bill, especially as its value rises. We share four important tax management techniques for the future.
Small-cap stocks have provided a return pattern quite different from large-cap stocks. Typically, small caps either race ahead of larger companies or else fall behind. They’re rarely in synch.
Ample volatility and shifting rate expectations have sent investors on an avid search for stability and diversification.
The allocation into fixed income isn’t just happening on a retail level. Increasingly, more allocation is happening with asset managers, including heightened interest in active management.
Switzerland lacks leverage to challenge punitive tariffs.
For many students, high school is about preparing for college. Our Bill Cass reviews a four-year plan with action items for both parents and students.
Last week, the S&P 500 had a rally that took it to three straight record highs but the momentum cooled as economic data painted a complex picture. Read through the major economic news from the week of August 11th-15th.
This video highlights the major economic news from the week of August 11th-15th.
In a profession that once relied on handwritten notes and leather-bound appointment books, financial advisors now stand at the cusp of a seismic shift. Artificial intelligence is no longer just a buzzword floating around fintech conferences.
This week’s column will explore the impact on team members and how to navigate a successful transition when your team has become like family and they care deeply about keeping the status quo in place.
In this article, we’ll unpack some of the most common misconceptions we see and help you reframe how you think about marketing. Because once you understand what truly works, you’ll be in a much stronger position to grow your firm with clarity and confidence.
If ever there were conditions that cried out for stimulus, China appears to have met them. Recent gauges of growth and inflation were more than just disappointing.
Despite Tuesday’s wobble, the narrative that has been fueling the sharp recovery in US equities since April remains supportive as the drivers of the rally are still intact.
There’s a new fox sniffing around the private credit henhouse. Last year, Apollo Global Management Inc. engineered an innovative trade for its insurance arm Athene Holding Ltd., with the help of an obscure Luxembourg-based firm. It’s fascinating and troubling in equal measure.
Companies touting their artificial intelligence and crypto-sector ties are speeding up their IPO timelines, after triple-digit first-day pops became a regular feature in this summer’s sizzling US market for new issues.
Traders are piling into one specific options wager that relies on a dovish Federal Reserve slashing interest rates by over a quarter-point next month.
As an industry leader, Vanguard cultivates a detailed understanding of defined contribution (DC) plans and their role in the U.S. retirement system.
Market uncertainty is leaving would-be retirees unsure about the future. Here, three Schwab professionals discuss how to navigate the transition with confidence.
We received a slew of economic data this past week, but the true market mover lies ahead this Friday: Chair Powell’s upcoming Jackson Hole address.
This week, the focus shifts to US retailers, particularly after recent economic data.
In this article, Russ Koesterich discusses his latest recommendations around portfolio positioning in anticipation of a potentially more volatile fall.
There is little doubt that excess bullishness has invaded the general market psyche. Just a couple of months following the market decline in March and April, where sentiment turned exceedingly bearish, the S&P 500 hovers near its highs.
Three summers ago, single-stock leveraged and inverse ETFs hit the market when AXS investments rolled out the first such fund in July 2022.
Bitcoin enjoyed a long summer in the spotlight, as prices notched new records and regulatory policy proved favorable.
Limited price collection will complicate estimates of inflation.
