The popularity of direct indexing has grown significantly since the pandemic, with no signs of easing.
Last week brought a wave of headlines for investors to digest – on both the macro and micro fronts.
A sharp shift in Fed expectations may trigger bond-market volatility while concerns about the economy may impact equities.
Some things change in markets and some don't. The dollar partially reversed its year-to-date decline in July, and US equities had their first moment in the sun relative to international peers thus far in 2025.
Another week of stellar earnings led to the S&P 500 and Nasdaq Composite hitting record levels by Thursday, but what a difference a day makes.
In this article, Russ Koesterich discusses resiliency in the tech sector and why he believes adding further to core positions in the space is justified.
70+ firms have filed for approval to offer ETF & mutual fund share classes of the same actively managed portfolio, per Morningstar.
Tom Lee, Co-Founder of Fundstrat Global Advisors, unpacks the impressive success of the Fundstrat Granny Shots US Large Cap ETF (GRNY) and offers his outlook on Ethereum’s future. Cinthia Murphy, Investment Strategist at VettaFi, spotlights the top 20 ETF launches since early last year.
Post April, many people enjoyed a well-deserved vacation from the stress, cost and downright annoyance of tax season. However, for investors looking to harvest losses to reduce the impact of capital gains, the cost of this year’s tax vacation could have been significant.
US stocks hovered around their record highs on hopes of September interest-rate cuts and as strong corporate earnings drove the biggest technology shares higher.
For too long, British oil company BP Plc denied, obfuscated and played down its troubles. The market and the media, rather than the company, was the issue.
What's the outlook for private equity in the second half — and the retail investors potentially interested?
For years, US regional banks have operated under a paradox. Like all companies, they need growth to survive and want to do so predictably.
Emerging markets resumed their rally as the prospect of central bank rate cuts and optimism about earnings boosted risk sentiment.
JPMorgan Chase & Co.’s asset management arm is partnering with Dutch online broker Bux to sell its active exchange-traded funds in customized model portfolios, as the Wall Street giant looks to break further into Europe’s retail market.
If you have health insurance through the Affordable Care Act marketplace, you are likely to see dramatic increases in your costs next year.
With AI becoming more entrenched in financial systems, the importance of balancing innovation with stringent regulatory oversight will only grow. It is through this careful balance that the financial industry can fully harness the power of AI while protecting the integrity of global markets.
The tech sector has trounced the broader market in the second quarter. So, it’s not surprising some market participants are growing concerned about concentration risks. Those worries are valid.
Efforts to reduce the central bank’s autonomy would likely disrupt markets.
The fixed income market exhibits traits that can lead to inefficiencies and mispricings, giving active managers the chance to use their expertise to potentially generate higher returns.
The degree to which growth in Europe slows, along with inflation developments, will be key in determining the path ahead for the European Central Bank.
Stocks continued to rally in July, but complacency is creeping in. Below the surface, familiar concerns are returning: narrow leadership, policy uncertainty, and slowing inflation progress.
Tariff news continue to dominate the 24-hour news cycle, and the latest deal struck with the U.S. and Japan should ease any potential investor anxiety over the robotics industry. Though tariff clouds were present, it never really dimmed the sunny outlook for the industry as a whole.
If you’ve been following the luxury sector, you’ve probably seen your fair share of sobering news.
Gold doesn’t need a black swan to deliver. Explore how investors can use gold for portfolio balance, income generation, and long-term stability.
It certainly seems hyper-politicization has come to every piece of economic data. Last week’s data are poster children for this, and the overbroad interpretations of the data by investors, the general public, policymakers, and politicians sow confusion.
U.S. trade strategy is a top worry among economists.
In this video, Chuck Carnevale, co-founder of FAST Graphs, aka Mr. Valuation discusses Dividend Aristocrat Community Financial System Inc. (CBU) as a strong investment candidate for retired or income-focused investors. CBU is a Dividend Aristocrat that has increased its dividend for 32 consecutive years.
On this episode of the ETF of the Week podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the T. Rowe Price Capital Appreciation Equity ETF (TCAF) with Chuck Jaffe of Money Life. The pair discussed several topics related to the fund to give investors a deeper understanding of the ETF overall.
Is this period different from the high-beta boom-and-bust cycle during the dot-com era? Only time will tell. While there are some similarities, key differences exist.
Distressed debt investors are piling into a new strategy to make money from troubled companies.
The dollar’s bounceback in July is convincing some emerging-market investors to bet it will keep rising in coming months.
Wall Street had a lot riding on whether this week’s big-tech earnings would meet increasingly high expectations. By and large, the companies delivered.
Swiss stocks dropped as the market reopened after a holiday, on worries about the impact from US President Donald Trump’s punitive 39% export tariff and a push for drugmakers to lower prices.
For years, equity research has struggled to develop a sustainable revenue model. The spectacular growth in private markets may provide the opening that Wall Street analysts have been groping for.
Many portfolios consist of highly appreciated, concentrated positions. Investors are hesitant to rebalance these portfolios due to concerns about paying capital gains taxes. Such hesitancy is often unwarranted.
I will point out that one particular oft-overlooked capability will most likely determine the dominant currency in the future — the ability of a currency to preserve and protect the value of intangible assets into the future.
As digital technologies become the rails upon which money moves, the resilience and credibility of currency networks increasingly hinge on the integrity of technological infrastructure. This fundamentally changes the logic of monetary competition, with far-reaching implications for financial and geopolitical stability.
Over the past year, financial headlines continue to flood investors with doomsday predictions about the U.S. dollar. Whether it’s social media influencers waving “dollar collapse” charts or YouTube personalities warning about debasement, the noise has become deafening.
Strategic versus tactical asset allocation is an age-old debate in the world of asset managers, fiduciaries, and everyday investors alike.
Cutting to the chase… prepare to muddle through. I should point out that I felt that 2025 would be a Muddle Through year at the beginning of the year. We will talk about that below plus look at a lot of charts and yesterday’s rather poor employment data…
History confirms one thing — drawdowns do occur, instilling a level of market uncertainty of varying degrees.
A strong GDP rebound was quickly overshadowed by a weaker-than-expected jobs report and hotter-than-anticipated inflation.
Invesco is no stranger to the active ETF arena, and they continue to make strides in fixed income with the introduction of the Invesco Core Fixed Income ETF (GTOC) and the Invesco Intermediate Municipal ETF (INTM).
Chief Economist Eugenio J. Alemán discusses current economic conditions.
The opportunity set for emerging market (EM) equities has changed dramatically over the past three and a half decades – geographically, at a sector level, and in terms of market capitalization.
On July 4, President Trump signed into law the “One Big Beautiful Bill Act (OBBBA)”, a far-reaching piece of legislation that will impact the U.S. investment landscape for years to come.
Risk assets rebounded in Q2 as tariff worries eased and earnings growth continued. The quarter also highlighted the resilience of major secular trends, which could be key to returns going forward, says the Research Team.
For families with a loved one who has special needs, planning ahead can feel overwhelming.
