In the report, Global Head of Fixed Income Jim Cielinski and Head of Global Short Duration Daniel Siluk believe navigating the change in rate regimes has grown more complicated for the Federal Reserve (Fed) as they must now consider the ramifications of Donald Trump’s proposed economic policies.

A few months ago, travel companies were warning that the great post-pandemic boom in consumer travel was losing steam.

Following the September FOMC meeting’s much ballyhooed 50-basis point (bps) rate cut, the voting members scaled back and reduced the Fed Funds by 25 bps this time around.

Volatility is likely here to stay until we get some level of clarity on the political landscape.

There’s a problem brewing in the world of ETFs: We are running out of ticker symbols. Bloomberg recently reported that, with so many new funds hitting the marketplace in recent years, issuers are forced to produce catchy four-letter ticker symbols rather than the more eye-pleasing three-letter abbreviations.

Corporate buybacks have become a hot topic, drawing criticism from regulators and policymakers. In recent years, Washington, D.C., has considered proposals to tax or limit them.

The Exchange conference offers investors firsthand exposure to the ideas, strategies, and tools top-tier issuers are deploying.

One of the memorable moments of Nvidia Corp.’s most recent conference for developers came toward the end of the chip giant’s semi-annual event.

This is not a typical business cycle. We see structural forces holding inflation higher long term, keeping the Fed from cutting as much as markets expect.

If we had to choose one indicator to watch over the next few months, it would be weekly initial jobless claims.

In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will uncover value in the Consumer Staples Sector.

While the primary focus for the financial markets has been on the continued resilient U.S. economy and what the current Fed rate cut cycle will ultimately look like, there has been another topic that has been making the rounds in the bond arena: the budget deficit.

Investors have been married to their money market funds for the better part of the last two years.

Better than expected economic data drove interest rates higher, changing the market narrative and contributing to an equity market pullback early in the month. This unraveled expectations of further rate cuts by the Federal Reserve (Fed) and resulted in real rates moving higher. The 10-year Treasury has moved up 48 basis points, ending the month at 4.27%.

Things are looking up for bonds - learn what makes them a great addition to your portfolio right now.

The idea that money can’t buy you happiness is one of the world’s most persistent tropes. King Midas is granted his wish that everything he touches will turn to gold only to starve to death.

Franklin Templeton Fixed Income believes investing in companies promoting gender equality and diversity can lead to inclusivity and strong financial returns. Despite the persistent gender gap, there's an increase in women in leadership roles, positively impacting financial performance, corporate governance and crisis resilience.

U.S. equity-market leadership reversed course during the third quarter of 2024, with small cap stocks outperforming their large cap counterparts and the value factor beating the growth factor.

As you know, economists are normally criticized and accused of being ‘two-handed.’ This is because when we talk, we typically say, “on the one hand, and on the other hand.” Many argue that we are hedging our bets and lack the spine to take a position. While we disagree with that simplistic view of our job, we can understand why we are accused of being ‘two-handed.’

VettaFi Voices dive into actively managed and fixed income trends in the ETF market in what is likely to be a record year for industry flows.

Next-generation investors are looking for more than just traditional portfolio managements, and advisors should look to meet those expectations.

Brandywine Global: With the US election imminent, looking past heightened emotions and uncertainty to the potential economic and market impacts can be difficult. But election rhetoric eventually meets reality.

Consistent communication through market events is vital for advisors concerned about client retention.

Key market indicators for November 2024 present a complex but opportunity-filled environment for traders and investors. Following the first phase of Federal Reserve rate cuts and growing global uncertainties, the technical landscape suggests several notable shifts. Let’s explore the key market indicators to watch.

Stocks and yields made slight early gains but attention is mainly on today's U.S. election. ISM Services data and a 10-year note auction lie ahead, and bond volatility is high.

In this article, we’ll remind you what listed real assets are, explain how they fit into an asset allocation, and help you understand why we believe now is an attractive time to invest in the asset class.

Even for dedicated investors, Social Security retirement benefits can be an important part of their financial security.

As we think about investing around a historic election, establishing what we know, what we need to know, and what we can count on is a useful foundation for navigating the uncertainty.

On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the VanEck Morningstar SMID Moat ETF (SMOT) 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.

Politicians often promise to cap prices, but success is unlikely and would result in worse outcomes.

After driving Treasury yields higher for weeks, traders are taking chips off the table before the US election, reluctant to take bold bond bets with the presidential race too close to call.

The age of a typical homebuyer jumped to an all-time high of 56 in the US, with many young people locked out of the housing market while older owners tap their accumulated home equity for cash purchases or to make large down payments, according to a report.

Treasury yields fell sharply and the dollar weakened as investors pared bets on Republican Donald Trump prevailing in Tuesday’s US election.

Protect yourself with Treasury Inflation Protected Securities (TIPS), precious metals, certain real estate like farmland, and other real assets.

Legendary investors Paul Tudor Jones and Stan Druckenmiller are short bonds. You might want to carefully consider the data before you follow their lead.

Anyone else ready for the election to be over? This uncertainty is exhausting, no matter how you want it to end. But sadly, it won’t really end. We will just transition to a different uncertainty over what will happen next. I will offer my thoughts on the election at the end of this letter, after setting the stage.

In his 2022 Berkshire Hathaway shareholder letter, Warren Buffett wrote that in his 80 years of investing, he had “yet to see a time when it made sense to make a long-term bet against America.”

Here we are, another calendar quarter down with one more to go in 2024, and investors have yet to see a “hard landing” emerge.

The Northern Trust Economics team shares its outlook for growth, inflation and interest rates in major markets.

This month, Goldman Sachs made headlines with a fresh forecast projecting the S&P 500 will see 3% in annualized returns in the next decade.

Amazon.com Inc. reported strong results that showed a company humming on all cylinders, a testament to its efforts to cut and reallocate costs and put the cloud computing and e-commerce giant on sounder footing.

Investors who’ve been hedging against a deeper selloff in US Treasuries are preparing for volatility as Friday’s hurricane- and strike-tinged US employment report offers final clues ahead of next week’s Federal Reserve policy decision.

A middle-aged man who works in emergency services in the US had been battling depression and suicidal thoughts for 17 years, unable to sleep most nights and leaving his wife and teen daughter walking on eggshells because of his irritability, before he opted for a shot in the dark.

The roller coaster of recent employment readings has caused a fair bit of volatility lately. This month, Voya IM introduces a new macro dashboard to help explain short-term market movements, while providing context for the broader trends we expect to drive markets over time.

Our analysis explores how potential post-election tax policy changes might impact dividends, capital gains, and municipal bonds and how investors might prepare for different election outcomes.

Year-end can be an opportune time to review finances, rebalance portfolios, and possibly reduce taxes. Our Bill Cass shares some highlights from a year-end planning checklist.

In this article, Russ Koesterich discusses why he believes U.S. exceptionalism is a trend that is likely to continue.

The high cost of housing is prompting many individuals to consider downsizing, but advisors recommend gradually reining in spending habits.

The most common questions we’ve been asked as the election approaches are generally about the Federal debt and deficits. Many investors worry about a looming “day of reckoning” for US debt. They fear the US’s fiscal imprudence will eventually force a sudden and dramatic repricing of US debt. In this insight, we explore the modern history of US debt to GDP across several Presidential administrations and outline why investors should not be worried about a financial apocalyptic abyss.

The Federal Reserve’s preferred measure of underlying US inflation posted its biggest monthly gain since April, bolstering the case for a slower pace of interest-rate cuts following last month’s outsize reduction.