Assets held by exchange-traded funds in the US hit $10 trillion for the first time as the investor-friendly products continue their relentless takeover of Wall Street.
So far, so good. The Federal Reserve’s efforts to engineer a soft landing for the economy are going well.
If investors had known in advance the size of the Federal Reserve’s latest interest-rate cut, would they have made big money on stocks and bonds trading on this market-moving intel?
A new exchange-traded fund attempting to carve out a slice of the $6.3 trillion sitting in traditional money-market funds is launching Wednesday.
That is much clearer and far more accurate. On Wednesday, Reuters first reported that the company is set to announce a restructuring under which its nonprofit board will lose control over the company’s core business.
Taxes can have a major impact on the long-term growth of a portfolio. Find out how continuous, thoughtful tax management can help investors maximize their wealth.
The economy is not the stock market. And that’s good news.
Regardless of whether Donald Trump or Kamala Harris wins the US presidential election in November, Chinese decision-makers expect bitter disputes over trade, technology, and Taiwan. Feeling under siege, China is girding itself for long-term enmity with the world’s largest economy.
High-dividend-yielding equity investments are likely to get closer looks in the fourth quarter after strong recent performance.
Following the first half of 2024, the NDX succumbed to significant selling pressure as investors fretted about AI-related tech spending.
Market volatility has advisors exploring defensive strategies. But a thriving portfolio requires protection and growth. In this complex landscape, buffer ETFs can keep clients invested while protecting gains.
In theory, growing a pool of wealth over decades – whether for a family, an endowment, or a pensioner – is a straightforward endeavor.
Buyout heavyweights are increasingly resorting to the old-fashioned way of making money — actually running the companies they’ve bought.
Sam Altman has his hands in countless projects while also building “mankind’s last invention”: artificial general intelligence, or AI systems that surpass our own cognitive abilities. These galactic aspirations were reinforced on Monday when Altman published a dramatic blog post reminding us that superintelligence will bring prosperity for everyone. It’s just a “few thousand days” away, he added.
Financial services, like many institutions, are losing Americans’ trust. That’s a problem. Economies depend on a healthy financial system, as became painfully evident during the 2008 financial crisis, and that system operates largely on trust — confidence that people can access the money in their bank accounts, that their investment accounts are secure, and that their trades will be filled at quoted market prices, to name just a few everyday financial interactions.
Chief Investment Officer Sean Taylor provides his insights on how the Fed’s 50 basis point-rate cut may affect emerging economies, particularly in Asia and Latin America, how it impacts portfolio allocations and the sectors he believes are poised for growth amid this shift.
When stock markets rise, the bullish narrative tends to dominate, overlooking the potential impact of market declines. This oversight stems from two main problems: a basic misunderstanding of math and time’s critical role in investing.
Policy, more likely to be dictated by economic circumstances, may not resemble generous populist proposals, which could limit their impact on stock markets.
In the span of a few days in late July, the market got live to two contrasting theories at once: that U.S. inflation is collapsing while Japanese inflation will remain stubbornly high.
In the latest episode of ETF 360. VettaFi's Kristen Chang spoke to Winslow Capital's Barry Peters about their new active growth funds
Fixed income investors may want to take a middle-ground approach with bonds and opt for debt with intermediate maturity dates.
The global market for AI-related products is ballooning and will hit as much as $990 billion in 2027, as the technology’s quick adoption disrupts companies and economies, Bain & Co. said.
They say if there’s ever a Silicon Valley Mount Rushmore, the first face to be chiseled into the stone would be that of Gordon Moore. The Intel Corp. co-founder’s famous prediction about the rate at which semiconductors would improve has provided the bedrock to American technology leadership.
Retail investors have won the battle of fees. Brokerage accounts are free. Trading commissions are history. Anyone can own the entire stock market through a single exchange-traded fund for basically nothing. It’s a huge win for investors and terrible for the investment industry.
Taxes may be the biggest fee your tax-sensitive clients are paying on their investment portfolios. And neither they nor you, their advisor, may be aware of just how big that fee is.
With their unrivaled depth and breadth, US capital markets lend themselves well to multi-asset strategies. The US equity market is a key portfolio building block and has outpaced the stock markets of other developed markets over the past decade.
Schwab Sector Views is our six- to 12-month outlook for stock sectors, which represent broad sectors of the economy. The Schwab Center for Financial Research (SCFR) combines a factor-based approach with a market and economic assessment to determine the ratings. For the basics on sectors, please see Stock Sectors: What Are They? How Are They Used?
The seasons are changing. This weekend marks the autumn equinox—a time of year when the days get shorter, the weather gets cooler, and the leaves start to turn (at least for our friends in the north). While our calendars will show that fall has officially arrived, it may not feel like it as much of the nation will be enjoying unseasonably warm weather.
I was pleasantly surprised by the Federal Reserve (Fed) decision to begin the easing cycle with a 50-basis point (bp) cut as the real economic data came in relatively stronger than expected.
Successful investing doesn’t have to be a thrill ride.
For families seeking to help their children save for higher education, 529 plans continue to gain broader appeal.
ETF Action’s Mike Akins offers perspective on many of the biggest stories in ETFs and looks ahead to the industry’s future. VettaFi’s Stacey Morris highlights a bright spot within the energy sector and discusses the potential impact of the upcoming election on energy prices.
In today’s fast-paced digital world, where cyber threats are always lurking, safeguarding your personal and professional information is no longer optional – it’s essential. One often-overlooked strategy in the realm of cybersecurity is the simple yet effective practice of using multiple email accounts.
The truth is, relationship-building and trust-building are mutually exclusive, like two parallel planes that don’t intersect.
On September 18, the Federal Reserve cut the Federal funds rate, as expected, announcing at the same time that the Fed will continue to reduce its balance sheet. In my view, both of these decisions were appropriate. The Fed reduced short-term rates by 50 basis points, which was consistent with economic conditions that remain near the threshold of recession.
Investors poured money into exchange-traded funds that buy emerging-market bonds last week as optimism around the Federal Reserve’s easing cycle fueled risk appetite.
Gary Gensler, chief US securities regulator, enlisted Scarlett Johansson and Joaquin Phoenix’s movie “Her” last week to help explain his worries about the risks of artificial intelligence in finance. Money managers and banks are rushing to adopt a handful of generative AI tools and the failure of one of them could cause mayhem, just like the AI companion played by Johansson left Phoenix’s character and many others heartbroken.
A potential recession could push even more investors to bond, but recession or not, investors can reap the benefits of core bond exposure.
At this year's Future Proof, Jeffrey Gundlach took to the main stage and sat down for a candid conversation with CNBC’s Scott Wapner.
While it seems fitting that rates are beginning to fall within days of the Autumnal Equinox, I doubt Fed officials were aiming for the play on words. So, what were they paying attention to as they made this most recent decision?
Corporate tax rate policy is a routine hot-button issue during every presidential election cycle, and this year’s campaign is no different.
Since mid-2022, when the Federal Reserve was in the midst of its aggressive hiking cycle, investors piled over $1.6 trillion into money market funds, which include Treasury bills.
The impressive arc of AI stock growth has been something to behold. Touring Silicon Valley and meeting with AI and tech company leaders offers another level of inspiration and insight on the market juggernaut. Active equity investor Tony Kim shared the experience and his broader AI investment outlook with The Bid podcast.
Since 2020, momentum investing has generated significantly better returns than other strategies. Such is not surprising, given the massive amounts of stimulus injected into the financial system. However, Brett Arends for Marketwatch noted in 2021 that momentum investing can give you an edge.
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the WisdomTree International Hedged Quality Dividend Growth Fund (IHDG) with Chuck Jaffe of “Money Life.” The pair talked about several topics regarding the fund to give investors a deeper understanding of the ETF overall.
Not surprisingly, Donald Trump and Kamala Harris are floating opposite approaches to modifying the corporate tax code. If enacted, both proposals would significantly impact corporate profits and, thus, share prices. Currently, the plans are only campaign promises
For years, the U.S. has been the dominant player in military spending, with American companies like Lockheed Martin and RTX (formerly Raytheon) commanding the global arms market. But now, Europe—specifically its arms manufacturers—may be the next big opportunity for savvy investors.
As GMO celebrates its 30th anniversary managing emerging debt this year, we offer our comprehensive guide to emerging debt markets. Given the tumultuous recent events – a global pandemic, defaults, repricing of interest rates, relentless strength in the U.S. dollar – we’ll focus on the Why as a starting point. Then we’ll dive into the proliferating How, covering strategies and vehicles.
From "how" to "why now," here are four things investors should understand about bond investing.
The Northern Trust Economics team reacts to the Fed's decision and shares its outlook for U.S. growth, employment and inflation.
