AstraZeneca Plc is discussing a partnership deal with Summit Therapeutics Inc. in which it could pay as much as $15 billion over time to license a lung-cancer drug, according to people familiar with the matter.
BlackRock Inc. is considering a sale of its stake in the leasing rights to Saudi Aramco’s natural-gas pipeline network back to the energy giant, according to people familiar with the matter.
Tariffs have been the dominant theme in economic policy this year. While President Trump has long held protectionist views, his administration’s approach to international commerce has been more belligerent than was seen in his first term.
The bull market is alive and well, even amid widespread talk of the “death of U.S. exceptionalism.
Investors looking for cash flow from commercial real estate may want to check out the debt side.
This quarter might best be described as the “Big Beautiful Bounce”. Or the BBB. History has proven time and time again that markets do come back – but this was a historically quick market turnaround.
After a tumultuous few months, June of 2025 saw a strong rally which took global markets to (or close to) new highs. The rally was broad-based, with international and U.S. markets all up strongly.
From investing to economics to politics, patterns emerge, lessons resurface and the past becomes a powerful guide for navigating today’s unpredictable landscape. Timing, perspective and adaptability can make all the difference in managing the complexities of modern markets.
As the global economy navigates a complex landscape, investors are left wondering: are they right to be optimistic or are they being complacent? This article from Franklin Templeton Institute explores the signs of resilience as well as numerous risks.
Though some urge rate cuts, doing that won't necessarily reduce borrowing costs if the market doesn't agree with the timing. It could raise inflation fears, hurting Treasuries.
Do you feel like you spend more and more money every month but get less and less for it? That’s because you are.
Sharp U.S. policy shift and elevated uncertainty reflect an evolution of the new macro regime. What matters: getting a grip on uncertainty by identifying its core features.
The Senate has approved its own version of the "One Big Beautiful Bill" tax-and-spending plan. Here's how it differs from the version the House passed in May, and what's next.
Value investing has long been out of favor in US stocks and last quarter was no different, as an index of beaten-down shares badly trailed the broader market’s furious rally.
As President Donald Trump and his advisers begin weighing replacements for Federal Reserve Chair Jerome Powell, they’re running into one significant complication: It’s not clear that Powell will leave the US central bank next year.
Wells Fargo & Co. is ramping up buying top-rated collateralized loan obligations, after largely staying away from the $1.3 trillion market following interest rate hikes in 2022, according to people with knowledge of the matter.
Some say private credit hasn’t been tested. We disagree…and stress can sharpen the senses.
In this video, Chuck Carnevale, co-founder of FAST Graphs, aka Mr. Valuation discusses 10 subscriber-requested stocks that you asked to see, highlighting how FAST Graphs simplifies stock analysis. He reviews companies like AES Corporation, Amgen, Alibaba, and Chipotle, showing how FAST Graphs quickly reveals key data, such as earnings growth, dividend history, and valuation.
The first half of 2025 may not have been kind to private equity, but new data suggests that things could turn around soon.
Vietnam’s trade deal with the US is a wake-up call for Asian governments grappling with the reality that higher tariffs are here to stay.
AstraZeneca Plc’s Chief Executive Officer Pascal Soriot wants to move the drugmaker’s stock listing to the US, the Times reported, in what would be another sign of the UK’s waning status as a magnet for global capital.
Treasuries tumbled after a stronger-than-expected jobs report for June prompted traders to exit bets on an interest-rate cut by the Federal Reserve this month.
If the Trump administration’s tariff policies result in higher overall inflation, a scenario that will play out in the coming weeks, the question is who will pay for it.
With mortgage rates still near 7%, even relatively wealthy households are choosing to rent rather than buy, and it’s easy to understand why.
Forget Tesla for a moment. Just imagine an anonymous company with the following characteristics.
Israel-Iran hostilities brought a short-term market focus on oil. Longer term, artificial intelligence (AI) electricity needs could create a power shortage, as well as opportunities and risks for investors.
Proposed regulatory changes involving the Supplementary Leverage Ratio may have benefits for both large banks and the Treasury market.
Equity markets continued to march higher in June, seemingly unfazed by heightened Middle East tensions (which were short-lived) and the looming July 8 deadline for the administration’s pause on reciprocal tariffs.
We began the year optimistic that an environment of slowing growth, disinflation and easier monetary policy would be favorable for fixed income markets. Now at midyear, we maintain that view, while acknowledging that policy uncertainty and geopolitical risks may likely result in continued volatility.
It has been over six months since the FOMC has made a change to the Fed Funds rate. While the debate continues as to when the next cut will be, market consensus (per Bloomberg calculations) is currently for a 25 basis point cut in September.
An economy cannot subsist on services alone.
On the latest edition of Market Week in Review, Global Chief Investment Strategist Paul Eitelman explored key drivers behind the strong performance in markets. He also provided an update on a proposed U.S. tax measure.
The US economy is important, but it’s not the only one in a global approach.
With the first half of 2025 in the books, it’s been a very interesting six months — emphasis on “V” because the S&P 500 saw a nice V-shaped formation following the April sell-off. As markets always reveal, interesting times call for interesting ETF trends to follow.
In recent months, markets have whipsawed amid changes in trade policy, geopolitical shocks, concerns about fiscal sustainability, challenges to central bank independence, technological advancements, and earnings surprises in both directions. Despite this, stocks and bonds in much of the world are close to where they began the year.
When the Fed increased the M2 money supply by over 40% during the COVID crisis, our instinct was that the implications would extend far beyond a temporary boost to the U.S. stock market and higher inflation. That intuition is proving accurate. We’re now seeing the long-term ripple effects play out in real time across multiple asset classes and global markets.
Join the experts at Aberdeen Investments as they discuss today’s small cap equities market, how current events are shaping opportunities for the asset class, and where small caps may fit within your equity allocation.
Financial advice is going to be in more demand than ever in 10 years. Is your firm ready for the challenge?
For good reasons, many investors have a love-hate relationship with commodity investments. Operationally, the annoying K-1 form complicates tax filing, although thankfully the industry has started to launch “no K-1” funds.
Your firm's culture should reflect your values and your mission.
This year’s formidable challenges have clarified strategic lessons for equity investors to apply in the coming months
Investors may be tempted to imagine how much higher the S&P 500 Index would be if three of its most influential stocks weren’t lagging behind.
JPMorgan Chase & Co. is developing a new service to tokenize carbon credits and is partnering with a trio of carbon companies for an initial trial.
Treasuries are set for a second daily drop heading into a double whammy of labor data, following an unexpected jump in US job opening numbers.
The marathon Senate budget vote took center stage early and stocks slipped from yesterday's all-time highs. Job openings, Powell, and manufacturing data are top of mind.
Goldman Sachs entered the ETF market nearly 10 years ago, yet two of its most popular products in 2025 are relatively new, both with less than a two-year track record.
Netflix Inc. investors face a dilemma: Continue to bet on a stock that has delivered best-in-class returns over the past year or reconsider shares that increasingly look like they’re priced for perfection.
India has seen foreigners leaving the market for most of 2025. For this and other reasons, India has become one of the bigger shorts in our Systematic Global Macro Strategy’s equity portfolio
As direct lending matures and other private credit areas expand, active investors can apply relative value strategies across sectors – and even entire markets – to pursue enhanced outcomes.
Markets notched fresh all-time highs on Friday with a positive tone and geopolitical outlook. Swift retreat in oil back to pre-strike levels, combined with friendlier NATO negotiations and de-escalated fighting in Iran restored risk appetite.
