Corporate greed is not causing inflation, despite the claims of many on the political left who failed to understand the very basics of economic supply and demand.
Discounted municipal bonds could expose you to unexpected taxes. Here's what to know before you buy.
Goldman Sachs Group Inc. sees growing potential for the global market for weight-loss drugs by the end of the decade.
As calls for diversification get louder, it’s a good time to look at healthcare, where long-term bullish trends meet near-term opportunities.
Our actively managed equity funds that employ machine learning (ML)—and their shareholders—are starting to benefit, according to Cesar Orosco, CFA, and Scott Rodemer, CFA, of Vanguard’s Quantitative Equity Group (QEG). The group develops quantitative models that attempt to replicate what a good fundamental investor would do, but systematically and at scale.
Since the Global Financial Crisis of 2007-09, fixed income investors have suffered the worst of both worlds. For a dozen years they endured the stingiest of yields on their fixed income holdings.
The news of Bill Walton’s death from brain cancer hit me hard. In the Portland Memorial Coliseum, there were 12,665 seats, and I had one of those top-row nose-bleed seats for the sixth game of the NBA finals in 1977.
What exactly is a market bubble, and how can investors recognize one?
The housing market looks to be on the road to recovery, but not without significant scarring for a considerable portion of potential homeowners.
The Commodity Futures Trading Commission appears to have little respect for the power of markets, going by their proposal to ban futures contracts on electoral outcomes.
You might think that having an ADA-compliant website is only about adhering to legal requirements, but it can actually help your firm grow.
In a room filled with more than 800 sugar traders, Sally Lyons Wyatt, an executive at consumer researcher Circana, had an important message to deliver: Ozempic is coming for your industry.
Are you underweighting large cap growth? New research suggests that may be the case, inviting investors to consider options like FDG.
Modern cars are equipped with heaps of electronic devices, many of which are designed to reduce the frequency and severity of accidents. But there’s a catch: The high cost of repairing these systems may mean the vehicle is written-off, or totaled, following a crash.
One of the best parts of being a young college graduate, and naïve to the grim realities of the working world, is being deluded about how great your career will be. Maybe you’ll found the next Nvidia, or win the Nobel Prize in your field, or start a charity that will make the world a better place.
Last week was another week of records for major equity indices: The S&P500 broke to new highs; the DJIA breached 40,000.
For retirees looking to accrue returns while mitigating risk, a structured protection fund can be an ideal solution.
The promise of independence is luring more and more advisors to the Registered Investment Advisor (RIA) channel. RIA headcount has grown rapidly over the past decade and by 2027, Cerulli estimates that RIAs will control nearly one-third of intermediary asset market share.
There are two words financial advisors don’t say enough. “I’m sorry.”
Electric vehicles have swiftly gone from a rare bright spot in the fight against climate change to a cause for concern.
As goes the consumer, so goes the U.S. economy. As Wall Street knows, the importance of the consumer cannot be overstated. That’s because consumer spending is the main engine of growth, representing ~70% of US economic activity – nearly 10% more of the economy than it did in the early 1980s.
When Thomas Edison wired his own house in Menlo Park, then a tiny village in New Jersey, he fabricated a primitive cable. As insulation he chose a mix of asphalt, linseed oil and beeswax; for the core, copper wire.
Sometimes two seemingly opposite things can be true at the same time. Right now, we can correctly say inflation is both a) better than it was and b) higher than it should be.
On Tuesday, the Biden administration announced significant tariff increases on China, targeting roughly $18 billion in strategic industries, with a sharp focus on electric vehicles (EVs). These tariffs, which quadruple to 100% on Chinese-made EVs, are designed to counter China’s unfair trade practices and overcapacity while boosting U.S. industries.
More than 338,000 Americans relocated for retirement last year – a 44% increase from 2022 – and about a quarter of those retirees moved to a different state.
Managers are increasingly focusing on sectors beyond tech that could benefit from the rise in AI in the short term. These include healthcare and consumer companies, which also have more attractive valuations.
The JPMorgan Chase & Co. chief executive officer said significant price pressures are still influencing the US economy and may mean interest rates will be higher for longer than many investors are expecting. Dimon cited costs linked to the green economy, re-militarization, infrastructure spending, trade disputes and large fiscal deficits.
There was white smoke over the Bureau of Labor Statistics, sort of, on Wednesday morning. The key measures of consumer price inflation for April confirmed expectations for a slight decline, and alleviated growing anxiety over a possible reacceleration. Risk assets across the world spent the rest of the day exhaling deeply.
Questions are being asked about the US managed care industry, but some businesses are equipped to rise to the challenge.
Time and again, Jerome Powell has made it clear. Financial conditions, the Federal Reserve’s key lever for cooling the US economy, are tight.
When it comes to the financial markets, investors have a litany of investment vehicles to choose from. The choices are nearly unlimited, from brokered certificates of deposit to complex derivative instruments.
In this article, I highlight five important steps firms looking to purchase an RIA can take to achieve their goals. For a step-by-step guide to buying an RIA.
US household debt has reached a record and more borrowers are struggling to keep up.
In this issue of Sinology, Andy Rothman offers his perspective on two key questions.
Over the last five years, financial markets grappled with two generational upheavals—the Covid pandemic and the subsequent inflation surge post the Russia-Ukraine conflict.
The tendency of high earners to spend their money rather than looking to build up their net worth is known as the wealth paradox.
Shifting dynamics among global economies and markets present a range of opportunities for multi-asset portfolios.
While much remains uncertain regarding rates, inflation, and the economy, quality stock investing proves a boon in any market environment.
Even though taste tests had confirmed that participants preferred the taste of New Coke, when presented with the reality of no longer having traditional Coke available anymore, consumers turned away from New Coke in droves.
Recent media coverage about how best to construct and manage portfolios has many wondering whether institutional investors are facing a paradigm shift right now.
Behavioral traits and cognitive biases are anathemas to portfolio management as they impair our ability to remain emotionally disconnected from our money. As history all too clearly shows, investors always do the “opposite” of what they should when it comes to investing their own money.
How momentum and election cycles may shift the impact and timing of seasonal trends.
As non-profit investors set their investment and spending policies, it is important to consider their organizational circumstances during a market shock.
We’ve just come through the first quarter of 2024 – and what a quarter it was! Hard on the heels of a robust end to 2023, the S&P 500 Index rose 11% in the first quarter of this year. This is the first time since 2012 that it’s had back-to-back double-digit quarterly returns.
As the Federal Reserve acknowledges a setback in its inflation fight, one question looms large: Why hasn’t the economy slowed the way policymakers expected?
Private markets have been viewed by institutional investors as key to a well-diversified portfolio. Benefits of these strategies: long-term outperformance over public markets, with increasingly important diversification benefits as the universe of publicly traded stocks continues shrinking and performance becomes increasingly concentrated to a few mega-cap tech companies.
The S&P 500 experienced its first 5% pullback since October 2023, but the long-term outlook remains positive.
One of the main advantages of constructing a portfolio of individual bonds is that it can be customized to meet the precise needs, wants, and objectives of the investor
Elevated all-in yields in high yield credit present an attractive opportunity for income-seeking investors to lock in higher levels of income. Of course, that comes with a much higher degree of risk as compared to sitting in cash.
Attention-grabbing performances from the likes of Microsoft, Google, and Tesla swayed market sentiments back to growth.
