ETF

There is no shortage of candidates for the title of the most dangerous business idea of the moment. Management-by-algorithm may remove what humanity there is left in the corporate world. The office-less future may dissolve workers into angst-ridden atoms. I want to suggest a less obvious contender for the title: “social purpose.”

The industry has been slammed by a combination of concerns about higher U.S. interest rates, a probable reduction in solar-system subsidies for California homeowners, the broader stock market rotation out of high-growth technology companies and the obstruction of President Joe Biden’s stalled “Build Back Better” agenda by 50 Republicans and two Democrats, Joe Manchin and Kyrsten Sinema.

Walk into a U.S. supermarket, and chances are you’ll see some empty shelves once more. It’s an unwelcome throwback to earlier stages of the pandemic.

A booming $4.9 trillion branch of the U.S. asset management industry is funneling investor cash into funds that are pricier and worse-performing than alternatives, new research claims.

What insights can we glean beyond last year’s impressive 28% return? How did it compare it to global equities? I will show you some of the winners and losers, and finish with a few observations on the VIX.

Last year was a good year for stocks, but not bonds. The post-2008 recovery has been spectacular, one of the best 13-year U.S. stock markets. I provide details for the entire 96 years as well as five-year and 10-year sub-periods

Stocks are priced for perfection. Bonds trade at historically low yields despite 7% inflation. What could go wrong?

Investing in ESG funds is like trying to navigate “the Wild West” as both regulations and enforcement fall short, according to Andrew Behar, the chief executive of As You Sow.

Monetary policy has driven U.S. stock prices to excessive valuations, according to Jeffrey Gundlach. But they remain cheap relative to bonds.

Rob Gough, who stars opposite Bruce Willis in “American Siege,” is launching the Strategy Shares Halt Climate Change ETF with David Miller, chief investment officer at Strategy Shares, who he knows through his past as a serial entrepreneur and investor.

By expanding its use of reverse repurchase agreements to nearly $1.6 trillion, the Fed has kept money market funds solvent and prevented a systemic failure.

While no one knows what 2022 holds in store for investors, my concern is that it should not foster the same optimism as 2021.

New research shows that some funds that use a factor-based construction process may have over- or under-exposure to industries, sectors, countries and other attributes relative to a market-cap-weighted index.

In this article, I examine the history of 13-year returns on stocks and bonds to put the most recent 13-year period into perspective. It has indeed been extraordinary.

When Swedish bank SEB AB announced recently that it wanted to buy into the market for carbon credits, what it got was a pile of duds.

Cryptocurrencies had a breakout moment in 2021, and NFTs were some of the biggest stars. Now, as with any new and hot investing trend, financial pros are hoping to capitalize on the craze with products promising a way to piggyback on the market.

I don’t know which of the three Fed Bears will show up in 2022, but all three are plausible enough that investors should diversify so none can cause fatal financial damage.

Global central banks are set to spend 2022 diverging, as some take on the menace of inflation and others stay focused on boosting economic growth.

Stand on the steps of The Royal Exchange in the heart of the City of London and you can picture the churn of people 200 years ago or more in what was becoming the world’s preeminent financial hub.

Finding the right professional to manage your finances is challenging. Financial professionals have many different titles, certifications and qualifications, but which type is right for you?

Soon – within the next two years – the SEC will wake up and start holding financial advisors who use TAMPs to the same fiduciary standards they hold them to in selecting mutual funds, ETFs, and other investment products. When it does, many advisors will be in trouble.

Wall Street seers expect the benchmark S&P 500 Index to generate earnings per share that are up 46% this year from 2020’s depressed level, with growth decelerating to 8% in 2022, according to data compiled by Bloomberg. Even that lower number for the coming year may be too rosy.

The breadth of the stock market is a measure of its health, and the wider the better. So, a narrowing of its focus, as we’ve seen recently, is often a red flag, both for the overall market and the darlings of the moment.

To all the record highs, the months without a correction and every other death-defying feat the stock market has pulled off, add another superlative. The S&P 500 Index has now doubled since New Year’s 2018, capping a stretch of sustained strength with few precedents.

Here is how I nudge clients (sometimes not so gently) to where they should be on their portfolio.

Cathie Wood’s ARK Innovation ETF is missing out on the year-end rally on Wall Street.

MMT offers a new "logic" that allows the government to spend without facing the traditional constraints of debts and deficits. Is MMT too good to be true?