Most of us are not prepared for the incredible degree of change Artificial Intelligence (AI), combined with automation, is bringing to society.
Nothing says talent war like a $100 million job offer. Mark Zuckerberg has been on a hiring blitz for AI’s most revered scientists, sending them cold emails and offering them roles in his new Superintelligence Labs division whose goal is nothing less than to build artificial-intelligence software that’s smarter than humans.
Three ETF strategies that launched in June stand out, bringing something interesting to the table for investors.
The valuation of small-cap stocks relative to large caps remains historically attractive, and small-cap recoveries in the past have resulted in meaningful periods of outperformance.
Compelling bond yields and diverging equity returns offer building blocks for effective strategies.
Franklin Mutual Series shares its mid-year outlook, focusing on corporate fundamentals as a catalyst to unlock value in the midst of ongoing market volatility.
Huawei Technologies Co. is trying to export small quantities of AI chips to the Middle East and Southeast Asia, an effort to establish a foothold in markets dominated by Nvidia Corp. despite ongoing manufacturing challenges.
US equities swung between small gains and losses at the open Thursday as investors parsed through a slew of tariff headlines and looked ahead to corporate results that are due to start in the earnest next week.
Liberation Day seems like a lifetime ago. But the 90-day pause is almost over, and—thus far—there are few deals that have been consummated.
A new era of regulation is bound to bring high hopes for the crypto bulls. House Republicans are now gearing up for “Crypto Week” – during which the committee has agreed to prioritize digital asset legislation and review several crypto-related bills.
Our strategy work and quantitative insights suggest the conditions behind more than a decade of U.S. equity outperformance are starting to shift.
Our long-time investors are probably wondering why we haven’t made any gains over the last 18 months.
The artificial intelligence investment landscape reached a critical inflection point in Q2 2025, with the ROBO Global Artificial Intelligence Index (THNQ) delivering exceptional returns of 24.4%.
ClearBridge Investments believes positive forces from One Big Beautiful Bill Act passage and future interest rate cuts should soon outweigh negative forces of tariff actions.
Reckoner Capital Management is testing investors’ hunger for a new category of risky bets with an exchange-traded fund that uses leverage to juice returns on collateralized loan obligations.
Wall Street’s latest tax dodge doesn’t hide in the Cayman Islands or rely on complex derivatives.
Wall Street’s latest tax dodge doesn’t hide in the Cayman Islands or rely on complex derivatives. It’s engineered to turn a publicly traded fund into a tax-minimizing machine that hums quietly on autopilot.
Markets rebounded sharply in 2Q 2025 following April’s tariff-driven selloff. Our mid-year market outlook breaks down the recovery, Fed policy, and where to invest next.
Tariff volatility rocked markets for much of the second quarter, creating pressure on U.S. bonds and equities. In the challenging environment, rife with uncertainty and investor concern, a handful of funds generated significant performance.
How the Matthews Emerging Markets Equity Fund’s strategy helped it achieve outperformance during a historic period for global markets.
Apple Inc.’s top executive in charge of artificial intelligence models is leaving for Meta Platforms Inc., another setback in the iPhone maker’s struggling AI efforts.
If you’ve been following the mainstream financial media lately, you might think the airline industry is in crisis. From headlines about tariffs and labor costs to geopolitical tensions and delays at Newark Airport, it sounds like air travel should be tanking.
We upgrade equities to neutral from underweight as falling interest rates and improving economic conditions in emerging markets offset uncertainty over US tariff policies.
Cathie Wood, a longtime backer of Elon Musk, is standing by the Tesla Inc. chief executive after a turbulent start to the week that saw shares in the electric vehicle-maker plunge after the billionaire businessman announced he’s forming a new political party.
US equities were steady at the open on Tuesday as President Donald Trump’s latest tariff warnings left room for hope that he was still open to negotiations.
It was a positive quarter for emerging markets equities.
Below, we recount highlights from constituents of the ROBO Global Robotics and Automation Index (ROBO) and the ROBO Global Artificial Intelligence Index (THNQ).
Semiconductor equities and related ETFs notched impressive performances in the first half of the year. They were buoyed by ongoing enthusiasm for the AI trade and post-Liberation Day resurgence by the Magnificent Seven.
Investors attempting to manage volatility in their portfolio often employ defensive equity strategies to define their optimal market exposure and risk profile. Such strategies are designed to help limit losses on the downside, while also allowing investors to participate in the market’s gains.
U.S. stocks are no longer the best-performing asset class this year. Gold and foreign stocks are the best performers.
The bull market is alive and well, even amid widespread talk of the “death of U.S. exceptionalism.
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.
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.
The first half of 2025 may not have been kind to private equity, but new data suggests that things could turn around soon.
Forget Tesla for a moment. Just imagine an anonymous company with the following characteristics.
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.
Here is a look at real (inflation-adjusted) charts of the S&P 500, Dow 30, and Nasdaq composite since their 2000 highs. We've updated this through the June 2025 close.
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.
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.
In a speculative market chasing AI and high beta, this report makes the case for the steady power of compounding dividends reminding investors that, especially late in the cycle, a bird in the hand may truly be worth two in the bush.
Easing trade tensions and hopes the Senate could pass a budget gave stocks an early lift after Friday's record highs. The week is packed with jobs news and Powell talks tomorrow.
US lenders are on a tear and hedge funds are snapping up shares at a furious pace, underscoring Wall Street’s increasing conviction that their record-breaking rally has more room to run.
Almost everything said about Tesla Inc. these days ranges from bad to worse.
Readers of a certain age will no doubt recall President Ronald Reagan launching one of the most ambitious military buildups in American history.
Market breadth can help gauge strength or weakness. Methods include tracking the number of stocks trading above or below moving averages or making new highs or lows.
Thematic investing has experienced cycles of popularity over time. In less cautious market environments, investors often turn their attention to ambitious ideas — such as disruptive technologies or other transformative future trends — looking beyond traditional equity ETFs.
Market uncertainty needs a tailor-made approach to fixed income for advisors to construct the ideal portfolio for their clients. There’s an easier solution that encompasses an active management approach, various income sources, and low cost. It’s the Vanguard Multi-Sector Income Bond ETF (VGMS).
Valid until the market close on July 31, 2025
This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month.
Despite concerns regarding the electrical power grid, there are solutions to meet the surge in AI-driven energy demand. For example, nuclear energy is making a comeback.
One of the enduring challenges of portfolio management is the inability to follow all news flow relevant to portfolio positions. AI and cloud-based workflows are helping us overcome this problem.One of the enduring challenges of portfolio management is the inability to follow all news flow relevant to portfolio positions. AI and cloud-based workflows are helping us overcome this problem.%MCEPASTEBIN%
VettaFi’s Head of Research Todd Rosenbluth discussed the JLens 500 Jewish Advocacy U.S. ETF (TOV) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Are we experiencing an energy transition? According to geologist and fund manager Jane Woodward, we are — and it’s proceeding more quickly than almost anyone expected.
The S&P 500 Index just rallied back to all-time highs, brushing off the April tariff shock, the conflict with Iran and the insidious and persistent increase in US continuing jobless claims.
The digital assets platform Republic is touting plans to give retail investors access to the world’s hottest private companies starting with Elon Musk’s SpaceX via mirror tokens.
Alphabet Inc.’s Google has agreed to purchase 200 megawatts of power from Commonwealth Fusion Systems’ planned first commercial plant, which is expected to begin delivering electricity to the grid in the early 2030s.
Until recently, commercial real estate appeared poised for a long-awaited rebound. However, 2025 has revealed a new reality: Uncertainty has become structural.
Until that US government debt-crisis moment arrives, which we will get through, things will muddle along.
Index futures inched upward premarket as the headline May PCE data landed in line with expectations, though the core data and annual figures were up slightly.
It’s a story that has played out many times in the history of China’s tech sector. Notoriously fierce competition means that whenever a new craze comes along, scores of rivals emerge ready to pounce.
Unlike us mere mortals, time is usually on Tesla Inc.’s side. The launch of its robotaxi service this week has inverted that, and at a moment of particular weakness for the company.
US stocks climbed Thursday, ending the day on the cusp of a record as optimism around potential rate cuts stoked risk-on sentiment across financial markets.
Two years after Nvidia Corp. made history by becoming the first chipmaker to achieve a $1 trillion market capitalization, an even more remarkable milestone is within its grasp: becoming the first company to reach $4 trillion.
First, they came for the currency market. Then, the money market. Now, crypto’s big disruptors are targeting the multi-trillion-dollar heart of global capitalism: the stock market.
ETFs have surged in popularity thanks to their transparency, low costs and tax efficiency. But behind the scenes, a unique dual-market system powers their liquidity and accessibility.
Target-date fund glide paths can be important tools for retirement planning. Advisors should focus on assumptions, transparency, and outcomes to ensure they align with participants' needs.
Following a surge in new listings by special purpose acquisition companies, one can’t help but worry about how astonishingly short Wall Street’s memory is. T
While both valuation and technical factors suggest to us that the dollar may continue to weaken in the near-term, we would caution investors against reading too much concerning the US’ long-term economic stability into further dollar weakness.
During our June 5th ROBO Global Webcast, we covered three key themes driving the robotics and AI investment landscape.
Inflation's trend has been favorable this year, but a growing conflict in Iran—combined with already-imposed tariffs—might put upward pressure in prices later this year.
Home prices declined in April as the benchmark national index fell for a second straight month. The seasonally adjusted home prices for the national index saw a 0.4% decrease month-over-month and a 2.7% increase year-over-year. This marks the third straight month of year-over-year declines and is the smallest annual gain since August 2023. After adjusting for inflation, the monthly change fell to -0.8% and annual change fell to -1.5%.
Now that the Big Tech conference season is behind us, the smart money in Apple Land is saying that Chief Executive Officer Tim Cook should be preparing to open his checkbook for a huge AI deal, so apparent are the company’s shortcomings.
The U.S. Dollar Index, when measured against a basket of other major currencies, has declined by approximately 10% this year through mid-June and is currently trading at its lowest level in three years.
Like all appetites, the consumer typically reaches some point of appeasement. That could be the case for central bank gold purchases, which have started to show signs of receding. But market experts do not see it faltering anytime soon.
In a new Siemens AG factory that makes large switchboards for data centers in Fort Worth, Texas, artificial intelligence is doing a lot of work.
When investors approach the financial markets, there’s a tendency to imagine that conditions can be judged as favorable or unfavorable based on one single measure or another. The fact is that market conditions at any moment in time are a composite of interdependent forces.
VettaFi’s Head of Research Todd Rosenbluth discussed the Invesco S&P 500 Momentum ETF (SPMO) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
The yield curve for U.S. government bonds is currently very unusual — it’s U-shaped. In addition to the changes in shape, also note the level of interest rates.
This week the news is about the Israel-Iran conflict. It’s terrifyingly real for those in the crossfire, while we who are safe naturally wonder what it means for us. As investors, we think about the economic and market effects. But are we seeing signal or noise?
Mid-2025 is approaching, and exchange traded fund demand continues its robust growth. Last year was a landmark year for the ETF industry, with industry net inflows for the first time surpassing $1 trillion and one ETF exceeding $100 billion in net inflows.
Market concentration rewarded passive investors who held market weights in the surging mega-caps. Since late 2014, passive index returns ranked in the 10th percentile of all portfolios in eVestment’s US Large Cap Growth Equity universe. In other words, only 10% of active managers outperformed.
US stocks rose on Friday as investors returned from the Juneteenth holiday break to evaluate recent comments from a top Federal Reserve official as well as the latest developments in the conflict between Israel and Iran.
AI is advancing at an astonishing pace and undermining the core businesses of tech giants like Google, Microsoft, and Apple. But it is not only transforming the applications we use; it is also reshaping the very process of software development, threatening to render much of today’s tech sector obsolete.
The overall U.S. equity market has fully recovered from its April lows, landing in an essentially flat position as of 5/31/2025. However, it’s been a wild ride for many investors.
Equities have been on quite the roller coaster in 2025. Although the tariff situation has driven much of this volatility, we find ourselves in a similar spot to where we began the year.
When we think of the U.S. government's finances, we often focus on the massive debt. But what about the assets? What does Uncle Sam actually own, and which asset is the largest?
Large Cap Growth
AI and Automation – Are You Ready?
Most of us are not prepared for the incredible degree of change Artificial Intelligence (AI), combined with automation, is bringing to society.
Zuckerberg’s $100 Million AI Job Offers Are Paying Off
Nothing says talent war like a $100 million job offer. Mark Zuckerberg has been on a hiring blitz for AI’s most revered scientists, sending them cold emails and offering them roles in his new Superintelligence Labs division whose goal is nothing less than to build artificial-intelligence software that’s smarter than humans.
June 2025’s Most Innovative ETF Launches
Three ETF strategies that launched in June stand out, bringing something interesting to the table for investors.
Are Small Caps Next in Line to Shine?
The valuation of small-cap stocks relative to large caps remains historically attractive, and small-cap recoveries in the past have resulted in meaningful periods of outperformance.
Multi-Asset Income Midyear Outlook: Income and Resilience Among the Bumps
Compelling bond yields and diverging equity returns offer building blocks for effective strategies.
Fundamentals Are a Lighthouse in the Storm
Franklin Mutual Series shares its mid-year outlook, focusing on corporate fundamentals as a catalyst to unlock value in the midst of ongoing market volatility.
Huawei Seeks AI Chip Customers in Middle East, Southeast Asia
Huawei Technologies Co. is trying to export small quantities of AI chips to the Middle East and Southeast Asia, an effort to establish a foothold in markets dominated by Nvidia Corp. despite ongoing manufacturing challenges.
Stocks Steady as Traders Look Through Chaos to Corporate Results
US equities swung between small gains and losses at the open Thursday as investors parsed through a slew of tariff headlines and looked ahead to corporate results that are due to start in the earnest next week.
At the Midway Point: Returning to the Fundamentals
Liberation Day seems like a lifetime ago. But the 90-day pause is almost over, and—thus far—there are few deals that have been consummated.
Beyond Bitcoin ETFs: The Blockchain Trade
A new era of regulation is bound to bring high hopes for the crypto bulls. House Republicans are now gearing up for “Crypto Week” – during which the committee has agreed to prioritize digital asset legislation and review several crypto-related bills.
Non-U.S. Investing In a Fragmenting World
Our strategy work and quantitative insights suggest the conditions behind more than a decade of U.S. equity outperformance are starting to shift.
Late 2021 Speculation is Back
Our long-time investors are probably wondering why we haven’t made any gains over the last 18 months.
AI Posts Strong Q2 Returns as Inference Economy Takes Hold
The artificial intelligence investment landscape reached a critical inflection point in Q2 2025, with the ROBO Global Artificial Intelligence Index (THNQ) delivering exceptional returns of 24.4%.
The Long View: Push-pull
ClearBridge Investments believes positive forces from One Big Beautiful Bill Act passage and future interest rate cuts should soon outweigh negative forces of tariff actions.
First Leveraged CLO ETF Tests Retail Crowd’s Appetite for Risk
Reckoner Capital Management is testing investors’ hunger for a new category of risky bets with an exchange-traded fund that uses leverage to juice returns on collateralized loan obligations.
Wall Street Builds S&P 500 ‘No Dividend’ Fund in New Tax Dodge
Wall Street’s latest tax dodge doesn’t hide in the Cayman Islands or rely on complex derivatives.
Wall Street Builds S&P 500 ‘No Dividend’ Fund in New Tax Dodge
Wall Street’s latest tax dodge doesn’t hide in the Cayman Islands or rely on complex derivatives. It’s engineered to turn a publicly traded fund into a tax-minimizing machine that hums quietly on autopilot.
2025 Market Review & Mid-Year Market Outlook: Resilience in the Face of Uncertainty
Markets rebounded sharply in 2Q 2025 following April’s tariff-driven selloff. Our mid-year market outlook breaks down the recovery, Fed policy, and where to invest next.
WGMI a Second Quarter Top Performer
Tariff volatility rocked markets for much of the second quarter, creating pressure on U.S. bonds and equities. In the challenging environment, rife with uncertainty and investor concern, a handful of funds generated significant performance.
Outperformance in Extraordinary Times
How the Matthews Emerging Markets Equity Fund’s strategy helped it achieve outperformance during a historic period for global markets.
Apple Loses Top AI Models Executive to Meta’s Hiring Spree
Apple Inc.’s top executive in charge of artificial intelligence models is leaving for Meta Platforms Inc., another setback in the iPhone maker’s struggling AI efforts.
Wall Street Is Wrong on Airlines: Americans Are Flying Like Never Before
If you’ve been following the mainstream financial media lately, you might think the airline industry is in crisis. From headlines about tariffs and labor costs to geopolitical tensions and delays at Newark Airport, it sounds like air travel should be tanking.
Equities Enter Slightly Calmer Waters
We upgrade equities to neutral from underweight as falling interest rates and improving economic conditions in emerging markets offset uncertainty over US tariff policies.
Cathie Wood Bats Away Latest Musk Controversy After Tesla Slide
Cathie Wood, a longtime backer of Elon Musk, is standing by the Tesla Inc. chief executive after a turbulent start to the week that saw shares in the electric vehicle-maker plunge after the billionaire businessman announced he’s forming a new political party.
Stocks Hold Steady on Hope Trade Talks Have Room for Negotiation
US equities were steady at the open on Tuesday as President Donald Trump’s latest tariff warnings left room for hope that he was still open to negotiations.
A Solid Quarter Signals Promising Potential
It was a positive quarter for emerging markets equities.
The AI Arms Race Heats Up: June’s Robotics & Automation Playbook
Below, we recount highlights from constituents of the ROBO Global Robotics and Automation Index (ROBO) and the ROBO Global Artificial Intelligence Index (THNQ).
After Impressive First Half, This Chip ETF Has Fuel for More Upside
Semiconductor equities and related ETFs notched impressive performances in the first half of the year. They were buoyed by ongoing enthusiasm for the AI trade and post-Liberation Day resurgence by the Magnificent Seven.
A Dynamic Approach to Defensive Equity
Investors attempting to manage volatility in their portfolio often employ defensive equity strategies to define their optimal market exposure and risk profile. Such strategies are designed to help limit losses on the downside, while also allowing investors to participate in the market’s gains.
A Concise and Comprehensive Review of Asset Class Performance in 1H 2025
U.S. stocks are no longer the best-performing asset class this year. Gold and foreign stocks are the best performers.
The Bull Market is Alive and Well
The bull market is alive and well, even amid widespread talk of the “death of U.S. exceptionalism.
Growth Equity Portfolio Second Quarter Review June 30, 2025
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.
Quantstreet July 2025 Letter: Geopolitics and Markets
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.
Stock Pickers Shine, Sniffing Out Value During Market Tumult
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.
Is a Private Equity Comeback on the Horizon?
The first half of 2025 may not have been kind to private equity, but new data suggests that things could turn around soon.
Tesla Hit Refresh on Its EVs. It Didn't Work.: Liam Denning
Forget Tesla for a moment. Just imagine an anonymous company with the following characteristics.
Equity Markets Found Traction in June
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.
The S&P 500, Dow and Nasdaq Since 2000 Highs as of June 2025
Here is a look at real (inflation-adjusted) charts of the S&P 500, Dow 30, and Nasdaq composite since their 2000 highs. We've updated this through the June 2025 close.
Equity Outlook: Applying Timeless Insights for Volatile Times Ahead
This year’s formidable challenges have clarified strategic lessons for equity investors to apply in the coming months
Apple, Alphabet and Tesla are Holding the S&P 500 Rally Back
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.
Stocks Slip From Highs as Senate Marathon Persists
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 Options-Based ETFs Double Assets in 2025
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’s Lofty Valuation Has Even Bullish Investors Nervous
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.
A Bird in the Hand...
In a speculative market chasing AI and high beta, this report makes the case for the steady power of compounding dividends reminding investors that, especially late in the cycle, a bird in the hand may truly be worth two in the bush.
Fireworks Ahead: Jobs Data Loom After Record Highs
Easing trade tensions and hopes the Senate could pass a budget gave stocks an early lift after Friday's record highs. The week is packed with jobs news and Powell talks tomorrow.
Hedge Funds Pile In as Big US Banks Soar to All-Time Highs
US lenders are on a tear and hedge funds are snapping up shares at a furious pace, underscoring Wall Street’s increasing conviction that their record-breaking rally has more room to run.
Let AI Explain Why Tesla's Critics Are Losing
Almost everything said about Tesla Inc. these days ranges from bad to worse.
Trump Succeeds at Pushing NATO to Spend Five Percent as New Arms Race Begins
Readers of a certain age will no doubt recall President Ronald Reagan launching one of the most ambitious military buildups in American history.
Breadth Check: Strength and Weakness Trend Tracker
Market breadth can help gauge strength or weakness. Methods include tracking the number of stocks trading above or below moving averages or making new highs or lows.
Thematic ETFs in 2025: What’s Next?
Thematic investing has experienced cycles of popularity over time. In less cautious market environments, investors often turn their attention to ambitious ideas — such as disruptive technologies or other transformative future trends — looking beyond traditional equity ETFs.
An Active, Multi-Income ETF Option at a Low Cost
Market uncertainty needs a tailor-made approach to fixed income for advisors to construct the ideal portfolio for their clients. There’s an easier solution that encompasses an active management approach, various income sources, and low cost. It’s the Vanguard Multi-Sector Income Bond ETF (VGMS).
Moving Averages of the Ivy Portfolio and S&P 500: June 2025
Valid until the market close on July 31, 2025
This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month.
Fueling AI Data Centers: Behind the Meter Solutions
Despite concerns regarding the electrical power grid, there are solutions to meet the surge in AI-driven energy demand. For example, nuclear energy is making a comeback.
Monitoring Portfolio News Using AI
One of the enduring challenges of portfolio management is the inability to follow all news flow relevant to portfolio positions. AI and cloud-based workflows are helping us overcome this problem.One of the enduring challenges of portfolio management is the inability to follow all news flow relevant to portfolio positions. AI and cloud-based workflows are helping us overcome this problem.%MCEPASTEBIN%
JLens 500 Jewish Advocacy U.S. ETF (TOV)
VettaFi’s Head of Research Todd Rosenbluth discussed the JLens 500 Jewish Advocacy U.S. ETF (TOV) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Is There an Energy Transition? Yes, But It’s Not What You Think
Are we experiencing an energy transition? According to geologist and fund manager Jane Woodward, we are — and it’s proceeding more quickly than almost anyone expected.
Stocks are Defying the Naysayers. They Can Keep Going.
The S&P 500 Index just rallied back to all-time highs, brushing off the April tariff shock, the conflict with Iran and the insidious and persistent increase in US continuing jobless claims.
A Maybe Mirror Image of SpaceX Is Enough for Some Investors
The digital assets platform Republic is touting plans to give retail investors access to the world’s hottest private companies starting with Elon Musk’s SpaceX via mirror tokens.
Google Is Betting on a Fusion Future in Power Deal With Commonwealth
Alphabet Inc.’s Google has agreed to purchase 200 megawatts of power from Commonwealth Fusion Systems’ planned first commercial plant, which is expected to begin delivering electricity to the grid in the early 2030s.
Bend, Not Break: Investing in Real Estate Amid Economic Uncertainty
Until recently, commercial real estate appeared poised for a long-awaited rebound. However, 2025 has revealed a new reality: Uncertainty has become structural.
The Great Slowdown
Until that US government debt-crisis moment arrives, which we will get through, things will muddle along.
Core Inflation Rose in May, Indexes Near High
Index futures inched upward premarket as the headline May PCE data landed in line with expectations, though the core data and annual figures were up slightly.
China’s AI Dragons Risk Choking Each Other
It’s a story that has played out many times in the history of China’s tech sector. Notoriously fierce competition means that whenever a new craze comes along, scores of rivals emerge ready to pounce.
Tesla’s $800 Billion Robotaxi Dream Is Finally Facing Reality
Unlike us mere mortals, time is usually on Tesla Inc.’s side. The launch of its robotaxi service this week has inverted that, and at a moment of particular weakness for the company.
S&P 500 Extends Rally, Closing Just Short of Its All-Time High
US stocks climbed Thursday, ending the day on the cusp of a record as optimism around potential rate cuts stoked risk-on sentiment across financial markets.
Nvidia Breakout Puts $4 Trillion Market Value Within Reach
Two years after Nvidia Corp. made history by becoming the first chipmaker to achieve a $1 trillion market capitalization, an even more remarkable milestone is within its grasp: becoming the first company to reach $4 trillion.
Crypto’s Audacious Bid to Rebuild Stock Market on the Blockchain
First, they came for the currency market. Then, the money market. Now, crypto’s big disruptors are targeting the multi-trillion-dollar heart of global capitalism: the stock market.
Understanding the Primary and Secondary Markets in ETFs
ETFs have surged in popularity thanks to their transparency, low costs and tax efficiency. But behind the scenes, a unique dual-market system powers their liquidity and accessibility.
A Dynamic Approach to Defensive Equity
Investors attempting to manage volatility in their portfolio often employ defensive equity strategies to define their optimal market exposure and risk profile. Such strategies are designed to help limit losses on the downside, while also allowing investors to participate in the market’s gains.
Why Glide Path Selection Deserves More Attention in Target-Date Fund Evaluation
Target-date fund glide paths can be important tools for retirement planning. Advisors should focus on assumptions, transparency, and outcomes to ensure they align with participants' needs.
SPACs Are Back. What Could Go Wrong This Time?
Following a surge in new listings by special purpose acquisition companies, one can’t help but worry about how astonishingly short Wall Street’s memory is. T
‘King Dollar’ Challenged…But Not Vanquished: Still No Substitute for the World’s Reserve Currency
While both valuation and technical factors suggest to us that the dollar may continue to weaken in the near-term, we would caution investors against reading too much concerning the US’ long-term economic stability into further dollar weakness.
Robotics Is Real. The Discount Is Too
During our June 5th ROBO Global Webcast, we covered three key themes driving the robotics and AI investment landscape.
What's Going On…With Inflation
Inflation's trend has been favorable this year, but a growing conflict in Iran—combined with already-imposed tariffs—might put upward pressure in prices later this year.
S&P CoreLogic Case-Shiller Index: Annual Gains Continue to Slow
Home prices declined in April as the benchmark national index fell for a second straight month. The seasonally adjusted home prices for the national index saw a 0.4% decrease month-over-month and a 2.7% increase year-over-year. This marks the third straight month of year-over-year declines and is the smallest annual gain since August 2023. After adjusting for inflation, the monthly change fell to -0.8% and annual change fell to -1.5%.
Apple Has No Need to Panic-Buy Its Way to AI Glory
Now that the Big Tech conference season is behind us, the smart money in Apple Land is saying that Chief Executive Officer Tim Cook should be preparing to open his checkbook for a huge AI deal, so apparent are the company’s shortcomings.
Gold Surpasses Euro as the Second-Largest Reserve Currency in the World
The U.S. Dollar Index, when measured against a basket of other major currencies, has declined by approximately 10% this year through mid-June and is currently trading at its lowest level in three years.
Central Bank Gold Buying Recedes, But Not Likely to Falter
Like all appetites, the consumer typically reaches some point of appeasement. That could be the case for central bank gold purchases, which have started to show signs of receding. But market experts do not see it faltering anytime soon.
Siemens Is Battling Big Tech for AI Supremacy at Factories
In a new Siemens AG factory that makes large switchboards for data centers in Fort Worth, Texas, artificial intelligence is doing a lot of work.
The Bubble – Contains the Collapse – Contains the Resurgence
When investors approach the financial markets, there’s a tendency to imagine that conditions can be judged as favorable or unfavorable based on one single measure or another. The fact is that market conditions at any moment in time are a composite of interdependent forces.
Invesco S&P 500 Momentum ETF (SPMO)
VettaFi’s Head of Research Todd Rosenbluth discussed the Invesco S&P 500 Momentum ETF (SPMO) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
The Shape Shifting U.S. Government Bond Yield Curve
The yield curve for U.S. government bonds is currently very unusual — it’s U-shaped. In addition to the changes in shape, also note the level of interest rates.
Strategic Investment Conclusions
This week the news is about the Israel-Iran conflict. It’s terrifyingly real for those in the crossfire, while we who are safe naturally wonder what it means for us. As investors, we think about the economic and market effects. But are we seeing signal or noise?
ETF Records Were Made to Be Broken
Mid-2025 is approaching, and exchange traded fund demand continues its robust growth. Last year was a landmark year for the ETF industry, with industry net inflows for the first time surpassing $1 trillion and one ETF exceeding $100 billion in net inflows.
How Market Concentration Shapes Passive and Active Equity Returns
Market concentration rewarded passive investors who held market weights in the surging mega-caps. Since late 2014, passive index returns ranked in the 10th percentile of all portfolios in eVestment’s US Large Cap Growth Equity universe. In other words, only 10% of active managers outperformed.
US Stocks Gain as Fed’s Waller Offers Hope on July Rate Cut
US stocks rose on Friday as investors returned from the Juneteenth holiday break to evaluate recent comments from a top Federal Reserve official as well as the latest developments in the conflict between Israel and Iran.
How AI Will Disrupt Big Tech
AI is advancing at an astonishing pace and undermining the core businesses of tech giants like Google, Microsoft, and Apple. But it is not only transforming the applications we use; it is also reshaping the very process of software development, threatening to render much of today’s tech sector obsolete.
The Case for Going Global Now
The overall U.S. equity market has fully recovered from its April lows, landing in an essentially flat position as of 5/31/2025. However, it’s been a wild ride for many investors.
2025 Midyear Outlook: Big Expectations and Big Uncertainty for Equities
Equities have been on quite the roller coaster in 2025. Although the tariff situation has driven much of this volatility, we find ourselves in a similar spot to where we began the year.
The Fed's Financial Accounts: What Are Uncle Sam's Largest Assets?
When we think of the U.S. government's finances, we often focus on the massive debt. But what about the assets? What does Uncle Sam actually own, and which asset is the largest?