Join Michael O'Shea as he explores how private real estate investments can enhance your approach to generating sustainable, tax-advantaged income.
Many market observers are forecasting leadership from active fixed income exchange traded funds this year.
After this week’s FOMC decision to hold the fed funds rate unchanged, markets and analysts concluded that Federal Reserve members had changed their views on inflation.
The DeepSeek blip notwithstanding (our initial take on the news is here), January 2025 was a good month for financial markets. The S&P 500 was up a robust 2.7%, though Nasdaq lagged (largely due to DeepSeek, in our opinion) with “only” a 1.7% monthly return.
In this article, Russ Koesterich discusses why gold may continue to advance in 2025 despite a stronger dollar and elevated real rate environment.
The dollar and US stocks have benefitted tremendously from recent global portfolio inflows. As of June 2023, the latest data available, foreigners owned a record 17% of US equities.
I recently asked DeepSeek to model the impact of artificial intelligence on US labor productivity growth.
The manufacturing sector started the new year with renewed expansion, as the S&P Global US Manufacturing PMI™ rose to 51.2 in January from 49.4 in December.
Following 100 basis points in rate cuts through the back half of 2024, the Fed started 2025 with a pause, placing itself in wait and see mode for the foreseeable future.
Looking back to 2024, global equity markets remained resilient despite a challenging final few weeks. U.S. equities led both annually and quarterly, buoyed by robust corporate earnings, supportive fiscal policies and market optimism following the Republicans’ red sweep in November.
Can corporate profits reignite after a rocky 2024? This earnings season could either fuel the market’s fire or leave it gasping for air.
China will struggle to maintain momentum without addressing deeply-rooted problems.
In our view, active investors face opportunities to outperform created by looming policy changes and the macro landscape.
While planning for a CMA (Capital Market Assumptions) at the close of the year—and in the wake of an unexpected U.S. election result—it’s tempting to adopt a short-term perspective, focusing on the uncertainties and anxieties generated by President-elect Trump’s policies and their potentially disruptive impact on the economy and the market.
DeepSeek, a Chinese artificial intelligence startup, has developed a model that can apparently answer questions as well as any chatbot in the US. It might even help answer a long-running question on Wall Street without being asked.
I recently read three very different books which were published in the last three years, all of them speaking to the problems created by the neoliberal order that has been in the ascendancy since the late ’70s but has faltered of late. The solutions that these books offer are, respectively: tweaking; evolution; and revolution.
The fourth quarter of 2024 was not just a period of optimism and recovery but also one of reflection and recalibration.
Raw data needs sophisticated infrastructure to drive AI innovation. Snowflake provides critical infrastructure provider for the AI age.
This article provides the Beaumont Capital Management Q4 2024 Market and Strategy Commentary - Decathlon Strategies.
As growth extends to more regions, we see expanding opportunities across countries and assets.
From the start of December to their recent peaks, 10-year yields have gained 68 basis points in the U.K., 60 basis points in the U.S., 55 basis points in Germany and 48 basis points in Canada.
As the industry matures, innovative operating models have emerged to address the diverse needs of both acquiring and selling firms. This analysis examines the primary models driving consolidation in the RIA space and explores their strategic implications for industry participants.
President Donald Trump launched a sweeping overhaul of US energy policy hours after taking office Monday, putting the weight of the federal government behind fossil-fuel production and pulling back from the fight against climate change.
Outlooks for higher education and healthcare are the weakest while transportation and essential utilities are the strongest. Resiliency to withstand an economic downturn is strong for all sectors.
Strong U.S. economic data has spurred a strong rise in Treasury yields but a tepid response in the stock market. Uncertainty likely will continue in coming months.
Technical analysis is one of many tools we use to manage clients' wealth. While inconsistent, as with every forecasting model, it is the best means for quantifying investors' collective behaviors. Simply put, historical price and volume data provide a critical context for price levels likely to motivate buyers and sellers.
U.S. Treasury yields have increased notably since September, particularly at the long end of the curve, with the 10-year yield up over 100 basis points from its recent lows. We unpack the drivers behind this big move in rates and our outlook for bonds going forward.
Builder confidence inched up in January to its highest level in 9 months on hopes for economic growth and an improved regulatory environment. The National Association of Home Builders (NAHB) Housing Market Index (HMI) rose to 47 this month, up one point from December. The latest reading came was above the forecast of 45.
Amid an unsettled global economic outlook and elevated equity valuations, bond markets present attractive yields and important diversification benefits.
On top of the human tragedy they’re still inflicting, the Los Angeles wildfires are exposing a gap between what people thought their homes were worth and what they’ll actually get from insurance companies when those houses have been reduced to ash. Potentially thousands of homeowners are learning it won’t be nearly enough.
Direct indexing has been around for more than 30 years, yet many people still don’t know what it is or how it continues to grow and evolve.
The question asked of me most often recently: "Why are bond yields rising?" After verbally answering it plenty of times, it's time to put my answer in writing for everyone else to see.
The aerospace and defense industry plays a pivotal role in both national security and the stock market. With U.S. defense spending leading the world, the largest contractors are well-positioned for growth amid rising global tensions.
Indonesia isn’t taking a step back from its hardball approach to Apple Inc. The showdown has turned into quite a spectacle, but it’s unlikely the wins will be sustainable.
After another resilient year for the US economy, we look ahead to the new year.
Chief Economist Eugenio Alemán and Economist Giampiero Fuentes break down the factors likely to impact economic growth, inflation and interest rates.
The selloffs that keep flaring in the world’s bond markets are pushing yields toward key thresholds amid escalating worries about elevated inflation, tempestuous politics and swelling government debts.
Two key components drive the shape of the yield curve: expectations for the short-term interest rate and expectations for the term premium.
The new year begins with economic resilience, but investors should brace for a challenging path in 2025. Key economic indicators are still “goldilocks” and signal continued growth at a sustainable pace.
For 2025 and beyond, a few particular global and industry trends can offer attractive long-term returns for advisors and investors alike.
Federal Reserve Governor Lisa Cook said policymakers can proceed more cautiously with additional rate cuts, citing a sturdy labor market and recent bumpiness in inflation data.
Three interconnected lessons from 2024 help shape our 2025 outlook.
European bond markets are climbing a mountain of worry. Despite the risks, history suggests a positive outcome.
The incoming Trump administration has set a goal of growing the economy by 3% per year, similar to promises made during Donald Trump’s first term in office.
Gain insights into 2025’s top tech trends and market opportunities, and what experienced investors should consider for smart tech investments.
Continued volatility, falling yields, and other expectations for the year ahead, plus seven strategies to take advantage.
This year is shaping up to be a dramatic one for climate tech investors.
Over the last decade, U.S. large cap growth stocks have been far and away the best performing major financial asset in the world.
A rude surprise could be in store for the millions of Americans who get health coverage through the Affordable Care Act. If Congress doesn’t act next year, enhanced premium subsidies will expire by December, causing enrollees’ payments to increase by more than 75% on average.
Emerging markets-focused investors have had little to celebrate over the past year.
Some hedge fund managers are sounding the alarm on overvalued nuclear power stocks and scaling back exposure after a stunning rally this year.
This is the first part of a series of Bloomberg Opinion columns exploring the risks related to the US’s rapidly expanding debt and budget deficit.
Start the new year right by reviewing and revamping your financial plan.
Why cyclical leadership in equities could continue into 2025.
Surprises most often are hiding in plain sight. Being aware and prepared with a plan for the unexpected are keys to achieving goals.
If history repeats itself, this trend could be especially pronounced in 2025, given the potential for lower US corporate tax rates and domestic-friendly policies.
VettaFi discusses the significant improvement in MLPs over the last decade.
The U.S. economy is experiencing a remarkable period of economic stabilization and growth
Broadcom Inc.’s massive rally after last week’s earnings report is reminiscent of when Nvidia Corp. shares first started to take off back in 2023.
MicroStrategy Inc.’s entry into the Nasdaq 100 opens up the largest corporate holder of Bitcoin to a new — and untapped – investor: the index-tracking juggernauts.
We expect gears to shift as potential policy changes under the Trump administration add to uncertainty about inflation and the global economy.
Tax cuts alone can’t save a weak business, but high-quality companies can put a tax-break windfall to good use for investors.
Newly released research from State Street Global Advisors breaks down why financial advisors are embracing model portfolios more this year.
How a diversified liquidity strategy might help time-strapped corporate treasurers reduce vulnerabilities and improve adaptability in uncertain markets while maintaining access to cash.
While analysts are currently very optimistic about the market, the combined risk of high valuations and the need to rebalance portfolios in the short term may pose an unanticipated threat.
Rice paddies that lay fallow for decades in some of Japan’s most far-flung regions are now its hottest properties.
Fixed income markets face key questions that will shape their direction in 2025. This post explores these questions & their potential impact.
An enduring image from 2024 will be the capture of the SpaceX booster rocket by the Mechazilla robot arms on its return to Earth. This achievement served as a powerful metaphor for the year: the improbable not only became possible but redefined expectations.
China’s economic ascent over the past four decades has been a remarkable story of growth, driven by several factors.
The U.S. economy and stock market are entering 2025 from a position of strength, but risks of volatility—especially pertaining to policy—are much higher compared to last year.
Amid concerns about the impact of rising deficits on U.S. Treasuries, it helps to differentiate bond investments by maturity, credit rating, and global relative value.
As a concept, environmentally responsible investing is in its flop era. Right-wing backlash has turned “ESG” into a four-letter word in terrified corporate boardrooms.
I am (mostly) bullish on crypto and (usually) skeptical of higher taxes, especially on capital gains.
Financial markets often move in cycles where enthusiasm drives prices higher, sometimes far beyond what fundamentals justify.
Whether you want to buy or rent, finding an affordable, comfortable home can be extremely difficult, if not impossible.
U.S. policies are set for a major reshaping as full Republican control takes hold in 2025.
CEO Ali Dibadj highlights the three macro drivers that investors must navigate in 2025 and beyond, as well as the importance of actively positioning for a brighter investment future.
Five of Franklin Templeton’s specialist investment managers provide their annual outlooks for the global economy and key asset classes, including global equities; global fixed income; global infrastructure; the macro fixed income environment; municipal bond market; high yield bond market; small cap equities; U.S. dollar; U.S. economy; and U.S. equities.
In the port city of Duluth, Minnesota, local activists and Washington-based groups are coalescing to scrutinize — and possibly stall — a $6.2 billion acquisition of a power utility led by Global Infrastructure Partners.
If you thought the detention and subsequent release of Resolute Mining Ltd.’s chief executive by the government of Mali two weeks ago was a one-off, you would have been wrong.
How to unlock value in a complex market landscape.
Our research suggests that healthcare firms with sound pay practices may yield healthier returns.
The WisdomTree BioRevolution Fund (WDNA) is showing signs of recovery, reflecting renewed investor confidence in biotechnology innovation.
The Fed could be ‘slower to lower,' while the Trend continues to rise, with an overly optimistic Crowd due to seasonality and post-election trends.
International markets are expected to clear the hurdles of uncertain trade policy, tighter fiscal policy and slower than average economic growth to support solid overall returns.
When it comes to personalized investment strategies, multiple perspectives come into play: the client, the provider and the advisor.
With human rights regulations expanding, investors need a broader approach to assessing risk and opportunity.
Investors are scrambling to decide if Donald Trump’s impending return to the White House will sustain or derail the rally in emerging-market bonds witnessed under Joe Biden.
The question on “everyone’s” mind, whether the back or the front, is where will the stock market be in two, three, six years?
Sustainable Investing
Optimizing Portfolios with Tax-Efficient Income Strategies Through Private Real Estate
Join Michael O'Shea as he explores how private real estate investments can enhance your approach to generating sustainable, tax-advantaged income.
Active Fixed Income ETFs Can Extend Momentum in 2025
Many market observers are forecasting leadership from active fixed income exchange traded funds this year.
Fed Holds Steady: No News Is Good News
After this week’s FOMC decision to hold the fed funds rate unchanged, markets and analysts concluded that Federal Reserve members had changed their views on inflation.
QuantStreet February 2025 Letter: More of the Same
The DeepSeek blip notwithstanding (our initial take on the news is here), January 2025 was a good month for financial markets. The S&P 500 was up a robust 2.7%, though Nasdaq lagged (largely due to DeepSeek, in our opinion) with “only” a 1.7% monthly return.
Stay Long Gold, Just Not as a Hedge
In this article, Russ Koesterich discusses why gold may continue to advance in 2025 despite a stronger dollar and elevated real rate environment.
US Exceptionalism Is the Only Game in Town
The dollar and US stocks have benefitted tremendously from recent global portfolio inflows. As of June 2023, the latest data available, foreigners owned a record 17% of US equities.
Goldman Knows DeepSeek Affects the Future of Work
I recently asked DeepSeek to model the impact of artificial intelligence on US labor productivity growth.
S&P Global US Manufacturing PMI™: Renewed Expansion to Start New Year
The manufacturing sector started the new year with renewed expansion, as the S&P Global US Manufacturing PMI™ rose to 51.2 in January from 49.4 in December.
Wait and See
Following 100 basis points in rate cuts through the back half of 2024, the Fed started 2025 with a pause, placing itself in wait and see mode for the foreseeable future.
Looking Back at Equity Factors in Q4 2024 with WisdomTree
Looking back to 2024, global equity markets remained resilient despite a challenging final few weeks. U.S. equities led both annually and quarterly, buoyed by robust corporate earnings, supportive fiscal policies and market optimism following the Republicans’ red sweep in November.
Trading Q4 Earnings: Will Bulls Fly or Just Get Gored?
Can corporate profits reignite after a rocky 2024? This earnings season could either fuel the market’s fire or leave it gasping for air.
China’s Transitory Rebound
China will struggle to maintain momentum without addressing deeply-rooted problems.
Capital Markets Outlook 1Q 2025: Mind the Gaps
In our view, active investors face opportunities to outperform created by looming policy changes and the macro landscape.
Missing the Forest For the Tree: Lumen R4A Long-Term Capital Market Assumptions
While planning for a CMA (Capital Market Assumptions) at the close of the year—and in the wake of an unexpected U.S. election result—it’s tempting to adopt a short-term perspective, focusing on the uncertainties and anxieties generated by President-elect Trump’s policies and their potentially disruptive impact on the economy and the market.
Nvidia’s Stock Crash Solves a Wall Street Puzzle
DeepSeek, a Chinese artificial intelligence startup, has developed a model that can apparently answer questions as well as any chatbot in the US. It might even help answer a long-running question on Wall Street without being asked.
The End of the Neoliberal Era
I recently read three very different books which were published in the last three years, all of them speaking to the problems created by the neoliberal order that has been in the ascendancy since the late ’70s but has faltered of late. The solutions that these books offer are, respectively: tweaking; evolution; and revolution.
A Rollercoaster Finale to 2024
The fourth quarter of 2024 was not just a period of optimism and recovery but also one of reflection and recalibration.
Data Is the New Oil: How Snowflake Is Building AI's Critical Infrastructure
Raw data needs sophisticated infrastructure to drive AI innovation. Snowflake provides critical infrastructure provider for the AI age.
Priced for Perfection: S&P 500 Increasingly Dependent on the AI Trade
This article provides the Beaumont Capital Management Q4 2024 Market and Strategy Commentary - Decathlon Strategies.
Multi-Asset 2025 Outlook: Expanding Horizons
As growth extends to more regions, we see expanding opportunities across countries and assets.
Yields Flashing Yellow
From the start of December to their recent peaks, 10-year yields have gained 68 basis points in the U.K., 60 basis points in the U.S., 55 basis points in Germany and 48 basis points in Canada.
The Evolution of RIA Acquisition Models: A Strategic Analysis
As the industry matures, innovative operating models have emerged to address the diverse needs of both acquiring and selling firms. This analysis examines the primary models driving consolidation in the RIA space and explores their strategic implications for industry participants.
Trump Starts Reshaping US Energy With Focus on Oil and Gas
President Donald Trump launched a sweeping overhaul of US energy policy hours after taking office Monday, putting the weight of the federal government behind fossil-fuel production and pulling back from the fight against climate change.
2025 Municipal Bond Sector Outlook: Stability and Resiliency
Outlooks for higher education and healthcare are the weakest while transportation and essential utilities are the strongest. Resiliency to withstand an economic downturn is strong for all sectors.
Schwab Market Perspective: Markets vs. Economy
Strong U.S. economic data has spurred a strong rise in Treasury yields but a tepid response in the stock market. Uncertainty likely will continue in coming months.
Technical Analysis Is Not Voodoo, It Is Invaluable Context
Technical analysis is one of many tools we use to manage clients' wealth. While inconsistent, as with every forecasting model, it is the best means for quantifying investors' collective behaviors. Simply put, historical price and volume data provide a critical context for price levels likely to motivate buyers and sellers.
A Deep Dive on the Recent Spike in U.S. Treasury Yields
U.S. Treasury yields have increased notably since September, particularly at the long end of the curve, with the 10-year yield up over 100 basis points from its recent lows. We unpack the drivers behind this big move in rates and our outlook for bonds going forward.
NAHB Housing Market Index: Builder Confidence Inches to 9-Month High in January
Builder confidence inched up in January to its highest level in 9 months on hopes for economic growth and an improved regulatory environment. The National Association of Home Builders (NAHB) Housing Market Index (HMI) rose to 47 this month, up one point from December. The latest reading came was above the forecast of 45.
Uncertainty Is Certain
Amid an unsettled global economic outlook and elevated equity valuations, bond markets present attractive yields and important diversification benefits.
The $2 Trillion Home Insurance Nightmare Is Getting Even Worse
On top of the human tragedy they’re still inflicting, the Los Angeles wildfires are exposing a gap between what people thought their homes were worth and what they’ll actually get from insurance companies when those houses have been reduced to ash. Potentially thousands of homeowners are learning it won’t be nearly enough.
How Parametric Strives to Stay Ahead in Direct Indexing
Direct indexing has been around for more than 30 years, yet many people still don’t know what it is or how it continues to grow and evolve.
Why Are Bond Yields Rising?
The question asked of me most often recently: "Why are bond yields rising?" After verbally answering it plenty of times, it's time to put my answer in writing for everyone else to see.
The Top 10 U.S. Aerospace and Defense Contractors
The aerospace and defense industry plays a pivotal role in both national security and the stock market. With U.S. defense spending leading the world, the largest contractors are well-positioned for growth amid rising global tensions.
Indonesia’s Showdown With Apple Is Far From Over
Indonesia isn’t taking a step back from its hardball approach to Apple Inc. The showdown has turned into quite a spectacle, but it’s unlikely the wins will be sustainable.
Outlook 2025: Planning for Growth and Embracing Change
After another resilient year for the US economy, we look ahead to the new year.
2025 Economic Outlook
Chief Economist Eugenio Alemán and Economist Giampiero Fuentes break down the factors likely to impact economic growth, inflation and interest rates.
Global Bond Selloff Leaves US Treasury Yields Flirting With 5%
The selloffs that keep flaring in the world’s bond markets are pushing yields toward key thresholds amid escalating worries about elevated inflation, tempestuous politics and swelling government debts.
Notes From the Desk: The Starting Line for the US Yield Curve
Two key components drive the shape of the yield curve: expectations for the short-term interest rate and expectations for the term premium.
A Cautious Take on the New Year’s Market
The new year begins with economic resilience, but investors should brace for a challenging path in 2025. Key economic indicators are still “goldilocks” and signal continued growth at a sustainable pace.
Keep These Investment Themes In Mind For 2025
For 2025 and beyond, a few particular global and industry trends can offer attractive long-term returns for advisors and investors alike.
Notes From the Desk: The Starting Line for the US Yield Curve
Two key components drive the shape of the yield curve: expectations for the short-term interest rate and expectations for the term premium.
Fed’s Cook Says Officials Can Be More Cautious With Rate Cuts
Federal Reserve Governor Lisa Cook said policymakers can proceed more cautiously with additional rate cuts, citing a sturdy labor market and recent bumpiness in inflation data.
Three Investment Lessons From 2024
Three interconnected lessons from 2024 help shape our 2025 outlook.
European Fixed-Income Outlook 2025: Adversity, Uncertainty, Opportunity
European bond markets are climbing a mountain of worry. Despite the risks, history suggests a positive outcome.
How Trump Can Achieve Sustained 3% GDP Growth
The incoming Trump administration has set a goal of growing the economy by 3% per year, similar to promises made during Donald Trump’s first term in office.
Tech Investing in 2025: Emerging Trends and Market Opportunities
Gain insights into 2025’s top tech trends and market opportunities, and what experienced investors should consider for smart tech investments.
Fixed-Income Outlook 2025: Fertile Ground
Continued volatility, falling yields, and other expectations for the year ahead, plus seven strategies to take advantage.
Where the Smart Climate Tech Venture Money Is Going in 2025
This year is shaping up to be a dramatic one for climate tech investors.
Bargain, Value Trap or Something in Between?
Over the last decade, U.S. large cap growth stocks have been far and away the best performing major financial asset in the world.
Obamacare Is More Popular and Costlier Than Ever
A rude surprise could be in store for the millions of Americans who get health coverage through the Affordable Care Act. If Congress doesn’t act next year, enhanced premium subsidies will expire by December, causing enrollees’ payments to increase by more than 75% on average.
For Emerging Markets, ‘Better Luck Next Year’ Is a Hard Sell
Emerging markets-focused investors have had little to celebrate over the past year.
Hedge Funds Cut Nuclear Technology Exposure After ‘Hard’ Rally
Some hedge fund managers are sounding the alarm on overvalued nuclear power stocks and scaling back exposure after a stunning rally this year.
America Needs to Break Its Debt Addiction — Crisis or Not
This is the first part of a series of Bloomberg Opinion columns exploring the risks related to the US’s rapidly expanding debt and budget deficit.
Financial Resolutions for 2025
Start the new year right by reviewing and revamping your financial plan.
Economic Resilience Supports Cyclical Rally
Why cyclical leadership in equities could continue into 2025.
Top Five Surprises for 2025
Surprises most often are hiding in plain sight. Being aware and prepared with a plan for the unexpected are keys to achieving goals.
US Election Could Create a Small-Cap Opportunity for Multi-Asset Investors
If history repeats itself, this trend could be especially pronounced in 2025, given the potential for lower US corporate tax rates and domestic-friendly policies.
Now vs. Then: Why MLPs are a Better Investment Today
VettaFi discusses the significant improvement in MLPs over the last decade.
The Beat Goes On
The U.S. economy is experiencing a remarkable period of economic stabilization and growth
Broadcom’s ‘Nvidia Moment’ Has Arrived. Now It Needs to Deliver
Broadcom Inc.’s massive rally after last week’s earnings report is reminiscent of when Nvidia Corp. shares first started to take off back in 2023.
MicroStrategy’s Nasdaq Entry Kicks Off New Era of Momentum Risk
MicroStrategy Inc.’s entry into the Nasdaq 100 opens up the largest corporate holder of Bitcoin to a new — and untapped – investor: the index-tracking juggernauts.
Schwab Market Perspective: 2025 Outlook
We expect gears to shift as potential policy changes under the Trump administration add to uncertainty about inflation and the global economy.
Sugar Rush or Sustained Gain? How Tax Cuts Mislead Equity Investors
Tax cuts alone can’t save a weak business, but high-quality companies can put a tax-break windfall to good use for investors.
State Street Reports Advisors Driving More Assets to Model Portfolios
Newly released research from State Street Global Advisors breaks down why financial advisors are embracing model portfolios more this year.
Treasurers: Balancing Liquidity, Diversification, and Daily Demands
How a diversified liquidity strategy might help time-strapped corporate treasurers reduce vulnerabilities and improve adaptability in uncertain markets while maintaining access to cash.
Portfolio Rebalancing And Valuations. Two Risks We Are Watching.
While analysts are currently very optimistic about the market, the combined risk of high valuations and the need to rebalance portfolios in the short term may pose an unanticipated threat.
Chip Cities Rise in Japan’s Fields of Dreams
Rice paddies that lay fallow for decades in some of Japan’s most far-flung regions are now its hottest properties.
Notes from the Desk: 3 Questions for 2025
Fixed income markets face key questions that will shape their direction in 2025. This post explores these questions & their potential impact.
2025 Annual Global Market Outlook: The Mechazilla Moment
An enduring image from 2024 will be the capture of the SpaceX booster rocket by the Mechazilla robot arms on its return to Earth. This achievement served as a powerful metaphor for the year: the improbable not only became possible but redefined expectations.
Watching China’s Economic Miracle (and Relevance) Fade Before Our Eyes
China’s economic ascent over the past four decades has been a remarkable story of growth, driven by several factors.
2025 U.S. Stocks and Economy Outlook
The U.S. economy and stock market are entering 2025 from a position of strength, but risks of volatility—especially pertaining to policy—are much higher compared to last year.
Thoughts From the Bond Vigilantes
Amid concerns about the impact of rising deficits on U.S. Treasuries, it helps to differentiate bond investments by maturity, credit rating, and global relative value.
ESG Is in Its Flop Era
As a concept, environmentally responsible investing is in its flop era. Right-wing backlash has turned “ESG” into a four-letter word in terrified corporate boardrooms.
Crypto Doesn’t Deserve a Tax Exemption
I am (mostly) bullish on crypto and (usually) skeptical of higher taxes, especially on capital gains.
Leverage And Speculation Are At Extremes
Financial markets often move in cycles where enthusiasm drives prices higher, sometimes far beyond what fundamentals justify.
Homes for Christmas
Whether you want to buy or rent, finding an affordable, comfortable home can be extremely difficult, if not impossible.
An Investor’s Guide to Potential U.S. Policy Changes in 2025
U.S. policies are set for a major reshaping as full Republican control takes hold in 2025.
Macro Drivers: Actively Navigating Change and Complexity in 2025
CEO Ali Dibadj highlights the three macro drivers that investors must navigate in 2025 and beyond, as well as the importance of actively positioning for a brighter investment future.
Franklin Templeton’s 2025 Outlooks for Equities and Fixed Income Sectors
Five of Franklin Templeton’s specialist investment managers provide their annual outlooks for the global economy and key asset classes, including global equities; global fixed income; global infrastructure; the macro fixed income environment; municipal bond market; high yield bond market; small cap equities; U.S. dollar; U.S. economy; and U.S. equities.
BlackRock’s Big Bet on GIP Puts Fink’s Firm in Local Spotlight
In the port city of Duluth, Minnesota, local activists and Washington-based groups are coalescing to scrutinize — and possibly stall — a $6.2 billion acquisition of a power utility led by Global Infrastructure Partners.
Africans Demand a Bigger Share of Their Natural Resources Wealth
If you thought the detention and subsequent release of Resolute Mining Ltd.’s chief executive by the government of Mali two weeks ago was a one-off, you would have been wrong.
Turning the Corner? Commercial Real Estate Themes for 2025
How to unlock value in a complex market landscape.
In Sickness and in Wealth: A Closer Look at Executive Pay in Healthcare
Our research suggests that healthcare firms with sound pay practices may yield healthier returns.
Opportunities in Biotechnology Will Follow Advancements in the Science
The WisdomTree BioRevolution Fund (WDNA) is showing signs of recovery, reflecting renewed investor confidence in biotechnology innovation.
Tactical Rules Hovering Above Neutral
The Fed could be ‘slower to lower,' while the Trend continues to rise, with an overly optimistic Crowd due to seasonality and post-election trends.
2025 Global Outlook: Clearing the Hurdles
International markets are expected to clear the hurdles of uncertain trade policy, tighter fiscal policy and slower than average economic growth to support solid overall returns.
How to Create a Personalized Portfolio with Direct Indexing
When it comes to personalized investment strategies, multiple perspectives come into play: the client, the provider and the advisor.
Human Rights and Portfolio Risk: Why Investors Should Think Big
With human rights regulations expanding, investors need a broader approach to assessing risk and opportunity.
Stocks Versus Bonds Dilemma Hits EM Traders as Trump Returns
Investors are scrambling to decide if Donald Trump’s impending return to the White House will sustain or derail the rally in emerging-market bonds witnessed under Joe Biden.
The Changing Nature of the Stock Market
The question on “everyone’s” mind, whether the back or the front, is where will the stock market be in two, three, six years?