Emerging-market currencies and stocks rose as expectations of an imminent US monetary policy easing pushed the dollar lower and strengthened investor appetite for riskier assets.
I am a retail advisor and an investment writer, and I have built and managed public funds. Therefore, I see this from multiple angles. But the only angle that matters is that of the retail investor. Let’s evaluate private markets based on liquidity, returns, transparency, and measurement standards.
Based on valuations, there's no denying we're in a bubble. That's noteworthy by itself, but it doesn’t tell us what will happen next. I will explain why selling now might not be the best move.
Is President Trump correct in his assertion that interest rates need to come down? Let’s look at the 99-year history of capital market returns spanning 1926–2024 as our
Ever since the birth of Bitcoin in 2009, China has tightened the screws on cryptocurrencies with unfailing regularity: once every four years, in fact. In the coming months, however, the People’s Republic could signal a change in its stance, and the world of money will have to take notice.
Treasuries edged higher, extending Friday’s gains, as investors shifted their focus to key readings on inflation due later this week.
Investors expecting Apple Inc.’s biggest product event of the year to serve as the next catalyst for its recently-revived stock are likely to come away disappointed.
BlackRock Inc. is exploring ways to attract more capital to emerging markets, where efforts to finance the transition to a low-carbon economy have so far been slowed by perceptions of risk.
Cryptocurrency asset manager CoinShares International Ltd. has agreed to go public in the US through a combination with blank-check company Vine Hill Capital Investment Corp.
Investors betting that a torrid rally in gold miners has room to run face a test of their conviction as the US government gets set to deliver jobs data from August.
If you want a glimpse of a changing global order, go to Singapore. That’s what I did last month, when I served as the S. Rajaratnam Professor of Strategic Studies at the Rajaratnam School of International Studies and met extensively with leading thinkers and government officials.
Is China’s artificial intelligence sector finally taking the plunge and shifting away from Nvidia Corp. in favor of homegrown chips?
Unlike Donald Trump, Chinese President Xi Jinping is not known for caring about stock-market returns.
The Dutch have long been famous — at least to pension nerds like me — for their retirement system, which is well-funded and well-managed. Now that reputation is in jeopardy: As it turns out, providing generous, guaranteed pensi
Goldman Sachs Group Inc. is making one of the biggest pushes into Middle Eastern private credit yet, betting that a growing need for non-bank lending in the region will open the door for a slew of deals for its clients.
Alphabet Inc. shares are suddenly unshackled after a long-awaited antitrust ruling removed a key risk that’s weighed on the stock for months.
Cantor Fitzgerald LP is planning to hire dozens of bankers in the Middle East in the coming years after the Wall Street firm appointed a veteran EFG Hermes rainmaker to lead its business in the region.
Apple Inc. is planning to launch its own artificial intelligence-powered web search tool next year, stepping up competition with OpenAI and Perplexity AI Inc.
Something close to the best-case scenario emerged for Google on Tuesday when a federal judge outlined its punishments for running an illegal search monopoly. The company will not be forced to sell its Chrome browser or Android operating system.
If Modi now wants to reach out a hand to the leaders of Eurasia, one might assume it is entirely because India has been insulted and rejected by the US — laden with higher tariffs than almost all its peers, and continually needled by President Donald Trump’s advisers and officials.
Bank of America Corp. will offer investments in private equity funds to its ultra-wealthy clients, a move that comes as more financial firms give access in alternative assets to a broader swath of millionaires.
Blackstone Inc. and State Street Investment Management are joining forces to launch an exchange-traded fund tracking European collateralized loan obligations, a move that comes as private markets seek to widen their investor base.
For decades, betting that long-term bond rates would rise was known as the widow-maker trade: It was simultaneously the most sensible and the most consistently money-losing wager an investor could make.
In the post-pandemic era, one of the ABCs of investing has been “anywhere but China.”
The lifespan of Tesla Inc.’s “master plans,” strategic missives from Chief Executive Elon Musk, has declined dramatically. The first held for a decade. The third, just superseded by Master Plan Part IV, didn’t even make its third birthday.
Municipal bond exchange-traded funds drew more than double the amount of cash this year compared to traditional mutual funds focused on the asset class, highlighting the growing popularity of ETFs as an investment vehicle in the space.
Goldman Sachs Group Inc. is looking to capitalize on helping private equity clients saddled with bets they can’t exit.
Google avoided a breakup after a US judge ruled against the government’s most onerous proposals, including a forced sale of its Chrome browser, another court victory for Big Tech in the biggest antitrust case in three decades. The shares jumped.
With Labor Day and the last weekend of summer behind us and September just getting started, this transition article will focus on how to wrap up your year-end to position your team or firm for transition in 2026.
I encourage you not just to make your prospects feel understood, but to lean into what makes you unique. Ultimately, this blended approach will attract the clients who are right for you.
Kraft Heinz Co. said Tuesday it plans to split into two separate companies, undoing a mega-deal ushered in a decade ago that turned the maker of Kraft Mac & Cheese into one of the largest packaged food sellers in the world.
A truly AI-native management platform isn’t a tool with a few generative features layered on. It’s a system designed to use AI for its core functionality, decision making, and user support. That means machine learning isn’t a sideshow.
Credit cards versus stablecoins is one of the less-discussed competitive battles ahead, but it’s one where traditional finance faces the most coherent threat.
If there’s one thing the European Union’s leaders agree on, it’s that the bloc needs to regain competitiveness — a key prerequisite for meeting urgent challenges such as rebuilding defenses, combatting climate change and reviving economic growth.
Since opening its doors 40+ years ago, Axtella has focused on elevating experiences for both their clients and their financial professionals.
Gemini Space Station Inc., a cryptocurrency exchange led by the billionaire Winklevoss twins, seeks to raise as much as $316.7 million in its initial public offering as the latest crypto business in line for a US listing.
US stocks will continue rallying after four months of gains as Federal Reserve interest rate cuts coincide with robust corporate earnings, according to Morgan Stanley’s Michael Wilson.
US Treasuries were under pressure amid a rout in long-dated European bonds and a surging calendar of corporate debt sales as traders returned from the holiday long weekend.
The US has revoked Taiwan Semiconductor Manufacturing Co.’s authorization to freely ship essential gear to its main Chinese chipmaking base, potentially curtailing its production capabilities at that older-generation facility.
On paper, these are good times for the US economy. The latest GDP numbers show growth was at 3.3% in the second quarter. Business investment is up. The unemployment rate remains low, and the inflation rate is reasonable.
Our quality rating system becomes incredibly powerful once it’s married with valuation analysis. We spend hundreds of hours researching stocks to arrive at these two inputs (quality and fair value). Here’s how combining these ratings works in practice using a grossly simplified example.
The market’s attention usually seesaws between corporate fundamentals and monetary policy.
As an advisor, you’ve probably been told that overdelivering is the key to winning clients and keeping them loyal. It sounds logical, right? If you go above and beyond, they’ll see your value and stick with you. But overdelivering can backfire.
The U.S. has long criticized other countries for coerced state capitalism where firms stay in business only by giving up profits to political leaders. When Washington employs such revenue-skimming practices, it places the U.S. in uncomfortable company.
US consumer spending rose in July by the most in four months, indicating resilient demand in the face of stubborn inflation.
Wineries, booze distributors and distilleries are turning to private credit for financing, especially as tariffs and a decline in drinking habits bring more risk to the alcohol industry.
Consider coking coal. The high-quality solid fuel used in steelmaking was for many years seen as a jewel in BHP’s crown.
Bill Bengen is an MIT-educated rocket scientist, retired financial advisor, and somewhat unintentional founder of “the 4% rule.” The widely used rule of thumb resulted from a study he did more than 30 years ago. His new book, “A Richer Retirement: Supercharging the 4% Rule to Spend More and Enjoy More” is an update of this study.
There’s been renewed optimism about housing in the stock market recently. Mortgage rates have fallen and home improvement giants Home Depot Inc. and Lowe’s Cos Inc. reported an uptick in activity in July.
Recently, we have seen rapid shifts in and out of various sectors and stock factors that disrupt momentum strategies. Therefore, understanding how momentum strategies work can help you better identify when they might be effective and when it's time to switch to a different approach.
