How can global equity investors incorporate the impact of tariffs into fundamental analysis of companies?
Interest in active fixed income products has swelled in 2024, as credit spreads narrow and the Federal Reserve holds fast to a “will they, won’t they” game.
Strong Q1 earnings were a bright spot as sticky inflation and dimmed expectations for rate cuts cast some shade on U.S. equity markets. Fundamental Equities investor Carrie King looks beyond the headlines to offer four takeaways from the most recent earnings season.
The Nasdaq-100 Index (NDX) is higher by 11.30% year-to-date. This confirms that large- and mega-cap growth stocks are proving sturdy.
There’s no denying that human emotions play a role in managing money. Even someone who’s usually level-headed can get caught up in excitement, fear, or uncertainty.
Artificial intelligence (AI) and its unparalleled potential have powered stock market returns over the past year. Yet the market has more to offer, particularly as leadership may be poised to broaden beyond AI beneficiaries.
Technological disruption creates opportunity—and volatility. But there are ways to capture AI innovation while managing risk.
These are only some of the exciting new applications on everyone’s lips at business gatherings these days, where the conversation often veers to artificial intelligence, which has become the latest “new new thing.”
US university students are up to their ears in debt. And, increasingly, so are many US colleges.
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.
Several factors account for the apparent disconnect between headline US economic data and what polls suggest many Americans feel. Find out more from Franklin Templeton Institute’s Stephen Dover.
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.
“Every season of life is a lesson that's felt and experienced, and every lesson gets us closer to understanding what we want out of this life. So, we offer an ear, a guiding hand to help align clients' goals.” – Regina Quirk
For the past 20 years, Regina Quirk, president and owner of Strategic Financial Services, has made it her mission to create a service-first culture built upon a team that ensures clients feel supported through their different seasons of life. Tune into this special episode of Cambridge Stronger as Regina reflects on her journey into the financial services industry. Once an education major, Regina highlights how she worked her way up in our industry and what she learned along the way. She also shares the true meaning of ‘owning your decade’ and how you can embrace the many changes that come with the different seasons of life.
Every year, investors anxiously await the release of Warren Buffett’s annual letter to see what the “Oracle of Omaha” says about the markets, the economy, and where he is placing his money.
A surprisingly strong earnings season for big tech reaches its grand finale Wednesday afternoon when Nvidia Corp., the artificial intelligence chipmaking giant, reports its results and gives a much anticipated outlook that could set the tone for the second half of the year.
Electric vehicles have swiftly gone from a rare bright spot in the fight against climate change to a cause for concern.
In this article, Russ Koesterich discusses why stocks are proving to be resilient in the face of higher rates and muted expectations for monetary easing.
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.
Nvidia faces tough competition, law of large numbers as it prepares to report Wednesday.
Copper's price movements have decoupled themselves from the market movements inherent in base metals as well as oil.
AI is widely viewed as a catalyst for ongoing healthcare innovation and that relationship could signal opportunity with select ETFs.
ETF industry veteran Dave Nadig covers a range of topics including crypto ETFs, the multi share class fund structure, Fidelity’s “pay-to-play” scheme, Vanguard’s new CEO, meme stock ETFs, and the biggest threat facing American capitalism. VettaFi’s Kirsten Chang also offers perspective on Vanguard’s new CEO and dives into international equity ETF flows.
On Thursday, May 30, VettaFi will host its 2024 Alternatives Symposium. Adding alternative strategies to an investor’s portfolio can provide diversified exposure and potential for returns. VettaFi’s event will highlight the wide variety of alternative solutions that are now available for advisors.
In this short video, I outline key actions and attitudes for advisor success on LinkedIn, then apply those lessons to one advisor’s profile.
If you want to get someone’s attention and influence their thinking to gain traction with your idea, you need to get into their shoes enough to present a case they can understand and relate to!
Few advisors are prepared for the massive change coming to the advisory profession. It will not be a slow rollout over decades. In three to five years (if not sooner), how advisors do business will fundamentally change.
Idanna Appio spent 15 years at the Federal Reserve Bank of New York analysing the history of sovereign debt crises. Now, as a fund manager at the $138 billion First Eagle Investments, she’s reached a conclusion: US Treasury bonds are too risky to hold.
Will the rapid growth of private credit impair financial stability?
Despite the overall positive response from the markets last week, the data presented its share of ups and downs. Stay up to date on the varied indicators with the latest commentary from Professor Siegel.
Inflation data has continued to fuel uncertainty about when the Federal Reserve will begin to cut interest rates. It's a question with global implications.
Amid significant advancements in the realms of artificial intelligence (AI) and robotics, there’s plenty of related investment ebullience.
While extracting yield is a prime option for bonds exposure, the risk associated with depreciating prices shouldn't put off investors.
VettaFi’s Head of Research Todd Rosenbluth discussed the NEOS S&P 500 High Income ETF (SPYI) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
In many ways, the journey involved with reaching the summit of Mount Everest parallels the journey to a secure retirement.
A global bond rally ignited by signs that inflation in the world’s largest economy is finally slowing once again faces a reality check this week.
When US markets reopen next Tuesday after the long weekend, everything will likely seem normal. It’s only after the close and in the following days that any cracks are expected to appear.
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.
Retirement is expensive. If you’re lucky, yours will last a few decades, and you’ll be earning no or very little income. So if you want to have enough money when you retire, you basically have three options: Save more, take more risk with your investments, or work longer.
Geography, it’s often said, is destiny. The paths nations follow though history are written like a script on the patterns of their rocks, rivers, plains and coasts, in ways that often confound the views of the people who inhabit them. It’s rare for a country to escape that geological fate.
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.
While I don’t miss covering multiple earnings calls in a day, I appreciate how quarterly updates impact the returns of equity ETFs.
Despite the US Federal Reserve’s cautious stance on interest rates and the shifting dynamics of the equity and fixed income markets, Franklin Income Investors CIO Ed Perks believes conditions are favorable for investing in these asset classes.
Learn how using a “switch” trading strategy can create efficiencies to improve overall execution cost and quality.
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.
Like clockwork, the commodities market worries in May about the strength of oil demand heading into the northern hemisphere summer holiday. Nervousness about the seasonal pickup in oil consumption abounds.
High fees are the main reason the Bridgewater fund and the other hedge funds using a risk-parity strategy performed so badly. Their underperformance relative to the 60/40 index portfolio amounted to about three percent annually. Of that three percent about two percent went to fees and other compensation.
The current debate about generative AI focuses disproportionately on the disruption it might unleash. While it is true technological advances always disrupt legacy industries and existing systems and processes, one must not ignore the opportunities they can create or the risks they can mitigate.
The fortunes of Silicon Valley startups rose and fell together like never before in recent years. Partly that was due to the indiscriminate tidal wave of money that washed through venture capital, but it’s also because many business-to-business software startups are closely connected as each other’s customers.
When it comes to Bitcoin ETFs, it’s not just the retail trading crowd that’s taking the plunge. It’s now clear that hedge funds, pension funds and banks have also sprinkled capital into the exchange-traded funds after their blockbuster debut that was more than a decade in the making.
