A contestant could be forgiven for guessing Boeing Co., but the correct answer would be General Electric Co., and the talented executive is Larry Culp.
After another resilient year for the US economy, we look ahead to the new year.
A messy, ongoing tech breakup between the US and China is forcing a rethink about what the industry might look like for consumers in a decoupled world.
As we enter 2025, there has been a lot of conjecture about a return to the 5% threshold.
Weather has always been a key factor influencing commodity prices, even though not very obvious at first glance. Agricultural yields depend on rainfall, frost can ruin crops, and hurricanes disrupt supply chains.
Chief Economist Eugenio Alemán and Economist Giampiero Fuentes break down the factors likely to impact economic growth, inflation and interest rates.
U.S. equities closed 2024 on top and U.S. growth took back leadership from U.S. value.
US equities were up notably in 2024, due to a strong economy, accelerating earnings growth, US election results, and AI/mega-cap strength.
Most people assume that the S&P 500 Index will go up over long holding periods.
US investment banks have little room for error in their upcoming full-year results.
Federal Reserve Bank of Philadelphia President Patrick Harker said officials are on track to lower interest rates this year, but the exact timing will depend on what happens with the economy.
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.
President Joe Biden’s administration plans one additional round of restrictions on the export of artificial intelligence chips from the likes of Nvidia Corp. just days before leaving office, a final push in his effort to keep advanced technologies out of the hands of China and Russia.
After hitting nearly 80% of my predictions over the first five years, the past two years are calling into question whether I’m truly the ETF Nostradamus.
In the week ending January 4th, initial jobless claims fell to their lowest level since February 2024. Initial jobless claims were at a seasonally adjusted level of 201,000, a decrease of 10,000 from the previous week's figure. The latest reading was better than the 214,000 forecast.
Since dividend investing can be boiled down to a single strategy—generating income—you might assume we don’t need a toolbox full of tools. We know that’s not true.
Yields may trade in a wide range as markets work through issues in the new year. Navigating volatility may mean capturing higher nominal and real yields over the longer term.
While the market has largely moved past that year’s recession debate, it’s worth noting that the traditional definition that persisted for all our careers—two consecutive quarters of negative GDP growth—did occur in the first half of 2022.
Although underlying fundamentals and company financial statements can be difficult to analyze, the general public can easily discern price movements and understand the primary objective—buy low and sell high.
In our year ahead outlook, we unveil 5 key factors we believe offer rare certainty in these uncertain times. Discover how we’re navigating this landscape and positioning portfolios to seize opportunities and mitigate risks in the year ahead.
Two key components drive the shape of the yield curve: expectations for the short-term interest rate and expectations for the term premium.
Our Cash Indicator methodology acts as a plan in case of an emergency. Investors should expect more equity market volatility ahead.
Join industry experts Zeno Mercer and Morten Paulsen, CLSA’s Head of Research for Robotics and Machinery, for an exclusive webinar exploring the key trends and opportunities shaping the automation and robotics landscape in 2025
As we turn the page to a New Year, the environment is increasingly uncertain and unconventional, to say the least. The stock market is pushing new highs while the equity risk premium evaporates. As the Fed returns to a low-rate environment, generating income has become more difficult. Longer-term, structural problems loom over the U.S. economy as no one seems willing to fix the deficit and debt problems.
When you aren’t the one in charge, you will always be vulnerable to whatever decisions the leaders might make.
US mortgage rates edged up to just shy of 7% at the turn of year and a gauge of home-purchase applications tumbled to the lowest level since February, adding to evidence of a struggling housing market.
A cohort of about 20 Republican House members from New York, New Jersey and California was invited to meet with President-elect Donald Trump at his Mar-a-Lago estate Saturday ahead of a looming fight over an extension of his 2017 tax cuts.
The 20-year Treasury bond offered a grim warning as a selloff fueled by inflationary angst gripped global debt markets: 5% yields are already here.
The AI boom of the past two years has largely been a two-horse race. Alphabet Inc.’s Google and Microsoft Corp.-funded OpenAI have duked it out for customers, while Amazon.com Inc. and Meta Platforms Inc. have nibbled at the margins for market share.
A few weeks ago, a reader emailed to challenge what he described as our “cautionary, skeptical and net negative” stance on Bitcoin.
The question for investors will be to what degree US outperformance will extend to the financial markets.
A look at the 2025 tax rates and contribution limits means individuals may save or gift more this year. Our Bill Cass shares the updated key tax figures and some planning considerations for the year ahead.
On December 6, the S&P 500 set the most extreme level of valuations on record, exceeding both the 1929 and 2000 market peaks on measures that we find best-correlated with actual, subsequent 10-12 year S&P 500 total returns across a century of market cycles.
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.
As we turn the page on 2024 and look ahead into 2025, the key question on investors' minds is: can 2024’s positive momentum in the economy and financial markets continue into 2025?
It’s important that investors remember to rebalance their commodity ETF exposure, particularly as equity ETFs had a strong year in 2024.
For 2025 and beyond, a few particular global and industry trends can offer attractive long-term returns for advisors and investors alike.
In the rush to secure a new client, many advisors instinctively push for momentum during the sales conversation, often feeling the pressure to keep things moving forward.
Research Affiliates’ Rob Arnott delves into the strategy of investing in companies recently removed from major market indices and offers perspective on current stock valuations. VettaFi’s Cinthia Murphy presents five ETF predictions for 2025.
Thanks to technology and the rise of passive investing, putting together a sophisticated, diversified portfolio has never been easier.
Stocks are coming off another banner year, but strength has bred a frothy sentiment environment, which continues to loom as a risk for likely coming volatility.
Despite a lackluster 2024 for most bonds, investors with an eye on the long-term time horizon could reap future benefits.
Every central banker has a make-or-break moment. As the euro crisis raged in 2012, then-European Central Bank boss Mario Draghi took to describing the common currency as a “bumblebee”:
President-elect Donald Trump is said to be interested in the privatization of the US Postal Service, a prospect that also appeals to his DOGE project and its allies in Congress.
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.
In a recent discussion on TheRealInvestmentShow, Bob Farrell and his 10 investment rules were discussed, which elicited several email questions asking, “Who is Bob Farrell, and where are these rules?”.
Nvidia Corp. investors have high hopes that Monday’s speech from CEO Jensen Huang will spark a fresh breakout in the chipmaker’s shares, which have plateaued since November after roaring higher for much of 2024.
Three interconnected lessons from 2024 help shape our 2025 outlook.
The most important issue regarding what lies ahead from an economic perspective is that the economy’s fundamentals remain solid with very few misalignments that could derail it, at least for now.
