To judge by the action in some foreign markets, Donald Trump’s election is pricing in economic winter.
Vanguard has a pair of bond options if fixed income investors are looking to get active with their portfolio.
In Europe, the ECB stimulates a sluggish economy while in the UK, the problem is inflation. In contrast, the US responds to stronger growth.
Three key tailwinds have emerged to support Emerging Market (EM) equities & debt. However, looking at the past 10+ years, EM has underwhelmed US allocators, giving investors pause as they rebuild their international exposure.
The inverse correlation between bonds and stocks has returned, broadening potential for risk-adjusted returns in multi-asset portfolios.
US banks enjoyed a sharp stock price jump on Donald Trump’s election victory; two weeks later, they’ve held onto those gains. There’s one good reason for this — and several poor ones, all to do with regulation.
Berkshire Hathaway Inc. reported its stock holdings last week — a widely anticipated quarterly update of Warren Buffett’s latest trades. There were some notable ones, including the addition of Domino’s Pizza Inc. to Berkshire’s portfolio and more trimming of its stake in Apple Inc.
Bitcoin approached the historic $100,000 level, fueled by optimism that President-elect Donald Trump’s support for crypto heralds a boom as the US pivots to friendly regulations in place of a crackdown.
Canada’s University Health Network said its Toronto Western Hospital would be the first non-US site of a trial for a device created by Neuralink Corp., Elon Musk’s brain-implant company.
Nvidia Corp. assured investors that its new product lineup can maintain the company’s artificial intelligence-fueled growth run, though the rush to get the chips out the door is proving more costly than expected.
Is inflation tamed? It's a key question that got lost in election coverage. It looms more than a new administration does over portfolios.
The 2024 Global Survey of Financial Advisors from Natixis revealed the ongoing hesitance of investors to move out of cash and into bonds.
For most of the last fifty years, fixed income investing has been characterized by owning some combination of Municipals, Corporates, Treasuries and Agency Mortgage-Backed Securities which has worked well with periods of secular disinflation.
We seek to capitalize on today’s attractive yields while staying mindful of economic and market uncertainties.
Chief Investment Officer Sean Taylor considers the implications of a second Trump administration for emerging markets.
The Treasury yield curve has shifted appreciably all year long. In particular, the last few months have realized substantial rate changes. The shift in the Treasury curve is not isolated. The corporate curve is also changing.
We take an early look at how a new policy platform could factor into the US deficit and debt.
Paul Tudor Jones recently voiced concerns that rising U.S. deficits and debt and increasing interest rates could lead to a fiscal crisis. His perspective reflects the long-standing fear that sustained borrowing will trigger inflation, raise interest rates, and eventually overwhelm the government’s ability to manage its debt obligations.
Lost in the excitement of election week was a meeting of the Federal Reserve. At its conclusion, interest rates were lowered by another quarter-point. But where they are heading from here is a matter of increasing uncertainty.
With his remarkable electoral comeback, Donald Trump has defined an era in American political history. But his legacy will depend on whether his policies advance long-term American prosperity by cutting taxes and boosting investment, or undermine it with trade wars and mass deportations.
There is significantly more to the story of emerging tech than ChatGPT. Investors curious about e-commerce, A.I., and cloud technology have an opportunity for growth.
Bitcoin climbed to a record high for a second consecutive day, with MicroStrategy Inc. accelerating the pace of its massive purchases of the cryptocurrency.
Nouriel Roubini is seizing on Donald Trump’s inflation-threatening policy agenda to make a case for an alternative haven trade to Treasuries in a world of elevated volatility.
In the months before Donald Trump entered the White House the first time around, speculation mounted that he would release mortgage giants Fannie Mae and Freddie Mac from the federal conservatorship they’d operated under since being bailed out during the global financial crisis.
The multi-trillion-dollar artificial intelligence boom was built on certainty that generative models would keep getting exponentially better. Spoiler alert: they aren’t.
Top financial professionals have a clear understanding of their unique strengths and are able to convey them to clients. To set yourself up for success, distinguish yourself in the market through specialized expertise and tailored client services.
Gen Z and millennials are widely considered to be the most diverse and socially conscious generations yet. They are vocal about their interest in driving social impact. And their values and priorities dictate their actions, all of which are actively shaping the future.
You might not be able to do all of what’s needed to bring together strong teams and help your employees succeed, but even if you focus on just doing one thing differently and better, it can help improve outcomes.
I think I have all the information I need to provide a view that others can confidently rely on, whether personal or professional advice. There’s just one problem: I’m often wrong. Why is that?
GMO has posted a new 7-Year Asset Class Forecast.
Balancing credit risk with interest-rate risk in a dynamically managed portfolio can be an all-weather approach.
Wait, what? The Fed cut interest rates and bond yields went up, not down. Yes, you read that right.
The current global expansion has been characterized as one of US exceptionalism. Despite many developed market economies outperforming low expectations, the robustness of the US expansion has stood out. We believe this can continue based on differences between the US and European economies.
Market reactions to a potential trade war may be less extreme than anticipated by investors, although volatility is likely during trade negotiations.
In this video, Part 2 of 2, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will be looking for value in the Consumer Discretionary Sector and go over the final 4 of the 15 consumer discretionary stocks that look reasonably valued.
Expressions of dissatisfaction with the global dominance of the dollar go back at least to French finance minister Valéry Giscard d’Estaing in 1965. But even today, the euro is no challenger to the greenback, and no one should hold their breath waiting for the BRICS to unveil their own attempt at an alternative currency.
In sport, play is limited by time or innings. Lineups are set, rules are fixed and boundaries are defined. Winners are determined objectively.
Bitcoin set another all-time high, supported by a series of developments highlighting the deepening embrace of the digital-asset industry in the US under crypto cheerleader Donald Trump.
Join experts at VictoryShares for this webcast, where you'll discover innovative FCF investment strategies designed to enhance your portfolio's performance and resilience.
Texas Capital’s Carlos Pena highlights an industry first, the Texas Capital Government Money Market ETF (MMKT). VettaFi’s Stacey Morris takes a deep dive into the world of energy ETFs and offers a preview of the energy sector in 2025.
Don’t wait for financial symptoms to show up. Annual financial checkups can help maintain your current financial fitness and support your long-term financial wellbeing.
Here are four key questions to help pinpoint where the break in your sales process might be occurring
Most Americans, from both parties, say the government needs to increase the supply of affordable housing. For President-elect Donald Trump, that should offer a good opportunity to summon his instincts for development — and self-promotion — to get America building again. Call it the “Trump Building Boom.”
Nvidia Corp., the chipmaker at the center of a boom in artificial intelligence use, is teaming up with Alphabet Inc.’s Google to pursue another technology once relegated to science fiction: quantum computing.
Federal Reserve Chair Jerome Powell says he wants to wait and see what policies the incoming Trump administration will implement before the central bank forecasts what it means for the economy.
The era of explosive growth in multistrategy hedge funds is over, according to billionaire Ken Griffin, who runs one of the biggest such firms.
Alphabet Inc.’s Chrome browser could fetch as much as $20 billion if a judge agrees to a Justice Department proposal to sell the business, in what would be a historic crackdown on one of the world’s biggest tech companies.
Reengineering processes through automation, streamlining, and delegation enables financial advisors to provide greater value while spending more quality time with clients.
The global transition to clean energy should open opportunities for fixed income investors in bond funds that focus on the ESG theme.
Small-cap stocks and related ETFs are among the most mentioned assets as levered to benefits from the “Trump trade.”