It goes without explaining at this point, that advisors and investors are keeping an extremely close eye on the trajectory of the Federal Reserve’s ongoing fight against inflation. As of now, the battle certainly seems far from over. Fortunately, tools such as bond ladder ETFs can help portfolios maintain their course and mitigate the brunt of inflation.

Sportsbooks profit from customer losses, making them structurally predatory. Kalshi, by contrast, operates as a peer-to-peer exchange: customers bet against each other, Kalshi takes fees from both sides, and the house has no stake in the outcome. It's a financial market, not a casino.

With the Middle East in flames and a fifth of the world’s supplies of oil and gas in limbo thanks to the uncertain status of the Strait of Hormuz, it’s tempting to imagine that a clean-energy world might leave such conflicts behind.

That article digs into the plumbing behind oil shocks and recession, and exposes why, over the years, I’ve learned to distrust the loudest voices in the room.

Wall Street strategists expect the Federal Reserve to take a slow and careful approach to winding down a program meant to help ease pressure in funding markets.

Accelerating earnings are protecting the S&P 500 from deeper losses and masking a broader pullback in US equities, according to strategists at Morgan Stanley.

Intel Corp. has quickly become one of the hottest stocks in the S&P 500 Index thanks to a nine-day surge that has added more than $100 billion in market value.

At its core, the P/E ratio represents how much investors are willing to pay for $1 of a company’s earnings. Carnevale emphasizes that valuation is fundamentally about the cash a business generates over time. By applying a multiple (like a P/E of 15) to earnings, investors can estimate fair value and compare it to the current stock price.

Dividend-paying stocks offer an effective hedge against inflation—as well as solid long-term return potential in other environments when actively sourced from the right parts of the market.

Ever since the pandemic – when surging housing demand collided with a decade of underbuilding – housing affordability has become an increasingly important political issue and a larger focus for policymakers.

Today, I freely confess that I don’t have that 2007 certitude. I can certainly see a crisis coming in our future, but the timing, severity, and circumstances around it are cloudy at best. I can make an argument for numerous outcomes.

Over the past year, markets have been shaped by rapid advances in AI, elevated geopolitical tensions – especially involving Iran – and persistent uncertainty around global trade. In environments like this, successful investing rarely comes from chasing headlines or reacting emotionally. It’s about discipline, staying anchored to fundamentals and executing a clear long‑term game plan.

Benefit Street Partners believes private credit has faced scrutiny recently and there are four horsemen of the apocalypse charging toward private credit investors, but three are phantoms. One, however, is real.

During Exchange 2026, experts and thought leaders from firms across the country gathered. They shared different approaches and ideas for tackling the market’s biggest challenges.

A ceasefire in the Middle East is the latest twist for investors who have grown increasingly reactive to each new headline. Volatility has surged: prior to the ceasefire, the VIX had roughly doubled this year and averaged 25 in March—about 67% above year-end levels—underscoring just how uncertain the path forward has been.

While recent market performance reflects optimism over potential geopolitical de-escalation, underlying economic data reveals a complex landscape of intensifying price pressures and cooling growth.

Franklin Templeton Institute examines the evolution of private credit, its risk/return characteristics, and why commercial real estate debt represents a viable alternative to traditional fixed income options.

In environments of geopolitical stress, diversification^* is tested, and investors may need to think more wholistically about the assets included in their portfolio.

The general field called “credit” has seen massive innovation over the course of my career. An Oaktree colleague asked me about the developments that brought the credit sector to where it is today. I came up with the following list.

The traditional 60/40 portfolio is undergoing a structural renovation, but the fixed income sleeve is proving difficult to stabilize.

Bond traders held onto wagers that the Federal Reserve will lower interest rates once this year after data confirmed that US inflation quickened in March as the Iran war led to higher gasoline prices.

Late last month, Blackstone Inc. announced the first inbound Gulf private equity deal since Iran started attacking Middle Eastern hubs, while Citigroup Inc.’s top boss fired off a 600-word memo underlining the bank’s enthusiasm for its business in the region.

US equity futures stalled after a seven-day rally as investors weighed whether a fragile truce between Washington and Tehran can hold, and oil headed for its biggest weekly loss in nine months.

By at least one metric in the $9.5 trillion foreign-exchange markets, demand for the dollar is ebbing amid the tenuous ceasefire between the US and Iran.

Private markets benefited enormously from the post-Great Financial Crisis era of ultralow interest rates that stretched through much of the 2010s and into the early 2020s. Amid regulatory change and muted returns in traditional fixed income during this time, investors were increasingly pushed into alternative areas of capital markets in search of yield.

The One Big Beautiful Bill Act introduces enhanced tax benefits but adds significant complexity. Our Bill Cass explains why strategic planning around key income thresholds is critical to maximize deductions and ensure tax-efficient financial outcomes.

Just last week news broke that SpaceX had confidentially filed to go public, meaning the financials of the company are not disclosed until later. SpaceX is reportedly eyeing a June 2026 listing, and is targeting a staggering $1.75 trillion valuation, seeking to raise between $50 billion and $75 billion. If successful, this would comfortably unseat Saudi Aramco as the largest IPO in history.

The first quarter of the year has offered an early reminder that markets rarely move in straight lines. After the extraordinary enthusiasm that carried investors through 2025, much of it centered on the promise of artificial intelligence, the new year has quickly reintroduced elements of uncertainty.

U.S. headline employment rebounded strongly in March, posting the largest monthly gain since late 2024. The jobs rebound, which was broad-based across industries, was a welcome sign after February’s data showed a sharp decline not usually seen outside of recessions.

Energy-driven inflation and geopolitical risk increase the likelihood of higher-for-longer interest rates, which listed infrastructure has several mechanisms for passing through to earnings.

The famed economist John Maynard Keynes said almost a century ago that “markets can remain irrational longer than you can remain solvent.” He was referring to the unpredictable nature of investor sentiment: an amorphous, hard-to-define concept that nonetheless plays a major role across various asset classes.

While Wall Street obsesses over the Magnificent Seven, a handful of under-the-radar forces may shape the next leg of this market, for better and for worse.

AI’s rapid growth is driving demand not only for electricity but also for the clean water needed to run its physical infrastructure. As data centers expand, rising water intensity is straining supplies and testing long-term sustainability. In our analysis, these pressures create both risks and opportunities for active investors.

The idea that this would be enough for “new UMG” to almost double the current one’s valuation doesn’t add up at a time when artificial intelligence is creating doubts about the industry’s future. And it’s unlikely on its own to tempt dominant shareholders such as French tycoon Vincent Bollore. The proverbial fat lady has yet to sing.

VettaFi sat down with Innovator ETFs CIO Graham Day to discuss the move as well as the future of those defined outcome ETFs. Day, who joined the firm in 2017, has been part of many of the shop’s launches in the defined outcome space, one of the more popular options ETF segments.

While every market downturn is unique, history offers a crucial lens for understanding recovery. This chart series provides a comprehensive overlay of the Four Bad Bears in U.S. history since the $1929$ peak, comparing their recovery paths through the S&P $500$'s close on March 31, 2026.

Learn how advisors can optimize late-start 529 plans using superfunding, SECURE 2.0 Roth rollovers, and multi-scenario modeling.

Join live, bring your questions, and leave with insights you can use immediately.

Discover how abrdn’s K-1 free ETF outpaced gold and the S&P 500 in March 2026 by providing broad, tax-efficient commodities exposure.

Global equities declined during a volatile first quarter as the war in Iran roiled energy markets and fueled inflation fears that destabilized the economic growth outlook. Mounting geopolitical hazards add to existing worries around concentrated equity markets and the potential for AI to disrupt businesses.

After months of sluggish returns, Nvidia Corp.’s stock is rallying again and close to breaking out of its narrow trading range, which market technicians see as a bullish signal.

Ship traffic through the Strait of Hormuz remained blocked Thursday, even as a handful of Chinese vessels lined up to escape, with a very fragile ceasefire between the US and Iran yet to improve traffic flows in the region.

Every twist in the Iran conflict — every ceasefire bet, every missile strike, every shift in tanker traffic — shows up almost instantly in a $65 million exchange-traded fund that most investors have never heard of.

The debate over whether artificial intelligence has entered bubble territory has reached a fever pitch. For this edition of Bull vs Bear, writers Nicholas Peters-Golden and DJ Shaw discuss the disconnect between infrastructure spending and software revenue.

As AI continues to reduce software development costs, investors need to reconsider what makes a competitive moat durable, particularly for technology companies.

Gambling is rising in popularity, blurring lines between betting vs. investing. Misunderstanding the key differences can endanger financial security.

In essence, the IPO is an acknowledgement that the ChatGPT-maker, which just raised $122 billion from investors at a valuation of $852 billion, needs what seems to be an endless amount of money to fund its race for artificial general intelligence.

Given the combined weight of these markets within EM portfolios, Templeton Global Investments believe incremental improvements in capital discipline could have a meaningful impact on aggregate index-level earnings quality.

Geopolitical conflict involving Iran disrupted energy markets, driving oil and the dollar higher while stocks, bonds, and gold fell. Despite volatility, economic signals are mixed but stabilizing, especially in manufacturing. Muhlenkamp outperformed markets, increased cash and international exposure, while remaining cautious amid inflation, policy uncertainty, and ongoing war risks.

Geopolitical tensions and disruptions to global energy supply often lead to higher gas prices at the pump. Amid the current conflict in Iran, oil prices have surged to above $100 per barrel for the first time since 2022.