Nadeem Meghji was on honeymoon in late 2022 when the biggest storm to have rocked Blackstone Inc.’s property business hit its peak.
Moore v. United States, Thursday’s decision by the US Supreme Court on the Mandatory Repatriation Tax, would seem to affect relatively few taxpayers. But in rejecting a constitutional challenge to the MRT (as it’s known), the justices might have scattered some breadcrumbs about their attitudes toward a potentially more sweeping wealth tax.
The ongoing artificial intelligence frenzy that briefly made Nvidia Corp. the world’s most valuable company this week also drove record inflows into tech funds, said Bank of America Corp. strategists.
Bonds surged after business activity across Europe encountered an unexpected setback, prompting traders to amp up wagers on monetary easing.
Apple Inc.’s record-breaking rally has invited skepticism as to whether its artificial intelligence strategy justifies the stock’s valuation.
The health of the British economy is top of mind for voters in this election.
Market indexes can be a useful barometer of long-term performance. But the investment opportunity set need not start and end there. Fundamental Equities investor Alister Hibbert uses an unconstrained approach in seeking to identify those rare companies that stand out from the pack.
Silicon Valley’s “move fast and break things” mantra propelled tech innovation for the internet age. In the era of artificial intelligence, it should take a leaf out of Japan’s playbook and slow down.
The Tax Cuts and Jobs Act of 2017 (TCJA) is expected to sunset at the end of next year and there is likely to be a lot of chatter about what the potential changes in tax laws could mean for U.S. taxpayers.
Take out the few big tech companies that keep pushing the S&P 500 Index to all time highs and it looks like the engine is running on fumes.
It could be an opportune time to take advantage of core bond exposure now before a potential rally despite latest Fed-speak.
New research highlights how active management may be more beneficial than passive strategies for avoiding overvalued securities.
The Federal Reserve policy can set the tone that drives interest rates across the maturity range but an earlier market rate downturn can occur as a signal of investor perception of a slowdown in the economy.
Is the labor market okay? Depends on who you ask. The answer to that question should be a strong guidepost for whether you like Consumer Staples relative to the broad market.
In the past decade, investors have started to factor in the cost of a product when they make decisions. Issuers have responded by lowering expense ratios, but there are other factors that can contribute to a product’s total cost. Tracking error and trading expense can also impact the total cost of a given ETF, for example.
Join the experts at Vanguard on June 20th at 2pm ET and learn all about the benefits of reducing all costs associated with an ETF.
Today’s unusual market creates enormous headwinds for many investors. Fixed income uncertainty, rising US national debt, and other challenges are making finding reliable liquid income challenging. Close-End Funds (CEFS), Business Development Companies (BDCs), Real Estate Investment Trusts (REITs) and Energy Master Limited Partnerships (MLPS) are all compelling, non-correlated income generators.
Recently, James Grant, editor of the Interest Rate Observer, was asked about his outlook for interest rates. He sees interest rates moving in a cyclical pattern, potentially rising for another multi-decade period.
GMO has published a new 7-Year Asset Class Forecast.
Morgan Stanley is increasing its investments in Latin America as geopolitical conflicts elsewhere in the world give the region increasing prominence in the global economy.
US Treasuries are on the brink of breaking even during a roller-coaster first half of the year.
New home construction in the US slumped in May to the slowest pace in four years, as higher-for-longer interest rates sap the housing industry’s momentum from earlier this year.
The hottest thing in global economics is an oldie but a goodie. This market darling is enjoying enviable growth and sucking in capital from around the world. It possesses a vibrant labor market and a currency that's not just a store of value, but increasingly seen as an ascendant strategic asset. And it’s not the China of yesteryear.
Does anyone in Silicon Valley know the saying, “The bigger they are, the harder they fall?” Perhaps it’s just a matter of time before they will.
Portfolio Managers Guy Barnard and Greg Kuhl highlight how the shelter component of CPI is exerting downward pressure on inflation, paving the way for rate cuts – a tailwind for listed real estate.
The S&P 500 surpassed its 27th record high for the year this week—and still notching more (up to 29 already!)—driven by rising earnings, cooling inflation, and an economy that remains on solid ground.
A top risk for investors, elections may see a shift from centrist to more populist policy that could slow exports, raise inflation, and increase volatility in the global markets.
Partnering with firms that have the requisite scale and demonstrated access to top-tier investment opportunities is one way investors can potentially eliminate the J-curve in a private markets investment program.
An array of data sources show a labor market that still has plenty of strength.
In the second half of the year, investors will likely be navigating a potential divergence in monetary policy among the major economy central banks, a more normalized U.S. interest rate regime, and an equity market that may favor quality.
High interest rates continue to add a dose of uncertainty into the bond markets. Investors are responding by turning to active ETFs.
The real estate sector has been hamstrung this year as the Federal Reserve has yet to deliver widely hoped for interest rate reductions.
Vanguard’s Ryan Barksdale discusses the firm’s decision to reopen the PRIMECAP Fund and PRIMECAP Core Fund to new investors, along with the rise of active ETFs and recipe for successful active management. VettaFi’s Stacey Morris highlights the recent performance of the energy sector and explains the potential impact of artificial intelligence and the upcoming election on the category.
As you look toward the second half of the year, how can you help your clients achieve desired outcomes? Combining traditional factors could help potentially enhance risk/return profiles of equity portfolios over time, through a variety of market outcomes.
Join the experts at Fidelity Investments and discover how you can seek to prepare your portfolio for potential success in the second half of 2024.
This week’s column is devoted to brushing up on what you know you need to do well — and making sure you are actually doing it!
Understanding how to act ethically and appropriately as an advisor is apparently no easy task.
In this episode of Dear Ficomm, I'll talk you through specific, actionable tips about how to get more registrants to your webinar as a financial advisor.
In this article, I will discuss what compliance officers do and the various factors advisors should consider in determining who should serve as their CCO.
When SEO is carefully managed during a merger, everyone wins: clients feel comfortable, associates are more confident, and vital branding and marketing assets are preserved.
You can’t sell the negative. Clients will vent negatives, but won’t buy them. You need to turn negatives into positives. Redirect Moving Away comments into Moving Toward Goals.
Yes, differentiation is hard, which is why developing a niche target market has become so popular recently. It can dramatically reduce the number of competitors. But even advisors who focus on a niche have competition.
Why do people so consistently underestimate their lifespan? Their thinking is influenced by the money scripts, financial circumstances, stories, and emotions that drive a person’s cognitive biases, or mental shortcuts.
Pacific Investment Management Co. expects more regional bank failures in the US because of a “very high” concentration of troubled commercial real estate loans on their books.
US retail sales barely rose in May and prior months were revised lower, pointing to greater financial strain among consumers.
As the monthly nonfarm payroll employment numbers repeatedly blew past economists’ forecasts over the past couple of years, one small sector in particular stood out.
The longer interest rates stay higher, the stronger the case grows for … a carbon tax.
Nvidia Corp. insiders have sold shares worth more than $700 million this year as the stock continues to push deeper into record territory amid unrelenting demand for its chips.
Bitcoin touched a one-month low as outflows from digital-asset investment products and the prospect of higher-for-longer US borrowing costs sapped the cryptocurrency market.
Mining brings economic benefit and environmental costs.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will go over 10 value stocks with low debt and strong growth with very consistent operating histories over time, but best of all, they are in value today.
Last week, Donald Trump proposed replacing the income tax with a tariff on imports. Washington DC let out a loud, and collective, scoff. The average American was intrigued. More on this in a few…but to be clear, the idea as it stands won’t work in our current system.
