As geopolitical tensions reshape global trade, capital flows and investor risk appetite, gold is once again surfacing as an important component of asset allocation. Some investors and central banks are arguably viewing gold as a risk hedge, supplanting US Treasuries as a safe-haven asset.
The Federal Reserve is widely expected to halt its interest-rate-cutting cycle this week, as a steadier jobs market restores a degree of consensus at the central bank after months of growing division.
Investing in line with our beliefs, whether about social issues, environmental concerns, or politics, can feel principled and emotionally satisfying. But markets don’t care about our convictions.
Anthropic PBC is finally having its own ChatGPT moment. A powerful new version of its Claude chatbot can now take actions on a computer, and the broad repercussions of that advance are impossible to predict.
Blackstone Inc. is planning to hire more people across Asia to tap growing opportunities in private markets, said Ed Huang, the firm’s head of Asia Pacific private wealth.
Last week in our latest Cyclical Outlook, “Compounding Opportunity,” we argued that beneath the economy’s broad resilience lies a stark divergence. U.S. policy pivots combined with the surge in adoption of AI technology have created winners and losers.
Recently, stock market numbness closes the trading day. No wholesale crash, just a little wobbling for now with positive numbers for half of January. But I have a sense it’s in need of a cane to steady its momentum.
The circular investing phenomenon that is currently occurring among the Magnificent Seven companies is very similar to the Japanese Keiretsu concept. Under this business model, companies with interlocking business relationships and shareholders dominate a country’s economy.
This endless sequence of numbers that form ratios, known as the Fibonacci sequence, provides a technical analysis tool for managing financial securities. Before you assume we've lost our minds —relying on biology or, even worse, mysticism to predict stock prices — let us explain.
An increasingly unstable global geopolitical order has turbocharged stocks of military contractors in recent months. Now, with some of the biggest names in the industry set to report earnings this week, investors are eager for evidence that the rally is rooted in reality.
The best growth opportunities are overwhelmingly found among highly scalable technology and communications companies. Many of them get started with the help of venture-capital funding and are already behemoths when they go public.
It is critical to understand that 2026 will not deliver certainty. Instead, investors should focus and make decisions based on probabilities backed by data, earnings trends, policy shifts, and macro signals.
The Bank of Japan’s recent policy shift is sending shockwaves through global markets. Headlines this week highlight the dollar’s tumble against the yen and renewed chatter of an unwind to the massive yen carry trade, estimated at over $500 billion.
As seen in a How to Find Pure Play Approaches to Drone Technology webinar, a lot goes on behind the scenes when building an exchange-traded fund (ETF) — in this case, the REX Drone ETF (DRNZ).
In 2025, despite representing just over 10% of ETF assets, actively managed ETFs gathered nearly one-third of all ETF inflows. Investors increasingly turned to discretionary active equity and fixed income ETFs and not just index-based ETFs. That has persisted thus far in 2026, with active ETFs gathering 37% of new money.
While our outlook for the municipal bond market in 2026 is positive overall, we have identified five risks that we believe should be on investors' radar.
The real hero of the late-week recovery was the Information Technology sector. Despite a jarring 16% slide from Intel (INTC) following a tepid outlook shared on their Q4 2025 earnings call, the broader semiconductor space and "Magnificent Seven" megacaps provided the necessary ballast.
LPL Research explores the drivers behind the rally in metals, the associated risks, and the outlook for their durability.
The U.S. economy continues to display a complex mix of resilience and persistence. As markets brace for next week’s FOMC meeting, this snapshot breaks down the latest shifts in GDP, inflation, and consumer behavior.
Amplify ETFs had an impressive year in 2025, outperforming the broader market in both asset growth rate and performance across its thematic and income-oriented suites.
Healthcare stocks were rattled by US policy uncertainty in 2025. But signs of resilience have surfaced as the sector reaffirms its defensive strengths and growth potential, sparking a shift in investor sentiment.
As we enter 2026, the U.S. economic momentum continues based on the foundation of a solid private sector with fiscal and monetary policies also contributing to growth. As we refine our global asset allocation, we maintain a diversified overweight stance on U.S. equities despite relatively high valuations.
The dollar is in no danger of losing its status as the primary global reserve currency, but de-dollarization is chipping away at its dominance. It’s clear we’re moving toward a “multipolar” world where several currencies, along with gold, are making up a growing share of global reserves.
Recent acquisition deals highlight asset managers’ race to capture the booming demand for model portfolios and outsourced investment solutions.
Year-end S&P 500 price targets implicitly assume continuity and fail to recognize volatility and macro forces that affect markets throughout any given year.
Janus Henderson Group, a leading global asset manager, today announced it has entered into a definitive agreement to acquire 100% of Richard Bernstein Advisors (“RBA”), a research-driven, macro multi-asset investment manager. The acquisition positions Janus Henderson as a leading model portfolio and separately managed account (SMA) provider.
The whole world may be talking about AI nonstop right now, but that doesn’t mean other tech segments are falling off. Some are actually outperforming. Blockchain ETF BLOK, for example, has significantly outperformed its ETF Database Category average over the last year.
In the investment business, it’s common to address not only what occurred during the past twelve months but also to provide an assessment of future prospects.
Tokenized shares are conventional assets — stocks, bonds or private loans — whose ownership records are maintained using blockchain software, often with the goal of faster, more automated settlement behind the scenes.
With 2025 in the books, it will be a difficult year to top for fixed income exchange-traded funds (ETFs), but Morningstar is predicting more excitement to come. That should keep fixed income investors fixated on what new developments the space brings this year.
Our view from the portfolio management desk is that there seems to be a concurrent affordability crisis in the public stock markets as well. The biggest names appear to be “priced for perfection” at this moment.
2025 will go down as another year of record-breaking achievements for exchange-traded funds (ETFs). Among the past year’s highlights was a record number of mutual funds converting to ETFs, as noted by Ben Johnson, Morningstar Head of Client Solutions, via a LinkedIn post.
US stocks extended gains on President Donald Trump’s retreat from tariff threats while traders’ appetite for artificial intelligence bets returned.
A quiet but telling shift is unfolding in the crypto derivatives market, as one of the most reliable money-making trades shows signs of breaking down.
Trend-following funds are starting 2026 with fresh momentum, outperforming stocks and bonds after a year of false starts.
Investors are pouring cash into emerging-market funds at a record pace as momentum builds for a rotation out of US assets.
Despite the broadening-out call in early 2024, narrow market breadth persisted through 2025. In 2025, around one-third of S&P 500 constituents beat the overall Index, but more than 60% are outperforming year to date in 2026.
Greenland has reemerged as a center of geopolitical attention. Its location midway between Washington and Moscow, combined with its position along maritime routes linking the Arctic and Atlantic Oceans, has long made it a focal point for trade.
The $5 trillion hedge fund industry posted its best returns since the Global Financial Crisis last year, a welcoming reprieve for an asset class that has been overshadowed by the rise of private alternatives. Before declaring the worst is over however, boutique funds have one more myth to bust.
It was a sea of red to kick off the holiday-shortened trading week yesterday. President Trump’s ambition to annex part or all of Greenland drew backlash from European leaders.
VettaFi’s Head of Research Todd Rosenbluth discussed the T. Rowe Price US Equity Research ETF (TSPA) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
A unified platform brings direct client benefits: strategies scale smoothly, adjustments happen safely, and proactive alerts keep portfolios aligned. With fewer handoffs and cleaner data flows, advisors can focus on what matters most, deepening client relationships.
Netflix Inc. shares tumbled in early trading Wednesday after giving a disappointing forecast for earnings in the months ahead as it spends more on programming and works to close its $82.7 billion deal with Warner Bros. Discovery Inc.
Seven hundred billion dollars. That’s the figure being floated as the potential price tag for acquiring Greenland, according to recent reporting. Call me skeptical, but I don’t think anyone’s cutting a $700 billion check anytime soon. For comparison’s sake, that’s more than half of the Defense Department’s entire 2024 budget.
Despite a fair amount of news and histrionics in the fourth quarter, stock and bond returns were relatively modest. The S&P 500 posted a moderate rise of about 2.5% and the TLT bond ETF lost about 1%.
Several dynamics have converged to drive silver higher, including spillover effects from the gold bull market, steady industrial demand, surging investment demand, inflation, and geopolitical uncertainty. However, one factor is the key driver – there isn’t enough metal.
After rising to its highest level in four years during the last quarter of 2024, the Late Earnings Report Index, our proprietary measure of CEO uncertainty, has now recorded five consecutive quarterly readings below the historical benchmark as companies prepare to report their Q4 results.
The MSCI Emerging Markets index rallied more than 30% in U.S. dollar terms, easily outpacing the S&P 500 and other developed market benchmarks. And many are expecting that broader outperformance to continue in 2026 – thanks to a combination of macro developments, valuations and AI exposure.
Are you ready for the next evolution of the ETF market? In this episode of ETF Prime, host Nate Geraci is joined by industry heavyweights Cinthia Murphy (VettaFi) and Matt Bartolini (State Street Global Advisors) to break down the biggest trends, risks, and opportunities for investors in 2026.
Wells Fargo & Co. is moving the headquarters for its wealth-management business to West Palm Beach, becoming the first big bank to run that operation from the heart of the wealth boom in South Florida.
