Emerging market assets are heading for their worst week in more than two months, after increasingly volatile markets from commodities to technology stocks roiled investor sentiment.
Another signal of earnings strength is the ISM Index. Historically, the Institute for Supply Management (ISM) Manufacturing Index has correlated well with S&P 500 earnings growth because earnings are more manufacturing-driven than the more consumer-oriented economy measured by gross domestic product (GDP).
Vanguard CIO Lauren Wilkinson shares a strategic roadmap for RIAs curious about AI integration for their practice.
Carrie King, Global CIO of BlackRock Fundamental Equities, offers her perspective on these questions and more as viewed through the lens of an active stock picker.
ETF industry and State Street Investment Management leader Matt Bartolini joined VettaFi's Todd Rosenbluth to talk diversification.
Four of the biggest US technology companies together have forecast capital expenditures that will reach about $650 billion in 2026 — a mind-boggling tide of cash earmarked for new data centers and all the gear housed within them.
On an evening in late September, a few dozen wealth managers gathered at a $63 million French château-style mansion owned by Paris Hilton and venture capitalist Carter Reum in the exclusive Los Angeles enclave of Beverly Park.
2025 brought new tax policy changes. Prepare early to understand deductions, charitable giving and retirement contributions. Our Bill Cass explains how organizing documents and consulting an advisor can optimize your filing, ensuring a smoother process.
When it comes to investing, you don’t have to do it alone. Whether you’re planning for the future with your spouse, growing wealth with a family member, or expanding your goals alongside a business partner, a joint brokerage account allows you to share the opportunities and responsibilities that come with growing your money together.
Kevin Warsh began his April 2025 lecture to the International Monetary Fund (IMF) by comparing today’s economic environment in a period of extraordinary consequence, arguing that the greatest risks to prosperity originate not from external forces but from decisions made within leading economic institutions.
Our underlying theme for 2026 is that investors should focus on Process Over Predictions. The instinct of many investors is to chase the "winners" of the previous cycle or expect spectacular growth to continue indefinitely.
The challenge for investors is that the moments when action feels most urgent are often the moments when patience is most valuable. Much of modern investing is built around the illusion that more information always leads to better outcomes.
Investors seeking protection from geopolitical volatility and stubborn inflation in 2026 may find opportunity in short-term bonds, where active management has historically delivered returns 25% higher than passive strategies, according to Vontobel Asset Management.
New research connects intensifying natural perils to their future implications for asset classes.
Tech stocks and the AI trade have powered global markets ever since the bull run began in October 2022.
The problem of housing affordability is much bigger than insufficient supply; it’s a mismatch with demand. And that demand is driven by income inequality that has seen soaring income growth at the top and tepid growth (or even stagnation) in the middle.
The term private credit is often reduced to its most literal meaning – lending money privately. While accurate, Chris Getter, managing director and portfolio manager at Simplify Asset Management, believes that definition does a disservice to the asset class.
Anthropic is releasing a new version of its most powerful AI model that’s designed to carry out financial research, days after the company’s push into legal services upended the stocks of legacy software makers.
US stocks continued to slide on Thursday as technology shares fell and private jobs data revived worries of an economic slowdown.
Join SS&C ALPS Advisors and VettaFi for a product due diligence session and discover how EQL can deliver.
Throughout most of 2025, silver has recently outperformed gold, proving (ironically) that it is not always second place. Strength in silver built gradually through last year, but the latest pullbacks are a reminder that near-term market reactions can outweigh fundamentals and long-term investor sentiment.
The unrelenting selloff in software shares has left tech investors antsy enough that they’re starting to pony up for protection against yet another steep slide.
All eyes will be Amazon.com Inc.’s cloud business when the technology giant reports earnings on Thursday, after shares of Microsoft Corp. plunged last week due in part to slowing growth at its key cloud-computing platform.
Vanguard Group Chief Executive Officer Salim Ramji is putting his imprint on the world’s second-largest asset manager by siphoning talent from Wall Street firms to fill key roles.
As the company moves to integrate its Gemini chatbot into more products like Gmail and the Chrome browser, it is rapidly gaining popularity and eating away at ChatGPT’s market lead.
Oil smuggling has been so enormously profitable that no matter how many obstacles Washington and Brussels put up, the barrels kept flowing. With a daily turnover of $1 billion, the black market has been just too attractive.
We believe we’re entering a new era of dispersion in the performance of financial assets. Behind buoyant index averages are sharply bifurcated cohorts of winners and losers.
As the ETF universe continues to expand, a fundamental shift is underway with investors moving beyond simple market access toward outcome-driven construction. Dina Ting, Head of Global Index Portfolio Management, discusses how different index-based ETF strategies are being used to design portfolios aligned with specific goals rather than just reacting to market noise.
Earnings results are shaping up to be quite solid this season, albeit a bit weaker relative to prior quarters when it comes to beat rates and price reactions.
It may be fitting that Groundhog Day occured on a Monday this year. Punxsutawney Phil has been officially prognosticating the weather since 1887.
Client demand for tax planning is high, yet many advisors may still fall short of meeting expectations. Direct indexing can offer tax benefits such as the potential for tax-loss harvesting but remains underutilized across the advisor community.
Natural gas prices surged to multi-year highs in January on the back of sharply increased demand resulting from a major late-month storm and persistent cold snap that left much of the United States blanketed in ice and snow.
Federal Reserve Chairman Jerome Powell stuck to the script by announcing on Wednesday that the Fed would keep interest rates unchanged. Powell has historically telegraphed interest rate moves, and this time was no exception: the financial markets expected the Fed to stand pat.
Despite an aging credit cycle, private credit still plays a starring role.
Morgan agreed that the move looks parabolic on a chart. He also cautioned against assuming the rally is just retail euphoria. He pointed out that many physical silver holders have been net sellers even as prices rise, which implies the strongest buying pressure may be coming from larger, more strategic sources.
Active fixed income ETFs stand out amid the broader transition from mutual funds to ETFs, with DSCO a recent switch.
Moving to an independent RIA model is an energizing—yet daunting—strategic shift. Here are the five essential questions to help you define your vision and build a practice that truly reflects your values.
Bev addresses questions about fairness in compensation and offers strategies for approaching management about solutions.
The temptation to automate grows as the tools improve. That does not mean everything benefits from it. Some activities rely on emotional intelligence and personal history; they involve nuance that AI cannot reliably interpret.
The US Treasury refrained from any major shift in its debt-issuance strategy, meeting dealers’ expectations in the face of speculation that officials might take steps to bring down longer-term borrowing costs.
Novo Nordisk A/S’s chief executive officer asked investors to stick with him after a dire sales forecast caused a share price rout, saying a surge in prescriptions for cheaper obesity drugs will eventually revive growth.
In an industry numb to eye-watering AI bets, it takes a lot to make a chief executive hesitate. So Nvidia’s Jensen Huang blinking at one such commitment to OpenAI is worthy of notice.
SpaceX has a big head start on the technology of reusable rockets, which drastically lowered launch costs and helped spawn a commercial space industry that is gaining momentum year by year.
The start of 2026 has brought no shortage of challenges for advisors, ranging from shifting rate expectations to valuation concerns in a top-heavy market. Nonetheless, ETFs gathered an impressive $165 billion of new money in January, more than the previous three Januaries combined, according to State Street Investment Management.
There’s an ongoing shift in how investors access income through ETFs. No longer is sourcing income a pursuit centered solely on fixed income assets. Today, it increasingly includes the use of derivatives to boost yield and total return, and to capitalize on equity volatility.
Brookfield Asset Management named Connor Teskey chief executive officer, marking the final step in Bruce Flatt’s long-held plans to replace himself at the helm of the $1 trillion asset manager.
Last week began with a quiet Fed meeting, but markets quickly received a new catalyst with Trump announcing Kevin Warsh was Trump’s choice to be the next Federal Reserve chair. Warsh was always my first choice. I expect the Senate to confirm him.
So, President Trump has announced his pick for Federal Reserve Chairman, and the markets are not pleased. Everybody seems convinced that Kevin Warsh is a “hawkish” pick, and markets are throwing a temper tantrum because they think he might take the easy money punch bowl away.
After much speculation and wild swings in market expectations, President Trump has nominated Kevin Warsh as his Fed chairman. If confirmed, he is expected to replace current Chair Jerome Powell in May at the end of his term.
With rising geopolitical tensions, sharp market swings and Congress at odds over Department of Homeland Security funding – likely to cause a brief government shutdown – there’s no shortage of factors influencing sentiment. Here, we address some of the most prominent headlines shaping sentiment and offer our perspective.
