Argentina's latest lifeline does not address the nation's structural issues.
As the world faces a future of lower growth, there is a temptation among policymakers to have the government take a more active role in the economy. Policy certainly has a role to play. But all governments should realize that abundance doesn’t come from better planning.
As our title suggests, September saw positive performance in fixed income markets but a great and overdue catch-up for municipal bonds.
This Packers season has parallels to today’s financial markets. The Artificial Intelligence (AI) boom has propelled markets higher for the past 3 years. The S&P 500 is up just shy of 15% through 9/30/25, following 20%+ years in 2023 and 2024.
Secondary economic indicators have taken on heightened importance amid the ongoing government shutdown. This video highlights a handful of secondary reports from the week of October 13th-18th.
Join the experts at WisdomTree for a product due diligence session focused on their active-passive barbell approach to income.
In the current economic climate, many high earners are living paycheck to paycheck and generally wrestling with anxieties about their financial security. However, there are ways financial planners can help calm clients’ fears and create a “cushion” in times of uncertainty.
If you want to move ahead in your career, remember that, while you need to be authentic and your best “you,” someone is always watching and making decisions on what they see!
The sector is also emerging as the most in-demand S&P 500 sector this quarter. XLV has attracted some $872 million in net new money by Oct. 13, according to our data. That places XLV among top 10 equity ETF asset gatherers this quarter.
Last week’s headlines around China tariffs and corresponding weakness in oil prices brought back memories of April and May when oil and energy stocks sold off sharply on the heels of tariff news. The weakness in energy infrastructure has been particularly acute.
Every market jolt this year — from April’s tariff scare to September’s tech pullback — has met the same reflex on Wall Street: more ETF buying. That collective impulse has now pushed US exchange-traded fund inflows past $1 trillion, the fastest asset haul the industry has ever seen.
Sometimes there are economic narratives that don’t quite deserve a debunking — they have more than a kernel of truth to them — but rather demand an appropriate level of skepticism. Three such stories are widespread today.
Asset managers are looking to raise new private credit funds aimed at emerging markets to capitalize on an explosion of financing deals in the sector this year.
Sentiment in the fixed income markets remains bullish and issuance is robust, but spreads are tight so we are staying defensive and investing opportunistically.
If you want to understand where we are in the cycle, skip the noise and follow profits. Corporate profits are the lifeblood of investment, hiring, and market returns.
Sunday, October 12 marked the third anniversary of this bull market. Fast forward three years, and this bull market is still going strong. But will it continue? You may be surprised to know that bull markets lasting three years tend to keep going for a while.
Finance ministers and central bankers, gathering in Washington for the annual meetings of the International Monetary Fund, face a global trading system in disarray, uncertainty over the dollar’s standing and the likely course of interest rates, and financial markets that are (for now) unnervingly complacent.
With official data halted by the U.S. government shutdown, investors turn to private and high-frequency indicators to track jobs, spending, and growth in real time.
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
The GENIUS Act shows the way forward for payment stablecoins.
US manufacturing may now be at its most vulnerable after decades of ceding crucial mining and production activities to China in the pursuit of low costs and higher company profits, and robust government support will be needed to narrow the time for securing the manufacturing supply chain.
CIO Sean Taylor assesses a strong quarter for emerging markets which was driven by returns in North Asia and Latin America, and AI-related themes.
VettaFi’s Head of Research Todd Rosenbluth discussed the Vanguard Emerging Markets Ex China ETF (VEXC) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
The Vanguard Retirement Outlook broke down exactly how retirement-ready the American workforce is, on a generational basis.
Aakash Doshi, Global Head of Gold Strategy at State Street Investment Management, delves into the key drivers behind record-high gold prices and unprecedented inflows into gold ETFs. Todd Rosenbluth, Head of Research at VettaFi, discusses the firm’s rapidly expanding indexing business and shares his perspective on the role of thematic ETFs in today’s portfolios.
Join Alger and VettaFi for a free webcast with Dr. Ankur Crawford, Executive Vice President and Portfolio Manager at Alger, alongside Todd Rosenbluth, Head of Research at VettaFi. Together, they’ll explore the future of innovation and what AI means for equity portfolios.
The Fed may be chasing economic balance with its tiny nudges. Our wisest course is to find our own personal financial balance within the context of the larger economy. We can build it one grounded financial decision at a time.
A lot of people are watching this meteoric US stock market with amazement as it shakes off one worry after another – slowing labor market, sagging consumer sentiment, continuing trade uncertainty, geopolitical tensions and now a US government shutdown – on its way to new record highs.
Independent advisors have the ability to put their clients’ needs first, which is known as the independent advantage. Understanding the difference between captive financial advisors and independent financial advisors is also key to helping you pick the best advisor for you.
China’s sweeping new restrictions on rare earth exports mark its first major effort to police the global flow of critical minerals it dominates, using the same playbook that allows the US to wield power far beyond its shores.
The fastest way to embed yourself locally is a series of small, consistent actions that compound over time. Here are seven micro-moves we’ve used to position ourselves as the go-to financial planner.
Join the experts at T. Rowe Price for a product due diligence session covering their suite of fixed income ETFs.
September proved to be a powerful month for ETF flows, even as investors faced elevated long-end volatility, concerns about fiscal deficits, and a shifting macroeconomic backdrop. Rather than retreat from markets, investors leaned into opportunity, particularly in fixed income.
JPMorgan Chase & Co. vowed to funnel $1.5 trillion into industries that bolster US economic security and resiliency over the next 10 years — an initiative that will invest billions of dollars in companies and hire bankers and other professionals
If you do not communicate with your prospect in their unique thinking mode, they will not become your client. If you can keep rapport high by matching their buying mode, you will double your business.
BlackRock Inc. pulled in $205 billion of client money in the third quarter as the world’s largest fund manager expanded its footprint in private credit and alternative assets.
Wall Street strategists have a warning for dip buyers tempted by Friday’s rout in US stocks: There could be more pain ahead, even as China and the United States are signaling openness to trade talks.
Over the next decade, the US economy will face two big challenges: higher interest rates and AI-generated disruption. Each invites the same solution: policies to keep rates below their market level.
Tech and its derivatives have led returns thus far. After hefty multiple expansion, earnings will need to take the driver’s seat.
On a recent episode of the Money Metals podcast, host Mike Maharrey interviewed Brien Lundin. Brien Lundin is the CEO of Jefferson Financial, publisher of Gold Newsletter, and organizer of the New Orleans Investment Conference.
Trump’s threat to impose 100% tariffs roiled markets Friday, and clearly, if implemented, would send stocks much lower. But this may also be the last salvo before a final deal is worked out.
With the U.S. government shut down, the Labor Department was unable to release the monthly employment report on October 3. You could almost sense the economics community experiencing a kind of withdrawal, not sure of how to cope with the deprivation of data.
Over the past two and one-half decades the federal government has buried taxpayers under a mountain of debt, now approaching $38 trillion.
Earnings season kicks into high gear this week, with the big banks unofficially firing the starting gun on Tuesday.
After joining the World Trade Organization (WTO) in 2001, China’s trade with Latin America grew an average of 31% a year for approximately the next decade. In 2024, bilateral trade between the two regions hit $518 billion, overtaking the U.S. as South America’s top trading partner.
While energy policy in the US tends to be polarizing, nuclear energy enjoys broad support from both sides of the aisle. Republicans are drawn to nuclear’s energy security and reliability.
The latest moves by European companies to list in the US are more radical than meets the eye. AstraZeneca Plc and TotalEnergies SE want to upgrade their existing US equity offering to stock from from quasi stock — a well-trodden path. But as ever, the devil is in the detail.
There's a base layer that underpins technological buildouts for disruptive technology — the need for natural resources.
Corporate bond routs from Sao Paulo to Istanbul are signaling to investors that the standout run in emerging markets may be starting to show some cracks.
Oracle Corp. will get a chance this week to reassure investors that a rally, which has added roughly $400 billion in market value this year, is on a stable footing.
