As we approach the end of the fiscal year, investors should be focusing on the Treasury General Account as one factor of many that may impact global liquidity, and in turn, market performance in the coming two quarters.

With growth moderating and inflation cooling, the US seems on track for a soft landing—as markets digest a stream of incoming information. Equity performance may be on the verge of broadening beyond a handful of stocks, and still-sizable bond yields bolster return potential.

The small cap rally has primarily been a de-risking event. It's unclear at this point whether it’s just a blip or the beginning of a new trend in market leadership.

The equities market could see small-caps outrunning their large-cap peers as more investors are shifting to small-cap stocks.

In June, Capital Group added seven new actively managed products. Its executives were in New York last week to ring the NYSE closing bell.

While gold prices rise due to heightened geopolitical uncertainty, the US stock market is breaking records, and global demand for the dollar remains robust. This can be attributed to growing confidence in the US economy, which continues to surprise on the upside.

Increasing the tax efficiency of a retiree’s income portfolio with the NEOS ETF suite may offer several benefits.

Despite all the hoopla surrounding technology stocks in the first half of the year, software names struggled.

It's been another strong first half for the U.S. ETF industry, with overall flows set to challenge or surpass historic records.

The second quarter began with inflation concerns causing a negative return in April, but improved inflation led to a more hopeful market in May and June, with AI and semiconductor stocks leading.

The economy and markets have emerged from the pandemic fundamentally changed. For equity investors, we believe this means a different opportunity set than the one that prevailed over the past decade and a half ― and one that favors alpha (excess return) over beta (market return).

I almost exclusively talk about stocks here in Dividend Digest because dividends are at the root of my strategy. But most income investing includes some level of exposure to debt.

The big story making the rounds this summer is the spike in the small-cap Russell 2000 since the release of the latest Consumer Price Index (CPI) report, which shocked the market by printing 0.0% month-over-month in June.

Western demand and monetary policy are having an important impact on economic prospects for the Asia-Pacific region.

US stock markets have remained bullish in the face of deepening domestic and international risks, owing to three key factors. But with two of these coming under pressure, the durability of the current cycle will depend on the third: the US Federal Reserve.

The ongoing global electrification is spurring a demand for copper, but supply shortages could portend higher prices in the future.

Calamos understands time in the market vs. timing the market, but they also understand uncertainty surrounding election.

For taxable investors, an appreciating portfolio can be a mixed blessing. But regular loss harvesting isn’t the only way to reduce your portfolio’s tax bill, especially as its value rises. We share some important tax-management techniques for the future.

Following the historic decision by President Biden to drop out of the 2024 race, Raymond James CIO Larry Adam provides insight into his team's economic and market outlook.

With a recent IRS announcement, heirs now have clarity on the 10-year rule for distributions from inherited retirement accounts. Our Bill Cass details the final regulations.

The bitcoin halving event in April 2024 reduced the block reward for miners, which is expected to increase bitcoin’s price.

Qraft Technologies took AI-driven investment products to the next level with the launch of the LG-QRAFT AI-Powered U.S. Large Cap Core ETF (LQAI) in November of 2023. The firm partnered with LG AI Research, an artificial intelligence (AI) research hub of South Korea's LG Group, to create LQAI.

The appetite for nuclear energy is growing fast. Here in the US, most adults now favor expanding our nuclear power capabilities because it’s a great alternative to fossil fuels. Unlike wind or solar, nuclear provides energy around the clock. So, why haven’t we built more nuclear power plants?

The momentum we've seen in U.S. equity markets over the past year continued in the second quarter of 2024. With large technology stocks leading the wave, the S&P 500 index has risen 23% in the 12 months ended June 30.

Host Nate Geraci sat down with VettaFi's Lara Crigger and Bitwise CIO Matt Hougan to discuss small-cap stocks and spot ether ETFs.

When looking to pair yield and credit quality, corporate bonds are an ideal option, especially when it comes to investment-grade.

Real estate stocks have taken a hefty beating this year, with REITs having the sole distinction of being the lone S&P 500 group in the red.

While it's too early to declare small caps' recent outperformance as a meaningful trend shift, we continue to think high-quality companies and industries will likely perform well.

Slower spending is a part of the return to normal economic conditions.

On the latest edition of Market Week in Review, Director of Investment Strategies, Shailesh Kshatriya, discussed the recent strength in U.S. small cap stocks and the likelihood of a September rate cut from the Fed. He also provided an update on the latest inflation numbers from Canada and the UK.

Warren Buffett's continued focus on US industrials reflects their strong economic moat, high profitability, and attractive valuations, aligning with his value investing principles and offering substantial growth potential. Macro tailwinds make the opportunity especially compelling.

In a recent The Wall Street Journal article, Jason Zweig correctly pointed out that 85% of active stock-picking funds and ETFs had underperformed their benchmark.

This week's commentary reflects a mixture of political, economic, and technical challenges facing investors. Let’s begin with the political landscape which continues to heavily influence sentiment.

Over the last few years, a handful of “Mega-Capitalization” (mega-market capitalization) stocks have dominated market returns. The question is whether that dominance will continue and if the same companies remain the leaders.

Experts from the third-largest ETF manager by AUM make their predictions regarding active, retail, and inheritances.

Efforts to plant more wheat have been stifled, which could potentially upset global markets, thereby pushing prices higher.

VettaFi discusses the impact of hurricanes on energy companies — upstream, midstream, and downstream.

Metals from Mexico may have a much further point of origin.

Writers who want to describe sweeping global change often quote the W.B. Yeats poem, titled "The Second Coming."

Local currency rates and FX screen attractive, while credit is neutral. In our Quarterly Valuation Update, we provide our Q2 assessment.

There are signs US economic growth is slowing down. In particular, jobless claims, perhaps the best high-frequency economic indicator, have averaged 235,000 per week in the last four weeks versus 211,000 in the first quarter.

Amidst a widespread deterioration in the economic landscape, it is crucial to underscore the current detrimental roles of monetary and fiscal policy.

The latest Consumer Price Index (CPI) release has brought some much-needed respite, indicating a slowdown in inflation. Yet, underlying economic conditions suggest that this reprieve may be temporary, with potential for inflationary pressures to reassert themselves in the coming months.

While the European Central Bank kept policy rates unchanged, the next cut is likely to be delivered soon.

There are many advantages and risks associated with any investment. Whether you are buying a stock, a house, a business, or a bond, each investment has unique characteristics that allow an investor to gain from particular investment features with varying risks.

The stock market is not a balloon that gets bigger when money “flows into” it. It doesn’t get smaller because money “flows out” of it. Holding the number of shares constant, the stock market gets bigger if investors pay a higher price for those shares. Period.

The incorporation of artificial intelligence in the crypto space could push AI-focused exchange-traded funds even higher.

With both economic and inflation data continuing to weaken, expectations of Fed rate cuts are rising. Notably, following the latest consumer price index (CPI) report, which was weaker than expected, the odds of Fed rate cuts by September rose sharply. According to the CME, the odds of a 0.25% cut to the Fed rate are now 90%.

The inflation picture is getting better but we still have too much of it. Inflation is going but not gone, and probably won’t be gone anytime soon. Today I’ll tell you why.

A seismic shift is taking place in corporate America as even more companies announce plans to relocate from blue states to more business-friendly jurisdictions like Texas.