The Nasdaq-100 Index (NDX) is higher by 11.30% year-to-date. This confirms that large- and mega-cap growth stocks are proving sturdy.
Artificial intelligence (AI) and its unparalleled potential have powered stock market returns over the past year. Yet the market has more to offer, particularly as leadership may be poised to broaden beyond AI beneficiaries.
Technological disruption creates opportunity—and volatility. But there are ways to capture AI innovation while managing risk.
These are only some of the exciting new applications on everyone’s lips at business gatherings these days, where the conversation often veers to artificial intelligence, which has become the latest “new new thing.”
The price gap between eating out and cooking at home is rising.
Back in 1993, a brilliant satirist by the name of Ivan Reitman produced a movie called Dave. It was the story of a life-threatening stroke besetting the President of the United States of America.
Copper prices have exploded higher, up 33% year to date.
Last week was another week of records for major equity indices: The S&P500 broke to new highs; the DJIA breached 40,000.
The two largest emerging markets have taken very different paths, echoing the divergence in the economic and demographic landscape for these two countries.
For retirees looking to accrue returns while mitigating risk, a structured protection fund can be an ideal solution.
Several factors account for the apparent disconnect between headline US economic data and what polls suggest many Americans feel. Find out more from Franklin Templeton Institute’s Stephen Dover.
The promise of independence is luring more and more advisors to the Registered Investment Advisor (RIA) channel. RIA headcount has grown rapidly over the past decade and by 2027, Cerulli estimates that RIAs will control nearly one-third of intermediary asset market share.
Every year, investors anxiously await the release of Warren Buffett’s annual letter to see what the “Oracle of Omaha” says about the markets, the economy, and where he is placing his money.
In this article, Russ Koesterich discusses why stocks are proving to be resilient in the face of higher rates and muted expectations for monetary easing.
GMO has published a new 7-Year Asset Class Forecast.
However we measure inflation, we see an incomplete recovery.
As goes the consumer, so goes the U.S. economy. As Wall Street knows, the importance of the consumer cannot be overstated. That’s because consumer spending is the main engine of growth, representing ~70% of US economic activity – nearly 10% more of the economy than it did in the early 1980s.
Nvidia faces tough competition, law of large numbers as it prepares to report Wednesday.
On the latest edition of Market Week in Review, Director of Investment Strategies, Shailesh Kshatriya, and ESG and Active Ownership Analyst Zoe Warganz discussed the U.S. inflation and retail sales reports from April, as well as the market’s reaction. They also chatted about the improving economic outlook in Europe.
Private capital is increasingly being used to finance consumer spending.
Copper's price movements have decoupled themselves from the market movements inherent in base metals as well as oil.
AI is widely viewed as a catalyst for ongoing healthcare innovation and that relationship could signal opportunity with select ETFs.
We share some of the highlights from the past year that led to significant improvements in environmental protection, corporate governance, and transparency.
While there is much debate over whether another bear market is imminent, weekly moving average crossovers suggest a different outcome for now. There are many current concerns, from geopolitical risk to still inverted yield curves, slowing economic growth, high interest rates, and inflation. Yet, despite those concerns, markets are flirting with all-time highs.
A grandparent may choose to fund a 529 plan for a grandchild’s education. Our Bill Cass discusses key tax and estate planning considerations as well as the impact on student financial aid.
Will the rapid growth of private credit impair financial stability?
Back in 2008, the Federal Reserve made important changes in the way it handles monetary policy. We’ve written about them several times, but few really understand. The press won’t ask questions about it and few economists discuss them.
Despite the overall positive response from the markets last week, the data presented its share of ups and downs. Stay up to date on the varied indicators with the latest commentary from Professor Siegel.
To say that inflation data during the first quarter of the year surprised us and the markets is clearly an understatement and by Tuesday of this week, with the higher-than-expected Producer Price Index (PPI) print for April, markets were clearly on edge as they were also potentially expecting a higher reading for the Consumer Price Index (CPI) on Wednesday.
Inflation data has continued to fuel uncertainty about when the Federal Reserve will begin to cut interest rates. It's a question with global implications.
Recent challenges from higher rates and banking turmoil are well known to investors in preferred securities, but the performance of this asset class relative to other alternatives in fixed income may not be. Here’s why we think preferreds continue to offer attractive total return potential and a tax-advantaged income stream.
Amid significant advancements in the realms of artificial intelligence (AI) and robotics, there’s plenty of related investment ebullience.
While extracting yield is a prime option for bonds exposure, the risk associated with depreciating prices shouldn't put off investors.
Private asset trends may not directly apply to many investors in publicly available strategies, but they can provide helpful data.
Sometimes two seemingly opposite things can be true at the same time. Right now, we can correctly say inflation is both a) better than it was and b) higher than it should be.
While I don’t miss covering multiple earnings calls in a day, I appreciate how quarterly updates impact the returns of equity ETFs.
Steady income and access to remaining assets are key considerations for DC plan sponsors.
If you are interested in investing in a high quality large pharmaceutical company, two of your primary choices would be Pfizer (PFE) or Merck (MRK), of course, Merck being the largest. Which one of these investments would suit you better as an investor?
Despite the US Federal Reserve’s cautious stance on interest rates and the shifting dynamics of the equity and fixed income markets, Franklin Income Investors CIO Ed Perks believes conditions are favorable for investing in these asset classes.
Making the power sector fit for the twenty-first century requires a “banker” that finances and coordinates relevant long-term investments, and an “architect” that guides the development of a complex, interconnected smart-grid system. National governments need to fill both roles.
April’s U.S. inflation report likely offers some comfort to Federal Reserve officials, but rate cuts are unlikely until we see a more substantial deceleration in inflation.
Learn how using a “switch” trading strategy can create efficiencies to improve overall execution cost and quality.
On Tuesday, the Biden administration announced significant tariff increases on China, targeting roughly $18 billion in strategic industries, with a sharp focus on electric vehicles (EVs). These tariffs, which quadruple to 100% on Chinese-made EVs, are designed to counter China’s unfair trade practices and overcapacity while boosting U.S. industries.
The current debate about generative AI focuses disproportionately on the disruption it might unleash. While it is true technological advances always disrupt legacy industries and existing systems and processes, one must not ignore the opportunities they can create or the risks they can mitigate.
In today's financial climate, marked by interest rate and geopolitical uncertainties, infrastructure investment offers financial and strategic opportunities. However, traditionally infrastructure portfolios have been divided into listed and unlisted segments, with investors choosing between one or the other.
If you are interested in investing in a high quality large pharmaceutical company, two of your primary choices would be Pfizer (PFE) or Merck (MRK), of course, Merck being the largest.
More than 338,000 Americans relocated for retirement last year – a 44% increase from 2022 – and about a quarter of those retirees moved to a different state.
We explore how stabilization and growth of global markets may potentially shift preferences toward equities relative to bonds.
Will the good times continue for the UK equity market in light of an upcoming election? Marcus Weyerer opines.
