The Fed's extraordinary stimulus since the pandemic has fueled one of the broadest waves of speculation in history, from expensive equity valuations, historically tight credit spreads, and the ongoing bubble in cryptocurrencies, all pointing to excess liquidity.
JFLX charges a 45 basis point net fee for its investors. The strategy, per its prospectus, is empowered to invest across the debt spectrum. Its managers can shift its active strategy toward markets or sectors as market conditions change.
Back in the day, the arrival of the postman was a big deal. E-mail and texting existed only in the dreams of technologists, so people communicated with one another by writing letters.
Even as rate cuts occupy center stage in the 24-hour financial news cycle, surprise inflation could strike anytime. In the current macro environment, inflation could stem from the constant wildcard of tariff policy.
Get ready each week with high-conviction insights that go beyond media headlines.
From managing exposure to leveraging growth opportunities—core active portfolio managers can unlock the full potential of emerging markets.
Economic data are all over the place. GDP keeps growing in spite of signs of weakness in the labor market. Tariff policy is volatile, immigration has slowed, monetary policy tightened in 2023-24, with the M2 measure of money declining and “real” short-term interest rates consistently higher than at any time since 2010.
On this week’s edition of Market Week in Review, Senior Investment Strategist and Head of Canadian Strategy, BeiChen Lin, assessed the health of the U.S. economy. He also explained why the Swiss National Bank held the line on monetary policy and discussed the potential market impacts of a U.S. government shutdown.
Goodbye summer, hello fall! As the sun sets on another season, we’re swapping beach days and backyard barbeques for crisp mornings, vibrant foliage, football weekends, and everything pumpkin spice.
My reasons are simple. The debt pile is unfathomably massive, and it’s accelerating. Fiscal imbalances are widening, and monetary policy is being constrained. The Fed can’t raise rates aggressively without bankrupting the government, but it also can’t make deep cuts without tanking the dollar.
Federal Reserve Chairman Jerome Powell and his fellow central bankers are stuck between a rock and a hard place – and he knows it.
There’s small change and big change. The small ones are notable: recessions, market crashes, etc. You’ll see several in your lifetime. The greater changes tend to be technology-driven: the Industrial Revolution, the internet, and now maybe artificial intelligence, robotics, and what I’ve called the Age of Transformation.
While the market is betting on an economic revival to support current valuation levels, the real economy is suggesting things are slowing down. Notably, the evidence isn’t coming from obscure corners. It’s showing up in the indicators designed to give us a heads-up before a storm arrives.
BLS and ADP jobs reports often diverge, creating mixed signals. Traders need to know why this happens, and how to use these reports to spot risks, opportunities, and mispricing.
Last week’s economic data presented a sharp contradiction between a resilient U.S. economy and increasingly concerned American households.
Investors are increasingly confident that the U.S. Federal Reserve will cut interest rates several times through mid-2026, signaling a more aggressive easing cycle.
The Federal Reserve (Fed) delivered a highly anticipated 0.25% interest rate cut during its September 16-17 Federal Open Market Committee (FOMC) meeting.
In this video, Chuck Carnevale, co-founder of FAST Graphs, takes a deep dive into what he calls the single most important factor for long-term investing success: the ability to forecast future earnings growth. While past performance matters, it’s really what lies ahead that determines whether a stock will generate wealth or disappointment.
Precious and industrial metals have experienced volatility in recent weeks: gold has surged past $3,700 to reach a new all-time high, silver has climbed to $44 per ounce (its highest level since 2011), and platinum is trading at multiyear highs.
The healthcare sector has certainly been fraught with a myriad of challenges this year, but weakness in the sector could have investors looking for value-oriented plays. That, in turn, could positively affect value-focused funds like the VictoryShares Free Cash Flow ETF (VFLO).
Artificial intelligence is becoming more ingrained in our daily lives-but not everywhere.
This article breaks down five key altcoins — Ethereum, Solana, Ripple (XRP), Litecoin, and one emerging name — that financial advisors should have on their radar.
Private credit isn’t necessarily new to retail investors. In fact, closed-end funds (CEFs) and business development companies (BDCs) have been giving everyday investors access to private loans and middle-market financing for years (see my previous note here). What is changing now is the scale and accessibility.
The rapid growth of artificial intelligence (AI) is fueling a massive buildout of power-intensive data centers, creating a significant new source of domestic energy demand.
For years, midstream companies have generated significant free cash flow (FCF), which has differentiated them from the broader market. With balance sheets in good shape, excess cash has been used to reward shareholders with dividend growth and opportunistic equity repurchases
Bond issuance linked to environmental, social and governance (ESG) purposes dipped in the first half of 2025 following a strong second half in 2024. But we expect issuance of ESG-labeled bonds will pick up for several reasons.
Dividend-increase announcements are on the rise. According to the Wall Street Horizon research team, 71.9% of all dividend changes have been positive so far in 2025.
Cybersecurity continues to grab consistent media attention as hackers become increasingly emboldened. They’re also more ambitious in terms of targets, many of which are familiar companies behind goods and services consumed by Americans on a daily basis.
Treasury Inflation-Protected Securities, or TIPS, can help buffer a portfolio against inflation. However, it's important to understand their unique characteristics and complex nature.
In 2025, the U.S. dollar's image of unassailable strength is being rigorously questioned. The U.S. government budget deficit remains stubbornly elevated, hovering just north of 6% of gross domestic product (GDP), and the debt-to-GDP ratio is tracking beyond 100%.
Business owners who sponsor 401(k) and other defined contribution plans will soon be faced with another decision: whether to offer alternative-investment options among a plan’s investment options.
AI is a potential boon to healthcare companies, but business fundamentals—not the latest science—are the true test of staying power.
Our latest press release announcing that Janus Henderson, Victory Park Capital, and CNO Financial Group have formed a strategic partnership.
Medicare provides health coverage for more than 60 million individuals. Understanding the details about enrollment periods and plan coverage is critical to getting the right plan for retirement. Our Bill Cass shares the highlights of the program.
Taxes can have a major impact on the long-term growth of a portfolio. Find out how continuous, thoughtful tax management can help investors maximize their wealth.
Municipal bonds, commonly referred to as “munis,” are debt securities issued by states, cities, counties, and other state governmental entities to fund public projects.
Many have said that midcap stocks are a “sweet spot” of market capitalization. They deliver both growth potential — typically associated with smaller companies — and profitability — usually seen in larger companies. To quote WisdomTree, in a recent research note, midcaps sit in the “sweet spot between innovation and maturity.”
There are growing pains associated with scaling a financial advisory business, but a way to alleviate these pains is practice management.
Clearer policy and lower rates are favorable for growth.
Active ETFs are in growth mode, but they’re still way behind their passive brethren, and narrow-use vehicles flummox investors.
This article is part of a series exploring two complementary investment themes. The ROBO Global Artificial Intelligence Index (THNQ) captures the digital AI ecosystem, including AI-semiconductors, cloud infrastructure, cybersecurity, connectivity, and applications.
Figma, Circle, and CoreWeave are just a few names to remind investors that the initial public offering (IPO) market is alive and kicking despite the market challenges in 2025. This opens the door into a room with IPO-focused exchange-traded funds (ETFs) that can provide niche exposure to these up and comers.
On Sept. 9, Russell Investments hosted a webinar examining the rising demand for overlay solutions, how overlay strategies are evolving and how institutional investors are using these tools today.
The Federal Reserve cut interest rates, but uncertainty is high and the FOMC is deeply divided on where policy should go next.
Healthcare costs will be a chronic pain.
How can investors navigate the diverse, dynamic field of corporate and asset-backed opportunities?
Division by zero is known as a “singularity.” It’s the point where equations break down, values become “indeterminate,” things stop working normally, and variables shoot toward infinity and suddenly collapse on the other side.
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Chinese equities have surged amid investor optimism about AI innovation and certain government initiatives, despite a slowdown in China's economy.
As expected, the Federal Reserve (Fed) cut interest rates last week to take the fed funds rate down to 4.25% (upper bound). Moreover, through the release of the updated dot-plot, the Committee signaled that two more interest rate cuts could be appropriate this year, which would take the fed funds rate down to 3.75% (upper bound).
