We’d like to discuss our three worst-performing securities in the US portfolio to help our investors understand why we are sitting on our hands and allowing our discipline to proceed.
The Nasdaq-100 Index (NDX) slipped nearly 2.5% last week. That sparked fresh fears that current geopolitical and macroeconomic climates remain headwinds to growth stocks. Those headwinds may imply investors aren’t flocking to AI stocks
The stock market faces severe downside risk ahead, and the U.S. is constrained in the unsystematic monetary and fiscal expansion that both amplified that bubble and fueled record but wholly impermanent corporate profit margins. Meanwhile, the U.S. economy now faces an imminent recession, and if we fail to be vigilant, we, once united Americans, risk losing what is far greater and more valuable than money.
In the report, Fixed income portfolio managers Brent Olson and Tim Winstone reflect on the initial credit market response to President Trump’s tariffs.
The combination of slowing economic growth and stubborn inflation, combined with uncertainty about U.S. tariff policy, is keeping investors cautious.
The popularity of Buffered ETFs, also referred to as Defined outcome ETFs, has exploded over the last five years. Historically there has been a wide deviation in caps over the years.
Social Security faces funding issues by 2035, but major changes to the program are unlikely in the near term.
To summarize the market action of March of 2025: U.S. stocks (SPX) did poorly, international stocks (especially Europe, VGK) did well in dollar terms, and gold (IAU) did spectacularly well. The main culprit appears to market concerns about the Trump administration’s tariff policies.
The absolute best time to start investing would be the day you turned 18 and could legally open a brokerage account.
Portfolio managers that didn’t fully embrace the AI trade withstood their share of criticism over the past year or two, as many AI-linked stocks reached great heights.
Adam Hetts, Global Head of Multi-Asset & Portfolio Manager, and Oliver Blackbourn, Portfolio Manager, give their thoughts on how US President Trump’s ‘Liberation Day’ tariffs have reshaped global trade dynamics, emphasising the benefits of diversification at a time of heightened uncertainty about the prospects for growth.
Active ETFs just topped the $1 trillion threshold, making up nearly 10% of the total ETF pie. Enhanced yield is the name of the game.
With nearly half of the bond market now outside of the Agg, a number of opportunities exist for those seeking exposure beyond the benchmark.
Market volatility is likely to rise as investors digest the president's plans.
Uncertainty is the watchword for the global economy. Dramatic policy shifts—tariffs in particular—by the Trump administration 2.0 have so far surprised financial markets and softened consumer sentiment. But we see a global economy well positioned to absorb potential shocks in the months ahead.
Compensation dynamics are commanding investor attention once more. For the first time in decades, Japan's pay increases—finalized at +5.46% in this year's shunto negotiations—have notably exceeded compensation growth rates in the United States.
The tariffs that the U.S. is imposing on its trading partners will bring about several costs that are important for investors to understand. Some of those costs are inherent to what a tariff is, while others stem from the fact that U.S. industrial policy has, and looks to continue to have, a huge amount of uncertainty associated with it.
Turbulence is expected to continue until markets gain more clarity.
Two of the most common estate planning tools to use are a Will and a Revocable Trust. Both essentially perform the same purpose, ensuring your wishes are fulfilled, but they do so in different ways. Understanding their differences can save your family from unnecessary probate, costs, and stress.
The first quarter of 2025 took investors on a rollercoaster, driven by on-again, off-again tariff policy announcements.
Investors face new challenges as their wealth grows. So it’s a good thing that direct indexing is designed to fit their allocations just the way they are.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, aka Mr. Valuation is going to cover two aerospace and defense stocks – Huntington Ingalls Industries (HII) and Lockheed Martin (LMT).
An early-term recession, though difficult, can create strategic opportunities to push a bold and transformative agenda forward.
In recent weeks, market volatility has surged, driven by uncertainty surrounding the growth picture and Washington's economic policy
2025 has been marked by U.S. tariff news, geopolitical tensions and market volatility. Recent comments by Treasury Secretary Scott Bessent and President Donald Trump seem to confirm that the “Trump put” of his first presidential term is no longer in place.
Since mid-January, a new political regime in Washington has shaken the geopolitical landscape and global markets. In this volatile environment, bonds have performed well, resuming their traditional role as ballast against falling stock prices and attracting strong demand from investors.
Stocks are mixed around midday after seeing some mid-morning buying as investors position ahead of tomorrow's "Liberation Day".
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Investors often debate the merits of value versus growth investing, but when it comes to developed international equities, the conversation isn't static; it moves in cycles.
The last time the dollar needed policy intervention was in 1985. The dollar was ascendant, and that put American exports at a disadvantage.
The world has entered a period of geopolitical uncertainty, with the U.S. now at the center of the storm.
Fixed income investors can opt for corporate bonds to maximize yield opportunities without sacrificing too much credit risk.
Connective Communication’s CEO & Founder Jennifer Morgan lit up the Exchange stage with her workshop, Escape the Sea of Sameness.
Amid a market correction and heightened policy, inflation and growth concerns, valuations are back in the spotlight.
Investors just can’t get enough of ETFs, and issuers are more than happy to oblige. Through the middle of last week—still with a handful of days left in the quarter—208 new U.S. ETFs were launched in Q1, according to Wall Street Horizon data.
In the current installment of The Roundup, Oaktree experts explore various investment risks and opportunities, including the heightened demand for mezzanine financing, potential entry points for special situations investors, the limited competition for unrated asset-backed finance investments, and the growing need for specialized life sciences lenders.
Following the latest Federal Reserve meeting, there was a massive surge in media headlines stating “stagflation.” The media’s stagflation panic is unsurprising as it elicits memories of the late 1970s during the Arab oil embargo.
We call upon an expert for the latest on foreign exchange markets.
During the ten years prior to COVID, PCE inflation, the Fed’s preferred measure, averaged about 1.5% per year. Jerome Powell said it was too low and he wanted inflation to “average” 2% over time.
Markets sold off sharply Friday and in the early Monday hours, and I do not believe inflation data was the culprit.
Economic activity hit a soft patch in the first quarter—whether it was fueled by the big pullback in confidence or one-off factors such as cold weather, a harsh flu season and an acceleration of imports ahead of pre- announced tariffs, our economist expects the slowdown will prove short-lived.
CNBC Senior Markets Correspondent Bob Pisani and Research Affiliates Founder and Chairman Rob Arnott talked value at Exchange.
Dr. David Kelly, chief global market strategist, J.P. Morgan Asset Management, provided insight on current opportunities at Exchange.
Last week's economic reports painted a stark picture of rising inflationary pressures and plummeting consumer confidence.
Today I’ll try to cut through some of this fog and look at why the US has a trade deficit. As you’ll see, it is a built-in, necessary feature of our money. Plus, it is time to start watching for a recession. Let’s jump in.
We were in the camp that the new administration was using the threat of tariffs as an instrument to negotiate deals with other countries, especially with our largest trading partners, Canada and Mexico.
The substantial shift in U.S. trade policy will put a significant dent in growth in major markets.
On the latest edition of Market Week in Review, Senior Investment Strategist and Head of Canadian Strategy, BeiChen Lin, discussed the latest tariff developments. He also revealed key watchpoints for upcoming U.S. and Canadian employment reports and finished with a preview of U.S. first-quarter earnings season.
On March 18, 2025, Jensen Huang stepped onto the stage at Nvidia's GPU Technology Conference (GTC) in San Jose with the presence of a man who knows he's about to redefine the trajectory of an industry—again. His message was clear: AI has hit an inflection point, and if you're not paying attention, you're already behind.
Uncertainty dominates the day, with market volatility sparking investor questions not seen in years. With this in mind, we’ve put together a concise cheat sheet covering key topics on everyone’s radar.
