The inflation numbers this week — both for producer and consumer prices — have served to reassure markets in two distinct ways: confirming continued progress in the battle against high price increases and supporting the ongoing shift in the Federal Reserve’s focus from its inflation mandate to its employment mandate.

Warren Buffett’s longtime business partner Charlie Munger brought quality to value investing. Now Buffett is bringing value to quality investing.

For years, the emphasis within fixed income investing has been to seek security-specific alpha in an illiquid bond market where no single security significantly impacts portfolio returns.

Technology stocks led the market for much of this year, with AI euphoria in full effect. Recent cracks in the momentum caused some investors to question whether the enthusiasm has been exhausted. Technology investors and active stock pickers Tony Kim and Reid Menge offer answers ― and an optimistic outlook.

With the Nasdaq-100 Index (NDX) lower, it might not yet be safe for investors to rush back to mega-cap growth stocks.

It's a good time to revisit which equity market sectors are defensive themes. Certain products are nondiscretionary we can't live without.

Here are some lessons from interviewing financial advisors and insights into the traits that lead to a recommendation.

Bond investors pared back their expectations for Federal Reserve interest-rate cuts slightly as data showed US inflation ebbed further in July, reinforcing the case for a quarter-point reduction next month.

Despite a strong first half, volatility and tail risk remain top of mind for investors. A managed floor strategy could help give you core equity exposure while mitigating risk.

Join the experts at Innovator ETFs to learn all about their timely managed floor strategy and unpack how it can help your clients keep market upside exposure without the additional risk.

Skeptics had long warned that artificial intelligence-related stocks were in a bubble. Now that some of the froth has come off, bulls see an opportunity.

A bid to break up Alphabet Inc.’s Google is one of the options being considered by the Justice Department after a landmark court ruling found that the company monopolized the online search market, according to people with knowledge of the deliberations.

A year after UBS Group AG completed its emergency takeover of failing rival Credit Suisse, the project is faring better than the Swiss bank dared hope. It’s cut unwanted assets, people and costs faster than it promised — enabling it to deliver forecast-beating profits so far in 2024.

The headlines suggest catastrophe for the global food supply: Biblical heatwaves, floods, storms and wildfires. And yet, in the world’s breadbaskets, the weather has been fair this growing season — so good that we’re facing an oversupply of key agricultural commodities and thus much lower prices than in 2022 and 2023.

There’s no denying that consumers are digging around for more deals and prioritizing essentials over discretionary items.

The KraneShares Sustainable Ultra Short Duration Index ETF (KCSH) offers low risk income investing with notable yields and diversification.

The financial markets appear to be rather confident the Fed will finally begin its rate cutting process at the September Federal Open Market Committee meeting, at a minimum. The debate has now shifted as to what this easing cycle will ultimately look like.

The Jensen Quality Growth ETF is a high-conviction U.S. large-cap ETF with a growth tilt. The ETF’s investment approach is rooted in bottom-up fundamental analysis, focusing on quality companies that have demonstrated consistent performance and resilience over time.

Franklin Templeton’s David Mann highlights the firm’s diverse ETF lineup and offers perspective on stocks, bonds, and crypto. VettaFi’s Zeno Mercer goes in-depth on the “Magnificent Seven” stocks.

Staying invested through volatile periods has provided superior returns vs. selling when volatility rises and reinvesting later.

MSCI Inc. continues to cull China stocks from its indexes, setting the stage for a further drop in the nation’s share of a key emerging-market benchmark.

US producer prices rose in July by less than forecast, reflecting the first decline in services costs this year amid an ongoing moderation in inflationary pressures.

It's an ideal time to add bonds, especially if they are poised to outperform stocks over the next 10 years.

When two popular trades, such as buying US big tech stocks and selling the Japanese yen, are unraveling at the same time, investors naturally think they are somehow related.

The tricky last yards of closing in on — and then maintaining — the hallowed 2% inflation target that all the major central banks adhere to requires a change of tactics. Over the past two years, a mantra of economic data-dependency has been drummed into us, keeping interest rates higher for longer.

Last Monday morning, I tried to shake up the conversation about how far behind the curve the Federal Reserve (Fed) is currently by suggesting an inter-meeting 75 basis points (bps) cut and another 75 bps cut in September.

The acquisition further expands Janus Henderson’s private credit capabilities and complements Janus Henderson’s existing highly successful securitized credit franchise and expertise in public asset-backed securitized markets, and further expands our capabilities into the private markets.

Pretty much every month there’s one week that has the most important economic reports. For the month of August that’s this week. The reports this week include consumer price inflation, producer prices, retail sales, industrial production, housing starts, and unemployment claims.

On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the ALPS O’Shares US Small-Cap Quality Dividend ETF (OUSM) with Chuck Jaffe of “Money Life.” The pair talked about several topics regarding the fund to give investors a deeper understanding of the ETF overall.

Haidt’s The Anxious Generation documents the post-iPhone 4 explosion of anxiety and depression disorders among adolescents. Haidt calls the substitution of screen time for play “The Great Rewiring” of young brains that is directly responsible for the dramatic increase in adolescent mental health disorders.

The statistical and investment views of Nassim Nicholas Taleb, author of the blockbuster book The Black Swan, are easy to summarize. First, most probability distributions are fat-tailed, not thin-tailed like the normal distribution. That renders useless or wrong the application of almost all conventional statistical techniques.

One of the most critical factors explaining the performance differences between small-cap value and large-cap growth stocks is the sector in which the companies operate, and the earnings growth associated with each industry.

The benchmark indexes for emerging-market equities and currencies, respectively, moved in opposite directions Monday, deepening a trend that emerged last week, when their short-term correlation was interrupted for the first time in 21 years.

One of the most widely followed gauges of the stock market, for decades a reliable indicator of future returns, has led investors astray in recent years. Its misdirection comes down to the freakish earnings growth of big technology companies such as Apple Inc. and Alphabet Inc. But there’s a way to revamp this market barometer as worries about elevated expectations and prices grow.

First the private credit firms came for the banking industry’s lucrative corporate loan business. Now they’re grabbing a chunk of their consumer-lending work. The pressing question for this thriving multi-trillion dollar industry is whether it has timed its latest incursion badly.

A dizzying start to August, which saw US stocks whiplashed by economic jitters, lackluster earnings and the unwinding of the global yen carry trade, has left Wall Street searching for corners of the market that may have been unfairly punished.

Economic indicators are released every week to provide insight into the overall health and performance of an economy.

I can't let this month pass without noting a significant anniversary: This is the 25th year I’ve been writing Thoughts from the Frontline. You can visit the archive and see every issue since January 2001.

On Monday, global equities and digital assets underwent a dramatic selloff as the unwinding of the Japanese yen carry trade rattled markets. The S&P Global Broad Market Index (BMI), which measures the performance of more than 14,000 stocks around the world, retreated 3.3%, its worst trading day in over two years.

Actively managed ETFs continued to gain traction in July with $24 billion of net inflows. This represented 19% of the industry’s net inflows.

Emerging-market currencies are set to clock their biggest weekly gains of 2024, led by a rise in Brazil’s real on expectations its central bank could raise interest rates later this year.

China’s two-speed economy and the internationalization of the renminbi suggest long-term opportunities may be found amid near-term challenges.

Investors can still extract yield while adding core bond exposure with the NEOS Enhanced Income Aggregate Bond ETF (BNDI).

It looks like investors have been adding shares of Amazon.com to their carts in recent weeks.

The Biden administration is nearly finished divvying up $39 billion in grants under the Chips and Science Act, the landmark bipartisan legislation aimed at revitalizing the domestic semiconductor industry. The bigger test still lies ahead.

During volatile markets, investors may flock to safe haven sectors like utilities that can weather a recession.

Everybody loves a good comeback story: Seabiscuit. The Mighty Ducks. 493 stocks in the S&P 500 index.

Back in June, a mystery investor made a record wager on long-dated Treasuries, creating waves in the ETF market where trading pros seek clues about sentiment on Wall Street. Now the firm behind that bet has revealed itself, and says its recession call is finally coming to fruition.

The end of the Federal Reserve’s balance-sheet unwind is in sight, though its actual conclusion depends on the pace of interest-rate cuts and stresses in funding markets.

With investors reacting to the worst global stock market sell-off since the early days of the COVID pandemic in 2020, Portfolio Manager Oliver Blackbourn and Global Head of Multi-Asset Adam Hetts consider the all-important question – what next?

After absorbing the US Federal Reserve's repeated assurances that a “fundamentally healthy” economy gave it ample time to decide on when to cut interest rates, the market was caught by surprise when new data suggested otherwise. Such is the danger of signaling a consensus where none exists.