The latest consumer survey data from the New York Federal Reserve had interesting data.
Bitcoin could be headed for the stratosphere, according to a new report by Bernstein. The global investment firm is predicting that the world’s top digital asset could hit $200,000 by 2025, $500,000 by 2029 and—no, you’re not seeing things—$1 million per token by 2033.
On the latest edition of Market Week in Review, Director and Senior Investment Strategist Alex Cousley discussed recently released economic data from China, including home prices and credit numbers. He also covered the Bank of England’s (BoE) recent rate decision and provided an update on U.S. retail spending during May.
Artificial intelligence startup Anthropic is releasing a new AI model that it calls its fastest and most capable yet in a rivalry with OpenAI.
We are excited to announce that Ian Bremmer will once again headline Exchange, happening on March 23-26, 2025 in Las Vegas.
Senior loan ETFs have gained traction as elevated rate expectations spill over into the second half of the year.
Private credit investors in Europe are abandoning leveraged plays to try to get ahead of a potential wave of defaults.
The nonpartisan Congressional Budget Office ramped up its estimate for this year’s US budget deficit by 27% to almost $2 trillion, sounding a fresh alarm about an unprecedented trajectory for federal borrowing.
As Russian President Vladimir Putin and Chinese Premier Li Qiang wrapped up separate meetings in Southeast Asia this week, the two partners in the BRICS economic bloc encountered a region keen to join a group seen as a hedge against Western-led institutions.
This summer, countless bankers and financiers will get away to the Hamptons or vacation in Europe. And a handful will be traveling nearly every weekend — to play lacrosse.
Small cap performance has been a hot topic lately, with many pundits declaring the small cap premium on life support or dead altogether.
Bitcoin slumped to a more than one-month low with this year’s record-breaking rally showing signs of fatigue in the absence of fresh market catalysts.
Blockchain is relatively young, but it’s increasingly becoming a political hot spot. That’s worth examining.
When it comes to stocks with the artificial intelligence (AI) label, Nvidia (NVDA) arguably takes the cake.
After being on the frontline of the pandemic, then grappling with an edgy public and a spike in shoplifting, its been a tough few years to work retail. But for Walmart Inc. managers, at least, things are looking up.
First-generation low carbon equity benchmark indices were developed almost a decade ago with the goals of mitigating climate risk and preparing for the transition to a low carbon economy.
Nadeem Meghji was on honeymoon in late 2022 when the biggest storm to have rocked Blackstone Inc.’s property business hit its peak.
Bonds surged after business activity across Europe encountered an unexpected setback, prompting traders to amp up wagers on monetary easing.
Market indexes can be a useful barometer of long-term performance. But the investment opportunity set need not start and end there. Fundamental Equities investor Alister Hibbert uses an unconstrained approach in seeking to identify those rare companies that stand out from the pack.
Silicon Valley’s “move fast and break things” mantra propelled tech innovation for the internet age. In the era of artificial intelligence, it should take a leaf out of Japan’s playbook and slow down.
Take out the few big tech companies that keep pushing the S&P 500 Index to all time highs and it looks like the engine is running on fumes.
It could be an opportune time to take advantage of core bond exposure now before a potential rally despite latest Fed-speak.
New research highlights how active management may be more beneficial than passive strategies for avoiding overvalued securities.
The Federal Reserve policy can set the tone that drives interest rates across the maturity range but an earlier market rate downturn can occur as a signal of investor perception of a slowdown in the economy.
In the past decade, investors have started to factor in the cost of a product when they make decisions. Issuers have responded by lowering expense ratios, but there are other factors that can contribute to a product’s total cost. Tracking error and trading expense can also impact the total cost of a given ETF, for example.
Join the experts at Vanguard on June 20th at 2pm ET and learn all about the benefits of reducing all costs associated with an ETF.
Today’s unusual market creates enormous headwinds for many investors. Fixed income uncertainty, rising US national debt, and other challenges are making finding reliable liquid income challenging. Close-End Funds (CEFS), Business Development Companies (BDCs), Real Estate Investment Trusts (REITs) and Energy Master Limited Partnerships (MLPS) are all compelling, non-correlated income generators.
Recently, James Grant, editor of the Interest Rate Observer, was asked about his outlook for interest rates. He sees interest rates moving in a cyclical pattern, potentially rising for another multi-decade period.
Morgan Stanley is increasing its investments in Latin America as geopolitical conflicts elsewhere in the world give the region increasing prominence in the global economy.
US Treasuries are on the brink of breaking even during a roller-coaster first half of the year.
Does anyone in Silicon Valley know the saying, “The bigger they are, the harder they fall?” Perhaps it’s just a matter of time before they will.
Partnering with firms that have the requisite scale and demonstrated access to top-tier investment opportunities is one way investors can potentially eliminate the J-curve in a private markets investment program.
High interest rates continue to add a dose of uncertainty into the bond markets. Investors are responding by turning to active ETFs.
The real estate sector has been hamstrung this year as the Federal Reserve has yet to deliver widely hoped for interest rate reductions.
Vanguard’s Ryan Barksdale discusses the firm’s decision to reopen the PRIMECAP Fund and PRIMECAP Core Fund to new investors, along with the rise of active ETFs and recipe for successful active management. VettaFi’s Stacey Morris highlights the recent performance of the energy sector and explains the potential impact of artificial intelligence and the upcoming election on the category.
As you look toward the second half of the year, how can you help your clients achieve desired outcomes? Combining traditional factors could help potentially enhance risk/return profiles of equity portfolios over time, through a variety of market outcomes.
Join the experts at Fidelity Investments and discover how you can seek to prepare your portfolio for potential success in the second half of 2024.
In this episode of Dear Ficomm, I'll talk you through specific, actionable tips about how to get more registrants to your webinar as a financial advisor.
In this article, I will discuss what compliance officers do and the various factors advisors should consider in determining who should serve as their CCO.
The longer interest rates stay higher, the stronger the case grows for … a carbon tax.
Nvidia Corp. insiders have sold shares worth more than $700 million this year as the stock continues to push deeper into record territory amid unrelenting demand for its chips.
Bitcoin touched a one-month low as outflows from digital-asset investment products and the prospect of higher-for-longer US borrowing costs sapped the cryptocurrency market.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will go over 10 value stocks with low debt and strong growth with very consistent operating histories over time, but best of all, they are in value today.
For those of you who are not math geeks, ‘rise over run’ is the formula for the slope of a line. What does this have to do with the latest Federal Reserve (Fed) decision, you may ask?
Economic indicators provide insight into the overall health and performance of an economy. They are essential tools.
The notion that bitcoin can be included in standard investment portfolios earned further ballast earlier this year.
VettaFi has recently been named as a finalist for a Wealth Management award for our Expanded Research Offerings.
This third and final part of this series focuses on alternative energy sources, utility companies, and other companies related to the power grid infrastructure.
Traders are lavishing billions of dollars on quant-powered stock trades, boosting an investing style that’s struggled to gain traction in an era when simple bets on traditional large-cap indexes have paid off handsomely.
Wall Street strategists are rushing to raise their targets for the S&P 500 Index, but hedge funds are growing increasingly cautious about equities due to the Federal Reserve’s reluctance to cut interest rates, softer economic data and narrow stock market breadth.
A technical trading strategy with a perfect trading record this year is signaling that it’s time to sell long-maturity Treasuries after a rally last week.
The Federal Reserve will begin a review of its monetary policy framework later this year, including a potential reconsideration of the ways it communicates with the public. Of great interest is the fate of the dot plot, an anonymous collection of policymakers’ interest rate projections that generates considerable attention each quarter on Wall Street.