As July gave way to August, an eventful news week moved markets. Corporate earnings continued to surprise to the upside.
Friday’s employment report produced the greatest downward revision in jobs in over half a century (excluding COVID), This is my interpretation of the fallout:
U.S. equities may be soaring, but earnings growth is narrowing fast—driven almost entirely by AI mega-caps. Paul Vella of Journey Strategic Wealth breaks down why investor sentiment remains fragile beneath the surface, with weak labor data, sticky inflation, and policy ambiguity setting the stage for a volatile August.
This article explores how equities – particularly bitcoin mining stocks – provide advisors with an often-overlooked path to crypto exposure.
The ETF wrapper provides a number of benefits for investors, combining tax-efficiency with cost savings. In more complex asset classes such as international equities, investors potentially compound the benefits of ETFs with those of active management.
Developing countries have navigated a changing world order relatively well so far. But to maintain this positive trajectory, they must create conditions that enable them to exploit the new opportunities created by AI, and multilateral institutions like the World Bank must support them in this multiyear effort.
July 2025 proved to be a compelling month for ETF investors, marked by a return to risk-on sentiment in some areas of the market.
Join industry experts Zeno Mercer and Morten Paulsen, CLSA’s Head of Research for Robotics and Machinery, for an exclusive webinar exploring the key trends and opportunities shaping the automation and robotics landscape.
Read through the major economic news from the week of July 28th-August 1st.
This video highlights the major economic news from the week of July 28th-August 1st.
S&P 500 dividend growth remains sturdy. But more and more companies are leaning into share repurchase programs as avenues for returning capital to shareholders.
Private markets have surged to $15T, but access remains complex. We explore two ways to gain exposure to private credit and asset managers without traditional hurdles.
I’m taking the chance in this week’s column to share some ideas and best practices. If you aren’t the one struggling to work with a colleague, maybe you could be the “coach” for others on the team and give some guidance
If your onboarding strategy feels more like survival training, it’s time to rethink the system. Start by mapping your team’s roles and identifying who can take ownership of what.
A long-feared change to Wall Street’s plumbing is paying off — and it’s freeing up billions.
President Donald Trump will announce that Apple Inc. will commit to spend another $100 billion on domestic manufacturing, the latest pledge by the tech giant to increase US production of its products as it seeks to avoid punishing tariffs on its flagship iPhones.
Semiconductor stocks sent the emerging-market equity benchmark lower as US President Donald Trump’s threat to raise tariffs on the sector and an investigation into a theft of trade secrets at Taiwan Semiconductor Manufacturing Co. spooked investors. Developing currencies fluctuated.
Stock bulls have another reason to worry that the blistering rally in American equities may be about to cool.
With all the uncertainty around big policy questions that directly affect companies, notably tariffs and immigration, forecasting has become thorny for Wall Street analysts.
to come
As the turn of the calendar occurred on Friday, the bull streak for the market since the April lows ended. Such was not unexpected, and the correction has been a topic of discussion in our daily market commentary over the last two weeks.
Trend-following may struggle in range-bound markets, but it’s not the only macro approach.
The popularity of direct indexing has grown significantly since the pandemic, with no signs of easing.
Last week brought a wave of headlines for investors to digest – on both the macro and micro fronts.
A sharp shift in Fed expectations may trigger bond-market volatility while concerns about the economy may impact equities.
Some things change in markets and some don't. The dollar partially reversed its year-to-date decline in July, and US equities had their first moment in the sun relative to international peers thus far in 2025.
Another week of stellar earnings led to the S&P 500 and Nasdaq Composite hitting record levels by Thursday, but what a difference a day makes.
In this article, Russ Koesterich discusses resiliency in the tech sector and why he believes adding further to core positions in the space is justified.
70+ firms have filed for approval to offer ETF & mutual fund share classes of the same actively managed portfolio, per Morningstar.
Tom Lee, Co-Founder of Fundstrat Global Advisors, unpacks the impressive success of the Fundstrat Granny Shots US Large Cap ETF (GRNY) and offers his outlook on Ethereum’s future. Cinthia Murphy, Investment Strategist at VettaFi, spotlights the top 20 ETF launches since early last year.
Post April, many people enjoyed a well-deserved vacation from the stress, cost and downright annoyance of tax season. However, for investors looking to harvest losses to reduce the impact of capital gains, the cost of this year’s tax vacation could have been significant.
US stocks hovered around their record highs on hopes of September interest-rate cuts and as strong corporate earnings drove the biggest technology shares higher.
For too long, British oil company BP Plc denied, obfuscated and played down its troubles. The market and the media, rather than the company, was the issue.
What's the outlook for private equity in the second half — and the retail investors potentially interested?
For years, US regional banks have operated under a paradox. Like all companies, they need growth to survive and want to do so predictably.
Emerging markets resumed their rally as the prospect of central bank rate cuts and optimism about earnings boosted risk sentiment.
JPMorgan Chase & Co.’s asset management arm is partnering with Dutch online broker Bux to sell its active exchange-traded funds in customized model portfolios, as the Wall Street giant looks to break further into Europe’s retail market.
If you have health insurance through the Affordable Care Act marketplace, you are likely to see dramatic increases in your costs next year.
With AI becoming more entrenched in financial systems, the importance of balancing innovation with stringent regulatory oversight will only grow. It is through this careful balance that the financial industry can fully harness the power of AI while protecting the integrity of global markets.
The tech sector has trounced the broader market in the second quarter. So, it’s not surprising some market participants are growing concerned about concentration risks. Those worries are valid.
Efforts to reduce the central bank’s autonomy would likely disrupt markets.
The fixed income market exhibits traits that can lead to inefficiencies and mispricings, giving active managers the chance to use their expertise to potentially generate higher returns.
The degree to which growth in Europe slows, along with inflation developments, will be key in determining the path ahead for the European Central Bank.
Stocks continued to rally in July, but complacency is creeping in. Below the surface, familiar concerns are returning: narrow leadership, policy uncertainty, and slowing inflation progress.
Tariff news continue to dominate the 24-hour news cycle, and the latest deal struck with the U.S. and Japan should ease any potential investor anxiety over the robotics industry. Though tariff clouds were present, it never really dimmed the sunny outlook for the industry as a whole.
If you’ve been following the luxury sector, you’ve probably seen your fair share of sobering news.
Gold doesn’t need a black swan to deliver. Explore how investors can use gold for portfolio balance, income generation, and long-term stability.
It certainly seems hyper-politicization has come to every piece of economic data. Last week’s data are poster children for this, and the overbroad interpretations of the data by investors, the general public, policymakers, and politicians sow confusion.
U.S. trade strategy is a top worry among economists.
