Why the current momentum trade, despite stretched valuations, could continue.
Jeff and Ron Muhlenkamp share that although it was a quiet first quarter in economic news, the markets were not so quiet. Jeff and Ron are still watching for signs of a recession due to the inverted yield curve but also think that there is a possibility of an inflationary boom. They feel they are prepared for either scenario and give their reasons why.
April 15 is undoubtedly one day that is not enthusiastically celebrated by most people. It is safe to say that the discomfort around Tax Day likely ranks right up there with your annual physical or renewing your driver’s license.
While the European Central Bank refrained from declaring victory at its April meeting, a June rate cut seems increasingly likely.
Fixed income poses big challenges and opportunities in 2024, with ETF leaders from several firms sharing their thoughts at ETF Exchange.
In the first quarter of 2024, fixed income investors turned to investment-grade corporate bond ETFs.
Everyone says that mergers and acquisitions mostly fail. Now Bain & Co. brings a challenge to the received wisdom.
Cathie Wood’s Ark Investment Management has announced that it holds a stake in Silicon Valley artificial intelligence darling OpenAI, a bet that the nascent AI industry will remake the tech landscape.
Artificial intelligence (AI) and Bitcoin were top of mind at Paris Blockchain Week, where I had the privilege of presenting to an enthusiastic crowd. The blockchain and digital assets event, held beneath the world-famous Louvre Museum, attracted close to 10,000 people, an impressive 25% increase over last year, as Bitcoin traded near its all-time high and AI dominated headlines.
Back when the electric vehicles revolution appeared unshakable and Tesla Inc. was valued at more than $1 trillion, few of us gave much thought to hybrids. But amid consumer wariness about EVs’ driving range and insufficient public recharging infrastructure, vehicles that combine a combustion engine and electric motor are back in fashion, at least for now.
The stock market has punished Apple Inc. this year for failing to offer a vision of where its future growth will come from. The shares caught a bid Thursday after the tech giant took a step toward providing an answer.
Investors wagering on an extension of last year’s global bond gains have been served a harsh reality check.
The US is somehow home to the most valuable electric vehicle producer in the world and, simultaneously, an also-ran in the race for EVs. How did that happen?
2024 got started in a similar fashion to which 2023 ended: eyes were tightly focused on the proverbial briefcase of Federal Reserve Chair Jay Powell as to interest rate policy…and the conclusion for now is that interest rate cuts in 2024 remain largely on the table.
Private markets continue to become an even more prevalent component of investor portfolios, providing access to an expanded opportunity set and strong diversification beyond traditional stocks and bonds.
Fueled in part by expectations that the Federal Reserve will lower interest rates this year — or at the very least, won’t hike anymore — preferred stocks and related ETFs are delivering solid showings for income investors.
The S&P 500 has been touching new highs after a rocky start to the first quarter of 2024, and is doing the same thing again at the start of Q2. While market corrections will happen invariably, it’s a reminder that traders can always take advantage of any short-term weakness.
March U.S. consumer prices rose faster than expected. The reacceleration in supercore inflation suggests the strong inflation readings at the start of the year may not have been mere blips.
India's economic landscape offers a tapestry of growth opportunities.
India currently boasts the title of ‘fastest growing major economy in the world’ for the second year running. Yet many indexes and ETFs that focus on emerging markets are flawed and fail to capture the real growth potential.
Join VettaFi and EMQQ Global as they unpack why India is “the perfect emerging market” and share a unique strategy focused on the internet and ecommerce as the most transformative sector of the future economy.
I have been arguing for almost a year now, here and elsewhere, that US consumer price inflation would become sticky after a period of favorable disinflation going into the end of 2023. Wednesday’s hotter-than-expected data release, the third in a row, is evidence that this scenario is indeed unfolding.
On March 8 of this year, BlackRock announced its agreement to acquire the remaining equity interest in SpiderRock Advisors, LLC, a leading provider of customized option overlay strategies in U.S. wealth markets – a move that builds on BlackRock’s minority investment in SpiderRock, made in 2021, and reinforces BlackRock’s commitment to personalized separately managed accounts.
Led by President and Chief Investment Officer Eric Metz, SpiderRock Advisors is a Chicago-based asset management firm focused on providing customized option overlay strategies to investors. The company excels in innovating options strategies, making them a vital asset class for institutions and advisors. By combining technology with comprehensive derivative management expertise, SpiderRock Advisors is committed to making it easy for financial advisors and institutions to add option overlay strategies to their portfolios. SpiderRock Advisors manages approximately $5 billion.
A third consecutive month of higher-than-expected inflation data dealt a double-barreled blow to Joe Biden’s political prospects ahead of November’s election, exacerbating concerns voters could punish him over high prices and delaying hopes for Federal Reserve rate cuts the president has predicted.
Your mother likely imparted valuable investing lessons you may not have known. With Mother’s Day approaching and bullish market exuberance present, such is an excellent time to revisit the investing lessons she taught me.
Signs that inflation has yet to release its grip on markets have simmered for weeks. Now they’re boiling over after Wednesday’s hotter-than-forecast consumer price index sent stocks and bonds reeling.
On August 24, 2021, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation, built three portfolios for dividend income with different objectives. In this video, Chuck will do an update on dividend Model Portfolio Number 2 to see how it’s performed.
Not even an uptick in inflation or lofty stock valuations could keep the bulls at bay. Here are some of the popular ETFs in the first quarter.
Meta Platforms Inc.’s record-breaking, artificial intelligence-fueled rally has added $1 trillion in market value since its darkest days of 2022, and yet by some perspectives it’s still trading at a discount.
Some big technological innovations promise to make people more productive, but a four-day work week will not be the norm anytime soon. And legislation imposing it over the next four years would harm the economy.
Negotiation is an essential part of buying or selling a home. But for nearly a century, there’s been one part of the process where haggling doesn’t fly: the 5% to 6% standard commission charged by US realtors.
As the CTO of a leading fintech provider, our team is rewriting our rulebook for partnering in the age of AI.
Research from various scientific fields suggests that many of our fears about death are unfounded or exaggerated.
Apple makes around 90% of iPhones in China. From a supply chain perspective, this is better than where Apple stood a few years ago when it made all its iPhones there.
Rising economic policy and geopolitical uncertainty may favor higher quality fixed income in this election year.
Market and industry trends are shining on US financial stocks, whose fortunes might be changing for the better across diverse sub-industries.
Bond laddering, particularly within the confines of the ETF wrapper in funds such as USIN, can be useful to advisors and investors.
Economic indicators are released every week to provide insight into the health and performance of an economy. Last week featured employment updates.
VettaFi’s Lara Crigger discusses Fidelity’s decision to charge a $100 trading fee on ETFs from issuers who won’t engage in “pay-to-play”. Lara also discusses Cboe’s recent SEC filing which seeks a rule change allowing fund companies to offer an ETF share class of existing mutual funds. Davis Advisors’ Chris Davis goes in-depth on the current stock market environment and the value of active management.
Join Bob Minter and Dan Magnusson from abrdn as they discuss the current market environment and its impact on precious and industrial metals. They’ll also share their thoughts on where this unique asset class may fit within a diversified portfolio.
This is the story of the implications of fiduciary best interest dying at the SEC.
I offer a collection of observations and beliefs based on my 48 years of experience in the financial services business, which includes stints as either president or CEO of five different TAMPs and a consulting firm.
A steady march higher in markets was snapped by a stretch of jarring volatility as traders gave hints there’s a limit to their appetite for hot economic data.
Treasury yields reached their highest levels of the year Monday — where they swiftly attracted buyers — as traders decided two Federal Reserve interest-rate cuts are likelier than three this year.
Google unveiled a host of updates to its artificial intelligence offerings for cloud computing customers, emphasizing that the technology is safe and ready for use in the corporate realm, despite recent stumbles in consumer-facing tools.
While artificial intelligence and new technologies have captured the market's attention, this quarter we reminisce about the good old days and a key piece of technology that has endlessly entertained us all – classic video games.
I have never come anywhere close to running a marathon of any sort. I am told the last mile could be the most difficult part of the endeavor.
Investors are choosing bonds in record numbers – in 2023, global bond ETFs gathered an annual record of over $300 billion in flows with iShares leading with $113 billion. My guest today will explain why this will continue, as many investors are still significantly underweight to fixed income, with a 22% average allocation. You will hear why investors need to step out of cash and move faster into fixed income because, historically, the market has priced in rate actions long before they occur.
More broad spread adoption of options strategies mean a variety of options are now available to investors, but don't overlook FLEX options.
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the Fidelity Limited Term Bond ETF (FLTB) 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.
Suppose everything we believe about carbon and climate is wrong?
