Risks are building for bond traders who’ve spent the last couple of weeks adding to bets on Federal Reserve interest-rate cuts this year.
Nvidia Corp’s scorching rally has added more than $1 trillion in value this year alone, sending it well above the level where it last split its shares. Some see the AI giant well placed to do so again.
The largest weekly outflow on record for technology stock funds hasn’t dimmed the broader euphoria that is driving US equities to “ferocious” gains, according to Bank of America Corp. strategists.
The last time Cathie Wood and ARK Investment Management found themselves on the opposite side of a call made by Grizzly Research, they lost tens of millions of dollars. It’s not stopping them from facing down the activist short seller once again.
One of the widely cited catalysts pertaining to bitcoin is supply. Only 21 million of the digital coins can be mined. And thanks to quadrennial halvings, the next of which is slated for April, it gets harder to mine the cryptocurrency.
Actively managed ETFs continue to gain traction. After a strong 2023, active ETFs gathered 34% of the net inflows in the first two months of 2024. Impressive for an asset category that still represents 6% of overall industry assets.
It is earnings season in music land, and some exciting growth trends are emerging among companies involved in the global music industry. At the forefront of the industry has been renewed interest in live music in the post-pandemic environment.
This is an interview by Robert Huebscher of Woody Brock. They discuss what it means for a nation to "go broke," the tactics a country can use to avoid insolvency, the relevance of the gold standard, and a key finding about sovereign deleveraging and its impact on its standard of living.
Technology continues to play an important role in transforming the advice profession. From streamlining administrative tasks to creating personalized experiences for clients at scale, technology provides advisors with meaningful ways to prioritize their time so they can focus on valuable relationship-based services like behavioral coaching and building trust among clients.
My guest and I will discuss the latest technology trends for advisors, the importance of developing and introducing technology skillsets, the rise of GenAI and other emerging technologies, and more, in this episode.
Fisker Inc.’s warning that it may run out of cash within 12 months absent fresh equity or debt raises a new and worrying question for car owners: What happens if the maker of your electric vehicle goes bust?
The Great Resignation is in the rear-view mirror, and the labor market is showing hints of swinging back in the complete opposite direction.
Concerns that Nvidia Corp.’s stratospheric gains might be unsustainable have spread to ESG investment managers who beat the market last year by betting big on the stock.
Bitcoin price swings are becoming more intense following the digital asset’s run to a record high, and a key question now is how investors in US exchange-traded funds for the cryptocurrency will react.
In this paper, GMO proposes a novel approach to financing emerging countries’ transitions toward cleaner energy production. Indeed, we believe a significant opportunity exists across two dimensions: greenhouse gas (GHG) emissions reduction and investment returns.
Japan's prolonged downturn has lessons for other nations at inflection points.
The active ETF TCAF has crested $1 billion in AUM in just nine months. Emblematic of a strong year for active ETF investing, the T. Rowe Price Capital Appreciation ETF (TCAF) added nearly $500 million in flows over the last three months alone.
Among the G7 countries, the U.S. economy and its inflation rate, for that matter, are impressive. But when factoring other large economies into the equation, India is the dominant force.
The Equity Symposium is just a week away. Advisors can earn free CE credits and hear from industry experts and thought leaders on March 13th.
The BEA's core Personal Consumption Expenditures (PCE) Price Index for January shows that core inflation continues to be above the Federal Reserve's 2% long-term target at 2.8%. The January core Consumer Price Index (CPI) release was higher, at 3.8%. The Fed is on record as using core PCE data as its primary inflation gauge. For a closer look at each of those releases, check out our latest Consumer Price Index and PCE Price Index releases.
Golfers and investors are interested in the same thing: results. But navigating market events, or a tricky par 5, requires balancing risk and reward. Like selecting the proper club, appropriate asset allocation is crucial when seeking success and reaching investors' desired long-term outcomes. That's why often overlooked mid caps present exciting opportunities for investors.
Join the experts at State Street Global Advisors to learn about the opportunity mid-cap ETFs provide and hear golf legend Tony Finau discuss his winning mindset and approach to balancing risk and reward for long-term success.
Ever since the Federal Reserve began its policy-tightening campaign, Jerome Powell has been happy to ignore one form of inflation: Rising asset prices.
Traders are eyeing Apple Inc. after its stock slid below a critical psychological threshold on Tuesday as shares entered a technical correction for the first time since August this month.
India’s growth story is unprecedented.
After over two years, retail investors, also known as the “dumb money,” are almost back to breakeven.
In this paper, GMO proposes a novel approach to financing emerging countries’ transitions toward cleaner energy production.
Amid a 2023 market rally, exchange-traded fund (ETF) inflows had a banner year, putting the mutual fund industry further on notice that ETF popularity continues to grow exponentially. Furthermore, the move toward ETFs should increase investor exposure to active funds that focus on bonds.
Spot bitcoin ETFs have been in focus for the financial services community for the first two months of 2024. Last week at the New York Stock Exchange (NYSE), the executives behind the largest of these ETFs, the Grayscale Bitcoin Trust (GBTC) helped open the stock market.
VettaFi’s Brian Coco explains the index construction process and highlights three future indexing trends. Financial regulation expert Sean Tuffy discusses crypto ETFs, importance of multi share class structure, SEC’s swing pricing proposal, and more. CVA’s Ben Harburg spotlights the Core Values Alpha Greater China Growth ETF (CGRO) and offers the overall investment case for China.
A reduction in situational awareness occurs in a profession when everyone does the same thing and gets similar results.
A new form of digital money is going viral, capturing tens of millions of users, billions of transactions and the attention of global central banks. No, not Bitcoin, which is trading at around $68,000 and closing in on a fresh all-time high.
Despite what headlines say, expensive M&A isn’t the only way to grow a firm.
The sharp rally in US stocks this year has left strategists at JPMorgan Chase & Co. and Goldman Sachs Group Inc. divided about whether a market bubble is forming.
Washington DC continues to spend much more than it gets in revenue. In the Calendar Year of 2023, the federal government spent $6.3 trillion but only collected $4.5 trillion in taxes.
Crypto exuberance is hitting overdrive thanks to the game-changing launch of Bitcoin ETFs — with seven issuers now pushing US regulators to greenlight funds tracking Ether, the world’s second-largest cryptocurrency.
In previous missives, we have gone into considerable detail regarding the historic ascent of index concentration, coupled with the heightened prevalence of passive investing.
22%. That is the average increase in potential retirement spending that individual savers in defined contribution plans can achieve when they embed guaranteed retirement income solutions into a target date fund. For lower-income workers, it’s a 25% increase.
Many fixed income investors have started venturing out in duration in portfolios. When interest rates are cut, high-quality duration could serve as an important hedge for a bond portfolio.
After a stellar 2023, the magnificent seven are mixed through the first two months of 2024. Nvidia (NVDA) is on a breathtaking pace higher while Microsoft (NASDAQ: MSFT) is up 10%.
VettaFi’s Head of Research Todd Rosenbluth discussed the T Rowe Price Small-Mid Cap ETF (TMSL) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
This lessening of government involvement, and the change in the corporate culture, together with a new or reinterpreted economic philosophy all combined to produce an unraveling of the United States that had for some time been incredibly materially productive for the benefit of all.
There’s been a lot of excitement and reporting about a new ETF: the Alpha Architect 1-3 Month Box ETF (ticker BOXX), designed to give investors the return of short-term US Treasury Bills with the tax character of long-term capital gains.
With the US economy booming, the job market growing and inflation retreating, the consensus is near-unanimous: Bidenomics has been vindicated.
I revisited that original post a couple of weeks ago as the market approached its 5000 psychological milestone. Since then, the entire market has surged higher following last week’s earnings report from Nvidia (NVDA).
Nvidia Corp.’s rise is captivating the stock market and driving the S&P 500 Index to new highs. But it also raises cautionary reminders of another investor darling that soared on dreams of a technological transformation, only to tumble back to earth when those hopes turned to disappointment.
To Jamie Dimon, it's no better than a “pet rock.” To the late Charlie Munger, longtime lieutenant to Warren Buffett, it's “massively stupid.” And to US Senator Elizabeth Warren, it's a great tool if you’re a terrorist, drug dealer or fraudster.
In my last blog, I talked about how strong Januarys historically tend to lead to strong returns throughout the remainder of the year.
Ed Perks, Chief Investment Officer of Franklin Income Investors, explores the impact of these changes on the fixed income and equity markets and offers insights regarding opportunities in different asset classes.
Equity investors didn't mind the extra day this February as both domestic large-cap stocks and small-to-mid-cap stocks saw steady gains through the month, bringing both groups into positive territory year-to-date, though the latter continues to lag.
The markets these days have been especially sensitive to economic data, as any indication of weakness could mean rate cuts may finally be close. That, in effect, should also push the S&P 500 to even higher heights.
The Equity Symposium on March 13 is shaping up to give investors critical insights into the equity space. This free event will provide CE credits. VettaFi is fresh off the smashing success of Exchange and continuing to provide the insights investors need to navigate today’s complicated environment.
