Warren Buffett shared his usual wisdoms about patience, diligence, prudence and kindness in a CNBC interview the morning of Berkshire Hathaway Inc.’s annual meeting last Saturday, the first in many decades that the oracle did not lead. But the sign that hung above him spoke loudest.
The movement of silver out of the U.S. has helped ease market tightness, but an ongoing structural supply deficit makes the metal vulnerable to future squeezes.
The Artemis II mission was a glorious moment for space exploration and a sign of a potential $1 trillion investment boom in the global space industry over the next decade.
Advisor clients have myriad goals and needs for their portfolios — but this year, delivering on them has gotten more complicated. Events in the Middle East will likely spur inflation for the rest of 2026.
TCW's concentrated strategy targets power grid constraints over clean tech, riding demand from AI and manufacturing reshoring.
Retirement is a challenge for countless investors and their advisors. A new report from Goldman Sachs has more.
With today’s unusual market environment, active management is on the rise. Join the experts at Baron Capital for a product due diligence session exploring their active strategies that seek long-term growth for investors.
Exchange-traded funds can be the source of liquidity that retail investors need after ramping up exposure to private assets, BlackRock Inc. executives wrote in a report.
As equity markets transition into 2026, large cap equity portfolio managers share a surprisingly consistent framework — paired with sharp disagreements on where risk and opportunity sit. A survey of large growth, value, and blend managers reveals a market shifting away from simple narratives toward selectivity, fundamentals, and manager skill.
The generational divide is a part of the human condition – and the investor condition. It’s not just that one group has more experience than the other, or that one is more eager to make its own way, but that both groups can learn totally different lessons from the same event.
In a recent Market Outlook Symposium we hosted at VettaFi, we learned that 2026 has marked the return of fixed income as a strong contributor to an investor’s total return. We also learned that the biggest theme in fixed income investing this year is dispersion. Where you are putting your money to work matters.
With shares of Amazon (AMZN) up 28% over the past month, it’s safe to say investors are at peace with the company’s massive artificial intelligence (AI) spending plans.
Sophisticated clients and institutional prospects are already asking wealth management firms about AI governance. The firms with coherent answers are winning trust their competitors cannot buy back quickly.
Gen Z is coming of age in a world very different from that of their parents. Advisors who want to connect with this cohort need be conscious, not only of Gen Z’s biases and unique perspectives, but also of their own preconceptions and tendencies.
Kirsten Chang, senior industry analyst at VettaFi, joined Nate Geraci on this week’s ETF Prime to discuss the relentless pace of new ETF launches in 2026. The industry has launched nearly 370 new ETFs in just over four months. It is tracking toward 1,100 to 1,200 launches for the year, matching the record set in 2025, according to Chang.
The ability to explain something is not the same as having clarity on why it matters. Some advisors know exactly where their value sits and how to explain it. For others, it’s less obvious. If that’s the case, this isn’t something you solve by rewriting your messaging. It requires taking a step back.
SpaceX also is ramping up its spending. The company said in April it’s struck an agreement for the right to acquire artificial intelligence startup Cursor for $60 billion later this year, or to pay $10 billion for the companies’ work together.
Deglobalization supports diversification: Reversing global trade reduces economic productivity, but the resulting decoupling of international markets increases the protective value of geographic diversification.
Thus far 2026 has been a roller coaster year for fixed income markets. The 10-year Treasury, the benchmark rate for the bond market, saw its yield trade as low as 3.94% and as high as 4.43%.
Throughout Europe, companies are facing a quandary: How can they afford immense investments in decarbonization when a combination of now-surging energy prices, Chinese overproduction and US tariffs threatens to undermine their existing businesses?
The performance reflects a shift toward gaming infrastructure over content, with the technology sector contributing 10.39% to the index’s return while consumer discretionary holdings subtracted 0.80%, according to VettaFi index data for April.
Advisors are rethinking strategy in 2026, as geopolitics, AI adoption, and downside risk reshape market expectations and investment decisions.
Despite lingering geopolitical tensions, higher oil prices, and renewed inflation concerns, equities moved higher in April, supported by a strong start to the Q1 earnings season and resilient economic growth.
It may be a cliche to invoke the pick-and-shovel sellers of the California Gold Rush, but what better way is there to frame what’s happening to Apple Inc.?
Get ready each week with high-conviction insights that go beyond media headlines.
April showers came in the form of more inflows raining down on the exchange-traded fund (ETF) market last month. Assets under management (AUM) have now grown to a staggering $14.7 trillion for the year. That’s punctuated by year-to-date (YTD) net inflows of over $636 billion.
What a week this was! On Tuesday, I participated on a panel at the Bitcoin Conference in Las Vegas, where I discussed why Bitcoin miners have a head start in the race for AI compute.
When it comes to investing, it’s the Wild West out there. Our clients are hearing things from less scrupulous members of the financial services industry that appear true on the surface but are really aimed at separating people from their money.
Robots are coming to the economy. It is inevitable, really, and there is nothing that will stop it. At some point in the not-so-distant future, robots will infiltrate every aspect of our lives, from office work and manufacturing to service work and trade skills, and even your home. Here are some numbers for you.
While the ETF leaderboard continues to be dominated by S&P 500 index-based products, there are many other success stories that are likely being missed. There are now more than 5,100 products for advisors, investors, and even analysts to keep up with. Let’s take a look at some funds that have sprouted in just the last few months.
This week marks the busiest of the Q1 2026 earnings season with 3,213 companies expected to report. The S&P 500® is projected to deliver its sixth consecutive quarter of double-digit earnings growth at 15.1%, fueled largely by a powerhouse 46% expansion in the Information Technology sector.
April saw a strong rally, which fully reversed the stock market’s losses in March. US markets set new all-time highs, and European stocks came within whispering distance of their all-time highs as well.
The part of the bond ETF complex that’s growing fastest isn’t that part. It’s the active and outcome-oriented funds — multisector strategies, flexible income vehicles, securitized credit funds, options-overlay products — that charge 0.30 to 1 percentage point and promise more yield, less duration, or both. And the marketing pitch behind them quietly elides something important.
Like Treasuries and Treasury Inflation-Protection Securities (TIPS), municipal bonds betrayed their normally docile reputations in March as the conflict in Iran stirred increased volatility for normally subdued corners of the bond market.
The U.S. economy ended April with mixed signals: steady interest rates and high Fed dissent met persistent, energy-driven inflation. Despite these hurdles, accelerated Q1 growth and rising consumer confidence provided a buffer against ongoing global instability.
April showed us just how sensitive markets can be to a small number of powerful forces: energy prices, inflation and geopolitical risk. The conflict in the Middle East dominated headlines, with a ceasefire helping to steady markets even as energy prices remained elevated.
Streamlining the rules is undoubtedly appealing. The new proposal would do this, in part, by allowing the largest banks to use one method to calculate the risk of their assets instead of two, as currently required. That makes sense as far as it goes. Yet other requirements — including leverage ratios and certain capital surcharges — are being loosened or otherwise made more bank-friendly at the same time.
Artificial intelligence might be the most transformative technology ever devised. Exactly how its effects will work through the economy is impossible to say, but serious disruption of one kind or another seems likely. Millions of jobs — in the end, maybe most jobs — could radically change, and many will disappear entirely.
In today’s market, income investors remain firmly focused on one objective: yield. With traditional sources of income still under pressure, demand for high-income ETFs continues to grow — especially those capable of delivering consistent monthly payouts.
Volatility ETFs have specific purposes to fulfill for investors -- so have they done so in a very volatile year?
Core aggregate benchmarks remain the bedrock of many fixed income portfolios but advisors are increasingly looking to income alternatives.
Global risks have tilted against both growth and price stability. The ceasefire in the Middle East has brought a measure of calm to financial markets, but it has not resolved the underlying economic shock. With the Strait of Hormuz effectively shut, supply constraints continue to ripple through energy markets and are increasingly spilling over into downstream sectors.
The stock market would love to see nothing more than the labor market holding up. Time and again, we find monetary policy having a beautiful, lagged effect in the jobless claims series. We are of the view that the cumulative 175 basis points of Fed rate cuts that hit the market in 2024 and 2025 is exactly what the labor market needs in 2026-2027. We will soon find out if manufacturing employment continued to mend in April.
When Jamie Dimon turned to competitive threats in his shareholder letter this year, the chief executive officer of JPMorgan Chase & Co. did something unusual: He named some. Citadel Securities LLC and Revolut Ltd. were two of the firms Dimon picked out.
Where should advisors and investors be looking to find the best opportunities in fixed income? Given the current macroeconomic picture, now is certainly a good time to consider shifting one’s fixed-income portfolio.
International deep value stocks are a high-conviction, active position across all GMO Asset Allocation portfolios. We define the deep value group of securities as the cheapest 20% of the market, a broad opportunity set that allows us to construct portfolios that are cheaper than traditional value indexes but still high in quality.
The AI hyperscalers are lumped together for obvious reasons, but after the four largest reported their earnings on Wednesday night, it became abundantly clear that one of these big-spending giants is not like the others.
The European Union (EU), pursuing ambitious decarbonization goals, is significantly recalibrating its emissions compliance regime with the Carbon Border Adjustment Mechanism (CBAM). This new border tax intends to promote fair competition amid varying emissions rules and costs. Our research suggests it could also offer insight into profitability as the rising costs to meet carbon limits weigh on corporate financial health, creating winners and losers.
As widely expected amid rising oil, rates will remain 3.5% to 3.75%. However, four policymakers dissented. And Fed Chair Powell will stay as governor after his chairmanship ends.
The rapid institutionalization of the $3 trillion private credit market has left many financial advisors racing to catch up. While the asset class was once a walled garden for pension funds, the mainstreaming of private debt requires a new level of diligence and education. The shift toward transparency is finally allowing advisors to look under the hood of these complex structures.
