Blackstone Inc. and State Street Investment Management are joining forces to launch an exchange-traded fund tracking European collateralized loan obligations, a move that comes as private markets seek to widen their investor base.
After a volatile first four months of 2025, it was a good summer for investors to go on vacation, as markets, for the most part, went up weekly.
In the post-pandemic era, one of the ABCs of investing has been “anywhere but China.”
The lifespan of Tesla Inc.’s “master plans,” strategic missives from Chief Executive Elon Musk, has declined dramatically. The first held for a decade. The third, just superseded by Master Plan Part IV, didn’t even make its third birthday.
Equities thrive when discount rates are low. Cheap capital inflates the present value of future cash flows, giving companies more leeway to finance growth and investors more willingness to pay higher multiples.
With an eye on mitigating rate risk, short-term bond funds have been the apple of fixed income investors’ eyes the past few years.
Emerging market investing has long been dominated by China’s outsized role. The country once accounted for roughly 30%-40% of many EM indexes.
Investing in cryptocurrencies began as a grassroots movement of investors who believed in the importance of decentralization.
The Nasdaq-100 Index (NDX) is higher by 87.4% for the three years ending August 28. And the Magnificent Seven stocks are taking on larger percentages of other widely observed benchmarks.
Municipal bond exchange-traded funds drew more than double the amount of cash this year compared to traditional mutual funds focused on the asset class, highlighting the growing popularity of ETFs as an investment vehicle in the space.
Goldman Sachs Group Inc. is looking to capitalize on helping private equity clients saddled with bets they can’t exit.
A truly AI-native management platform isn’t a tool with a few generative features layered on. It’s a system designed to use AI for its core functionality, decision making, and user support. That means machine learning isn’t a sideshow.
Here’s how I see it going into a critical data week: the inflation gauges landed precisely on expectations while an ugly July trade gap shaves some growth from Q3, and that combination keeps the Fed on a path to cut 25 basis points at the next meeting.
Markets surged late last week after Federal Reserve Chairman Jerome Powell suggested at Jackson Hole that the U.S. central bank may be ready to cut interest rates in September. Traders took it as a green light, while Goldman Sachs, J.P. Morgan, Barclays and others quickly pivoted their forecasts. The CME FedWatch tool now puts the odds of a September cut at nearly 90%.
For the past two years, we have been warning that the stock market is overvalued. While our capitalized profits model is simple, it is more complex than just looking at price-earnings or price-sales ratios.
Alex Morris, CEO of F/m Investments, highlights the firm’s newly launched Compoundr Series ETFs – the first income ETFs specifically designed to tackle dividend tax drag. He also discusses F/m’s efforts to add a mutual fund share class to its existing ETFs. Roxanna Islam, Head of Sector & Industry Research at VettaFi, explores the “ETFs going Hollywood” phenomenon and sheds light on the latest trends in ETF closures.
Since opening its doors 40+ years ago, Axtella has focused on elevating experiences for both their clients and their financial professionals.
Energy prices indicate economic strength, or, in this case, weakness. If the global economy grew strongly, the need for oil consumption would rise, absorbing the current production levels, causing energy prices to rise.
Gemini Space Station Inc., a cryptocurrency exchange led by the billionaire Winklevoss twins, seeks to raise as much as $316.7 million in its initial public offering as the latest crypto business in line for a US listing.
US stocks will continue rallying after four months of gains as Federal Reserve interest rate cuts coincide with robust corporate earnings, according to Morgan Stanley’s Michael Wilson.
Our quality rating system becomes incredibly powerful once it’s married with valuation analysis. We spend hundreds of hours researching stocks to arrive at these two inputs (quality and fair value). Here’s how combining these ratings works in practice using a grossly simplified example.
Each bank sets its own Beige Book reporting priorities, though prices, jobs and real estate are common themes. The Kansas City Fed, for example, covers nine topics, including community conditions, community and regional banking and agriculture.
Last week's economic data revealed strong economic growth running up against rising prices and falling confidence.
Muni & corporate bonds trading activity has been reaching record levels through the first half of 2025 at the Intercontinental Exchange.
VettaFi’s Head of Research Todd Rosenbluth discussed the PIMCO Enhanced Short Maturity Active ETF (MINT) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Consider coking coal. The high-quality solid fuel used in steelmaking was for many years seen as a jewel in BHP’s crown.
Radical policy changes can launch new economic eras.
Recently, we have seen rapid shifts in and out of various sectors and stock factors that disrupt momentum strategies. Therefore, understanding how momentum strategies work can help you better identify when they might be effective and when it's time to switch to a different approach.
While I make no judgment about bitcoin’s intrinsic value, I do believe we’re witnessing the early stages of a structurally driven price expansion — powered not by sentiment, but by product development, market mechanics, and leverage.
Investors fretting over signs the bull market in stocks is pushing toward unsustainable levels will soon have another thing to worry about.
President Donald Trump’s efforts to stack the Federal Reserve with economists willing to cut interest rates is providing all the drama this week.
The global exchange-traded funds (ETFs) market has rarely been more dynamic. Active strategies may be commanding the headlines, but index-based ETFs remain the bedrock of portfolios worldwide.
Europe's defense landscape has undergone a paradigm shift—a rearmament cycle unfolding at a velocity unseen since the Cold War.
The Russell 2000 Index last posted an all-time high on Nov. 8, 2021, and is still almost 3% from that level. Unless something drastic happens by Friday, it will mark the small-cap gauge’s longest streak without a record since the dot-com bubble.
It’s hard to ignore the effect Fed Chair Jerome Powell’s comments made last Friday had on equities, particularly small-caps.
The recent passage of U.S. crypto regulatory policies follows on the heels of a convoluted path to bringing frameworks to digital assets.
A new China-buys-China narrative is taking shape as Beijing steps up its tech rivalry with the US. The world’s second-largest economy not only wants to build generative AI models, but power them with its own hardware, redrawing a supply chain dominated by Nvidia Corp.
If there were any doubts about SpaceX’s dominance in space, they were swept away after the company pulled off a near-flawless test of its massive Starship rocket late Tuesday.
While investors often look to the Federal Reserve for macroeconomic signals, Walmart’s earnings may offer even more insight. As a barometer of consumer behavior, pricing trends and tariff impacts, Walmart is a must-watch for anyone trying to understand the real-time U.S. economy.
Investors enjoying the pairing of domestic stocks and the momentum factor are likely familiar with some related ETFs. This includes the Invesco S&P 500 Momentum ETF (SPMO).
The prospect of lower rates could translate to falling yields, forcing investors to diversify their fixed income portfolios. One area that's been seeing renewed interest is mortgage-backed securities (MBS).
Contrary to some popular stereotypes about young investors, the kids are all right. They typically save more and invest in age-appropriate, low-cost funds at higher rates than previous generations did at the same age, all while avoiding frequent trading or excessive risk in their portfolios.
Last week was dominated by a major event in the financial world, the Jackson Hole symposium, and the subsequent reaction from the markets. Read through the major economic news form the week of August 18th - 22nd.
Money flowing to the U.S. Treasury from a source other than taxpayers may seem like a benefit. Yet any company required to give away 15% of its gross revenue, which could equal its entire profit, has to compensate in some way.
The U.S. dollar has experienced a notable decline in value this year relative to a broad basket of foreign currencies. This depreciation has meaningfully affected the investment returns of U.S. based investors holdings in international stocks and bonds.
The largest company in the world, with a market capitalization of about $4.4 trillion, reports Q2 results today, after the market close.
Today is the day that analysts and investors have been waiting for the entire earnings season—earnings and updated Q3 guidance from NVIDIA Corp. (NVDA).
Fund managers say returns on emerging-market assets are set to power ahead of their developed peers, having moved in lockstep since US President Donald Trump unleashed his tariff blitz in April.
It's never a great sign when a central bank governor says his country's predicament is a “pretty sad story.” That's how Bank of England Governor Andrew Bailey described the UK at the Federal Reserve symposium in Jackson Hole, Wyoming, last week.
International stocks have outperformed the broad U.S. stock market so far this year. If the U.S. dollar continues to weaken, it could boost international returns even more.