Alphabet Inc. has overtaken Apple Inc. to become the second-most valuable company by market capitalization, a reflection of how the Google parent has emerged as one of the most significant winners of artificial intelligence.
The health-care corner of the US equity market has traditionally been viewed as defensive, thanks to steady growth and healthy dividend yields among the industry’s stalwarts. That narrative is changing.
Money managers like Blackstone Inc. and Pretium who binged on single-family rentals in the wake of the financial crisis took blow after blow as housing prices shot up. But the cohort has since cooled its buying, and the attacks slowed.
Federal Reserve Governor Stephen Miran said he is looking for 150 basis points of interest-rate cuts this year to boost the labor market.
US labor productivity accelerated in the third quarter to the strongest pace in two years, adding to evidence that efficiency gains are suppressing inflationary pressures from wages.
Now that 2025 has come to an end, let’s take a look at the top 10 most-read charts of the year.
After three consecutive years of increasing stock prices, it can feel comfortable and certainly satisfying to ride the trend. Investors may want to capture the boon rather than be complacent with it. Long-term financial health can go hand-in-hand with the opportunities the markets have laid out.
SpaceX’s dominance of rocket launches and satellite broadband internet service was reaffirmed last month with news of an insider share sale that would value the company at $800 billion. There was even speculation that Elon Musk’s space venture might sell shares to the public this year with a target valuation of almost double that amount.
The economy in the 3rd quarter grew by 4.3% adjusted for inflation, the highest growth rate for the year. The inflation rate as measured by the CPI was 2.7% in November (the latest data point), in the middle of the 2.3% - 3.0% range it has been in all year.
The backdrop for Europe’s bonds remains favorable—even as technological change creates new challenges.
The probability of strong earnings and growth-friendly policies should make emerging markets attractive to investors in 2026, in the view of Templeton Global Investments.
Midterm election years have a rhythm that fixed income investors should recognize. While at first glance yields may seem unpredictable, a closer look reveals a pattern in how they behave throughout these periods.
As investors stepped away from the tape to hang their final holiday decorations, pack their bags to visit loved ones, and prepare for the New Year, markets fell quiet over the last two weeks of 2025.
There’s a lot of collective wisdom about the challenge of forecasting markets and the economy. Warren Buffet once famously said: “”Forecasts may tell you a great deal about the forecaster; they tell you nothing about the future.”
Miles Lewis, Chip Skinner, Kavitha Venkatraman, Steven McBoyle and Francis Gannon talk about what they see in store for US small-cap stocks in the coming year.
Three ways financial advisors can be more productive in the new year after starting their own independent practice.
Join the experts at Hull Tactical for a product due diligence session exploring a quantitative framework that uses macro, sentiment, and market-based signals to tactically adjust equity allocations with discipline and transparency.
Current and potential clients notice advisors who are thought leaders with a strong personal brand, but thought leadership is more than just the communication shared from a podium or social media platform — it’s also one-on-one conversations and small gatherings that drive change in individuals’ lives.
When advisors plan a transition to a new firm, they encounter a common challenge: How may they give a prospective buyer enough information to evaluate the practice without running afoul of Regulation S-P or breaching client confidentiality obligations?
As we kick off the new year, here are some suggestions for areas to focus on with your team in 2026 to build momentum, enhance momentum or change direction
VanEck’s muni bond ETF kept all 49 holdings intact during its fourth quarter rebalance but executed an internal rotation favoring higher-yielding funds over investment-grade names, according to index data from VettaFi.
ETFs have come on in leaps and bounds since the ETF rule arrived in 2019. Exchange-traded funds are taking a bigger and bigger role in the investment landscape, offering a different route into many strategies compared to mutual funds.
The rich are increasingly looking for properties that can accommodate extended families, according to the 2026 Luxury Outlook report by Sotheby’s International Realty. Millennials and Gen Xers are driving the shift as they search for homes that work for both young children and aging parents.
Alaska Air Group Inc. is ordering 110 Boeing Co. aircraft, laying the groundwork for a global network with the largest investment in new planes in the airline’s history.
For the third year in a row, stock investors had reason for a celebratory year-end toast. The year started strong with the S&P 500 jumping 2.7% in January on strong earnings reports and anticipation of a more business-friendly administration.
For the third consecutive year – and sixth among the past seven – the S&P 500 tallied double-digit gains – a remarkable run. As the index climbed 16.39% for the year, it also recorded 38 new record highs.
The capture of Venezuelan President Maduro has been digested well by global markets, which is in keeping with 2025’s theme of massive volatility and solid index-level returns.
LPL Research reviews 2025 market predictions: key wins, misses, and lessons across equities, fixed income, and the U.S. economy.
Despite recent results, healthcare has been one of the most compelling sectors over the past decade, consistently outpacing earnings growth in both the U.S. and across developed markets.
The speculation that has pushed its notional market capitalization beyond $20 billion — and that of all pure cryptocurrencies, including Bitcoin, to more than $2 trillion — is a social phenomenon that could end as suddenly as it arose.
Here we consider an area that is less explored: the ability to implement systematic strategies like trend following within an overlay program. We see a natural opportunity for integrating overlay and trend strategies, given that both have similar architecture as predominantly rules-based derivatives strategies.
Geopolitical risks remain elevated as the markets continue to digest the impact of trade tariffs. What does this mean for private markets? Franklin Templeton Institute shares its outlook.
Tesla enters 2026 grappling with its loss of the global EV sales title to BYD and a persistent production surplus that has strained profit margins. Despite growth in its energy storage division, the company faces significant underutilization of its manufacturing capacity as premium vehicle sales lag behind previous years.
Our playbook for 2026 aims to address real risks by expanding allocations in new directions.
Bitcoin options are showing that traders are setting their sights on a return to the $100,000 price level amid optimism that investors will turn back to digital assets following the crypto market’s crash in the fourth quarter.
On this special episode of the “ETF of the Week” podcast, VettaFi’s Head of Research, Todd Rosenbluth, reviewed some of his favorite ETFs of the Week picks from 2025 with Chuck Jaffe of Money Life.
The ETF industry just coming off a record year with nearly $1.5 trillion in net inflows. As we head into 2026, the "ETF Playbook" is changing. In this episode, host Nate Geraci is joined by Todd Rosenbluth, Head of Research at VettaFi, and Cullen Roche, Founder of Disciplined Funds, to break down the most critical trends facing investors this year.
Income ETFs can help retirees and their advisors navigate complicated economic times as they strive to meet their goals.
Nvidia Corp. Chief Executive Officer Jensen Huang said that the company’s highly anticipated Rubin data center processors are in production and customers will soon be able to try out the technology.
Morgan Stanley filed for Bitcoin and Solana exchange-traded funds, marking its first foray into the popular corner of the funds world two years after the explosion of crypto-focused ETFs in the US brought them into the mainstream.
Taxes are a necessary fact of life. Although no one likes paying them, and they divert resources and cause waste, governments need revenue to provide essential (and some not-so-essential) services.
To resist the dollar’s assault and preserve monetary sovereignty, China has asked banks to start paying interest on e-CNY holdings in customer wallets from Jan. 1. Amid this superpower rivalry, nations must strive to preserve their unit of account — dollar, euro, yen, or yuan — from becoming a casualty of technological dominance.
We’ve reached the 100-year milestone for our dataset that we began collecting in the 1970s. We'll review key data from the prior century to gain perspective on that period and consider what it could mean for the future.
The construction of data centers has come to define the US economic narrative of 2024 and 2025. This unprecedented buildout reflects the urgent need to adapt national infrastructure to the rapid proliferation of artificial intelligence (AI).
Canada’s strong showing was part of a broader global rotation away from U.S. mega-cap technology stocks and into international “value” markets.
Ultimately, risk tolerance is revealed through thoughtful conversations about what must be fully protected and where clients are willing to take risk. But risk tolerance is just one piece of the puzzle — risk management is where advisors can add significant value and differentiate themselves.
A plan-based benchmark changes the advisor’s role from portfolio reporter to progress partner. Instead of reviewing performance against a market index, the discussion can focus on metrics such as cash flow resilience, adherence to the risk budget, and after-tax outcomes.
As careers advance and income increases, spending often follows suit. This is lifestyle creep: the gradual increase in expenses as your financial life expands.
President Donald Trump has promised to address housing-market dysfunction and a lack of affordability in 2026. While we don’t know what the White House has planned, previous talk has included a (much criticized) suggestion for 50-year mortgages and exhortations to builders to do their duty and build more housing.
Silver was the best-performing commodity last year, up an astounding 145%, but precious metals as a whole delivered solid returns. Gold, silver, platinum and palladium all responded positively to a number of factors, from rising geopolitical tensions to changes to global trade to the accelerating energy transition.
