Chief Investment Officer of Global Asset Allocation, Anwiti Bahuguna, Ph.D., outlines the investment themes and return expectations from our new 10-year outlook.
President Donald Trump told a gathering of governors that Apple Inc. CEO Tim Cook promised him that the company’s manufacturing would shift from Mexico to the US during a meeting at the White House this week.
Trump Media & Technology Group Corp. is creating a new fund to invest in “America First” companies, a move that could further co-mingle the business and policy interests of President Donald Trump.
Long maturity treasuries can provide downside protection to offset equity risk, in our view.
Sales of existing US homes fell last month for the first time since September, as the combination of high mortgage rates and prices sets a grim backdrop heading into the crucial spring selling season.
The European stock market’s rally to record highs has caught many strategists by surprise, leaving them racing to catch up and cautious on further gains.
Wall Street is still awaiting regulatory approval for the first full-blown private-asset ETFs, but for now opportunistic issuers are continuing to churn out products that claim to replicate the booming asset class — and stretching the definition of “liquid private equity.”
Global equities ended 2024 on a strong note, driven by the continued dominance of U.S. equities, which were propelled even higher by the reelection of President Donald Trump.
Rising inflation, the potential added pressure from tariffs, and ongoing volatility create a strong backdrop for gold appreciation this year.
VettaFi Senior Industry Analyst Kirsten Chang interviewed legendary advisor Jeff Concepcion for the latest installment of Road to Exchange.
Meta Platforms Inc.’s recent record-breaking, 20-day rally propelled the share price to a level where investors may start calling on the company to split its stock for the first time since going public in 2013.
There are many media-driven narratives about the impact of tariffs on the economy and the markets. Most of them are incredibly bearish, predicting the absolute worst possible outcomes.
It has been some time since the financial markets were in a position similar to where they are today.
Private credit has been one of the most talked-about segments in fixed income markets over the last few years.
Evan Harp sat down with Core Planning's Suzanne Highet to discuss how investors can end up with exposures that don't make sense for them.
There's plenty of uncertainty due to the threat of tariffs, but to counter volatility, market experts are recommending bonds.
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the NEOS Nasdaq 100 High Income ETF (QQQI) with Chuck Jaffe of Money Life. The pair discussed several topics related to the fund to give investors a deeper understanding of the ETF overall.
If I were to ask investors to name the best businesses in America, I suspect many would point to the Magnificent Seven, and understandably so.
Growth and value are often thought of simplistically, but subsurface details in growth- and value-labeled indexes challenge pre-conceived notions of the factors.
Formula One’s rising popularity in the US has drawn an investment from a top-performing Morgan Stanley fund.
The latest reports on consumer & wholesale prices indicated persistent inflation pressures. Retail sales posted a large drop.
Efforts to secure supply chains and energy sources are creating powerful and enduring themes for equity investors—even in these turbulent times.
financial markets are becoming uneasy as President Trump follows through on his campaign promises to impose or threaten new tariffs to improve trade imbalances or achieve some of his policy priorities
The healthcare industry's bellwether event, the JP Morgan Healthcare Conference (JPM25), kicked off the year as it traditionally does,
We are about to enter a new era – the era of the personal defined benefit pension. And I predict that over the next few years, it will be RIAs that deliver these personal plans to millions of Americans. Before I explain how this transformation will unfold, let me first explain why it must unfold.
Stocks bounced back after tariffs on imports from Mexico and Canada were delayed, but tariff issues are not yet solved and still hold the potential to drive market volatility.
Newfound Research’s Corey Hoffstein and Quantify Funds’ David Dziekanski discuss the challenge of combating ETF copycats who repackage unique ideas as their own. VettaFi’s Stacey Morris provides an update on the energy sector and ETFs following President Trump’s arrival in the White House.
Vanguard has unseated State Street for the title of the world’s biggest exchange-traded fund, ushering in a new world order for the $11 trillion industry.
Elon Musk’s artificial intelligence startup xAI debuted its updated Grok-3 model, showcasing a version of the chatbot technology to challenge OpenAI days after the billionaire’s unsolicited cash bid to buy the company was rejected.
The market defies more negative news because retail investors continue to step in and “buy the dip.” In our recent Bull Bear reports, we discussed the push by retail investors, but looking at retail sentiment is quite remarkable.
Trump Confusion Syndrome, or TCS, is distinct from Trump Derangement Syndrome in which afflicted people feel outrage about everything the president says or does. TCS isn’t about agreeing or disagreeing. It’s mostly about understanding. And then when something still seems wrong, feeling free to say it out loud.
For a few months now, I’ve been referring to today’s heightened geopolitical climate as the “new red Cold War,” where artificial intelligence (AI)—not necessarily fighter jets and nuclear weapons—serves as the primary battleground between the U.S. and its adversaries, most notably Russia and China.
At the start of each new year, there are regular predictions that international equity markets will outperform U.S. large-cap ones.
Meta Platforms Inc., after pushing into augmented reality and artificial intelligence, has identified its next big bet: AI-powered humanoid robots.
DeepSeek may be that catalyst, forcing investors and technologists alike to question long-held assumptions and reevaluate the competitive landscape in real time.
This article introduces GARP – growth at a reasonable price. As we will detail, by introducing earnings growth expectations into traditional valuation equations, some value stocks may not be quite the gems investors think. Likewise, some growth stocks may be value stocks.
’ll first summarize their projections and note what I think are some shockers. Then I’ll take a look at how accurate their past forecasts have been. Finally, I’ll conclude with what I’m changing in my own portfolio...
A hedge fund startup that uses artificial intelligence to do work typically handled by analysts has outperformed the global stock market in its first six months while slashing research costs.
Treasury yields dropped to weekly lows Friday after weak January retail sales data prompted traders to restore bets that the Federal Reserve will cut interest rates by September.
Markets always look their very best at the top - that's increasingly the case with gold as it nears $3,000 a troy ounce. It's behaving like a Veblen good, an item for which, contrary to the laws of economics, demand increases with price.
At the same time, the Fed has mostly ignored the impact of easy financial conditions—the combination of stock, bond, and credit conditions—offsetting increases in interest rates by bolstering wealth and confidence.
We are observing a significant shift in global supply chains away from China, presenting a substantial investment opportunity. What are the reasons behind this shift?
The investment teams at Man Group and KraneShares have developed a liquid alternative that attempts to solve issues with conventional private equity funds by bringing PE-return drivers to a public equity ETF. Join them for an educational webcast exploring liquid private equity, return drivers, and how to use ETFs to gain exposure to liquid private equity.
Elon Musk praised his upcoming Grok 3 chatbot as an AI model outperforming everything else that’s been released thus far, and said the world would get to see it in a matter of weeks.
Investors in America’s biggest company are increasingly focused on China, where Apple Inc. is striving to win over a crucial customer base while also facing tariff-related risks.
Microsoft Corp. is bigger than most countries’ whole stock markets and its bond rating would be the envy of many nations.
Jeremy Grantham’s Boston-based investment firm is tapping into popular demand on Wall Street for emerging-market strategies that avoid China altogether, as investors prep for fresh disruptions across global supply chains on the back of Donald Trump’s combative trade posture.
Recent developments may just offer advisors and investors fresh pathways with which to attain higher yield in 2025.
A closer look at the broader landscape reveals why the United States remains positioned to pursue a strategy of tariffs.
Perhaps US efforts to cut off China’s access to advanced semiconductors will be more successful than analogous restrictions on tech exports to France in the 1960s. But we now have at least one data point – DeepSeek – that suggests otherwise.
