Donald Trump’s administration is sketching out tougher versions of US semiconductor curbs and pressuring key allies to escalate their restrictions on China’s chip industry, an early indication the new US president plans to expand efforts that began under Joe Biden to limit Beijing’s technological prowess.
ETF expert Dave Nadig offers hot takes on a range of topics, including private equity in ETFs, Truth.Fi entering the space, memecoins, and increasingly exotic ETF launches. VettaFi’s Todd Rosenbluth discusses an ongoing battle for the ETF throne and presents the latest advisor polling data on fixed income.
For the last five years, BP Plc has put ideology ahead of profitability. This week, its board of directors has a final chance to change direction. If it doesn’t, an investor revolt will follow, and many executives could be out of a job by summer.
The US Federal Reserve has begun a process with vast implications for the global economy: rethinking the framework by which it sets the interest rates that influence prices and lending in the US and just about everywhere else.
Retail investors are expected to become more bullish about increasing equity exposure when markets rise.
Earnings season is winding down, and the spotlight will soon shift toward 2025 trends after an impressive end to last year.
The managed account industry has seen tremendous growth and client adoption, with assets increasing by 28% over the last year and 50% over the past two years.
For the latest Road to Exchange video, TMX VettaFi Investment Strategist Cinthia Murphy interviewed Lead-Lag Report publisher Michael Gayed. The two discussed market uncertainty, trusted filters, and the value of in-person events.
Despite what many of my critics think, I am agnostic about cryptocurrency. However, I am willing to shed light on details that most crypto supporters refuse to discuss or even acknowledge.
In a market as broad, opaque and inefficient as the municipal bond market, in which compliance oversight and efficiency are paramount, these initial efficiency gains are just the tip of what may prove to be a transformative technology iceberg.
With our most reliable valuation measures more extreme than both the 1929 and 2000 market peaks, we continue to believe that the stock market is tracing out the extended peak of the third great speculative bubble in U.S. history.
Alibaba Group Holding Ltd. pledged to invest more than 380 billion yuan ($53 billion) on AI infrastructure such as data centers over the next three years, a major commitment that underscores the e-commerce pioneer’s ambitions of becoming a leader in artificial intelligence.
The Trump administration took aim at China with a series of moves involving investment, trade and other issues that raises the risk ties may soon worsen between the US and its top economic rival.
JPMorgan Chase & Co. is dramatically ramping up its direct-lending effort, setting aside an additional $50 billion to capture a bigger chunk of the fast-growing market.
Berkshire Hathaway Inc. released its latest shareholder letter Saturday, and the content is — by and large — the usual timeless Warren Buffett fare.
There are several answers, but an important financial one is that recent fundamental market changes have been much more disruptive for egg buyers than computer-processing users.
Salesforce Inc. has signed a multibillion-dollar cloud deal with Alphabet Inc.’s Google, part of a larger effort to combine forces and attract corporate customers currently using Microsoft Corp.’s productivity and artificial intelligence products.
None of us outside Trump’s inner circle know what the real goals are. What looks like needless chaos might lead to benefits that outweigh the costs. One potential benefit is revenue. Could the tariffs produce significant tax revenue that would help reduce the federal debt? The president seems to think so.
Apple Inc., as it seeks relief from US President Donald Trump’s tariffs on goods imported from China, said that it will hire 20,000 new workers and produce AI servers in the US.
Economic indicators provide insight into the health of the economy. They are closely watched to help them make informed decisions about business strategies.
This week has been both intense and inspiring as I attended the YPO Edge event in Barcelona, Spain. I had the privilege of experiencing numerous thought-provoking presentations, from the transformative impact of AI and disruptive technologies on businesses, to the vital role of health and wellbeing in fostering a learning-driven workforce.
Taxable municipal bonds may be an attractive option for investors in lower tax brackets, but there are things investors should know before making a decision.
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.
