For all of Wall Street’s excitement about Donald Trump’s growth agenda, the biggest banks are ending the Biden years on a high note.
Wall Street breathed a sigh of relief after a surprise slowdown in inflation spurred a stock rally and a plunge in bond yields, reinforcing bets the Federal Reserve is on track to keep cutting rates this year.
The latest updates on the labor market and consumer prices show President-elect Donald Trump inherits an economy where inflation is poised to return to the Federal Reserve’s target later this year.
BlackRock Inc. attracted an annual record of $641 billion in client cash, underlining the firm’s global reach across public and, increasingly, private assets as it integrates multibillion-dollar acquisitions and reshapes its leadership.
Amid an unsettled global economic outlook and elevated equity valuations, bond markets present attractive yields and important diversification benefits.
No country wants external developments to drive up its borrowing costs and weaken its currency, which is what the UK is facing today, together with serious cyclical and structural challenges. But if the British government responds appropriately, recent market volatility might turn out to have a silver lining.
The US housing market faces a delicate balancing act in 2025, influenced by effects of the pandemic and persistently high mortgage rates.
The threat of tariffs is ramping up ahead of the inauguration of President-elect Donald Trump. This is pushing up silver and copper prices.
Advisors who refine their tech stacks and focus on actionable solutions will thrive. Likewise, wealthtech companies that prioritize delivering meaningful outcomes will rise to meet the industry’s new standards.
I wrote this from Las Vegas, where my son Jonah and I were at CES (the Consumer Electronics Show). In investing and life, it’s very easy to get tunnel vision – doing what works and staying in your comfort zone. I wanted to attend CES to shake myself out of this pattern.
Goldman Sachs Group Inc. cruised past estimates as its equity traders delivered their best year on record.
Nvidia Corp.’s $3 trillion run-up in market value in the two years since ChatGPT helped trigger an AI frenzy is bigger than any stock rally in history in such a short time span.
Jamie Dimon, who turns 69 in March, will one day retire as chief executive officer of JPMorgan Chase & Co. The candidates to succeed him have been well advertised.
One of the longest, most technical and, as it turns out, most inconsequential public-policy debates of the 21st century was about net neutrality.
US government bonds surged as benign inflation data prompted traders to resume their bets on additional Federal Reserve interest rate cuts by July.
The strong performance of large-cap stocks over the past decade has left the market exceptionally top-heavy. By some measures, stock market capitalization has never been more concentrated among a handful of large stocks as today.
Direct indexing has been around for more than 30 years, yet many people still don’t know what it is or how it continues to grow and evolve.
US equities had a stellar 2024, with the S&P 500 up 25%, but the year ended on a softer note. The sharp rise in bond yields has caught the market's eye
Nothing is more fundamental to the current health of the economy than jobs creation and income growth.
Uncertainty with regard to interest rate policy warrants an active management strategy inherent in the Vanguard Short Duration Bond ETF.
Aptus’ Brian Jacobs spotlights the firm’s unique lineup of risk-managed ETFs designed to help clients stay invested through the ups and downs of market cycles. VettaFi’s Todd Rosenbluth discusses the latest Bitwise/VettaFi Benchmark Survey of Financial Advisor Attitudes Toward Crypto Assets.
Ten years ago, Research Affiliates launched the Asset Allocation Interactive online tool, making our CMEs freely available to the public. With one full cycle complete, we can see what has worked well and where we can improve.
Chinese officials are evaluating a potential option that involves Elon Musk acquiring the US operations of TikTok if the company fails to fend off a controversial ban on the short-video app, according to people familiar with the matter.
Active fixed income could stand out in 2025, with active offering a way to refresh bond portfolios and allocations.
What happens when you simply don’t like a colleague but you need to work side-by-side with them every single day?
“Risk,” according to London Business School’s Elroy Dimson, “means that more things can happen than will happen.” Serhii Plokhy’s Chernobyl Roulette provides the reader with a compelling demonstration of that dictum.
For firms chasing digital empowerment it’s especially important to pay attention to the first 60 days of onboarding with a new technology and tech provider.
Over the past few months, I’ve had occasion to speak at a number of conferences concerned with the impact of artificial intelligence on financial jobs.
As we kick off 2025, the economic landscape showcased a strong economy and resilient job market even as higher interest rates weigh on market sentiment. This week’s data underscore the delicate interplay between inflation expectations, real growth, and the Federal Reserve’s policy stance.
We identify four categories of risks to the growth outlook.
The journey from niche asset to core allocation looks set to continue.
Do top-heavy markets eventually spread out? Diversification in investment strategies is essential as the market is inherently unpredictable.
Every new year brings with it a new opportunity to stop for a moment, revisit resolutions, and refresh outlooks.
The question asked of me most often recently: "Why are bond yields rising?" After verbally answering it plenty of times, it's time to put my answer in writing for everyone else to see.
On this episode of “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth joined Chuck Jaffe of Money Life to talk about the Fidelity Blue Chip Growth ETF (FBCG).
Markets are coming off back-to-back gains of more than 20% each on an annual basis. The chances of a hat trick in 2025 are slim to none.
Be wary of claims that indexing and passive investing have huge hidden costs. In my view, passive investing involves owning, as close as is economically feasible, every stock weighted to market capitalization. So this means total stock index funds.
When and how will new policies take shape?
For decades, one of Saudi Arabia’s most strategic overseas outposts was a little-known office in New York City that coordinated its oil sales to American clients.
Goldman Sachs Group Inc. has upgraded its dollar forecasts, citing a robust US economy and likely higher tariffs that may slow monetary easing.
The aerospace and defense industry plays a pivotal role in both national security and the stock market. With U.S. defense spending leading the world, the largest contractors are well-positioned for growth amid rising global tensions.
Rough times are coming, yes, but I think we have at least 12 good months before the worst gets here. Let’s look at some of the reasons why things should be okay and then look at some of the potential problems.
Gold certainly had a great 2024, but 2025 is already shaping up to be an opportune year to build up more exposure through ETFs.
Chinese investors’ fierce appetite for overseas shares has triggered rare, full-day suspensions on a pair of exchange-traded funds tracking global equities.
Energy is the star sector of the S&P 500 Index in the early days of 2025, shaking off two consecutive years when it was a market laggard, and gaining despite Wall Street’s dim outlook for oil and gas stocks.
With 2024 in the books, market participants now know that the tech-heavy Nasdaq Composite Index surged about 85% over the past two years.
Many people these days are on heightened alert for bubbles, and I’m often asked whether there’s a bubble surrounding the Standard & Poor’s 500 and the handful of stocks that have been leading it.
Indonesia isn’t taking a step back from its hardball approach to Apple Inc. The showdown has turned into quite a spectacle, but it’s unlikely the wins will be sustainable.
2024 certainly saw cap-weighted strategies outperform equally weighted alternatives, but that could very well change this year.
Invesco Ltd.’s ETF lineup absorbed a record amount of cash in 2024 from at least two classes of investors: those chasing AI-driven gains, and those shying away from big tech’s sway.
