Credit investors squeezed by the tightest spreads in almost 20 years are opting for bare-bones strategies, creating a boom for Europe’s fixed-maturity funds.
Going into Thanksgiving week, we are reassured of two things we already knew about artificial intelligence, but that could play a role in portfolio allocation decisions for the new year.
Following President Trump’s re-election, the S&P 500 has seen an impressive surge, climbing past 6,000 and sparking significant optimism in the financial markets. Unsurprisingly, the rush by perma-bulls to make long-term predictions is remarkable.
For most of the last fifty years, fixed income investing has been characterized by owning some combination of Municipals, Corporates, Treasuries and Agency Mortgage-Backed Securities.
Growth prospects for the group of companies dubbed the Magnificent 7 are still above average, but they’re no longer magnificent. Consensus Wall Street forecasts suggest that, in aggregate, the seven large-capitalization companies will perform just a whisker better than the “S&P 493” next year...
There’s been a sea change among tech investors during the past month: Software stocks are hot, while semiconductor makers are not.
News broke this week that the US Department of Justice wants to force Alphabet Inc.’s Google to sell Chrome, its dominant web browser. That has led to much head scratching in the tech industry.
While space startup Rocket Lab USA Inc. prepares to test-launch its new medium-sized rocket next year, its shares have already blasted into orbit.
For investors looking to get ahead of the greater bond market, Eaton Vance's Total Return Bond ETF can do the trick.
Take a moment to understand a few recent breakthroughs in medicine and explore a few ways to get actionable exposure to them with ETFs.
VettaFi’s Head of Research Todd Rosenbluth discussed the Invesco S&P 500 Equal Weight Income Advantage ETF (RSPA) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Advisors that ignore – or are unable – to conduct bottom-up financial analysis will continue to mistakenly base their valuation assertions on dated charts and calendars with predictably flawed results.
What are the key drivers of the gold market? Let’s delve into it.
The headlines regarding Trump's proposed tariffs and their inflationary consequences are undoubtedly worrying, but will they prove correct?
With the re-election of President Donald Trump, the worries about tariffs and pro-business policies sparked concerns of “Trumpflation.” Inflation has been a top concern for policymakers, businesses, and everyday consumers, especially following the sharp price increases experienced over the past few years.
This week, at the North American Blockchain Summit in Dallas, Texas, I had the distinct privilege of moderating a fireside chat with former Canadian Prime Minister Stephen Harper.
High-tech manufacturing in China over the past year has often felt like watching a looking-glass parody of the US.
The dollar fell and US government bonds rallied after Donald Trump picked Scott Bessent to run the Treasury, a Wall Street veteran who investors expect will take the sting out of the administration’s more aggressive trade and economic policy proposals.
Gold tumbled as traders digested Donald Trump’s pick of Scott Bessent as Treasury Secretary and looked toward the Federal Reserve’s next interest-rate decision.
Generosity knows no season. But as the year-end holidays approach, many of your clients may be thinking about making a charitable donation or increasing their charitable giving.
Treasury inflation-protected securities can help buffer a portfolio against inflation. However, it's important to understand their unique characteristics and complex nature.
Actively managed ETFs are among the fastest-growing products in the broader ETF space.
Donald Trump’s presidency is set to bring a fresh bout of volatility to markets, supercharging an options boom driven by retail traders.
Amid a red-hot run in the shares of MicroStrategy Inc. last month, Matt Tuttle got some bad news from the prime brokers for his booming leveraged ETF linked to the shares of the crypto-centric company.
Uncertainty ahead of the election may have resulted in lower corporate capex and M&A trends, but hope abounds that 2025 could bring about renewed animal spirits.
Charles Schwab Corp.’s incoming chief executive officer, Rick Wurster, said the firm is looking to offer spot cryptocurrency trading once US regulations make doing so easier — something that’s more likely once President-elect Donald Trump takes office.
US President-elect Donald Trump's administration will face a wary, inflation-sensitive public and a Chinese regime that is well prepared to pursue large-scale retaliation. If it is serious about introducing new tariffs, it will need to clarify its priorities and then choose among conflicting policy goals.
Most important advances in technology occur when someone combines a variety of innovations in different fields in a commercially successful way.
“Overheated” is how short-sellers Citron Research described MicroStrategy Inc. on Thursday.
Fidelity Investments is expanding its reach in the competitive world of systematic strategies for the masses, with the launch of five new active ETFs.
Sirion Skulpone of Goldman Sachs Asset Management talks through the risks of being concentrated in individual stocks.
Why the equity market rally following the U.S. presidential election could continue into year-end.
To judge by the action in some foreign markets, Donald Trump’s election is pricing in economic winter.
Vanguard has a pair of bond options if fixed income investors are looking to get active with their portfolio.
In Europe, the ECB stimulates a sluggish economy while in the UK, the problem is inflation. In contrast, the US responds to stronger growth.
The inverse correlation between bonds and stocks has returned, broadening potential for risk-adjusted returns in multi-asset portfolios.
US banks enjoyed a sharp stock price jump on Donald Trump’s election victory; two weeks later, they’ve held onto those gains. There’s one good reason for this — and several poor ones, all to do with regulation.
Bitcoin approached the historic $100,000 level, fueled by optimism that President-elect Donald Trump’s support for crypto heralds a boom as the US pivots to friendly regulations in place of a crackdown.
Nvidia Corp. assured investors that its new product lineup can maintain the company’s artificial intelligence-fueled growth run, though the rush to get the chips out the door is proving more costly than expected.
Is inflation tamed? It's a key question that got lost in election coverage. It looms more than a new administration does over portfolios.
For most of the last fifty years, fixed income investing has been characterized by owning some combination of Municipals, Corporates, Treasuries and Agency Mortgage-Backed Securities which has worked well with periods of secular disinflation.
Chief Investment Officer Sean Taylor considers the implications of a second Trump administration for emerging markets.
Paul Tudor Jones recently voiced concerns that rising U.S. deficits and debt and increasing interest rates could lead to a fiscal crisis. His perspective reflects the long-standing fear that sustained borrowing will trigger inflation, raise interest rates, and eventually overwhelm the government’s ability to manage its debt obligations.
Lost in the excitement of election week was a meeting of the Federal Reserve. At its conclusion, interest rates were lowered by another quarter-point. But where they are heading from here is a matter of increasing uncertainty.
Bitcoin climbed to a record high for a second consecutive day, with MicroStrategy Inc. accelerating the pace of its massive purchases of the cryptocurrency.
Nouriel Roubini is seizing on Donald Trump’s inflation-threatening policy agenda to make a case for an alternative haven trade to Treasuries in a world of elevated volatility.
The multi-trillion-dollar artificial intelligence boom was built on certainty that generative models would keep getting exponentially better. Spoiler alert: they aren’t.
Gen Z and millennials are widely considered to be the most diverse and socially conscious generations yet. They are vocal about their interest in driving social impact. And their values and priorities dictate their actions, all of which are actively shaping the future.
I think I have all the information I need to provide a view that others can confidently rely on, whether personal or professional advice. There’s just one problem: I’m often wrong. Why is that?
GMO has posted a new 7-Year Asset Class Forecast.
