Healthcare

Tariffs have been the dominant theme in economic policy this year. While President Trump has long held protectionist views, his administration’s approach to international commerce has been more belligerent than was seen in his first term.

Investors looking for cash flow from commercial real estate may want to check out the debt side.

After a tumultuous few months, June of 2025 saw a strong rally which took global markets to (or close to) new highs. The rally was broad-based, with international and U.S. markets all up strongly.

Sharp U.S. policy shift and elevated uncertainty reflect an evolution of the new macro regime. What matters: getting a grip on uncertainty by identifying its core features.

Equity markets continued to march higher in June, seemingly unfazed by heightened Middle East tensions (which were short-lived) and the looming July 8 deadline for the administration’s pause on reciprocal tariffs.

This year’s formidable challenges have clarified strategic lessons for equity investors to apply in the coming months

The marathon Senate budget vote took center stage early and stocks slipped from yesterday's all-time highs. Job openings, Powell, and manufacturing data are top of mind.

Only a subset of subsidies will be rolled back.

Readers of a certain age will no doubt recall President Ronald Reagan launching one of the most ambitious military buildups in American history.

Market breadth can help gauge strength or weakness. Methods include tracking the number of stocks trading above or below moving averages or making new highs or lows.

Thematic investing has experienced cycles of popularity over time. In less cautious market environments, investors often turn their attention to ambitious ideas — such as disruptive technologies or other transformative future trends — looking beyond traditional equity ETFs.

Thematic ETFs are making a comeback, and one theme in particular dominates conversation. Artificial Intelligence remains top of mind for investors. TMX VettaFi’s Zeno Mercer and Todd Rosenbluth discussed the disruptive technology.

Jeff Chang, CFA, President of Vest, a pioneer of Target Outcome Investments with some $50 billion under management, examines how geopolitical events like U.S. airstrikes can create ripple effects across global markets, and why the actual impact often depends more on context than headlines suggest.

The Senate is getting close to the finish line on its version of the "One Big Beautiful" tax-and-spending bill.

It’s said nothing in life is certain save death and taxes. There is also certainly an increase in investors’ appetites for nontraditional instruments like hedge funds as their wealth grows.

During our June 5th ROBO Global Webcast, we covered three key themes driving the robotics and AI investment landscape.

Newsflow and misperceptions can obscure the drivers of profit growth—especially during a volatile year like 2025.

The U.S. Dollar Index, when measured against a basket of other major currencies, has declined by approximately 10% this year through mid-June and is currently trading at its lowest level in three years.

With the House passing of The Big Beautiful Bill, the challenges facing chief financial officers and treasurers across health-care systems are likely to grow. The proposed cuts to reimbursements will have varying impacts across organizations depending on their payer mix.

How big data, AI and the human element can combine to better pursue consistent alpha.

CEO Ali Dibadj provides an update on the three macro drivers we believe will shape markets in the second half of 2025 and how Janus Henderson is helping clients position for a brighter investment future.

New strategies, shifting flows, and innovative technologies are driving a more dynamic and diversified marketplace in fixed income ETFs.

After a long dry spell, there are signs of life in the initial public offerings space. An increase in offerings can sometimes suggest an improvement in overall market sentiment.

In this article, Russ Koesterich discusses the recent performance of gold and its ongoing role as a store of value in investors’ portfolios.

The question isn’t whether robots will transform global labor markets. It’s how quickly the transformation will unfold. This transformation presents both unprecedented challenges and remarkable opportunities.

What happens in global supply chains can provide insight into how tariffs and the trade war may affect economies around the world.

President Donald Trump’s announcement on Wednesday of a new trade agreement with China is the kind of headline that gives markets a sense of relief. As I overheard this week at Wealth Management’s EDGE conference, which I attended in Boca Raton, Florida, we may have dodged a recession.

Last week’s economic signals showed cautious optimism and renewed concern. Inflation saw a slight uptick in May.

Summer re-runs are popular on TV, but a repeat of last August's "yen-carry" market upheaval isn't likely on the schedule. A shift in positioning by investors is one reason.

Head of EMEA and Asia Pacific Equities Lucas Klein and Head of Americas Equities Marc Pinto argue that progress on the trade impasse, further monetary easing, pro-growth reforms, and an innovation revolution should all prove supportive to equities over the mid term once the market moves past near-term volatility.

With tariff news providing constant equity market fluctuations, the case for bonds becomes more compelling. The added uncertainty also punctuates the need for an active management strategy, which one particular Vanguard ETF offers.

What's the debt ceiling? Learn how the debt ceiling works and how a default on federal debt could impact the U.S. stock market and economy.

With the world order in flux, investors can look to fortify portfolios by diversifying across global markets and capitalizing on attractive, high quality yields.

The global economy is continually evolving due to inflation, interest rates, and geopolitics. How could these and other factors influence the major asset classes over the coming decade?

The Fear Trade is what most Western investors are familiar with. It’s the flight to safety during times of uncertainty, driven by concerns over inflation, interest rates, geopolitical risk and more.

Last week’s employment report was an important stabilizer for the markets. After concerning revisions and weak ADP numbers raised recession alarms, Friday’s payrolls print calmed fears on labor market deterioration.

As we head into the second half of the year, US markets seem to be turning around, with economic data​ that is still coming in mixed. The major US indices were up the first three days of last week, dipping on Thursday after weaker back-to-back readings of the US labor market.

Rebounding demand from ETF investors and resilient buying from central banks and Asia retail have propelled gold prices to fresh records north of US$3,000/oz. Find out why we believe there is more room to run.

The bill contains several tax-code changes that could affect municipal bonds, although we don't think it reduces the appeal of munis for high-income earners.

Bouts of volatility may continue in the second half of 2025 as bond market investors navigate evolving tariff policy, U.S. government debt, and economic uncertainty.

We remain underweight most developed market stocks as US tariff policy is still unclear but are more enthusiastic about emerging market assets.

For four decades, the USA has relied on debt-financed consumption and a service-heavy economy to mask an unsustainable model.

Investors may revisit international exposure in their portfolios amidst reduced market reactions to tariff announcements, uncertain U.S. policy and lagging U.S. stock performance.

Q1 company earnings painted a picture of corporate health as markets entered a period of trade tumult. Fundamental Equities CIO Carrie King discusses the importance of staying invested amid volatility, and outlines where there may be opportunities for long-term, fundamental investors to take advantage of market nerves to add to positions within enduring investment themes.

As discussions about reshoring continue to dominate economic policy debates, VettaFi hosted a timely webcast with Dr. Daniela Rus, director of MIT’s Computer Science and AI Lab (CSAIL).

Today I’m going to highlight some speakers who added an equity market perspective to their big-picture views. Getting both right would be much easier if more investors behaved rationally. Alas, they don’t, which is why stock prices do incomprehensible things. Fortunately, you can succeed without catching every twist and turn.