You need to pay attention to the role of emotions to effectively communicate with your clients.
It would seem I would wake up every day excited and ready to greet the day. But instead, I find I am dragging myself out of bed dreading what’s to come.
Private credit is an asset class that has blossomed alongside the Federal Reserve’s rate hikes. From sovereign funds to family offices, many people want to put their money in. Asset managers are more than happy to latch onto this enthusiasm.
After a strong resurgence from last year’s bear market, the S&P 500 Index looks stretched. By at least one valuation measure, the leading gauge of the US stock market has rarely been more expensive during the past three decades.
The unexpected downgrade of US government debt sent shockwaves across the economic and political landscapes. In financial markets, the move was met with what amounts to a shrug.
Credit investors are turning more optimistic that the Federal Reserve will pull inflation under control without shoving the US economy into a deep recession.
The US Treasury boosted the size of its quarterly sale of longer-term debt for the first time in over 2 1/2 years, testing dealers’ appetites amid an increase in government borrowing needs so alarming it spurred Fitch Ratings to cut the US sovereign rating from AAA.
State Street Global Advisors is challenging larger exchange-traded fund rivals BlackRock Inc. and Vanguard Group Inc. with its latest round of fee cuts.
Bitcoin trading volume tumbled last month amid waning volatility and little notable price swings in a market that speculators traditionally gravitate to for its turbulence.
While US stocks may pull back in coming weeks amid concern over Federal Reserve policy, the S&P 500 will reassert itself around September before climbing to an all-time high, according to JPMorgan Chase & Co.’s trading desk.
Are you being hired based on the facts you collect and provide or on how your prospects feel about you?
Advisors and investors wonder what role annuities should play in retirement planning. Here are the pros and cons of a common annuity product versus consuming out of invested wealth.
The Wall Street Journal recently reported that America’s retirees are investing more like 30-year-olds. Is it true?
Advisors must go beyond a one-size-fits-all approach and embrace the power of personalization.
Cynics often say about hedge funds are a compensation scheme masquerading as an asset class. If the critics are looking for ammunition to make their case, they need to look no further than Sculptor Capital Management Inc., the firm formerly known as Och-Ziff Capital Management.
After a string of encouraging data, markets are displaying increasing optimism that the Federal Reserve might be done with its battle against inflation — and that the US will experience a rare “soft landing,” in which inflation falls back to 2% and the economy cools without dipping into recession.
Federal Reserve Chair Jerome Powell has left the door open to another interest-rate hike, but Wall Street economists see the signs pointing in one direction ahead of the central bank’s September meeting: pause.
There’s a shift in tone happening across Wall Street.
Oil exchange-traded funds posted their largest week of outflows for more than a year, led by a record withdrawal from the crude market’s biggest ETF.
The US Treasury boosted its estimate for federal borrowing for the current quarter as it addresses a deteriorating fiscal deficit and keeps replenishing its cash buffer.
For stock-picking hedge funds coping with 2023’s loopy markets, risks are starting to outweigh the rewards.
If you answer “yes” to any of the following questions, you might be caught up in toxic positivity.
Families can meaningfully improve returns in the public equity markets by thinking thematically and extending the duration of their ideas.
While the equity allocation of portfolios should increase for longer investment horizons, the adjustment should be less than implied by the historical evidence, and it should be based on each investor’s unique situation and preferences.
Many advisors are using longevity assumptions that are less conservative than they think.
Starting valuations are the most reliable predictor of equity returns. But they are far from reliable, and investors must use those forecasts cautiously.
When it comes to measuring the progress of Mark Zuckerberg’s metaverse, big numbers have been in short supply. Only 20 million of his Quest virtual reality headsets have sold since 2019.
With the Federal Reserve nearing the end of its most disruptive monetary-tightening campaign in a generation, a softening US dollar is poised to boost profit growth for nearly half of the companies in the S&P 500 Index over the next year.
US stock market traders are almost completely fearless now, which has some strategists bracing for a possible selloff.
Investors on Wall Street and beyond are betting that the great tech rally of 2023 has staying power, even as they appear skeptical that the artificial intelligence era will live up to the hype.
US equities are tracking the same path they did in 2019, which was one of the best years for the S&P 500 over the past decade as it handed investors a 29% return, according to Morgan Stanley’s staunch bear, Michael Wilson.
All the chatter back in December was that 2023 was to be the “year of the bond.” And for a brief moment or two in the winter, that call — and the economic doom and gloom that underpinned it — looked right.
As Bitcoin roars back after a year of crypto industry scandals and losses, Mike Novogratz says one man, in particular, gives him reason to stay bullish.
Federal Reserve Chair Jerome Powell on Wednesday appeared to give traders the positive signal they’ve been waiting for — that the central bank may finally be wrapping up its steepest interest-rate hikes since the early 1980s.
There is one incredibly potent tool that keeps employees engaged and productive.
Big US banks will have to clear significantly higher capital hurdles under long-awaited proposals announced by regulators Thursday. The good news for investors is that most of them are already there — and the few that aren’t should easily meet the tougher demands well before they need to.
The US economy expanded at a 2.4% annual pace in the second quarter, crushing consensus expectations and driving another stake into the 2023 recession narrative.
The frenzy over artificial intelligence-linked stocks has gone too far but won’t die down just yet, according to Bank of America Corp. strategists led by Michael Hartnett.
Key US inflation measures continued to cool and consumer spending picked up in June, adding to momentum in the economy ahead of the third quarter.
Sixteen months after the Federal Reserve began its most aggressive rate-hike cycle in decades, markets are breathing a sigh of relief that the central bank — at long last — may finally be done.
Municipal exchange-traded funds, still a relatively new and small part of the $4 trillion state and local debt market, have seen growth stall dramatically after record inflows last year as the shift away from mutual funds slowed.
Don’t fear the Fed’s 25-basis-point rate hike on Wednesday, according to Jeremy Siegel. Given the strength of the economy and low unemployment, he said stocks can withstand higher rates.
Calling your business a burning platform is, in most cases, a stupid thing to do. The idea is to scare staff into performing better and prepare an underperforming organization for painful layoffs. But it can just make things worse.
While on the surface its argument is about the principle of copyright, what the clash reveals is just how little we know about the data behind breakthrough tech like ChatGPT.
To stand a chance of winning in this market, stock pickers need big tech exposure. Not all of them can get it.
Yields on 10-year Treasuries may fall as much as 150 basis points before the end of next year as the Federal Reserve cuts interest rates to bolster a slowing US economy, according to Jupiter Asset Management.
A stellar year for JPMorgan Asset Management is proving to be an unusually tepid one for the world’s largest asset manager BlackRock Inc., shaking up the leaderboard in the $7.6 trillion US exchange-traded fund industry.
The Fed and government can ill afford to maintain today’s interest rates.
In what was a brutal 2022 for investors, there was at least one sure-fire, money-making proposition for much of the year.
Wealth managers must understand their clients' online behavior. Though we know them in some ways, we cannot assume their online behavior mimics what we know about them from past interactions.
