We are excited to announce that Ian Bremmer will once again headline Exchange, happening on March 23-26, 2025 in Las Vegas.
Senior loan ETFs have gained traction as elevated rate expectations spill over into the second half of the year.
Small cap performance has been a hot topic lately, with many pundits declaring the small cap premium on life support or dead altogether.
Blockchain is relatively young, but it’s increasingly becoming a political hot spot. That’s worth examining.
When it comes to stocks with the artificial intelligence (AI) label, Nvidia (NVDA) arguably takes the cake.
A rising number of U.S. taxpayers are subject to an investment income surtax, introduced a decade ago in federal legislation. Here are some strategies that may help mitigate the impact of the tax.
First-generation low carbon equity benchmark indices were developed almost a decade ago with the goals of mitigating climate risk and preparing for the transition to a low carbon economy.
The health of the British economy is top of mind for voters in this election.
Market indexes can be a useful barometer of long-term performance. But the investment opportunity set need not start and end there. Fundamental Equities investor Alister Hibbert uses an unconstrained approach in seeking to identify those rare companies that stand out from the pack.
The Tax Cuts and Jobs Act of 2017 (TCJA) is expected to sunset at the end of next year and there is likely to be a lot of chatter about what the potential changes in tax laws could mean for U.S. taxpayers.
It could be an opportune time to take advantage of core bond exposure now before a potential rally despite latest Fed-speak.
New research highlights how active management may be more beneficial than passive strategies for avoiding overvalued securities.
The Federal Reserve policy can set the tone that drives interest rates across the maturity range but an earlier market rate downturn can occur as a signal of investor perception of a slowdown in the economy.
Is the labor market okay? Depends on who you ask. The answer to that question should be a strong guidepost for whether you like Consumer Staples relative to the broad market.
Recently, James Grant, editor of the Interest Rate Observer, was asked about his outlook for interest rates. He sees interest rates moving in a cyclical pattern, potentially rising for another multi-decade period.
GMO has published a new 7-Year Asset Class Forecast.
Portfolio Managers Guy Barnard and Greg Kuhl highlight how the shelter component of CPI is exerting downward pressure on inflation, paving the way for rate cuts – a tailwind for listed real estate.
The S&P 500 surpassed its 27th record high for the year this week—and still notching more (up to 29 already!)—driven by rising earnings, cooling inflation, and an economy that remains on solid ground.
A top risk for investors, elections may see a shift from centrist to more populist policy that could slow exports, raise inflation, and increase volatility in the global markets.
Partnering with firms that have the requisite scale and demonstrated access to top-tier investment opportunities is one way investors can potentially eliminate the J-curve in a private markets investment program.
An array of data sources show a labor market that still has plenty of strength.
In the second half of the year, investors will likely be navigating a potential divergence in monetary policy among the major economy central banks, a more normalized U.S. interest rate regime, and an equity market that may favor quality.
High interest rates continue to add a dose of uncertainty into the bond markets. Investors are responding by turning to active ETFs.
The real estate sector has been hamstrung this year as the Federal Reserve has yet to deliver widely hoped for interest rate reductions.
Mining brings economic benefit and environmental costs.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will go over 10 value stocks with low debt and strong growth with very consistent operating histories over time, but best of all, they are in value today.
Last week, Donald Trump proposed replacing the income tax with a tariff on imports. Washington DC let out a loud, and collective, scoff. The average American was intrigued. More on this in a few…but to be clear, the idea as it stands won’t work in our current system.
Last week’s inflation data was very encouraging, with key indices like the Consumer Price Index and the Producer Price Index coming in below expectations. Stay up to date with the latest commentary from Professor Siegel.
For those of you who are not math geeks, ‘rise over run’ is the formula for the slope of a line. What does this have to do with the latest Federal Reserve (Fed) decision, you may ask?
On the latest edition of Market Week in Review, Investment Strategist BeiChen Lin and Product Operations Analyst McKenna Painter discussed the latest U.S. inflation data and how it could impact Fed policy. They also assessed when the BofE could begin lowering borrowing costs and concluded with an update on economic growth in China.
High-yield credit is experiencing strong inflows and investor confidence, potentially offering attractive returns and reduced volatility compared to other risk assets.
Economic indicators provide insight into the overall health and performance of an economy. They are essential tools.
The notion that bitcoin can be included in standard investment portfolios earned further ballast earlier this year.
VettaFi has recently been named as a finalist for a Wealth Management award for our Expanded Research Offerings.
More than a few individuals were active in the markets in 1999-2000, but many participants today were not. I remember looking at charts and writing about the craziness in markets as the fears of “Y2K” and the boom of “internet” filled media headlines.
This week, the International Air Transport Association (IATA) significantly upgraded its profitability projections for airlines in 2024. The trade group now expects net profits to reach $30.5 billion, an increase from $27.4 billion in 2023.
You know I’m highly concerned about government debt in the developed world, particularly the US. I’ve said for years a crisis is coming. We’ve blown right past all our chances to avoid it. Now all we can do is imagine what the crisis will look like… and how much it will hurt.
The Northern Trust Economics team shares its outlook for U.S. growth, employment, interest rates and inflation.
The shift in consumer behavior toward buying more discretionary items is attributed to the deceleration of inflation, according to Costco management.
Here we are in June. Things are mostly continuing in a Newtonian fashion: “A stock at rest will remain at rest, and a stock in motion will remain in motion, seemingly at constant velocity and in a straight line, unless acted upon by a net force.” Or Elon swiping your Nvidia chips.
Good news on U.S. inflation in May did not sway the Federal Reserve to signal interest rate cuts could come sooner.
It’s certainly a challenging time to be an investor. It's probably why a call for caution and diversification seems to be getting louder.
Given its ascent to the $3 trillion market capitalization club, Nvidia (NVDA) is the stock that grabs the most AI headlines.
Municipal bonds deviated from U.S. fixed income assets and posted negative performance in May.
In the early innings of 2024, there was a flurry of consolidation in the biotech industry.
Despite a seemingly Hawkish stance, a closer look suggests the Fed’s conservative inflation estimates could lead to more rate cuts than anticipated.
Despite prices heading lower, the start of summer could bring seasonal gold buying if history repeats itself.
Today, the Fed made it clear there’d be fewer rate cuts in 2024, most likely one or two, with a start more likely after the election than before. Meanwhile, the Fed made a mess out of explaining its logic for their new path forward.
A potentially overlooked area of opportunity to harness the impact and increased adoption of AI lies within midstream.
Confidence is up, but inflation and other worries offer ways to work toward better outcomes.
