Investors’ enthusiasm for growth stocks remains high and growth equities are in the midst of another lengthy run of beating value rivals.
For investors looking to position defensively within equities but avoid equity growth FOMO, look to the VictoryShares free cash flow ETFs.
New data from Goldman Sachs reports that younger generations of investors are using more personal investment plans to prepare for retirement.
While governments responsibly issue debt to fund public investment and dampen the business cycle, the US federal government has borrowed at an increasingly prolificate pace over recent decades.
After a weak April, markets bounced back in May, with the S&P 500 staging a breathtaking rally in the final few hours of trading on Friday, May 31.
Higher coupons and interest payments can make premium municipal bonds worth the extra upfront cost.
Historically, the level of U.S. debt has had no correlation with the performance of the stock or bond markets.
Take a look at the VanEck Gold Miners ETF (GDX). That fund is higher by 24.55% for the 90 days ending June 3.
Why is there so much angst among investors? The mixed economic signals may have a lot to do with it.
European value stocks offer a compelling case for short- and long-term investment opportunities, supported by strong fundamentals, attractive valuations, and favorable market conditions.
Treasury bonds are rallying, which opens the pathway for investment opportunities in three Vanguard exchange-traded funds.
Portfolio Manager Peeyush Mittal says even as Narendra Modi looks set to remain as Prime Minister, India’s domestic growth agenda faces a pause until the political landscape takes shape following the country’s elections.
Here are some financial planning considerations and steps newlyweds may want to take after the wedding. Our Bill Cass highlights some of the key areas.
Summer hiring promises more than just monetary rewards for teens.
A defining feature of the post-COVID investment regime has been the persistence of elevated market uncertainty and volatility. The below visual highlights how this has led to a wider range of market performance outcomes, focusing in on the vast difference between the last two calendar years.
When a Cinderella story comes out of nowhere to win a championship, fans are ecstatic (just like I was watching Tom Brady win his first Super Bowl against the heavily favored Rams).
You’ve probably heard the term “direct indexing.” It seems like everyone is talking about it. You’ve probably also read that sales of direct indexing products are booming. But what exactly is direct indexing?
Investment-grade corporate bonds aren’t doing much to thrill fixed income investors so far this year.
Here we are through the first five months of 2024, and you could say the more things change, the more they stay the same. What exactly do we mean, you might ask?
More investors opt for market flexibility with active funds as inflows are outshining their passive peers in the current market environment.
Positive corporate earnings and greater participation from sectors other than technology carried stocks forward.
The future of electricity demand for everything from electric cars to Bitcoin mining to artificial intelligence may also be the cure for our debt concerns.
The global economy continues to recover from pandemic aftershocks, including trade dislocations, outsize monetary and fiscal interventions, a prolonged inflation surge, and bouts of severe financial market volatility. At PIMCO’s 2024 Secular Forum, we explored how the aftereffects of those disruptions are producing some unexpectedly positive developments while introducing longer-term risks.
This year's venture to Asia was informative and delicious.
Jacoby looks at current macroeconomic dynamics through the lens of the movie, “A Bronx Tale,” Robert Di Nero’s directorial debut.
Bitcoin traded lower on May 31, but overall, the fifth month of the year was kind to the digital asset.
While emphasis on domestic bonds is valid, market participants should be careful to not ignore emerging markets bond opportunities.
As the global economy builds on its recovery this year, markets may see increased volatility due to divergent central bank policies, geopolitics and election outcomes.
We connect the dots between the micro data points (what we learned during 1Q earnings season) and what we expect the forthcoming macro data will reveal about the state of the economy.
Over the past 18 months, investment grade (IG) corporate credit spreads have narrowed considerably in response to solid fundamentals and a strong economy. Given the tight spread levels, should investors reconsider the attractiveness of owning corporate bonds and instead buy Treasury securities?
There are many historical relationships within financial markets based on sound economic theory, which accordingly repeat cycle after cycle. High yield bonds and small cap stocks typically move in line with each other, but the two have diverged since 2022.
One of our main contentions in recent months is that the Federal Reserve, by switching from a scarce reserve model to an abundant reserve model, has completely taken over the short-term interest rates marketplace.
The story that captured all media attention last week was Donald Trump’s guilty verdict. But the Trump conviction had no effect on the markets or predicted probabilities in betting markets for him becoming president.
On the latest edition of Market Week in Review, Chief Investment Strategist for North America, Paul Eitelman, and Equity Manager Research Analyst Michelle Batjargal discussed the results of first-quarter earnings season around the globe.
Despite the falling yield spreads, investors continue to bet on rising prices in emerging markets (EM) bonds.
Our outlook on the 11 S&P 500 equity sectors.
Investors’ enthusiasm for artificial intelligence (AI) equities remains undaunted.
Survey after survey has been indicating that Americans feel worse off today compared to the recent past; so much so that many of them indicate the economy is currently in recession, that the rate of unemployment is the highest in several decades, that inflation is very high today, etc.
Portfolio Manager John Lloyd discusses two important considerations for investors who feel like they may have missed the market rally.
Investors are reconsidering long-term capital commitments.
Emerging markets can offer traders the ability to play off strength outside U.S. borders, and with leveraged ETFs.
As measured by the Russell 2000 Index, small-caps have offered barely any upside this year.
Corporate greed is not causing inflation, despite the claims of many on the political left who failed to understand the very basics of economic supply and demand.
Data is important but not everything. Perceptions matter, too. Today we’ll look at how people feel inflation and what it may mean in the years to come.
To help put things in perspective, ChatGPT currently has over 180 million users, but there are around 5.3 billion internet users around the world. Imagine if each of them became a regular user of energy-intensive ChatGPT, whose servers are located in the U.S., according to owner OpenAI.
While the money and bond markets continue their Fed-watch saga, there is one constant that we have been emphasizing for the fixed income landscape: a new rate regime.
Market inefficiencies create opportunities for active managers. We believe there are more mispriced companies in small cap growth than in other equity markets, and we have developed an approach that allows us to capitalize consistently when we find them.
From potentially brand-damaging ethical risks to regulatory uncertainty, AI poses challenges for investors. But there is a path forward.
It’s natural to avoid loss, but sitting on the sidelines out of fear might lead to missed financial goals.
Discounted municipal bonds could expose you to unexpected taxes. Here's what to know before you buy.