David Dali, Head of Portfolio Strategy, provides his 12-month outlook for global equity markets.
When it comes to investing in consumer debt, headlines may be misleading. We see opportunity.
Today’s value stocks offer a magnificent mix of quality, forward-looking profitable firms.
As calls for diversification get louder, it’s a good time to look at healthcare, where long-term bullish trends meet near-term opportunities.
Andy Rothman says China’s moves to address key challenges in its housing sector mark a significant shift from its stance of downplaying problems and signal that further positive macro measures may be on the way.
Three key reasons why investors should consider allocating capital to private credit for substantial and differentiated returns.
One pairing of disruptive technologies that could ascend to an enviable status is artificial intelligence (AI) and blockchain.
Renewable energy ETFs are making a comeback after a dismal showing in the first half of the year, fueled by the rising tide of bullishness over artificial intelligence.
Predicting Fed rate changes may be an inexact exercise, but understanding how the tools that do track it work can help investors weather uncertain markets.
Our actively managed equity funds that employ machine learning (ML)—and their shareholders—are starting to benefit, according to Cesar Orosco, CFA, and Scott Rodemer, CFA, of Vanguard’s Quantitative Equity Group (QEG). The group develops quantitative models that attempt to replicate what a good fundamental investor would do, but systematically and at scale.
The Federal Open Market Committee is always data-dependent. But the dependency is not always the same. There are times when inflation matters more than the labor market, and times when the situation is reversed. Every regime is unique. There is never a perfect corollary to a previous experience. This time is not different.
While rules-based monetary policy thrived when globalization put downward pressure on inflation, the COVID-19 pandemic has revived central bankers’ long-dormant preference for inflationary policies. This shift may help central banks maintain their independence, but it also increases the likelihood of another surge of price growth.
Home equity lending does not require policy support.
Since the Global Financial Crisis of 2007-09, fixed income investors have suffered the worst of both worlds. For a dozen years they endured the stingiest of yields on their fixed income holdings.
The highlight of last week was a showdown between two of the major forces in the markets: AI earnings vs. economic data.
Personalized messaging has a powerful impact. Our Kevin Murphy believes it is time for the financial services industry to deliver personalized solutions and advice.
Market factors are constantly changing and require monitoring, analysis, and flexibility by the investors when it comes to choosing appropriate investments.
Last week, the SEC approved the initial regulatory filings for spot ethereum ETFs to trade on various U.S.-based exchanges.
As we discussed recently, Wall Street economists increasingly believe the risk of recession has fallen sharply.
You can get rich in investing in growth stocks – people have done it for decades, but you’ve got to pick the right ones and you also need to make sure that you are buying them when the prices and values make sense – growth stocks at a reasonable price!
America’s political leaders have resorted to playing the blame game to convince voters that they are fixing the country’s trade deficit. But by going after China, they are ignoring the root of the problem – the American government’s unchecked spending – while increasing the risk of a full-blown superpower conflict.
As we set our sights on the summer, here are five dynamics that could drive the financial markets between Memorial Day and Labor Day:
The news of Bill Walton’s death from brain cancer hit me hard. In the Portland Memorial Coliseum, there were 12,665 seats, and I had one of those top-row nose-bleed seats for the sixth game of the NBA finals in 1977.
Ross Riskin's op-ed examines the potential drawbacks of using glide path portfolios in 529 college savings plans, particularly during high-interest rate environments. He suggests that money market options may offer better capital preservation for funds needed during college enrollment, emphasizing the shift from growth to stability in investment strategies.
High-net-worth investors and family offices are increasingly interested in alternatives, including tokenized assets. As this interest grows, partnering with adaptable jurisdictions is crucial for navigating market uncertainties and leveraging these emerging investment opportunities.
Our recent 529 Month webinar focused on how 529 plans are used, the impact on federal financial aid, and expanded uses. Here are some of the leading topics discussed.
When the economy is picking up steam, growth stocks offer the potential to capture market gains. But hallmarks of quality—including sustained earnings growth and sound underlying fundamentals—may help weather economic headwinds.
Potential spot ether and spot bitcoin ETFs share some similarities but foundational cryptocurrency differences matter for investors.
Disruptive theme of the week: A confluence of factors have combined to make defense technology a compelling ETF investment theme.
What exactly is a market bubble, and how can investors recognize one?
Risk of a recession is abating as the capital markets could see interest rate cuts this year with signs of cooling inflation.
With the market seeming to skate by the trap door of extreme valuations and unfavorable internals without consequence, the push to new highs in the past few weeks has created the impression of a runaway advance.
The housing market looks to be on the road to recovery, but not without significant scarring for a considerable portion of potential homeowners.
The Alternatives symposium happens on Thursday, May 30 at 11 a.m. ET. The free event will provide CE credits and more to attendees.
Economic reports from the past week provided reassurance following the previous week's disappointments. Stay up to date on the current conditions with the latest commentary from Professor Siegel.
Two reports on home prices arrived this morning, one for the Case-Shiller index and another from the FHFA (a government agency that regulates Fannie Mae and Freddie Mac). Both rose in March, and housing prices are up 6.5% and 6.8%, respectively, in the past year.
We are free trade enthusiasts, in economic terms, even at a time when free trade has been losing some of its aura within the U.S. political system.
Lower interest rates in Europe will favor spending over saving.
The price of oil is hovering around $76 per barrel, 38% off its 5-year high. With so much geopolitical tension, why isn’t it higher?
New tariffs will renew trade tensions.
VettaFi discusses changes in the MLP/midstream investment product landscape.
During ripping bull markets, investors often start benchmarking. That is comparing their portfolio’s performance against a major index—most often, the S&P 500 index. While that activity is heavily encouraged by Wall Street and the media, funded by Wall Street, is benchmarking the right for you?
Shares of Nvidia rallied after it unveiled financial guidance that hints at the AI boom still being in its early innings.
I’m fresh off the plane from Las Vegas—and no, I wasn’t hitting the slots, though the city’s Harry Reid International Airport sure hit the jackpot with a record-breaking 57.6 million passengers last year.
When new inventions turn into market frenzies, the contrarian part of me wants to be skeptical. But the optimistic part of me wants it to be true, especially when the idea promises to change life for the better. Reality is usually somewhere in between.
European value stocks offer a compelling case for short- and long-term investment opportunities, supported by strong fundamentals, attractive valuations, and favorable market conditions.
Check out this recent insight from T. Rowe Price on the importance of credit quality research in fixed income.
Rather than dive into a vast pool individual bond options, these three ETFs can provide a low-cost and convenient option.
Will Americans return to the office? It may depend on where it is and what it offers.
There is no question that Fed policy remains the primary force driving the money and bond markets for the third year in a row.
