The consensus outlook among analysts today is that tech innovation will rewrite the global productivity index, with AI (artificial intelligence) and automation expected to bring a new wave of industry efficiencies.
Investors in emerging-market equities haven’t typically paid much attention to the Middle East. It’s time to take a closer look.
Markets remain highly responsive to economic data as concerns around Fed policy and high interest rates dominate the second quarter.
Are you underweighting large cap growth? New research suggests that may be the case, inviting investors to consider options like FDG.
Franklin Templeton Fixed Income CIO Sonal Desai discusses why rising investment and persistently loose US fiscal policy are simultaneously pushing in the direction of higher long-term real interest rates.
Some of the biggest names in tech started paying dividends this year. This includes Alphabet (GOOG), Meta Platforms (META), Salesforce (CRM), and Booking Holdings (BKNG).
The consensus has egg on its face with respect to Chinese stocks. It wasn’t supposed to be this way. Entering this year, one of the big concerns—and the primary reason for China’s ugly multi-year bear market—was the country’s destiny with a “4-handle” on gross domestic product (GDP) growth.
Andy Acker and Research Analyst Tim McCarty discuss how artificial intelligence has enormous potential to improve healthcare delivery across the globe and point to some practical applications that could benefit patients – and investors – in the near term.
The Northern Trust Economics team shares its outlook for growth, employment, inflation and interest rates in major markets.
How can global equity investors incorporate the impact of tariffs into fundamental analysis of companies?
Interest in active fixed income products has swelled in 2024, as credit spreads narrow and the Federal Reserve holds fast to a “will they, won’t they” game.
Strong Q1 earnings were a bright spot as sticky inflation and dimmed expectations for rate cuts cast some shade on U.S. equity markets. Fundamental Equities investor Carrie King looks beyond the headlines to offer four takeaways from the most recent earnings season.
The Nasdaq-100 Index (NDX) is higher by 11.30% year-to-date. This confirms that large- and mega-cap growth stocks are proving sturdy.
Artificial intelligence (AI) and its unparalleled potential have powered stock market returns over the past year. Yet the market has more to offer, particularly as leadership may be poised to broaden beyond AI beneficiaries.
Technological disruption creates opportunity—and volatility. But there are ways to capture AI innovation while managing risk.
These are only some of the exciting new applications on everyone’s lips at business gatherings these days, where the conversation often veers to artificial intelligence, which has become the latest “new new thing.”
The price gap between eating out and cooking at home is rising.
Back in 1993, a brilliant satirist by the name of Ivan Reitman produced a movie called Dave. It was the story of a life-threatening stroke besetting the President of the United States of America.
Copper prices have exploded higher, up 33% year to date.
Last week was another week of records for major equity indices: The S&P500 broke to new highs; the DJIA breached 40,000.
The two largest emerging markets have taken very different paths, echoing the divergence in the economic and demographic landscape for these two countries.
For retirees looking to accrue returns while mitigating risk, a structured protection fund can be an ideal solution.
Several factors account for the apparent disconnect between headline US economic data and what polls suggest many Americans feel. Find out more from Franklin Templeton Institute’s Stephen Dover.
The promise of independence is luring more and more advisors to the Registered Investment Advisor (RIA) channel. RIA headcount has grown rapidly over the past decade and by 2027, Cerulli estimates that RIAs will control nearly one-third of intermediary asset market share.
Every year, investors anxiously await the release of Warren Buffett’s annual letter to see what the “Oracle of Omaha” says about the markets, the economy, and where he is placing his money.
In this article, Russ Koesterich discusses why stocks are proving to be resilient in the face of higher rates and muted expectations for monetary easing.
GMO has published a new 7-Year Asset Class Forecast.
However we measure inflation, we see an incomplete recovery.
As goes the consumer, so goes the U.S. economy. As Wall Street knows, the importance of the consumer cannot be overstated. That’s because consumer spending is the main engine of growth, representing ~70% of US economic activity – nearly 10% more of the economy than it did in the early 1980s.
Nvidia faces tough competition, law of large numbers as it prepares to report Wednesday.
On the latest edition of Market Week in Review, Director of Investment Strategies, Shailesh Kshatriya, and ESG and Active Ownership Analyst Zoe Warganz discussed the U.S. inflation and retail sales reports from April, as well as the market’s reaction. They also chatted about the improving economic outlook in Europe.
Private capital is increasingly being used to finance consumer spending.
Copper's price movements have decoupled themselves from the market movements inherent in base metals as well as oil.
AI is widely viewed as a catalyst for ongoing healthcare innovation and that relationship could signal opportunity with select ETFs.
We share some of the highlights from the past year that led to significant improvements in environmental protection, corporate governance, and transparency.
While there is much debate over whether another bear market is imminent, weekly moving average crossovers suggest a different outcome for now. There are many current concerns, from geopolitical risk to still inverted yield curves, slowing economic growth, high interest rates, and inflation. Yet, despite those concerns, markets are flirting with all-time highs.
A grandparent may choose to fund a 529 plan for a grandchild’s education. Our Bill Cass discusses key tax and estate planning considerations as well as the impact on student financial aid.
Will the rapid growth of private credit impair financial stability?
Back in 2008, the Federal Reserve made important changes in the way it handles monetary policy. We’ve written about them several times, but few really understand. The press won’t ask questions about it and few economists discuss them.
Despite the overall positive response from the markets last week, the data presented its share of ups and downs. Stay up to date on the varied indicators with the latest commentary from Professor Siegel.
To say that inflation data during the first quarter of the year surprised us and the markets is clearly an understatement and by Tuesday of this week, with the higher-than-expected Producer Price Index (PPI) print for April, markets were clearly on edge as they were also potentially expecting a higher reading for the Consumer Price Index (CPI) on Wednesday.
Inflation data has continued to fuel uncertainty about when the Federal Reserve will begin to cut interest rates. It's a question with global implications.
Recent challenges from higher rates and banking turmoil are well known to investors in preferred securities, but the performance of this asset class relative to other alternatives in fixed income may not be. Here’s why we think preferreds continue to offer attractive total return potential and a tax-advantaged income stream.
Amid significant advancements in the realms of artificial intelligence (AI) and robotics, there’s plenty of related investment ebullience.
While extracting yield is a prime option for bonds exposure, the risk associated with depreciating prices shouldn't put off investors.
Private asset trends may not directly apply to many investors in publicly available strategies, but they can provide helpful data.
Sometimes two seemingly opposite things can be true at the same time. Right now, we can correctly say inflation is both a) better than it was and b) higher than it should be.
While I don’t miss covering multiple earnings calls in a day, I appreciate how quarterly updates impact the returns of equity ETFs.
Steady income and access to remaining assets are key considerations for DC plan sponsors.
