While the ECB is unlikely to raise rates further, we remain skeptical that it will deliver rate cuts as early as the market expects.
Anne Walsh, Chief Investment Officer for Guggenheim Partners Investment Management, joins CNBC to discuss Federal Reserve policy and its effect on credit markets heading into 2024.
With 2023 drawing to a close, the time has come once again to take a longer look at what next year might bring.
With the lagging effect of elevated interest rates potentially cooling the appetite of the economic growth engine that is the U.S. consumer, Global Head of Multi-Asset Adam Hetts at Janus Henderson Investors explains why he believes investors should take a defensive stance by prioritizing quality companies and cross-asset diversification.
A tentative timeline toward rate cuts in 2024 was revealed in the updated Summary of Economic Projections.
The decision to hold the federal funds rate steady was in line with expectations, but the accompanying statement and projections indicate a shift toward easing in 2024.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will take a look at Utility Stocks in the Utility Sector. Chuck will discuss the characteristics of companies in this sector and what to expect from them.
With the final business of 2023 being wrapped up, the financial services community is starting to look forward to 2024. The first big event of the new year will be the Exchange 2024 conference.
Macroeconomic uncertainty remains elevated. We believe a recession in 2024 is more likely than not. Non-profit hospital systems have faced significant operational pressures, and may continue to experience challenges in the near-term.
In the latest episode of our Alternative Allocations podcast, Franklin Templeton Institute’s Tony Davidow discusses asset allocation and portfolio construction with Aaron Filbeck, Managing Director of the Chartered Alternative Investment Analyst Association.
Contrary to many Western analysts’ expectations, the shift from a unipolar to a multipolar world economy will not lead to a China-led alternative order but to global instability. Amid deepening economic fragmentation, leaders must forestall a rapid descent into chaos by strengthening the existing multilateral architecture.
Throughout most of the fourth quarter of 2023, physical gold has performed the best it has all year. According to Kitco in the last thirty days, the precious metal has seen its price increase by nearly $43.
The VettaFi Market Outlook Symposium brought together industry thought leaders and experts to help investors position for 2024.
The Federal Reserve declared victory today, projecting a soft landing as its base case in the years ahead, with more cuts in short-term rates, and with inflation gradually getting back to its 2.0% goal without a recession.
A secure lifetime income solution can seamlessly continue the “do it for me” structure that has helped DC plan participants save in their working years.
Even though the stock market, as measured by the S&P 500, looks fully valued to overvalued today, here are a baker’s dozen, 13 Consumer Staple Stocks that look attractively valued.
The growing narrative of artificial intelligence should continue as 2023 turns into 2024. One of the ongoing names to watch is chipmaker Nvidia, which should propel ETFs with exposure to the stock.
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Bitcoin has pulled back over the past several days. But even with that retrenchment, the largest cryptocurrency is on pace for one of its best annual showings on record.
As GMO launches its first ETF, it seemed like a good time to share my thoughts on the market inefficiency that the strategy seeks to exploit – the quality anomaly.
The secular forces that held down rates for forty years have not entirely changed.
With Exchange 2024 less than three months away, I’ve started mapping out “the weird session” at the event: my 100-minute block on the “Silent Disco”-style stage.
Municipal bonds posted historic total returns of 5.90% in November. Rallying interest rates led the way, while strong demand aided outperformance versus Treasuries.
To argue that the U.S. consumer has remained resilient has become a cliché and at the same time an understatement. After a very strong increase in real incomes during the pandemic, real income growth started to slow considerably.
If the artificial intelligence (AI) theme remains hot heading into 2024, this could help push the Direxion Daily NVDA Bull 1.5X Shares (NVDU) even higher in the new year as the chipmaker expands its market share.
Value stocks are poised to deliver solid returns in what may prove to be a more unsettled year ahead, according to Mutual Series CIO Christian Correa.
The year 2008 and the subsequent Global Financial Crisis (GFC) stand as a watershed moment in the annals of our capitalist society. It was a bailout prompted by poor capital allocation, deficient risk management, and unchecked greed.
The mid-cap universe offers compelling sector diversification and opportunities to participate in the upside of the broader market, according to Dina Ting, Head of Global Index Portfolio Management.
Domestic aggregate bond strategies are on pace for decent showings this year. And there is mounting speculation that the Federal Reserve will lower interest rates next year, perhaps multiple times.
Investors are beginning to price in a 'soft landing' as the base case over the next 12 months. This is evident across a number of indicators.
It’s the time of year when you look back at all that’s been accomplished. VettaFi’s covered strong net inflows into fixed income ETFs, covered call funds, and many, many, many new product launches. But VettaFi also accomplished a lot as a firm.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation, will discuss different investing strategies and analyze various stocks in the Consumer Discretionary Sector.
For the first time in roughly fifteen years, interest rates in the United States are about right. In economics, we call it the “neutral” or “natural” rate.
The change in tone from the Fed Chairman regarding inflation suggests that rates may have peaked. This month, we're highlighting the positive performance of the markets, with the S&P 500 approaching levels last seen in July. We're also experiencing an improvement in consumer confidence as things remain relatively healthy despite housing costs.
It’s that time of the year where Wall Street polishes up their crystal balls and pin targets on the S&P index for the upcoming year. As is often the case, while Wall Street is always optimistic, the forecasts prove pretty wrong.
A review of recent US inflation data, the Recession Risk Dashboard, and thoughts on if we’ve reached the peak in the fed funds rate. Join us for this conversation with Jeff Schulze of ClearBridge Investments.
Following a tumultuous 2022, this year has been better, though not entirely sanguine for fixed income investors. 2024 is right around the corner, and expectations of rate cuts by the Federal Reserve are rising. Now is the ideal time for advisors to evaluate opportunities in the bond market.
Widely regarded as a barometer for the overall stock market, the S&P 500 Index tracks the performance of 500 of the largest companies listed on U.S. stock exchanges.
It’s been a very good year for U.S. high yield. In fact, BondBloxx Investment Management has noted that riskier fixed income assets have outperformed U.S. Treasuries.
We see potential opportunity in municipal bonds in 2024, although there may be more volatility.
One thing you learn when writing about the debt problem, as I have been in recent weeks, is that many people think it’s not a problem at all.
Airline consolidation is not only relatively common but necessary for growth and competitiveness, and the recent announcement of Alaska Airlines’ planned acquisition of Hawaiian Airlines is a prime example of this trend.
Bitcoin prices are near $44,000 and excitement is pouring into the space again. That’s largely due to the focus on the potential launch of spot bitcoin ETFs in January.
The Franklin Templeton Fixed Income team believes that sustainable investing will be a dominant investment trend in the coming years, with structural tailwinds that could help improve financial returns.
The Market Outlook Symposium is coming on December 14. The latest symposium from VettaFi will offer investors a deep and incisive look at how to position for 2024 and beyond. In today’s unusual market environment, this is a critical topic.
Funds will begin paying out their 2023 distributions this month which could lead to a tax bill for your clients. While capital gains distributions will likely be lower this year than in recent years, interest income is expected to be higher.
The financial markets, investor opinions, and world events have been all over the place – so bear with me this morning as I am going all over the place with a variety of year-to-date observations and comments.
Stephen Dover, Head of Franklin Templeton Institute, recently sat down with Franklin Templeton Fixed Income Portfolio Manager Josh Lohmeier and Western Asset Portfolio Manager Mark Lindbloom to discuss the fixed income landscape—and why they believe 2024 will be a good year for fixed income investors.
It’s possible that a 2024 recession could be avoided, but we see recessions risks as remaining elevated in most developed markets. We believe there is limited upside for equities amid expensive valuations and recession concerns. Government bond valuations, however, look attractive in the U.S., UK, Canada, Germany and Australia.
Jeremy Grantham will be a keynote speaker at Exchange, joining an exceptional roster of luminaries, thought leaders, and industry titans.
