We believe idiosyncratic credit events may occur over the next 12 months, but systemic bank risk is remote.
A steady stream of news helped drain enthusiasm from the equities markets through most of August, snapping a five-month growth streak at a time of the year known for cool market performance despite the swelter of its dog days.
Chief Diversity Officer Regina Curry and Franklin Templeton Head of Digital Assets Roger Bayston believe creating workplaces with intentional collaborative, inclusive, and debiasing practices can power great development environments.
Credit balances are not the only consumer indicator running high.
In an environment of pronounced volatility and less-than-certain equity and bond performance in the last few years, investors are leaning toward more complex strategies such as alternatives.
Active ETFs have had a really strong year so far in 2023, picking up advisor and investor interest. Even institutional investors have increasingly turned towards specialist, responsive management.
The S&P 500 closed August with a monthly loss of 1.71%, after a gain of 3.22% in July.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will analyze the upcoming spin-off of Kellogg into two separate companies and discuss whether it is a good investment opportunity.
Adjusted earnings forecasts tend to overshadow reported earnings and add uncertainty to corporate outlooks.
The resilience of US growth, earnings and markets has been the big surprise of 2023. Stephen Dover, Head of Franklin Templeton Institute, opines on the factors at play—and whether they will last.
While the S&P 500 delivered solid performance this summer, we remain cautious in the near term given the Index remains modestly above our year-end target of 4,400.
A slew of recent polls, studies, and surveys confirmed the importance and relevance of ESG investing to younger investors.
Given their overall credit risk versus safer government debt, corporate bonds may not get enough exposure in a retirement portfolio. However, they can serve a purpose as long as investors are aware of their nuances.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will discuss the compelling investment opportunity in Conagra Brands (CAG).
We believe the best way to add value is through relative positioning in sector allocations, individual security selection and along the yield curve, holding duration neutral overall. That approach, however, does not prevent us from having views on interest rates and we think bonds offer good value at current rate levels.
On Tuesday, Grayscale finally won its lawsuit against the SEC (see initial coverage here). For the past few years, Grayscale has been in an ongoing legal battle with the SEC over converting its Grayscale Bitcoin Trust (GBTC) product into a spot Bitcoin ETF.
Sometimes things sound the same, look the same, or feel the same – but they are not. It doesn’t necessarily mean one is better or worse than another but uniquely dissimilar and serving, unlike purposes.
The Fed's asset portfolio is on an uncharted course.
Although high-yield bonds have performed well so far this year, we continue to take a cautious view.
On August 30, 2023, VettaFi hosted an Artificial Intelligence Symposium which had an extraordinary turnout, with over 1,200 advisors registered for the event.
The Northern Trust Economics team shares its outlook for major markets in the months ahead.
Active ETF investing has had a big year so far, but it can still play a big role in closing out 2023. International equity ETFs can really benefit from active investing. With a strong case for international equities brewing, now may be the time to look closer.
Dividend Growth Stocks for Current Income and Dividend Growth General Mills (GIS) Consumer staple stocks are blue chips that are considered some of the safest dividend growth stocks you can invest in, especially for dividend growth and dividend growth of income.
Markets are prone to cyclical behavior, which presents risks and opportunities for investors. Here are some basics investors should know about market cycles, recessions, and recoveries.
Tuesday brought a decision felt throughout the cryptocurrency ecosystem. The United States Court of Appeals ruled that Grayscale can convert GBTC into a spot bitcoin exchange traded fund.
First, let me start with a tweet by Larry Summers, though this chart has been passed around by Andreas Steno Larsen and others.
Today the monthly Job Openings and Labor Turnover survey came out for the month of July. Expectations were for 9.5 million job openings, but the actual figure came in at 8.87 million, representing the biggest miss in recent history.
You’re nearly there! You’re nearing the age when you can finally stop working and enjoy some well-earned rest. But there are a few more steps you should take before officially retiring, which will ensure greater financial stability and peace of mind in your later years.
Dave Wysocki, Vice President of Sales at Harvest ETFs discusses why ETF liquidity is different from stock liquidity.
Volatile rates are adding to the cost of residential debt.
When it comes to AI, VettaFi’s financial futurist Dave Nadig said that thanks to ChatGPT, “we’re in this bit of a hype cycle.” But we’re also “in a bit of the reality-check cycle.”
Despite softening demand, US home prices remain elevated. The culprits are high interest rates, limited supply and owners' reluctance to take on new mortgages.
The Fed chair’s high-profile speech emphasized the central bank’s focus on taming inflation.
Broadly speaking, equity-based strategies fueled the initial boom in environmental, social, and governance exchange traded fund proliferation. As a result, criticism lobbed at ESG investing has focused on equity-based ESG funds.
Fitch’s recent downgrade of the U.S. debt rating alarmed investors as the deficit and debt steadily increased. The downgrade sent 10-year Treasury bond yields above 4%, causing concern about America’s deteriorating financial condition.
We have observed increasing volatility within our Systematic Global Macro (SGM) portfolio, partly driven by an increase in volatility in our equity positions.
Some ETF issuers are not only investing in AI, but are instead investing with AI.
When discussing AI, the large companies like Microsoft, Tesla, or NVIDIA typically take up most of the oxygen. But Matthew Bartolini, managing director at State Street Global Advisors and head of SPDR Americas research, noted that “innovation happens down the cap spectrum.”
Artificial intelligence is one of the top investment themes this year and is the new megatrend likely to last for at least the next decade. BlackRock’s Jay Jacobs and Global X’s Pedro Palandrani joined VettaFi’s head of research, Todd Rosenbluth, to discuss AI investing and companies to look to in the coming years at the recent AI Symposium hosted by VettaFi.
Active ETFs have had a big year so far in 2023 by several metrics. From institutional investor interest to advisors planning to up allocations, active strategies have grown in popularity. With their ability to invest nimbly and lean on managerial expertise, that appeal makes some sense.
There is a plethora of AI-related investment opportunities, with the winners and losers yet to be determined.
VettaFi’s Artificial Intelligence Symposium is happening today. Investors and advisors seeking to better understand this complicated and exciting new technology will have the opportunity to hear from experts and thought leaders. Additionally, they can do so for free while earning CE credits. Now is the time to expand your understanding of this critical topic.
Disrupted global trade is weighing on Germany's performance.
At the heart of our assessment of the stock market is our Capitalized Profits Model.
In the first installment of our three-part series on global supply chains, Portfolio Managers Peeyush Mittal and Inbok Song discuss why and where trading networks and manufacturing hubs are changing and how it’s impacting the international investment landscape.
China's economy may have spillover effects on global economic and earnings growth, but it's unlikely to lead to global financial contagion and send stock markets materially lower.
In the wake of the Federal Reserve’s annual gathering in Jackson Hole, Stephen Dover, Head of Franklin Templeton Institute, conveys one clear message: interest rates aren’t coming down anytime soon.
Several key economic indicators are released every week offering valuable insights into the overall health of the U.S. economy. Policymakers and advisors closely monitor economic indicators to understand recession risk and the direction of interest rates because the data can ultimately impact business decisions and financial markets.
The United States Court of Appeals announced this morning it’s ruling in favor of the Grayscale petition to convert its flagship fund, GBTC, to a bitcoin ETF. In the intricate game of chess the SEC plays with bitcoin funds, it’s a “check” for Grayscale’s white knight strategy.
