Finding attractively valued stocks that can overcome evolving conditions requires a new mindset.
International stocks have outperformed the broad U.S. stock market so far this year. If the U.S. dollar continues to weaken, it could boost international returns even more.
Nick Goetze discusses fixed income market conditions and offers insight for bond investors.
China’s economy has propagated itself through branches like trade, finance and infrastructure. But supply chains are where its roots have thickened into trunks, particularly across Southeast Asia.
As central bankers, economists, and policymakers gathered last weekend in Wyoming’s Grand Teton National Park for the 2025 Jackson Hole Economic Symposium, the Federal Reserve (Fed) found itself at a critical juncture marked by political pressures, personnel changes, and internal divisions over monetary policy direction.
Market volatility can feel like an emotional yo-yo: sudden drops, sharp rebounds, and the unsettling feeling of not knowing what’s next. Feeling anxious, unsettled, or even tempted to take swift action to protect your investments is natural. But often, the best move is the one you don’t make.
“Buy Every Dip” has lately been the “Siren’s Song” for this market. Such is seen in the flows into ETFs over the course of this year. Retail investors treat pullbacks as temporary noise, and their behavior borders on mechanical. Every sell-off is seen as an opportunity, not a warning.
Amid the push to reshore, the United States faces a clear challenge when it comes to labor. Even though manufacturing has been contracting (PMI below 50 for more than two years), the U.S. still has 380,000 unfilled manufacturing jobs.
While the majority of the capital markets are anticipating rate cuts, certain economic data continues to run counter to the forecast. That’s why in times of persistent inflation, getting commodities exposure can be beneficial.
Last Friday, Jerome Powell gave the Fed Chief’s annual speech at the Kansas City Fed’s 2025 meeting in Jackson Hole, WY.
Nvidia, the biggest AI-chip firm, reports Wednesday. Watchlist items include the pathway toward resuming H20 chip sales in China, revenue guidance, and Blackwell growth.
Don’t Worry, Be Happy! Heading into summer, markets faced a wave of uncertainty—from shifting tariffs and debt ceiling debates to questions around the fate of the ‘Big, Beautiful Bill.’
Chair Powell’s speech at Jackson Hole was a proper and long overdue pivot—and the markets immediately rejoiced. This was the dovish signal investors had been hoping for, and even stronger than I expected Powell to deliver.
For nearly two decades, U.S. electricity demand was flat. Between 2005 and 2020, consumption barely budged, thanks to efficiency gains in appliances and slower economic growth. Utilities planned for more of the same.
The Federal Reserve notes the balance of risks to the U.S. economy may warrant a shift in policy stance – in other words, a rate cut.
Few have accomplished as much as Janet Yellen during the course of their careers. She broke two significant glass ceilings, becoming the first woman to serve as the Chairman of the Federal Reserve and as U.S. Treasury secretary.
Last week, a tech rout that began on Tuesday led to notable declines in the Nasdaq Composite (-2.5%) and S&P 500 (-1.2%) by market close on Thursday, with the Dow Jones Industrial Average roughly flat. Investors engaged in profit-taking, amidst concerns about the high valuations of many technology companies.
The tariff recession is cancelled, but with the Fed strangling rates, we are nowhere near the boom Trump wants.
Are there enough options among foreign equities ETFs? Plenty of funds exist, but some regions and markets may lack options.
The latest economic data suggests the US economy is decelerating. That means growth is slowing, jobs are shrinking, and households are spending less.
Our economic-number friends are behaving badly, leaving us unsure where to turn. Maybe in time we will see who was right and wrong. This week we’ll look at some of the data and then at the wide array of diverse opinions from my favorite sources.
US investors are more concentrated than they think. Franklin Mutual Series believes diversifying into local, non-US currencies yields benefits, particularly in an environment of downward US-dollar pressure.
Chief Economist Eugenio J. Alemán discusses current economic conditions.
AI’s long-term potential remains strong, but supply chain risks and uneven adoption may impact near-term gains.
Corporate bankruptcies hit a 14-year high in 2024, and the pace continued through the first seven months of 2025.
VettaFi Voices provided a trailer on the current state of the ETF landscape and what's to come for the rest of 2025.
To some, $1 billion of ETF net inflows is not what it used to be. The US ETF industry has gathered more than $700 billion of net inflows this year.
In economic news other than that from Jackson Hole, the week included a new record high for margin debt and more.
2025 has seen international equities provide some significant upside following a spring swoon for U.S. stocks.
The regular college and professional football seasons are just around the corner. The smart money is betting on further upside with the Roundhill Sports Betting & iGaming ETF (BETZ).
Since the global financial crisis, value investing has been a lonely grind. Yet I know several managers who never gave up on value, and others who are uncomfortable with tech valuations and have been reallocating to lower P/E stocks.
Investors today take for granted that the S&P 500 is an inherently superior group of stocks to those outside of the U.S. We believe investors who are substantially overweight U.S. large cap stocks would be well advised to rethink their stance.
U.S. health care stocks are having their worst year relative to the S&P 500 in years, and the next blow could be pharma tariffs. Still, some retail investors see opportunity.
As their share price patterns diverge, selectivity among the US mega-caps is paramount.
Investors have talked a lot about the Buffett indicator since the Oracle of Omaha began commenting on it. Buffett compared the market cap of the US stock market to GDP.
Resilient data continues to fuel market momentum, but policy risks and global fragility remain close behind.
Following the softer-than-expected July jobs report, the money and bond markets have fully embraced the narrative that a Fed rate cut will be coming at the September FOMC meeting.
Nick Cherney, Head of Innovation, explores the potential of blockchain and asset tokenization to revolutionize how clients access investment expertise – and how Janus Henderson is at the forefront of shaping change.
Whether it’s the ongoing push by asset managers to expand reach into them, or the new regulatory muscle behind that effort (the recent executive order around private assets in 401(k)s is an example), there’s serious effort being put into broadening access to this category.
More and more clients, especially younger generations, are asking about Bitcoin, Ethereum, and the broader cryptocurrency market. Some are curious, others already hold positions, and nearly all expect their advisor to have an informed perspective.
In this video, Chuck Carnevale—co-founder of FAST Graphs and known as Mr. Valuation—shifts focus from growth stocks to income investing in this video of 6 dividend growth stocks. He explains how dividend-paying stocks can be a powerful strategy for investors seeking steady income, particularly in retirement, and why they differ from growth or total-return approaches.
While gold hit all-time highs in April before consolidating, he notes the pullback has been unusually mild—less than 6% versus an average 10.1% correction during the 2001–2011 bull run.
In the 2018 thriller A Quiet Place, silence masks imminent danger. Today's equity markets offer a similarly deceptive peace.
July CPI, PPI, and Retail Sales are in the rearview mirror, and investors now look ahead to a trio of key potential macro volatility catalysts this week.
Revamped insurance regulations could bring securitized investments back into play.
Producer prices rose significantly more than expected in July, throwing markets into turmoil and calling into question what seemed like an almost certain Federal Reserve interest rate cut in September.
Uncertainty remains high, but so are bond yields, leading to attractive opportunities for active investors, in our view.
For taxable investors, an appreciating portfolio can be a mixed blessing. But regular loss harvesting isn’t the only way to reduce your portfolio’s tax bill, especially as its value rises. We share four important tax management techniques for the future.
Small-cap stocks have provided a return pattern quite different from large-cap stocks. Typically, small caps either race ahead of larger companies or else fall behind. They’re rarely in synch.
Ample volatility and shifting rate expectations have sent investors on an avid search for stability and diversification.
