The US-Japan deal may mark a pivotal moment for global equity investors, according to Dina Ting, Head of Global Index Portfolio Management. Find out why.
For the fifth meeting in a row, the Federal Open Market Committee (FOMC) decided to keep rates unchanged, leaving the Fed Funds trading range at 4.25%–4.50%.
Speculation may be running rampant—much like past bubbles—but that’s exactly why long-term investors should be optimistic. As past bubbles eventually gave way to investment opportunities, this environment could set the stage for powerful long-term returns.
Investing in commodities can be a difficult path for investors who react impulsively to market headlines and short-term price movements.
The need for strategies targeting AI opportunities across the value chain has become a necessity for investors.
The Federal Reserve held rates steady for a fifth consecutive meeting, though murmurs have begun in the Fed ranks that the time for more cuts is approaching.
With August tariff extensions looming, several major companies are now guiding for reduced tariff impacts, a shift that has helped boost market sentiment this earnings season.
Judging by soaring asset valuations in the wake of President Trump backing away from the worst-case tariff scenario, one could believe that the threat posed by upending the global trade framework has been removed. We are more circumspect.
Globally, stock markets are near their highest levels for the year, reversing the losses that came in the wake of the U.S. tariffs announced on President Donald Trump's declared "Liberation Day," April 2nd.
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Tell me if this rings a bell. You worked hard your entire life. You maxed out your 401(k) every single year of your career and invested those assets inside your employer 401(k).
Platinum charted a 49.8 percent gain through H1, rising from around $900 an ounce in January to $1,360 at the end of June. That compares with a 25.9 percent increase in the price of gold and a 24.9 percent rise in silver.
Trade negotiations will reveal a nation's favored sectors.
On Tuesday, consumer products giant Procter & Gamble reported its latest quarterly results. Given the mixed signals on where inflation and tariffs stand for the long term, advisors and investors were eager to hear how the company is doing and what it’s doing to position for the long term.
Retirement saving in a 401(k) plan requires patience and discipline. Our Mike Dullaghan explains why it’s important to automate contributions, diversify, and stay committed to your plan.
Platinum has been relatively staid for much of the year before taking flight in June, rising 36% in Q2 and leaving other metals in the dust.
Instead, a new group dubbed the “Terrific 20” — spanning real-economy sectors like financials, energy, industrials, and consumer — has led the rerating. Their forward valuations have risen ~50% in two years, making a larger portion of the market look expensive.
Constant threats are souring U.S. relations with its trading partners. Stop-gap deals of the kind agreed recently will not mark the end of the trade war, as the pacts leave high tariffs in place.
The U.S. economy is still proving resilient despite global tensions and trade barriers. The news of a 15% EU deal is very encouraging, and there were few other restrictions in the preliminary agreement.
With the August 1 trade deadline fast approaching, America’s trading partners are racing to finalize agreements in hopes of securing more favorable terms before the higher tariffs announced by President Trump take effect.
US equities underperformed global markets in the first six months of 2025, but continue to trade at a premium to foreign markets. ClearBridge Investments outlines the case for global diversification.
Senior Investment Strategist Tracey Manzi notes that while sentiment shifts can sway markets in the short-term, the US dollar's supremacy will likely remain intact.
Our research suggests that firms with sound executive pay practices yield healthier returns.
The past week was a significant moment for the crypto landscape, both in terms of legislation and market momentum.
Much has been made about the current state of affairs of the U.S. dollar. The greenback’s slump in 2025’s first six months is the currency’s worst first-half showing in 52 years. That’s more than enough to sound alarm bells in the global currency market.
When markets decline—especially after long periods of sustained growth—the familiar advice resurfaces: “Be patient. Stay invested. Ride it out.” The rationale? The market always goes up over time. But there’s a critical flaw in this narrative.
In the latest edition of Market Week in Review, Senior Investment Strategist and Head of Canadian Strategy, BeiChen Lin, unpacks the European Central Bank’s (ECB) latest policy decision, provides an update on U.S. trade negotiations ahead of the August 1 deadline, and previews next week’s interest rate decisions from the Federal Reserve and Bank of Canada (BoC).
Given short-term and long-term price implications, the growth trajectory for copper could be electrifying. The industrial metal’s usage in electricity is giving way to its ubiquity.
President Trump announced higher tariffs were on the way almost as soon as he took office. As a result, businesses focused on buying foreign goods in advance, to front run those tariffs, putting some of their purchases from domestic producers on the backburner.
If there’s one thing I’ve learned after decades in the investment world, it’s that government policy is a precursor to change.
The ability of the US economy to avoid a recession in 2022-2023 rested, in part, on the resilience of non-residential investment, which was propped up by a strong private investment push from companies taking advantage of provisions in both the CHIPS Act as well as the IRA.
US Congress passing the GENIUS Act paves the way for stablecoins to move from niche to mainstream.
With inflation still eating away at fixed-income returns and threatening the once-reliable stock/bond inverse correlation, it may be time to take another look at adding gold fixed-income offerings to portfolios.
We believe several forces—tariffs that weigh on U.S. household income, shifts in fiscal and economic policy abroad, and evolving macroeconomic conditions—could compress growth differentials between the United States, Europe, Japan, and China.
The Marriner Eccles Building, home to the Federal Reserve Board, is an imposing structure that fronts the National Mall in Washington D.C. It was constructed in the wake of the Banking Act of 1935, which created clear separation between the Treasury Department and the central bank.
There’s a daily onslaught of AI headlines and often tantalizing intraday moves notched by some related stocks. Some investors are tempted to take short-term views of the artificial intelligence investment thesis.
The 2025 bitcoin bullishness has stirred much chatter about why the largest cryptocurrency is one of this year’s best-performing assets.
Wall Street has a long history of selling the newest shiny object to Main Street just as the trade begins to sour. If the music stops at this private equity party, you don’t want to be the last one still dancing.
In this video, Chuck Carnevale, co-founder of FAST Graphs, aka Mr. Valuation revisits Elevance Health (formerly Anthem), an undervalued long-term opportunity, a major U.S. for-profit health insurer.
Despite some wide swings over the last few years, most bond yields still remain elevated.
Green life, sustainable mutual funds, buying local, the “buy nothing” movement, plastic-free living, eco-fashion, electric vehicles.
Understanding How Options Work, Why They Matter, and How Investors Can Use Options
Standard value and growth style indexes categorize stocks based on a composite signal that combines valuation (cheap vs. expensive) and growth (fast vs. slow) metrics.
Today I’ll continue talking about uncertainty. I want to highlight the complexity we face and also describe the jarring surprise some of us feel when our most trusted sources say things we didn’t expect… and the importance of listening to them anyway.
The second quarter of 2025 started with a bang and ended with a whimper.
On Wednesday, Janus Henderson expanded its ETF lineup with the launch of the Janus Henderson Asset-Backed Securities ETF (JABS).
All the pieces are falling into place for silver’s bull market to accelerate, with a breakout into the $40s now looking increasingly likely in the near term.
In the one-year period ended June 2025, the S&P 500 Momentum Index rose 30%, essentially double the gain of the S&P 500.
This week, the White House released America’s AI Action Plan. This plan is the clearest signal yet that Washington now views AI as launching the next industrial super-cycle.
Policy shifts may create an incentive to diversify.
