In our year ahead outlook, we unveil 5 key factors we believe offer rare certainty in these uncertain times. Discover how we’re navigating this landscape and positioning portfolios to seize opportunities and mitigate risks in the year ahead.
Two key components drive the shape of the yield curve: expectations for the short-term interest rate and expectations for the term premium.
Our Cash Indicator methodology acts as a plan in case of an emergency. Investors should expect more equity market volatility ahead.
The question for investors will be to what degree US outperformance will extend to the financial markets.
A look at the 2025 tax rates and contribution limits means individuals may save or gift more this year. Our Bill Cass shares the updated key tax figures and some planning considerations for the year ahead.
On December 6, the S&P 500 set the most extreme level of valuations on record, exceeding both the 1929 and 2000 market peaks on measures that we find best-correlated with actual, subsequent 10-12 year S&P 500 total returns across a century of market cycles.
The new year begins with economic resilience, but investors should brace for a challenging path in 2025. Key economic indicators are still “goldilocks” and signal continued growth at a sustainable pace.
As we turn the page on 2024 and look ahead into 2025, the key question on investors' minds is: can 2024’s positive momentum in the economy and financial markets continue into 2025?
It’s important that investors remember to rebalance their commodity ETF exposure, particularly as equity ETFs had a strong year in 2024.
For 2025 and beyond, a few particular global and industry trends can offer attractive long-term returns for advisors and investors alike.
Stocks are coming off another banner year, but strength has bred a frothy sentiment environment, which continues to loom as a risk for likely coming volatility.
Despite a lackluster 2024 for most bonds, investors with an eye on the long-term time horizon could reap future benefits.
In a recent discussion on TheRealInvestmentShow, Bob Farrell and his 10 investment rules were discussed, which elicited several email questions asking, “Who is Bob Farrell, and where are these rules?”.
Three interconnected lessons from 2024 help shape our 2025 outlook.
The most important issue regarding what lies ahead from an economic perspective is that the economy’s fundamentals remain solid with very few misalignments that could derail it, at least for now.
2024 was about as good as it gets in the equity markets – with the BGEP up 31% and the broader market as a whole posting double digit gains. Underneath the surface, we believe that there are three main drivers of the year’s solid returns. We discuss them below in our market review and outlook.
The College Football playoffs included 12 teams this year and all five automatic berth teams (because they won their conference championships) are now out, including the top two ranked teams, Oregon and Georgia. It wasn’t supposed to turn out this way, and the debate about why has only just started.
The same themes that drove sharp 2024 returns among the Magnificent 7 stocks appear to be very much alive in the new year.
Eden Ovadia, CEO of FINNY, joined WisdomTree’s Office Hours to share actionable growth insights for advisors.
Stocks rallied in 2024, delivering a second consecutive year of gains exceeding 20%, as investors embraced cooling inflation, falling interest rates and the prospect of lower corporate taxes under a second Trump administration.
Most people don’t pay much attention to the political process, either local or federal. This year I think it is something we should all be paying attention to as it might affect our various lives.
European bond markets are climbing a mountain of worry. Despite the risks, history suggests a positive outcome.
To clear our notebooks entering 2025, here are quick perspectives on a range of topics.
Continuing last year's trend, our 2025 outlook shows fixed income benefiting from high rates, while equities face a narrowing edge over risk-free investments.
After a strong November 2024, markets were generally down in December. The S&P 500 index was down 2.3%, while energy, small caps, value stocks, and REITs performed considerably worse.
Political uncertainty and volatility create fertile ground for active investors to find companies that can successfully navigate a new era.
The year ahead may present challenges as markets and the economy look to maintain momentum.
Gain insights into 2025’s top tech trends and market opportunities, and what experienced investors should consider for smart tech investments.
Enrollees in Medicare Advantage may end up paying steep costs for specialty care that doesn't meet their healthcare needs, advisors shared.
The AI market has evolved significantly in the past two years, shifting from a heavy reliance on mega-cap and semiconductor dominance to a more diverse set of beneficiaries.
Continued volatility, falling yields, and other expectations for the year ahead, plus seven strategies to take advantage.
December's market activity highlights the need for caution in the near term.
Inflation remains the steadying factor in the Fed’s hand, but the Fed's intentions for next year are not likely unanimous.
The market commentary will explore market predictions, the Santa Claus Rally, and the current state of the markets heading into 2025.
FAs looking to make 2025 their year need to have the right resolutions. Here are a few suggestions to give your 202 focus and clarity.
Investors continue to enjoy the bull market but remain somewhat nervous about valuation. Policy uncertainty is higher than usual, in part because there are so many policy changes at the same time.
Despite Donald Trump’s assurances that he will not seek to remove Federal Reserve Chair Jerome Powell, there is little doubt that the US president-elect aims to gain greater influence over the Fed’s decision-making. Such interference could drive up long-term interest rates, damaging the American economy.
All portfolio managers practice a stock-picking discipline in which they make choices. Growth stock investors attempt to predict which companies will grow the most in the future and compare the growth they expect to what they have to pay to participate.
Jimmy Carter, the thirty-ninth president of the United States passed away this weekend, at age 100, the first former president to ever reach that milestone.
One of the benefits of purchasing property as an investment is the tax benefits that can come with it – both while you own it and after you sell. Applying tax-efficient strategies will help you make the most out of your investment property.
I expect three major innovation cycles to dramatically affect our world in the next decade, with impacts comparable to steam engines, electricity, automobiles, and even the internet. Every new invention helps us explore even further.
Today’s video on the Materials Sector is another in the continuing series of videos where we are looking for value in each of the 10 major sectors as reported by Standard & Poor’s. This particular video is going to be on the Materials Sector.
I never thought someone would label me a “Permabull.” This is particularly true of the numerous articles I wrote over the years about the risks of excess valuations, monetary interventions, and artificially suppressed interest rates.
We prefer equities over fixed income, in particular U.S. equities as the outlook for the U.S. economy is solid and promising.
We look back on six themes that defined another eventful year.
The S&P 500 Index posted its best month of the year in November, with a clear election result and a “no-surprise” Fed rate cut providing support.
Annuities can provide a guaranteed lifetime income stream in retirement, no matter how long you live. They thrive under high interest rate environments and are currently offering the highest payouts seen in years.
Last week’s market volatility was not surprising for readers of these commentaries, as I anticipated a jarring adjustment to readouts from the Fed Dot Plot that suggested less rate cuts in 2025.
Today often kicks off the Santa Claus rally. Stocks rose and volatility is down sharply from recent peaks, but yields keep rising, which has hurt the non-tech part of the market.
