The question isn’t whether robots will transform global labor markets. It’s how quickly the transformation will unfold. This transformation presents both unprecedented challenges and remarkable opportunities.
What happens in global supply chains can provide insight into how tariffs and the trade war may affect economies around the world.
The first half of the year has left investors with many questions about the path ahead for the economy and markets. Unfortunately, there haven’t been many concrete answers. Tariff announcements and trade negotiations have commanded the room.
The Iran-Israel conflict and equity markets are now in sharp focus. As direct strikes escalated in June 2025, global financial markets responded immediately. Israel’s airstrikes on Iranian nuclear and energy infrastructure triggered retaliatory missile and drone attacks from Iran.
Smart beta strategies have endured a prolonged stretch of disappointing results, falling short of investor expectations. This article explores the underlying causes of that performance and outlines why the conditions ahead could be more favorable.
The United States consumes a large share of its GDP; China, not so much. The result is Yin and Yang. On net, China produces and the US consumes.
A 529 plan can influence financial aid eligibility and the amount awarded. While these savings plans arevaluable for covering education expenses, they are considered parental assets on the Free Applicationfor Federal Student Aid (FAFSA).
Join the experts at Alger for an in-depth look at Artificial Intelligence.
The draft of the One Big Beautiful Bill Act (OBBBA) runs more than 1,000 pages. Analysis of the legislation has focused primarily on its impact on the U.S. federal deficit: the Congressional Budget Office estimates that passage would add almost $3 trillion to the national debt over the coming decade.
Mike Loukas, CEO of TrueMark Investments, weighs in on the growing debate over buffer products and highlights TrueShares’ innovative structured outcome ETFs. VettaFi’s Roxanna Islam covers a range of topics, including Schwab’s fee cuts, Vanguard’s multi-share class filing, the rise of private assets in ETFs, the potential for spot solana ETFs, and arguments around “first-to-file” with the SEC.
In 2025, the United States has shifted from an open-trade economy to one burdened by some of the highest tariff rates in modern history.
Treasury yields declined Tuesday as US economic data left intact expectations that the Federal Reserve will cut interest rates at least once more in 2025.
A record share of the world’s central banks plans to accumulate more gold over the next 12 months, drawn by bullion’s performance during times of crisis and protection against inflation.
The Senate’s draft tax bill calls for increasing an investment credit for semiconductor manufacturers, a potential boon for chipmakers that the Trump administration is urging to increase the size of their US projects.
Describes how what is happening to the economy is bigger than tariffs, it is the business cycle. It includes a comment on the FOMC meeting tomorrow, uses economic data up through this morning (retail sales), and includes a nice cartoon which can be used as a thumbnail (below).
Let’s talk about life expectancy. More specifically – should it play a role in retirement planning?You might be surprised to learn that the answer is: Absolutely not.
The ETF market has hit a symbolic turning point: active funds now outnumber passive ones for the first time, marking a sharp break from the industry’s index-tracking origins — even if actively managed assets still account for just a tenth of assets.
Ever since their near collapse during the 2008 financial crisis, the mortgage giants Fannie Mae and Freddie Mac have performed impressively under the conservatorship of the US government.
The fund shines through as a prime option worthy of consideration among the vast alternatives present in the muni market. With their rare combination of credit quality and yield, munis are offering fixed income investors prime benefits in a still-uncertain bond environment.
Bonds hit a headwind in May as rates rose, but year to date, they have helped offset some of the volatility seen in stocks. See Table 2 for bond index returns for May 2025, Q1 2025, and YTD.
A growing body of evidence suggests the differences between private and public equity may be more a matter of perception than reality.
The calm before the storm is here – and the Fed knows it won’t last. This week’s Fed meeting is expected to be relatively straightforward.
In this video, 5 Stocks That Subscribers Asked To See, Chuck Carnevale, co-founder of FAST Graphs, aka Mr. Valuation addresses subscriber requests by providing a high-level review of five companies, AES Corp (AES), Amgen (AMGN), Air Products (APD), ASML Holding (ASML) and Broadcom (AVGO).
Michael Browne, Chief Investment Officer at Martin Currie discusses inflation, energy and the art of the possible.
JPMorgan Chase & Co. named Mark O’Donovan head of its international consumer bank, giving him oversight of the firm’s existing consumer offering in the UK, planned launch in Germany and stake in Brazil’s C6 Bank.
President Donald Trump’s announcement on Wednesday of a new trade agreement with China is the kind of headline that gives markets a sense of relief. As I overheard this week at Wealth Management’s EDGE conference, which I attended in Boca Raton, Florida, we may have dodged a recession.
This week’s market resilience in the face of rising geopolitical tensions underscores an important structural shift. The Israeli strikes and broader Middle East dynamics, while concerning, sparked only a modest reaction—a far cry from the volatility such events triggered in past decades.
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the NEOS Enhanced Income 1-3 Month T-Bill ETF (CSHI) with Chuck Jaffe of Money Life. The pair discussed several topics related to the fund to give investors a deeper understanding of the ETF overall.
If the market view on the administration's economic policies shifts and a strong dollar policy remains, the dollar could rally, and U.S. assets might see a rebound from their recent underperformance.
How do we give clients what they’re truly looking for — income certainty, simplicity, peace of mind —without triggering resistance that shuts the conversation down?
The ever-louder brouhaha surrounding BBD is much ado about nothing. It is expensive, dangerous, and likely to benefit only bankers and brokerage firms.
Venture capitalists are betting on a product that’s close to their hearts: software for venture capitalists. Juniper Square Inc., a software provider for VCs and other private investors, has raised $130 million in a deal that values the company at $1.1 billion.
Investors are betting the months-long rally in emerging markets has further to run even as tariff threats and escalating geopolitical tensions signal a rocky path ahead.
Last week’s economic signals showed cautious optimism and renewed concern. Inflation saw a slight uptick in May.
It sounded like something that should have come from the sports desk — a $14.3 billion transfer fee for a young up-and-coming prospect as Meta Platforms Inc. looks to rebuild its team for the tough season ahead.
Blackstone Inc. hired Joseph Cassanelli, a banker who drove major Wall Street deals, as the private equity firm prepares to invest more in banks and insurers.
Hiive Markets Ltd., an online trading platform for shares of venture-backed companies, is hoping to raise as much as $100 million as soon as this year, its chief executive officer said.
The Gold Reserve Transparency Act of 2025 (House Bill 3795), calls for a full, modern audit of America's gold holdings—something that hasn't occurred in over 65 years.
Lately, the “deficit narrative” has dominated much of the financial media, particularly those channels that are continual “purveyors of doom.” In this post, we will discuss the “deficit narrative,” the likely outcomes, and why the cure for the deficit may be found in Artificial Intelligence.
Rampant uncertainty and ongoing market volatility in 2025 have done little to dampen the ETF industry, with innovative launches ongoing.
Separating the signal from the noise may be the hardest challenge investors face. We’re all surrounded by constantly changing but mostly unimportant information. Of the small part that really is important, we must decide if it affects our investments.
Market indexes can be a useful barometer of long-term performance. But the investment opportunity set need not start and end there.
Tariff policy has clouded expectations for the second half of the year, but there are ways to navigate through the fog.
Fears of an impending recession may be fading, but economists are still expecting tepid GDP growth for the year.
Just one day after Prime Minister Shigeru Ishiba likened Japan’s debt situation to that of Greece, the country faced its weakest demand for 20-year bonds since 2012.
A 529 plan can play a strategic role in estate planning, especially for families looking to reduce taxes while saving for education. Contributions to a 529 plan may be excluded from your taxable estate, potentially lowering future estate tax liability.
Industrial robotics is no longer a niche topic reserved for factory optimization—it is becoming a key lever in national strategies for productivity, labor substitution and supply chain resilience.
In part one of our new series, AI Alpha, we explored the sweeping potential of artificial intelligence (AI) as a transformative force.
Investment banks and private equity firms are fighting over the kids again.
US economic data continue to send mixed signals, keeping uncertainty high on interest rate cuts from the Federal Reserve later this year.
