If you’re a venture capitalist, you dream of backing the next billion-dollar startup to one day feast on the returns of a sale.
GE Aerospace just hit it out of the park on earnings.
When you have a significant underperformance period, investors have a good reason for wondering if you’ve lost your investing mojo.
As of June 2025, the relative valuation of the cheapest 50% of the U.S. stock market compared to the expensive half is at the 3rd percentile in our 40+ years of data.
Many advisors undercharge out of fear, but increasing fees to match your value strengthens client relationships and ensures you’re rewarded for the services you provide.
Last week, Nvidia—whose processors are a key driver of the AI wave—became the world’s first publicly traded company to hit $4 trillion in market value.
The second quarter featured a trade war, armed conflicts in the Middle East and Europe, and continued turmoil in Washington, yet markets continued to rally, likely due to an elevated money supply and an increase in passive investing.
Contrary to popular belief, investors can use TradFi best practices to analyze on-chain KPIs of DeFi networks and the underlying fundamentals of the tokens that drive them.
The capital markets have become an increasingly complex space for investors, complexities that are heightened by the sheer number of ways one can invest.
With inflation proving to be sticky, sovereign debt burdens escalating, and trust in institutions coming under scrutiny, investors are reassessing the role that hard assets play in protecting and preserving long-term purchasing power.
Not sure which to choose? Here are some things to consider about individual bonds vs. bond funds.
If owning a specific stock is keeping you up at night, then it’s time to sell.
Join the experts at Hull Tactical for an educational webcast exploring how active management can thrive in times of volatility.
As inflation concerns continue to influence 2025 market dynamics, investors seek equity-based strategies to provide rising-price protection.
Goldman reported record equity trading revenue in second-quarter earnings on Wednesday and trounced its peers with a rebound in investment banking revenue that was fueled by a 70% jump in deal-making fees versus the same period last year.
The sharp division between public and private securities was a major bulwark of financial regulation from the New Deal in the 1930s to the end of the 20th century.
The S&P 500 Index finished within striking distance of all-time highs after whipsawing on whether President Donald Trump will fire Federal Reserve Chair Jerome Powell.
Swedish private equity group EQT AB reported better-than-expected underlying profit in the first half of 2025 as exit volumes jumped and all of its funds performed at or above plan.
Only a few years ago, the Biden administration declared export controls a “new strategic asset” to help the US maintain “as large a lead as possible” over China in advanced technology. President Donald Trump is now upending that approach.
Just four months into his tenure at the Pentagon, private equity billionaire Steve Feinberg has landed his first big deal: a $400 million bet on the US’s only miner of rare-earth elements, a key commodity in the rivalry with China.
U.S. trade policy movements are starting to resemble a soap opera. Following a series of threats, escalations and suspensions, President Trump has extended the tariff deadline to August 1.
June was a month of stabilization and subtle strength for preferreds.
We have a truly inspiring corporate leader among the companies in our portfolio. We don’t believe the global equity markets have realized it yet.
Three themes are worth emphasizing as we reach the midpoint of 2025: tariffs, interest rates, and global diversification. We emphasize these themes even amid recent heightened geopolitical tensions.
Global equity markets swung from steep losses to fresh highs during the quarter. In early April, President Trump imposed a baseline 10% tariff and reciprocal tariffs of up to 50% on dozens of trading partners, only to suspend most reciprocal tariffs for 90 days amid market panic.
Investors may be happy to shift some of their focus away from the ongoing tariff saga and back toward economic data and earnings reports.
Bitcoin’s 2025 ascent and the upside delivered by ETFs such as the CoinShares Valkyrie Bitcoin Fund (BRRR) has been attributed to a variety of factors, including increased adoption.
In this video, Chuck Carnevale, co-founder of FAST Graphs, aka Mr. Valuation, discusses Becton Dickinson (BDX), 53 years of dividend growth, a medical diagnostics company that has increased its dividend for 53 consecutive years.
The U.S. economy remains resilient despite headline volatility tied to shifting trade and tariff policies. Meanwhile, we continue to see a lot of volatility in the economic data as the world adjusts to these changing policies.
The two teams share aligned values and a commitment to providing customized wealth management solutions for their clients.
Learn all about how this strategy has performed in 2025 and what to expect going forward.
Market valuation indicators are used by investors and analysts to gauge whether markets are overvalued, undervalued, or fairly valued relative to historical norms. This video examines four market valuation indicators to assess the current market's valuation with data through June 2025.
Your technology matters. Your processes matter. But your team determines whether you scale or stagnate. Your people will make or break your growth story; choose wisely.
Meeting AI is proving to be a great starting point for enterprise wealth management teams to gain instant productivity. Acting quickly offers the additional compounding of long-term productivity and data advantages.
Each month, this column will focus on issues related to advisor transition. One of the most difficult ones is working with your team as you determine how, when, and where to transition your firm.
Goldman Sachs Group Inc.’s stock traders posted the largest revenue haul in Wall Street history, as volatility sparked by the Trump administration’s trade war spurred a second straight record quarter for the unit.
What was once dismissed as a fringe fantasy by a niche band of crypto believers is now being tentatively examined by the government-sponsored entities at the core of the US housing market.
President Donald Trump hailed more than $92 billion in investments in artificial intelligence and energy infrastructure during a visit to Pennsylvania, highlighting his efforts to bolster US competitiveness in the AI field.
Chief executive officers in the US and beyond are becoming accustomed to the policy swings of President Donald Trump and are deciding they can pursue growth ambitions regardless.
In roughly seven years, Qube Research & Technologies has grown into a hedge fund powerhouse without setting foot in the US — the industry’s mecca. That’s about to change.
Low volatility exchange traded funds are a compelling solution for those looking to dampen risk while staying invested.
For many years, the pension plan has often been a drag on a corporation’s financial positions. Now that’s generally no longer the case, and it’s time to consider what’s next.
The RAFI™ Fundamental Index has a value tilt, but to characterize it as a value index would be an oversimplification that misses the important advantages that the fundamental index offers above standard “value” index approaches.
Everything that our team publishes has been through peer review. We candidly call out every opportunity we see to improve each other’s writing, from quibbling over word choices to challenging an essay’s entire premise.
As artificial intelligence transforms industries, investors face a critical question: How can they strategically approach investments in AI ETFs? Rene Reyna, head of Thematic and Specialty Product Strategy for ETFs at Invesco, offers valuable insights into navigating this complex landscape.
High yield bonds have historically delivered attractive long-term returns, and since the Great Financial Crisis they have also become higher quality, as weaker borrowers have departed the sector for the private credit and leveraged loan markets.
Markets continued their strong run last week before pulling back slightly as a flurry of tariff rhetoric hit the wires. It’s important to understand markets are rallying because they assume these tariff threats are more political posturing than lasting economic policy.
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
A couple of years ago, I wrote about absolute versus relative returns. Given the latest market run, I am getting a lot of questions about chasing returns, and individuals comparing themselves to the S&P 500 index.
Emerging market (EM) countries are often generalized as all the same and driven by commodity prices. The reality can be very different. Here's what you should know about EM stocks now.
