US markets are doing much better than markets everywhere else, but no one seems to know why. Yes, there are theories: Perhaps it’s the promise of AI, although it remains to be seen how AI will play out and who will profit.
Just as a GPS navigator analyzes real-time data to recalibrate routes efficiently, active management interprets market conditions to steer portfolios towards investment goals.
The Northern Trust Economics team shares its outlook for key APAC markets.
Nouriel Roubini, Stephen S. Roach, Nancy Qian, and more assess what it will take to improve the country’s economic prospects.
In this edition of Bull vs. Bear, staff writers Nick Wodeshick and Nick Peters-Golden ask whether rate cuts will still happen in 2024.
Q2 weakness is causing traders to up their bearish bets on bond prices, but it presents an opportunity for value-seeking investors.
JPMorgan Chase & Co. Chief Executive Officer Jamie Dimon makes no secret that his firm is all-in on artificial intelligence. Now, the head of the world’s biggest bank is laying out his vision for the future of money in an AI world.
With energy stocks trading near all-time highs and oil climbing as well, hedge funds think they’ve found a trade to capitalize: Sell the shares and pour the profits into buying more crude.
The highest US yields since November are beginning to attract some opportunistic buyers, even as negative sentiment remains firmly entrenched throughout the Treasury bond market.
The Northern Trust Economics team shares its outlook for U.S. growth, employment, interest rates and inflation.
Ali Dibadj, CEO, shares the industry topics he’s hearing most in conversations with asset allocators, family offices, end-clients, colleagues, investors, and others he meets around the world.
The S&P 500 index reached a record close this week, rising 0.4% and marking its strongest Q1 in five years with a 10% increase since the end of 2023.
Japan has had two big moments in the last month, with the Nikkei 225 equity index breaking above the highs set in 1989, and the Bank of Japan (BoJ) raising interest rates for the first time in 17 years.
It appears investors are heading for the exits on U.S. Treasuries and towards the entranceway of European bonds.
Advisors are using sector and industry ETFs to combat concentration risk and position for macro variables.
Join the experts at State Street Global Advisors for a free webcast that unpacks how sector and industry investing can help diversify today’s portfolios.
Federal Reserve Chair Jerome Powell is making life tougher for his peers around the world as the prospect of higher-for-longer US interest rates reduces room for easier policy elsewhere.
Last July, the House Financial Services Committee approved two major pieces of legislation aimed at creating a regulatory framework for the cryptocurrency industry, the Financial Innovation and Technology for the 21st Century Act and the Clarity for Payment Stablecoins Act.
With the end of great inflation scare in sight, it's time the central bank hive mind contemplated what it might learn from the failure of its economic models.
While immigration has positively impacted economic growth and disinflation, this story has a dark side.
Fed Funds Rate: According to Bloomberg calculations based on where Fed Funds futures are currently trading, there is a 20% chance that the FOMC cuts the overnight rate in June and a ~50% chance that they cut in July.
Our investment leadership team convened twice on Sunday to discuss the conflict between Iran and Israel, its key watchpoints in the days ahead, and the pertinent risks onto markets, our investment portfolios, and our clients. The team broadly agreed that maintaining a slightly defensive posture across portfolio strategies remained appropriate.
Today’s technology boom is being driven by real efficiency gains, which is why we think comparisons with the dot-com bubble are misguided.
Gold prices have shot up to historic highs – outshining broader markets and driving up demand for gold ETFs.
Last week, the S&P 500 notched its worst weekly performance since last October. Small-cap indexes weren’t immune from the weakness.
Our profession is being transformed by powerful, AI-based technologies that will replace human-based financial advice. They will drive down costs, reduce valuations, and deflate the multiples paid in M&A transactions.
The journey toward digital transformation is not just about reaching the go-live date but about sustaining progress and innovation every step of the way.
Here are the top 10 questions (and answers) about advisor marketing for 2024.
Using a scheduling tool eliminates back-and-forth communication, streamlines operations, and can unlock a range of valuable benefits you might not have considered.
Are you creating videos, yet? Many financial advisors are.
As we mark the tenth anniversary of the Statement on Standards in Personal Financial Planning Services, it's clear that this milestone was more than a mere regulatory update — it was a foundational moment for the financial planning profession.
In the competitive financial advisory landscape and ongoing quest for new clients, advisors often miss an obvious opportunity – the children and grandchildren lying within their existing clientele.
VettaFi’s Todd Rosenbluth and Kirsten Chang discuss year-to-date ETF flows, along with tackling the challenges presented by fixed income right now. etf.com’s Kristin Myers previews their upcoming 2024 industry awards ceremony and highlights several hot ETF topics.
While major indexes have seemingly been calm this year, there are notable and stealthy sector leadership shifts that have happened under the surface.
To keep your clients, do more than just your job – you need to keep them engaged. There’s a place for old-school engagement techniques like birthday cards and regular client meetings, but we can do better.
Advisors often get overexcited and overwhelm clients when discussing Roth conversions. Here’s how to dial back and effectively communicate this tax-saving strategy.
Fixed-income markets are back in a tizzy over inflation, thanks to the combination of rising risks for energy prices and strong retail sales data — both of which come on the heels of a higher-than-expected consumer price index last week.
In the most recent report from FINRA, margin debt levels have surged as bullish investors leverage their bets in the equity market. The increase in leverage is not surprising, as it represents increased risk-taking by investors in the stock market.
Despite expectations for interest rate cuts by the Fed, yields have risen since the start of the year, with the government 10-year bond yield climbing nearly 70 bps this year through April 10. This is a sharp reversal from what occurred in Q4 2023 when the 10-year yield collapsed by 71 bps.
Economic indicators are essential tools that provide insight into the overall health and performance of an economy.
Improve your income potential with a tactical, unconstrained strategy that sources opportunities across geographies and asset classes. BlackRock Multi-Asset Income Fund takes a risk-first approach while seeking to deliver a consistently attractive yield.
For investors looking to position their portfolios amid ongoing uncertainty, many options strategies benefit from increased volatility.
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the Invesco Senior Loan ETF (BKLN) with Chuck Jaffe of “Money Life.” The pair talked about several topics regarding the fund to give investors a deeper understanding of the ETF overall.
Advisor Perspectives, a leading publisher also ranked as the No. 1 eNewsletter for financial advisors by the Erdos & Morgan “FAMOUS” Study (2019-2023), has announced its Venerated Voices™ awards for commentaries published in Q1 2024.
Don’t bank on an upbeat corporate earnings season to drive equities higher as much of the optimism is already priced in following the record-breaking rally this year, according to JPMorgan Chase & Co. strategists.
Graham Ambrose has never felt stronger. He can barbell back squat 145kg (320 lbs) for four sets of six repetitions and bench-press more than 100kg for a single rep. His friends and colleagues notice that his clothes fit tighter and he’s fond of posting mirror selfies on Instagram.
The First Eagle Credit Opportunities Fund (FECRX) just reached its three-year anniversary. The fund offers advisors and their clients access to private credit and syndicated loans through an interval fund structure.
Rob Copeland’s marvelously readable and well-researched book, The Fund: Ray Dalio, Bridgewater Associates, and the Unraveling of a Wall Street Legend, details a detachment from reality borne on the absolute power deployed by Dalio at Bridgewater.
Why the current momentum trade, despite stretched valuations, could continue.
Jeff and Ron Muhlenkamp share that although it was a quiet first quarter in economic news, the markets were not so quiet. Jeff and Ron are still watching for signs of a recession due to the inverted yield curve but also think that there is a possibility of an inflationary boom. They feel they are prepared for either scenario and give their reasons why.
April 15 is undoubtedly one day that is not enthusiastically celebrated by most people. It is safe to say that the discomfort around Tax Day likely ranks right up there with your annual physical or renewing your driver’s license.
