Earlier this week, Microsoft Corp. named artificial intelligence pioneer Mustafa Suleyman chief of its consumer AI business and hired most of the staff from his Inflection AI startup. A day before, Bloomberg reported that Alphabet Inc.’s Google was in talks to license its Gemini AI engine to Apple Inc.

We will explore research concerning passive, covered call income strategies, give an overview of the derivative income category and due diligence considerations, and take a closer look at an ‘active-active’ approach deployed in a new ETF.

Intel Inc. is receiving $20 billion in grants and loans to help finance the expansion of its production capacity in the US, becoming the largest beneficiary by far of the 2022 Chips and Science Act, the cornerstone of President Joe Biden’s plan to reverse a decades-long decline in the US’s share of global semiconductor output.

The Federal Reserve suggested that interest rates likely will move lower, but perhaps not as quickly as markets had been expecting.

As the S&P 500 continues climbing, investors don't need to worry about a sudden drop, which bodes well for high-yielding dividend funds.

Treasury yields are on the rise following new economic data and upcoming indicators from the Federal Reserve.

Kaiju Worldwide operates under the belief that the potential of predictive AI is limitless and is driven by the desire to create better outcomes for investors and industries through responsible innovation and common data standards. The company applies predictive AI across diverse fields, including investment management and maritime navigation. When it comes to investment management, it uses the power of AI across private and public investment funds, including ETFs, to unlock new value for investors.

It’s almost impossible for an artificial-intelligence startup to build anything as good as ChatGPT, but Inflection was getting there.

The US industrial renaissance is not a new theme for RBA. We first wrote about it in 2012 when we argued that US corporations had moved operations overseas because they were too focused on labor costs, and were ignoring transportation, governmental, geopolitical, and supply chain risks.

Gold surged above $2,200 an ounce for the first time as investors grew more confident about the Federal Reserve’s path for rate cuts, boosting the appeal of non-interest bearing bullion.

A group of 10 spot-Bitcoin exchange-traded funds posted its biggest three-day outflow since the products debuted in January, a turnaround from the clamor for exposure that earlier drove to the token to a record high.

In the ever-evolving investment landscape, one thing has persisted for decades: the debate about the superiority of active or passive strategies.

A key measure of Asian stocks rose to its highest level since April 2022, powered by technology companies and the Federal Reserve’s supportive comments on the outlook for US interest-rate cuts.

India’s equity markets are being driven by fundamentals in the form of robust economic expansion which is leading to strong earnings growth. India is also, helpfully, in the draft of favorable geopolitical tailwinds. In this paper, we make the case for India.

The price point for a full-service offering is naturally higher than that of a core offering. If you use a meaningful amount of the full-service resources, their pricing can be advantageous.

My workday looks a lot different now. The dramatic change is because of AI. Yours will change too.

Between adjustments in Fed policy and a coming presidential election, it's going to be an emotional year, but historical data shows staying invested is the best course for investors.

Bitcoin sank to a two-week low before paring losses as demand for dedicated US exchange-traded funds dries up and investors question the Federal Reserve’s scope to lower interest rates quickly.

Russ Koesterich discusses the reason that bonds are not providing the same diversification benefit to equities as in prior decades.

Cathie Wood seems to have the worst timing on artificial intelligence stocks. She offloaded Nvidia Corp.’s shares in early 2023, failing to grasp the popularity and disruptive power of ChatGPT.

Last week, the House passed a bill that would require ByteDance, the Chinese company that owns TikTok, to sell within six months or face a ban. Now the bill faces an uphill battle in the Senate.

Even after high demand in 2023, quality-focused investments are popular again in 2024.

In a global macroeconomic environment fraught with high inflation, consumers are stressing needs over wants, but that’s not to say they’re abstaining from the latter completely.

Rumors are floating that a new variation of QE will help bridge the Treasury’s liquidity shortfalls.

But a bigger story has been afoot: the incredible shrinking US bank sector. Its numbers, which have withered for decades, are the lowest in over a century. The current environment should accelerate that decline, raising multi-trillion-dollar questions: Why? What does it mean for consumers and investors?

VettaFi’s Lara Crigger parses through first quarter ETF flows, uncovering several interesting stories across stocks, bonds, and alternative assets. Dimensional’s Rob Harvey goes in-depth on the differences between a systematic active approach and traditional indexing.

Nvidia Corp. Chief Executive Officer Jensen Huang showed off new chips aimed at extending his company’s dominance of artificial intelligence computing, a position that’s already made it the world’s third-most-valuable business.

High-net-worth prospects aren’t looking for you to prove your competence in terms of your knowledge or skill – they’re subconsciously looking to see if you’re the one who can stop them from needing to see anyone else.

Wall Street is so divided on whether the US stock market’s meteoric rise has gone too far, too fast that even Bank of America Corp.’s own strategists disagree.

Attractive growth companies are scattered across Europe’s otherwise lackluster market landscape. Here’s how to find them.

The economic outlook in the United States is unusually murky, with different sets of indicators telling different stories. But it is entirely possible that inflation will get stuck at a level inconsistent with the US Federal Reserve’s target, reducing – perhaps even to zero – the number of interest-rate cuts this year.

The Fed meets this week, which means investors and analysts will be sifting through Wednesday’s FOMC statement, updated economic projections, the “dot plots,” and Powell’s press conference searching for any signal – real or imagined – about what our central bank will do next.

Capital markets appear content with playing the rate cut waiting game as the S&P 500 continues to rise to new highs. Meanwhile, renewed volatility could make investors reconsider adding an equal weight strategy to their portfolios.

It’s been a raucous past year for fixed income investors. Following years of quiet for rate markets, the Fed’s rapid rate hikes, and subsequent signals about rate cuts, have reinvigorated fixed income investing.

On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the VictoryShares WestEnd US Sector ETF (MODL) 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.

Here are five notable charts to consider in global commodity markets as the week gets underway.

This article explores the benefit of the optimal allocations to RILA crediting strategies using expected returns and a model that accounts for the unique (non-normal) return distributions of RILAs.

While investing strategies should be consistent, changes in markets and the economy make some advice more relevant than it was in the past. Here are the top 10 things I’m telling clients.

Gold prices have done well around Fed easing cycles. In addition, inflation concerns and high interest rates make the year-ahead gold return forecast attractive.

Over the last few years, digital currencies and gold have become decent barometers of speculative investor appetite.

With interest rates at their highest levels in over a decade, now is a good time for most plan sponsors to de-risk their liabilities via a lump sum window.

Europe needs to boost defense spending while managing stretched fiscal positions.

One topic that does merit advisors and investors of all kinds to stop and learn, however, is the mutual fund to ETF conversion process. With ETFs, especially of the active variety, coming on so strong in the last year, it’s an important process to understand.

At the end of Exchange 2024, VettaFi shared an exciting announcement: Exchange 2025 will take place in Las Vegas. Next year’s iteration of the legendary conference will happen March 23-26. It will be held at Virgin Hotel’s Curio Collection by Hilton.

Homeownership is the quintessential American dream, but it’s become increasingly elusive for many households. A multitude of factors, including soaring home prices, elevated interest rates and persistent inflation, has created the perfect storm, making homeownership a distant reality for more U.S. residents.

Investments in aircraft can offer steady cash flow and a return profile that’s uncorrelated to broad market indices.

Snap up more Japanese stocks, ratchet up shorts on government debt and keep buying the yen: these are some of the most popular calls from big-name money managers ahead of a central bank meeting that may end the world’s last experiment with negative interest rates.

Markets are showing characteristics of a bubble in the record-setting surge by tech’s so-called Magnificent Seven stocks and the all-time highs in cryptocurrencies, according to Bank of America Corp. Chief Investment Strategist Michael Hartnett.

The broad stock market is taking a breather from its rally. That means the “Magnificent Seven” stocks are also catching their breath after a strong rally that started late in 2023. Despite the recent pullback, certain members of that cohort still show technical signs of bullishness.

The January debuts of spot bitcoin ETFs in the U.S. have figured prominently in the cryptocurrency’s ascent this year. However, experienced crypto investors know that the upcoming quadrennial halving is likely playing a significant role in Bitcoin’s 2024 bullishness.