Reliable sources of liquidity are at the top of traders’ minds as they brace for another year of turbulence, according to a JPMorgan Chase & Co. electronic trading survey.
The Magnificent Seven group of megacap tech stocks need to deliver stellar earnings to keep outperforming the broader market, according to a growing consensus on Wall Street.
Treasuries are headed for their biggest two-day loss in months as strong economic data reinforced the message of Federal Reserve officials including Chair Jerome Powell that interest-rate cuts are unlikely to begin before May.
GMO’s Jeremy Grantham recently shared what he’s thinking about and watching in markets ahead of Exchange.
At the Exchange conference, I will not be wearing a football jersey and looking over my Super Bowl squares. Instead, I will be on stage asking ETF experts (and my friends and fellow nerds) trivia questions in a quiz show game.
In one week, advisors will flock to sunny Miami for the annual Exchange Conference. Content sessions this year offer advisors insight into growing their business models in unexpected ways, the macro and market environment of 2024, navigating the AI revolution, and more.
Calling bitcoin an investment is like calling a lottery ticket a financial strategy.
I'm going to predict the future. Not the coming year. Not the markets. But the trends that will emerge in 2024 and will shape the future, which advisory firms can prepare for now so that the strong, gusty winds of change will howl at their backs instead of in their faces.
Clients want help with tax and estate planning, healthcare planning, and much more. Technology-based solutions make it possible to offer this.
The energy transition requires subsidies, policy support and technological progress. Above all, though, it needs people to literally buy into it, and nothing exemplifies that better than electric vehicles.
Selecting the appropriate technologies for your wealth management firm is a daunting task, but by adhering to a systematic approach, you will identify the solutions that will drive your business forward.
State taxes are not just a footnote in the financial statements of NBA players; they are a central element in the negotiation process.
By now, we all know the routine: An early start. A line down the street. Apple Inc. store employees whooping and hollering with such coordination it must make Kim Jong Un envious.
The era of US spot Bitcoin exchange-traded funds is a chance to repair the decay in crypto markets caused by the collapse of the FTX exchange and its sister hedge fund Alameda Research, according to market makers.
The US economy is testing bond traders’ faith that the Federal Reserve will deliver a series of interest-rate cuts this year.
A period of market volatility and consolidation is likely as markets have already priced in much of the economy's good news.
The start of 2024 has been marked by record issuance in bonds both in the public and private sectors. But as fresh supply hits the bond market, prices have been dipping as of late.
Through one month and a day of trading action in 2024, the Russell 200 Index is off 2.63%. That’s while large cap benchmarks are rallying. So it’s reasonable that some market participants are noncommittal regarding small caps.
Modern economies, even small ones, are unfathomably complex. The number of variables is far more than any human can comprehend or any model can track. It’s really no wonder so many forecasts are wrong.
Copper was one of only two metals that finished 2023 in the black, gold being the other metal.
Big tech appears to be sloughing off its slow start to 2024 and tech dominance could continue if history once again proves to be correct. If that’s the case, bulls can continue riding the tech wave.
Layoffs are being mentioned on US earnings calls at the highest rate since the pandemic — and as Meta Platforms Inc. shows, such cost-cutting can pay off for investors.
Google parent Alphabet (GOOG), Microsoft (MSFT), and Tesla (TSLA) are among the magnificent seven members that have delivered fourth-quarter results. The cadre of high-growth mega-caps will be pivotal drivers of S&P 500 EPS for the final three months of last year and beyond.
On Super Bowl Sunday, hundreds of advisors will gather at the Exchange conference. The conference does not officially kick off (had to do it) until Monday morning. However, many will join VettaFi and industry friends for an ETF study hall Sunday between 1-5 p.m.
The rush into technology stocks is resembling the bubble of 1999, reflecting an assumption that the economy will perform strongly despite tighter monetary policy, according to Bank of America Corp. strategists.
JPMorgan Chase & Co. is making the titans of private credit markets very anxious.
Political risk is global in 2024: Franklin Templeton Institute’s Kim Catechis highlights key elections to watch across the world in the coming year.
Exchange is less than two weeks away, and the reasons for advisors to go continue to accumulate. VettaFi is thrilled to announce that Dr. Wendy Borlabi will be joining the roster of experts and thought leaders speaking at Exchange.
In Russell Investments’ factor portfolios, the Global Large Cap Growth, Momentum and Size factors outperformed the MSCI All-Country World Index during Q4, while the Global Large Cap Value and Low Volatility factors underperformed the index. The Global Lage Cap Quality factor was flat for the quarter.
The Fed concluded its January policy meeting leaving interest rates unchanged, which was widely expected.
Jon Fee of VettaFi and Marguerita Cheng of Blue Ocean Global Wealth discuss financial planning with the next generation, the exchange conference and her Ethics Education panel.
The ETF Playoffs have reached the final round. This weekend, spot bitcoin ETFs will square off against artificial intelligence to see who gets to be the champion of 2024! The winners were determined by vote on Exchange’s LinkedIn page. With the championship nigh, voting for the winner will open soon.
Meta Platforms Inc.’s efficiency-obsessed investors don’t like to see the company spend money. Unless — and this will shock you — it’s going into their pockets.
Less than a month after the debut of spot Bitcoin exchange-traded funds, the asset managers offering the investment vehicles appear to be seeking ways to bolster their own profitability.
The basic tenets of building wealth, like having a well-diversified portfolio with long time horizons, are not difficult concepts that are relatively easy to implement. So, why don’t people follow them? In our latest insight, we analyze several risk/return charts across multiple time horizons and reveal the results that investors tend to find surprising.
Meta Platforms Inc. and Amazon.com Inc. soared in pre-market trading Friday after delivering quarterly earnings and outlooks that far exceeded Wall Street’s expectations.
Following scintillating runs by AI-related stocks in 2023, some market observers believe a cooling-off period could be in the cards. However, that doesn’t dent the long-term thesis for AI investing.
The panel discussion, moderated by Freedom Investment Management CIO Ben Lavine, will include Eric Veiel, Head of Global Investments, CIO at T. Rowe Price, and Alex Zweber, Managing Director – Investment Strategy at Parametric.
The residential real estate market will continue to be at the mercy of interest rate policy throughout 2024, but there are other corners of the real estate market to consider. One active exchange traded fund, in particular, takes a different approach to real estate.
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the Invesco S&P 500 Equal Weight Technology ETF (RSPT) 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.
Thus far, market momentum has carried over from 2023 into 2024. Things started slow, with the S&P 500 closing down more than 1.5 percent during the first week of the year.
In this article, Russ Koesterich discusses why a different approach to portfolio construction within equities is warranted in 2024.
As the market prepares for Apple Inc.’s earnings on Thursday, all I can think is this: Chief Executive Officer Tim Cook has problems. Plenty of them.
Big Tech’s struggle to meet lofty investor expectations this earnings season has taken air out of a record-breaking stock run. Pressure is now on Apple Inc., Amazon.com Inc. and Meta Platforms Inc. to come through on Thursday.
Jerome Powell delivered a clear message to traders eager for the central bank to start slashing interest rates: Not so fast.
Advisors are increasingly shifting away from a traditional 60/40 portfolio as they realize the full potential of alternatives and the benefits they can provide for their clients. Yet, despite increasing demand, hurdles to accessing and understanding alternative investment strategies still exist. My guest, Abby Salameh, will leverage findings from the CAIS-Mercer second annual survey – which was conducted at the second annual CAIS Alternative Investment Summit last month – to expand on the shift that’s taking place as investors adopt a modern three-dimensional portfolio, the challenges that advisors continue to face when accessing these investments, how technology platforms like CAIS are addressing those hurdles, and her outlook for the alternatives industry into 2024.
Good timing often helps some new exchange traded funds. And that was expected to be the case for the 10 recently launched spot bitcoin ETFs, including the Invesco Galaxy Bitcoin ETF (BTCO).
The “Magnificent Seven” were at the forefront of 2023’s market rally, but the same leader board has done some shifting to start 2024. After an earnings miss, the stock of Tesla faltered, while peers like Microsoft and Apple continue to see higher heights, reaching the $3 trillion club.
Income investors have an overwhelming number of investment options today. The menu ranges from traditional fixed income to equity investments like REITs to innovative covered call ETFs to more exotic vehicles.
The first round of the ETF Playoffs has concluded! Exchange, a conference for financial services professionals, is happening in Miami, February 11-14. Since Exchange is hosting a party for the big game at Miami’s hottest club, LIV, we’re hosting an ETF championship bracket.
