The third largest ETF recently reached the age of 13. Yes, the Vanguard 500 ETF (VOO) is now Taylor Swift’s lucky number. (Am I one of the first people to use Ms. Swift and Vanguard ETFs in the same sentence?)
Are markets actually set for a recession? That was the narrative that dominated entering 2023, but with just several weeks left, it hasn’t materialized.
There is once again growing interest in the world of the metaverse as technological advancements and innovative strategies in different sectors have continued to show progress.
Jeff and Ron Muhlenkamp give an update on the relevant economic indicators impacting investments. They also provide their thoughts on inflation, the possibility of a recession, and a list of things “broken” by the Fed due to it raising interest rates.
Japanese profits have benefited from the prolonged deleveraging of Japan Inc. The reduction in debt coupled with exceptionally low interest rates has allowed cash flow to impact the bottom line.
The AICPA PFP section approaches its 40th anniversary. The engagement of CPAs in providing personal financial guidance has deep professional roots.
According to Gary Gensler, chair of the SEC, a market crash caused by artificial intelligence is “nearly unavoidable.” Like many other regulators, he has called for new regulations on AI to prevent such dire scenarios.
Dimensional’s new ETFs are good news for investors but raise issues for advisors.
US retail sales exceeded all forecasts and industrial production strengthened last month, fresh evidence of a resilient American consumer whose spending is helping stabilize manufacturing.
A recent surge in bankruptcies and defaults by high-yield issuers is unnerving some fixed income investors. Bond investors, particularly those seeking elevated levels of income, are rightfully jittery.
With lots of chatter in the United States around the potential for a soft landing, Jeff Schulze, Head of Economic and Market Strategy at ClearBridge Investments, shares his thoughts on the matter and the overall state of the US economy in our latest “Talking Markets” podcast.
Muni bond ETFs gathered $6.3 billion in the first nine months of 2023. However, a healthy $1.4 billion flowed in during September alone. According to Columbia Threadneedle, there is good reason to focus on the asset category.
As the “soft landing” narrative grows, the risk of a “crisis” event in the economy increases. Will the Fed trigger another crisis event? While unknown, the risk seems likely as the Fed’s “higher for longer” narrative is compromised by lagging economic data.
Research Affiliates’ Rob Arnott offers his views on the current market environment and the future of smart beta. VettaFi’s Tom Lydon discusses the recent fake bitcoin ETF news, equity market technicals, TLT inflows, and ETF stories to watch the remainder of the year.
Last month’s ETF headlines were all about crypto and the strength of the heavyweights in the equities. In an interview with VettaFi CMO Jon Fee, VettaFi Head of Research Todd Rosenbluth was drawn to a different story.
The Securities and Exchange Commission recently announced new rules for hedge funds to report on equity short positions. There’s nothing terrible in the rules, but they will impose pointless costs on investors, mainly because they were written by lawyers rather than accountants.
A robust earnings season could be all it takes to fuel a year-end rally on Wall Street, eclipsing recent jitters from geopolitical tensions.
A brief 10% surge in Bitcoin gave traders a glimpse into the possible impact of a looming US Securities & Exchange Commission decision on whether to allow exchange-traded funds that invest directly in the cryptocurrency.
As my team and I talk with our clients, we’ve reflected on how generative AI can help enhance client service, decision-making, and more.
I’ll explore how you can take the lead in adopting technology to boost both competitiveness and growth.
There’s no nice way to say this: AI is coming for your job.
To succeed, every advisor needs to grow. This growth must not be limited to the size of their practice either. Advisors need to grow their talents and their knowledge, and must always be developing their skill set.
Municipal bonds sold off considerably in September alongside vastly rising interest rates.
A run of shrinking quarterly profits may finally end soon, but it's probably not time to break out the champagne just yet.
In a year in which active strategies have done so well via allocator interest, as well as with their own returns, an active ETF could make a very good addition.
Value-conscious, historically-informed, full-cycle investors place a great deal of emphasis on the relationship between the price an investor pays today and the cash flows they can expect to receive in the future. The reason is simple.
With artificial intelligence, systematic investing is entering a new era of disciplined decision-making. Yet, firms face many snags. Rigorous implementation requires collaboration among skillful investment, technology, and quantitative capabilities.
At the end of October we will get our first look at real GDP growth for the third quarter and it looks like it was very strong.
My guest today is here to talk about an asset class that is often misunderstood. It wasn't until recently that all investors had access to collateralized loan obligations (CLOs). Institutional investors have benefitted from the ownership of CLOs for over 25 years, and the asset class has grown to over $1 trillion.
These are not the same bonds that eroded the economy in 2008 during the global financial crisis. It's a similar name in "C blank O," but a very different asset class. John Kim and his team at Panagram are experts in CLO investing. He is here to explain how they work, why now for individual investors, the benefits of owning CLOs, and dispel some of the myths about this often-misunderstood asset class. John will share what Panagram is doing to educate and explain why advisors should consider an allocation.
What Makes That Ticker Tick? AMZI: Alerian MLP Infrastructure Index Featuring Stacey Morris and Jon Fee
How worried should we be about AI and what should we do about it? There is risk on both sides: of not taking warnings about AI seriously enough, and of taking them too seriously.
JPMorgan Chase & Co. Chief Executive Jamie Dimon calls it “over-earning,” but his isn’t the only bank that still hasn’t felt much pain from loan losses or rising deposit costs
Franklin Templeton Fixed Income Research Analysts Ashley Allen and Bryant Dieffenbacher discuss the food, water and energy sectors and what their convergence means for investors.
A money market fund is a type of mutual fund that invests in debt securities, specifically those characterized by short maturities and minimal credit risk. A money market fund generates income with little to no capital appreciation, making it a low-risk, low-return investment.
With oil prices trending higher, among other factors, market participants are bracing for a renewed round of elevated inflation. That could stoke renewed interest in traditional inflation-fighting asset classes, but investors may not want to overlook the ability of Bitcoin to act as inflation protection.
From this research, advisors can discern ethical, non-manipulative ways to create more persuasive messages.
Even prior to this week’s spike in oil prices associated with renewed tensions in the Middle East, last week was ramping up to be a big week for electric vehicles (EVs) and their supply chain.
We see promising potential in countries with younger populations and forward-looking policies, such as India, Indonesia, and Mexico.
The higher-for-longer interest rates narrative could continue to negatively affect small-cap companies. This is because they look to stay afloat in the current macroeconomic environment.
In the most recent FOMC meeting, the committee decided to refrain from raising rates again, but held open the prospect for further hikes this year.
When your system, whatever it may be, is working extremely well, we used to say it’s “firing on all 8 cylinders.” What does that mean?
Savvy investors are aware that geopolitical tensions and uncertainty can significantly influence the financial markets.
Is now the time to add an active foreign equities allocation? Investors have likely already considered a case to diversify domestic-heavy portfolios with international equities.
Reverting to old fiscal rules will create a strong economic headwind for Europe.
Among U.S.-based original equipment manufacturers (OEMs), Tesla (NASDAQ: TSLA) has a sizable, significantly profitable lead over the “big three” in the electric vehicle space, but on a global basis, the industry is evolving and close to a major inflection point.
After three quarters of improving economic outlook amid increasing expectations for a painless decline in global inflation, markets and pundits alike have become less optimistic about a soft landing as they reacted to frustration from the Fed.
Breaking a mirror, walking under a ladder, and a black cat crossing your path have all been seen as bad omens.
The pandemic changed many things about the economy — how we work, where we work and who we work with, for starters — but one of the most striking trends has been a big uptick in entrepreneurship.
With all eyes on generative AI (genAI) and its transformative potential, individual investors’ interest has been piqued. The market-moving innovation certainly has generated a lot of hype ― and questions. Equity CIO Tony DeSpirito parses three reasons for excitement and three areas for awareness.
However, $22 billion moved into fundamentally weighted equity index ETFs, while dividend and momentum ETFs had outflows. This is sizable and warrants some added attention.
