The market commentary will explore market predictions, the Santa Claus Rally, and the current state of the markets heading into 2025.
FAs looking to make 2025 their year need to have the right resolutions. Here are a few suggestions to give your 202 focus and clarity.
Investors continue to enjoy the bull market but remain somewhat nervous about valuation. Policy uncertainty is higher than usual, in part because there are so many policy changes at the same time.
Despite Donald Trump’s assurances that he will not seek to remove Federal Reserve Chair Jerome Powell, there is little doubt that the US president-elect aims to gain greater influence over the Fed’s decision-making. Such interference could drive up long-term interest rates, damaging the American economy.
It’s that time of year when Wall Street soothsayers look ahead 12 months and try to divine the path of US stocks.
All portfolio managers practice a stock-picking discipline in which they make choices. Growth stock investors attempt to predict which companies will grow the most in the future and compare the growth they expect to what they have to pay to participate.
This year is shaping up to be a dramatic one for climate tech investors.
Chinese stocks posted their worst start to a year in nearly a decade as investors braced for economic uncertainties with weaker-than-expected manufacturing data and an anticipated hike in tariffs.
Growth-focused advisors average almost twice the assets under management of their peers.* But how can you focus on growth as a business owner if you're wearing too many hats?
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The top 2 outdated myths preventing advisors from growing at scale
As you look toward the new year, I’ll share an idea you can give yourself and your team as a gift in 2025.
The Federal Reserve has begun one of its reviews of “monetary policy strategy, tools and communications.” This month’s cut in interest rates and investors’ reaction to it underline just why such a review is needed.
Before I undertake the hard task of predicting where the crypto industry will go in 2025, let’s take a minute to recall where it has been.
It’s now half a decade since anything in the US housing market could be considered normal. The pandemic boom was followed by a transaction bust, induced by the central bank, that did little to lower sky-high prices.
European stocks fell in the penultimate trading session of 2024, a year of modest gains for the region that contrasted with the bullish Wall Street rally.
While Bitcoin’s surge above $100,000 captivated the headlines in 2024, many financial firms were more focused this year on a different type of cryptocurrency whose price is never meant to rise — or fall for that matter.
We’ve published the most widely read articles for 2024 in the investing and practice management categories, but that leaves out quite a few memorable pieces we've shared this year. You may want to check them out!
As is our custom, we conclude the year by reflecting on the 10 most-read practice management articles over the past 12 months. Enjoy!
We’re continuing the Advisor Perspectives tradition of highlighting the most-read investing articles for 2024. Enjoy!
Jimmy Carter, the thirty-ninth president of the United States passed away this weekend, at age 100, the first former president to ever reach that milestone.
On this special episode of the “ETF of the Week” podcast, VettaFi’s Head of Research Todd Rosenbluth reviewed the ETF industry’s 2024 performance with Chuck Jaffe of Money Life. The pair discussed the ETF industry’s record breaking performance, evolutions in product development, and more.
It’s that time of year again, when pundits are forecasting next year’s stock market performance. I believe investors are being gaslighted more than usual this year because the basic underlying assumptions are optimistic and unlikely.
Change is a catalyst that can drive innovation and help position businesses in all industries for sustained success. The adoption of wealthtech illustrates the transformative power of embracing change.
With Donald Trump’s re-election as President of the United States, debates have reignited about the potential impact on markets, trade, and the global economy. The new administration has promised deregulation, tax cuts and a focus on energy independence.
By this time last year, the stock market’s rally had blown past even the most optimistic targets and Wall Street forecasters were convinced it couldn’t keep up the dizzying pace.
Gold is heading for one of its biggest annual gains this century, with a 27% advance that’s been fueled by US monetary easing, sustained geopolitical risks, and a wave of purchases by central banks.
One of the benefits of purchasing property as an investment is the tax benefits that can come with it – both while you own it and after you sell. Applying tax-efficient strategies will help you make the most out of your investment property.
I will be looking at a few indicators in 2025 to tell me where financial markets are going. Most of them relate to the bond market, because it is both a window into the overall economy and an important component of how stocks and other risky assets are valued.
On a rather quiet final Friday of the year, I used my Bloomberg Terminal to check how key government bond yields in advanced economies have changed in 2024.
Advances in AI, including artificial general intelligence, are very likely to continue — but it’s unclear how much of a difference they’ll make.
I expect three major innovation cycles to dramatically affect our world in the next decade, with impacts comparable to steam engines, electricity, automobiles, and even the internet. Every new invention helps us explore even further.
BlackRock Inc.’s iShares unit offers more than 1,400 exchange-traded funds around the world, yet none of them have performed quite like this.
Today’s video on the Materials Sector is another in the continuing series of videos where we are looking for value in each of the 10 major sectors as reported by Standard & Poor’s. This particular video is going to be on the Materials Sector.
I never thought someone would label me a “Permabull.” This is particularly true of the numerous articles I wrote over the years about the risks of excess valuations, monetary interventions, and artificially suppressed interest rates.
We prefer equities over fixed income, in particular U.S. equities as the outlook for the U.S. economy is solid and promising.
A Bitcoin rally is fizzling in the final days of a record-breaking year for the digital asset, as investors assess the remaining impetus from President-elect Donald Trump’s embrace of the cryptocurrency sector.
Treasuries were mixed in thin trading as traders absorbed the prospect of a less aggressive path ahead for Federal Reserve interest-rate cuts and priced in greater risk for US long-term debt.
The dollar is headed for its best year in almost a decade as US economic strength reins in expectations for the Federal Reserve’s rate-cutting cycle and President-elect Donald Trump’s threats of harsh tariffs underpin bullish bets on the currency.
Tokenization, or the process of creating digital representations of real-world assets on a blockchain, has become one of this year’s buzzwords in both conventional and crypto finance circles.
The new year will start with plenty of intrigue, especially in manufacturing, aerospace and logistics, the area where I hunt for interesting storylines about how companies navigate opportunities and pitfalls.
OpenAI, founded a decade ago as a research organization, is considering a change to the AI company’s structure that would create a more conventional money-making corporation alongside a nonprofit arm.
Recommend reading that provides a bed of knowledge for the key themes we think will define 2025. Ours differs from other lists you might see elsewhere at this time of year in that we focus on relevance rather than recency, though there are new books here, too.
The eclipse of the dollar, and with it the ability of the US to borrow on a scale that would cripple any other country, has been long predicted. For at least half a century, skeptics have counted on something — or someone — coming along to knock American assets from their perch. Don't plan for a requiem just yet.
We look back on six themes that defined another eventful year.
The S&P 500 Index posted its best month of the year in November, with a clear election result and a “no-surprise” Fed rate cut providing support.
Annuities can provide a guaranteed lifetime income stream in retirement, no matter how long you live. They thrive under high interest rate environments and are currently offering the highest payouts seen in years.
Last week’s market volatility was not surprising for readers of these commentaries, as I anticipated a jarring adjustment to readouts from the Fed Dot Plot that suggested less rate cuts in 2025.
Treasuries were under pressure in a holiday-shortened session as investors remain wary to park cash in US government debt that matures in a decade or more.
US crude exports to China plunged by almost half this year as shifts in the nation’s economy weighed on demand and it bought more barrels from other countries including Russia and Iran.
Recurring applications for US unemployment benefits rose to the highest in more than three years, adding to signs that it is taking longer for out-of-work people to find a job.
The C-suites and boardrooms of corporate America should be on high alert entering 2025.
