Artificial intelligence tools have demonstrated the capability to shake up nearly any industry. That includes financial advising.
The Federal Reserve will meet this week and announce its decisions on Wednesday.
Interest-rate volatility on shorter-duration assets is running near historical highs, even as rate changes begin to level off.
The Euro Stoxx 50 Index is up about 13% year-to-date. Not a bad return for a region whose largest economy is in recession, and whose second largest is facing one of the worst inflation fights in decades.
In this article, we explore three of those important economic releases from the past week: the S&P Global Services PMI, the ISM Services PMI, and the trade balance.
Municipal bonds posted negative total returns in May amid continuing heightened volatility. Interest rates rose throughout most of the month as banking concerns abated, economic data exceeded expectations, comments from the Federal Reserve turned more hawkish, and the debt ceiling negotiations remained contentious to the very end.
SoFi Technologies Inc. is rising for a ninth straight day, as optimism over plans to restart student loan payments has yielded a record run of gains.
Corporate bonds that fund environmental, social and governance (ESG) initiatives continue to capture investor hearts and minds. But ESG-labeled bonds come in different stripes, so investors need to discern among the good, the bad and the occasional ugly ones merely posing as ESG bonds.
VettaFi’s vice chairman Tom Lydon discussed the SPDR Dow Jones Industrial Average ETF Trust (DIA) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
I share valuable tools to improve the odds of success using a relative-rotation strategy.
Ken Griffin, whose hedge fund churned out a record $16 billion for clients last year, is increasing his focus on credit trading as he braces for a potential US recession.
We live in an age of goody-goody business. Companies wear their compassion on their sleeves in the form of ever more elaborate rainbow flags and inclusivity statements.
Advisors are picking sides and staying in their silos. It’s creating havoc.
In this article, we will compare the three largest U.S. real estate ETFs by market capitalization: Vanguard Real Estate ETF (VNQ), Schwab US REIT ETF (SCHH), and Real Estate Select Sector SPDR Fund (XLRE).
A broadening out in market performance would help bolster a more sustainable stock rally, but that hinges on increasing clarity for monetary policy, recession risk, and bank stress.
Healthcare companies are beginning to explore how artificial intelligence (AI) might unlock efficiencies for patients and medical systems. But to transform science fiction into reality, AI applications in the sector must prove that they can improve business profitability to deliver returns for investors.
Oracle Corp. surged to a record high after the company said its cloud-computing business will continue its rapid growth in the coming fiscal year.
A perennial challenge faced by all big or small, developed or developing economies is achieving sustainable economic growth that boosts standards of living and financial stability. Globalization has been the road that brought economies to that destination.
For more than a year now, there’s been ample discussion about whether or not the U.S. economy is in or approaching a recession. The surprisingly strong May jobs report out last Friday appears to have allayed some of those concerns.
In the upcoming webcast, Innovator ETFs and VettaFi will outline a new suite of Barrier ETF products and how they can protect and enhance portfolios.
The crypto verse has seen what seems like a lifetime of ups and downs already this year, yet activity in products linked to the industry has been nearly nonexistent, with analysts saying that investors have abandoned the sector without plans to come back anytime soon.
Cathie Wood’s funds have reentered Meta Platforms Inc. and Taiwan Semiconductor Manufacturing Co. after nearly a year and a half, as the high-profile manager makes new bets on artificial intelligence and chips.
In August 2020, Exxon Mobil Inc., the largest American oil company, was expelled from the Dow Jones Industrial Average, the world’s most famous stock index. It was described at the time as green triumphing over greed.
With several EM countries facing elections in the next 12 months, Eric Spencer, Senior Research Analyst on Loomis Sayles' Global Emerging Markets Equity team, weighs in on potential risks and opportunities.
As a result, many are looking to capitalize on this trend by investing in ETFs that focus on AI companies. In this article, we will cover the top 5 ETFs to consider when investing in this sector based on their YTD performance.
We like both John Deere and Caterpillar. Both are A-rated companies with solid balance sheets, similar market caps, and similar long-term debt-to-capital ratios.
In many respects, COVID-19 was not a temporary disruption.
The Eurozone just entered a recession as the region posted two consecutive quarters of negative economic growth. The manner in which it entered a recession is a bit quirky.
Franklin Equity Group Portfolio Managers Blair Schmicker and Daniel Scher reflect on the ever-evolving landscape of the commercial real estate, and the answer to that question might surprise you.
While it has been months since the latest regional bank failure, many advisors remain concerned. They fear that the issues that caused runs on Signature Bank and Silicon Valley Bank have not receded.
VettaFi’s Lara Crigger offers perspective on two of the year’s most noteworthy ETF stories. Northern Trust’s Michael Natale presents the firm’s base case on equities and fixed income. Teucrium’s Sal Gilbertie spotlights several ETFs including their recently launched AiLA Long/Short Base Metals Strategy ETF (OAIB), which leverages artificial intelligence.
In several recent blog posts and weekly Bull Bear Reports, we discussed our concern over the narrow breadth of the rally in 2023.
How have U.S. stocks performed this year? The answer is simple, but you’d never know that from looking at the three most often quoted indexes.
A key question advisors will face from clients is whether a recession is likely and if so, what to do about it. The widespread pessimism among consumers and investors adds another layer of complexity to portfolio management.
While the 60/40 approach may rapidly become obsolete, the debate over its value has bolstered the teaching of MPT and stressed the benefit of extensive diversification as the most efficient portfolio construction methodology.
The risks for bond investors from next week’s Federal Reserve meeting go well beyond whether officials decide to raise interest rates again.
Asset managers looking to replicate the success of JPMorgan’s biggest actively-managed exchange-traded funds will likely have to do it without the same market tailwind the ETFs enjoyed.
Copper is currently trading around $8,300 a ton, down approximately 26% from its all-time high of nearly $11,300, set in October 2021. According to Citigroup, the metal could top out at $15,000 a ton by 2025, a jump that would “make oil’s 2008 bull run look like child’s play.”
Emerging markets (EMs) are a big, heterogeneous universe of economies and markets that can be subject to big volatility. They also are a large and fertile hunting ground for investment opportunities. Stock picker Emily Fletcher offers a grand tour of the “wild” EM equity landscape.
When it comes to their equity portfolios, US investors have historically exhibited a high degree of home-country bias. But in today’s fast-changing global market landscape, they may find that there are good reasons to rethink regional allocations to stocks.
The artificial intelligence hype that has propelled US technology stocks in the past few weeks is showing signs of fatigue.
The clouds are finally parting for Tesla Inc. investors who stuck with the electric-vehicle maker through a rough ride. A rush of good news for the company and the return of bullish market conviction put the stock on pace to more than double this year.
This article will examine four real estate ETFs that investors and advisors can consider for their portfolios in 2023. Whether investors are seeking exposure to a specific sector or a diversified portfolio, there is a real estate ETF available to meet their needs.
A group of Alphabet Inc. contract workers is launching a unionization campaign, saying they need a greater voice at the company that has tasked them with work on its most high-profile products, including training generative AI answers in Google’s search engine and chatbot.
Andy Rothman provides a first-hand perspective from his first trip to Shanghai and Beijing since the start of COVID in 2019.
For this edition of Bull vs. Bear, Nick Peters-Golden and Karrie Gordon discussed the fundamentals for and against investing in Japan ETFs.
Of course, over 300,000 people getting new jobs is good in itself, particularly for those with newfound opportunities. But, for the last several years, as the “great resignation” took hold, there were not many new workers coming into the workforce, leading to falling unemployment.
ChatGPT and AI seem to be everywhere these days, but what do they really mean for asset management and financial advisors? Does AI arrive as just a theme, or can it really have an immediate impact on financial advisors’ work?
We have used the word “unprecedented” to talk about the economy during and after COVID. We have never before locked down economic activity, while printing trillions of new dollars to help finance trillions of extra government borrowing to pay people not to work.
Anne Walsh, CIO for Guggenheim Partners Investment Management, discusses drivers of returns going forward. She also offers advice to young women looking to make a career in asset management.