Investors have no shortage of metrics to evaluate equities, but not all measures capture the same economic reality. In an environment defined by elevated capital spending and market concentration, earnings-based measures may not fully reflect how efficiently companies convert investment into cash.
Join the experts at Measured Risk Portfolios for a product due diligence session covering the MRP SynthEquity® ETF (Ticker: SNTH).
To better understand how AI might affect the labor market and, ultimately, the economy, we’ve summarized Citrini’s bleak outlook alongside rebuttals from Citadel Securities and Bianco Research. These summaries provide a useful primer on how labor markets may adjust to the upcoming major technological changes.
For investors, understanding the full anatomy of fixed income is critical, not only to capture attractive risk-adjusted returns in today’s environment but also to appreciate its indispensable role in powering economic growth and financial stability.
The wreckage in large technology stocks that sent the Nasdaq 100 Index into a correction is flashing signs that have marked turning points for the group in the past.
Thanks to strong gains in markets over recent years, with many indices at or near record highs, the 60/40 default portfolio has quietly morphed into a bundle of expensive U.S. growth equities and credit exposures offering narrow spreads over Treasuries. In our view, such a portfolio is likely to disappoint investors by delivering low single-digit real returns.
Recent weeks have been a whirlwind of headlines centered on the Middle East conflict and rising oil and gas prices, particularly as the conflict enters its fourth full week.
The conflict in the Middle East has raised concerns about oil prices, global growth and market volatility. Chief Investment Officer Sean Taylor assesses the potential economic impacts of the crisis and its implications for growth and diversification in emerging markets and Asia.
Investors have taken notice of the eye-popping federal commitments to new nuclear capacity in the U.S. in recent months. Headlines have focused on massive reactor-deployment partnerships and loan authority in the hundreds of billions.
Today, Vanguard decided to join the target-maturity party, launching a suite of corporate bond ETFs designed to assist investors with bond laddering. Vanguard’s entry is significant due to its massive distribution scale in tandem with its low-cost reputation.
Heavily influenced by escalating geopolitical conflicts, last week's economic snapshot reveals a sharp erosion of confidence among consumers and investors alike.
Sharp moves in energy prices rarely arrive at a convenient moment for policymakers. When shocks occur, governments are left juggling two competing imperatives: cushioning households from rising costs while preserving fiscal credibility. T
Weight loss pills and treatments have exploded in popularity since GLP-1 drugs hit the market. From Ozempic to Wegovy, those pills have changed the lives of countless people around the world. They’ve also paid dividends to the companies that produce them.
For investors who understand this distinction, the current pullback may represent an opportunity rather than a warning. Short-term sentiment may dominate headlines, but long-term fundamentals continue to point in a very different direction.
The actively managed fund charges a 0.65% expense ratio and uses an options overlay designed to generate income while managing volatility. Energy makes up 45.87% of the fund’s sector allocation, followed by information technology at 25.83%, industrials at 16.43% and utilities at 11.87%, according to the factsheet.
As the ETF industry witnessed expansive growth during the past decade, providers have been engaging in a fee war as competition heats up. Industry giants like Vanguard and BlackRock have slashed expense ratios to near-zero, but that era of fee compression could be reaching an inflection point.
Private credit managers are feeling sheepish. Some of their investors can’t get their money out as quickly as they’d like — and some may be quite angry about that.
Franklin Templeton is partnering with Ondo Finance to offer tokenized versions of its ETFs that trade around the clock through crypto wallets, bypassing the brokerage accounts and limited trading hours that have defined fund investing for decades.
Eve oversees dozens of brainiac office hands; monitors countless earning calls; keeps tabs on CEOs; parses corporate filings; conducts due diligence; brainstorms stock picks.
The dollar is on track for its best month since July as the conflict in the Middle East scrambles Wall Street’s playbook for the world’s dominant reserve currency.
Energy cycles have a way of rewarding investors who show up early, while punishing those who assume the next upturn will look exactly like the last one. Supply disruptions caused by the war in Iran that began just under a month ago have upended markets globally, with oil markets taking center stage.
Bitcoin is now less volatile than some Magnificent 7 stocks, but it's still capable of steep, prolonged declines.
Many people forget that gold was in a bull market in early 2008 but suffered a significant selloff at the onset of the financial crisis when the yellow metal fell 32 percent, giving up about 40 percent of its previous bull market gain. Gold then took off and soared by over 153 percent over the next few years.
A SEP IRA offers small businesses and sole proprietors a flexible, tax advantaged way to fund 2025 retirement savings. With high contribution limits, simplified administration and deadlines extending through tax filing, it can provide a practical solution for boosting long term financial security.
The Amplify Video Game Leaders ETF (GAMR) hit the reset button this March. With 22 constituent adjustments, the rebalance goes beyond just routine maintenance. It’s a tactical recalibration designed to capture a shifting global landscape and lean back into core gaming fundamentals.
An aging population is leading to a profound demographic shift known as the “Silver Tsunami.” With more Baby Boomers reaching retirement age, the demand for senior living facilities and medicinal innovation is increasing.
The convergence of ETFs, mutual funds, and tokenization is gaining momentum as asset managers seek to modernize product structures, expand distribution, and future-proof their businesses without abandoning established regulatory frameworks.
ETF fees are falling, along with mutual fund fees, according to a new report looking back over multiple decades.
Gold's reputation as the ultimate store of value has been tarnished by its 15% decline since the Iran conflict began. It's failed to act as a haven or a geopolitical hedge.
In a world of intensified uncertainty and dispersion, investing becomes less about forecasting and more about favoring more liquid, high quality assets that can be resilient across a variety of scenarios.
The Iran conflict has changed the paths for inflation and central bank actions.
The multi-asset playing field presents income investors with broad opportunities across asset classes. But investors that rely only on traditional stock dividends and bond interest may be missing out on other attractive income sources.
If you’re not sure what direct indexing means, you’re not alone. Even after the recent growth, direct indexing remains relatively unknown. As our risk review team never fails to remind us, you can’t invest directly in an index. So what exactly is direct indexing?
Your financial requirements are multifaceted, necessitating strategies tailored to your specific needs. Tailored lending can be a valuable addition to a high-net-worth individual’s financial plan, helping you optimize cash flow, maximize tax efficiency and realize important estate planning goals.
The conversation about automation is still stuck in 2016. “Robots are coming for your job.” But look at what’s actually happening in the countries that leaned into robotics.
Artificial intelligence will reshape how asset management firms operate, but the biggest obstacle isn’t technology, it’s getting people to change how they work, according to VanEck CEO Jan van Eck.
Learn how RIAs are using Section 351 ETF conversions to modernize SMA strategies, defer capital gains, and boost firm valuation.
Nate Geraci explored active ETFs and sector investing on this week’s ETF Prime, featuring Baron Capital’s Matt Camuso and VanEck’s Michael Cohick.
A rush by bond traders to unwind US futures positions amid the selloff triggered by war in Iran is running its course, setting the stage for new wagers that will determine whether the rout reverses or deepens.
Software stocks are down big YTD, but AI-targeted companies have signaled confidence through increased buyback announcements. Record YTD buyback authorizations suggest potential equity market support—but execution remains the wildcard.
The Fed’s decision made sense: don’t change the target for short-term interest rates if we don’t know what the world will look like tomorrow. But investors need to remember a couple of important things. Rate cuts, if they ever come, are less important than the money supply.
Stocks fell for the fourth consecutive week as rising interest rates and surging oil prices—driven by the ongoing conflict in the Middle East—continued to weigh on investor sentiment.
Uncertainty persists in 2026, affecting the broader fixed income market. Collateralized loan obligations (or CLO) have emerged as a viable option with the advent of exchange-traded funds (ETFs), which have democratized access to retail investors.
Corporate credit markets have become unsettled about the potential for advanced agentic AI tools from firms such as Anthropic and OpenAI to automate functions across legal, analytical, marketing, and sales workflows, effectively targeting the software as a service (SaaS)/enterprise software space.
T. Rowe Price is leveraging three decades of private equity experience to give active ETF investors access to companies at the core of artificial intelligence, including OpenAI, Anthropic, and Databricks, according to Christopher Murphy, head of ETF specialists at the firm.
The Federal Reserve (Fed) kept interest rates unchanged after its Federal Open Market Committee (FOMC) meeting earlier this month. Although investors and economists largely expected this outcome, stocks and bonds sold off immediately after Fed chair Jerome Powell’s post-meeting news conference.
A signed will does not guarantee a smooth transfer of wealth. Families can do everything “right” on paper and still hit a wall the moment someone dies because the assets they need to gather and transfer are behind logins, devices, and two-factor authentication.
QBI is a generous deduction hiding in plain sight. The difference is not technical brilliance. It is leadership — knowing which decisions matter, when they matter, and who needs to be coordinating them.
As part of comprehensive retirement distribution planning, evaluating how and when NUA applies can help reduce lifetime tax liability and preserve more of what has been earned over the course of a career.
Most of us have been taught that diversification provides benefits. We’re told there are assets that can be held alongside equities to smooth out the twists and turns of the market.
