Credit investors are unwinding long positions worth tens of billions of dollars and jumping into hedging trades.
A great financial economist once tried to convince me that retail investors should not be allowed to buy individual stocks. I strenuously disagreed: Wasn’t this America, the country that encourages risk-taking? Why shut regular investors out of the chance to get rich?
For over a decade, the narrative surrounding emerging market (EM) debt has been dominated by a single, overpowering force: the United States Dollar. As the greenback surged from the mid-2010s through the early 2020s, investors seeking yield in emerging markets largely sought shelter in "hard currency" debt—bonds issued by emerging nations but denominated in U.S. dollars.
Relying on the kindness of strangers has never been a good business or investment strategy, but it doesn’t mean that people don’t wish that it worked. The main issue with this hope is that it’s foolish to believe that other people’s grace and money will always be there.
After years of trailing their large-cap peers, small-cap stocks have tested the patience of even seasoned investors. But we believe a dramatic improvement in earnings growth driven by lasting change in the US economy is creating sustainable recovery potential for small companies of all types.
Notwithstanding developments in the Iran conflict, there are important leadership shifts still at play within the equity market, which emphasize the importance of diversification.
February saw more than 50 new ETF launches according to ETF Database data, with some standout offerings to note.
It’s been a busy start to the year for investors, as shifting geopolitical risks and rising economic uncertainty led to choppy returns for stocks. Concerns about AI spending and profitability hit technology stocks especially hard. However, other sectors like financials and consumer discretionary have also seen losses to start the year.
The war in Iran is forcing investors to reevaluate one of their most profitable stock strategies, leading some to conclude that the “Sell America, Buy Asia” trade has reached an inflection point.
The US Securities and Exchange Commission asked leveraged-ETF issuers not to move forward with a new wave of planned funds, using a rare group call Monday to renew its push against increasingly aggressive fund structures.
Intercontinental Exchange Inc. is acquiring a stake in OKX in a deal that values the cryptocurrency exchange operator at $25 billion.
It turns out, the biggest financial victim of President Donald Trump’s decision to strike Iran is not the S&P 500, but equity markets across North Asia.
Recessions are a regular part of the economic cycle, which means planning ahead is essential. You can't control the economy, but you can take steps to help protect your savings, manage debt, and keep your goals on track. Here are some smart ways to prepare when the economy shifts.
Energy is among the smallest sectors in the S&P 500, representing only about 3.5% of the benchmark’s sector allocations, and yet, it’s energy that’s capturing investor attention this year. A big part of the story centers on oil and natural gas, now in sharp focus due to an ongoing conflict in the Middle East.
As industry experts convened at SFVegas 2026, the world’s largest structured-finance conference, insurers showed up in large numbers, underscoring growing exposure to securitized assets and private credit in portfolios. We also attended the event and returned with a few key takeaways.
The AI narrative often centers on the limitless potential of software. However, the real-world trajectory of the technology is increasingly dictated by rigid physical limitations: copper wiring and data center temperature control.
March came in like a lion. Stock market futures plunged last Sunday night following U.S. and Israeli attacks on Iran. WTI and Brent crude oil had surged 7% by the following morning, along with big gains in gold.
A guide to helping HNW investors align tax efficiency with philanthropy, retirement strategy, and multi-generational wealth transfer planning.
Kirsten Chang, Senior Industry Analyst at VettaFi, unpacks controversial filings for prediction market ETFs and examines the increasingly blurred line between gambling and investing. Chris Marangi, Co-Chief Investment Officer of Value at Gabelli Funds, highlights the recently launched Gabelli Opportunities in Live and Sports ETF (GOLS) and explores the broader investment opportunities across live media, entertainment, and sports.
From real estate to multi-generational planning, learn the key strategies high-net-worth individuals use to maximize wealth and legacy.
Transforming a practice built on guardrails and restrictions into a strategic enabler might seem contradictory. But the conditions for this shift have been building, and they're finally converging.
The last time an armed conflict upended the global energy economy, crude spiked past $100 and shares in oil and gas producers rallied for months. A similar trajectory might be unfolding as war rages in the Middle East.
Decades of “regulatory creep” and onerous disclosure requirements have discouraged companies from going public, say leaders of the Securities and Exchange Commission. To revitalize American markets, they plan to pare back those demands, especially for smaller firms. “We need a reset,” Chairman Paul Atkins recently declared.
Most investors, from grandma to the mightiest sovereign wealth funds, own bonds to help steady their portfolio and provide a ready reserve for spending. So, it’s notable when prominent voices start questioning their safety.
If the SaaSpocalypse narrative proves to be more panic than prophecy, the critical task becomes identifying which companies will emerge stronger.
Stocks were choppier in January, but most areas of the market showed gains. The one laggard was large-cap growth, which was strong in recent years and for most of 2025, but trailed other stock indices.
Is quality broken? This has been a recurring question in our recent conversations with investors as quality has meaningfully underperformed over the past several quarters.
The U.S. ETF market has reached a tipping point. With nearly 5,000 funds now trading—officially outnumbering listed stocks — the industry is flooded with complexity.
International value stocks outpaced US equities in 2025. See the five catalysts fueling the shift—and why investors still have time to act.
The public loves to hate short sellers, the investors who profit from declining securities’ values. Their bad reputation is mostly undeserved. In reality, many provide a valuable service, taking the other side of frauds and bubbles, and generally helping drive prices toward a semblance of fair value.
Join Chairman and Portfolio Manager Chris Davis as he shares his perspective on the market, how active ETFs can help investors, and the importance of investor behavior.
While idiosyncratic and recessionary default risks remain present within this asset class, senior-secured private debt continues to offer the potential for more favorable risk-adjusted returns, particularly when compared to public equities and fixed income.
This might be the artificial intelligence era, but AI’s greatest contribution to financial services isn’t replacing advisors — it’s making them more human. Advisors have an unprecedented opportunity to focus on what their clients truly value: empathy, understanding, and genuine presence.
Energy is dominating headlines on escalating geopolitical tensions in the Middle East. Following military strikes over the weekend, disruptions in the Strait of Hormuz — a chokepoint responsible for roughly 20% of global oil flow— have sent markets into a risk-off frenzy.
Oil surged for a second day as the US and Israel stepped up their war against Iran, with the sprawling conflict’s impact on energy assets in the Persian Gulf continuing to grow.
Gold sank after a four-day rally, as traders weighed the escalating war in the Middle East against the prospect of a stronger dollar and elevated inflation.
US Treasuries slumped for a second day as surging oil prices prompted traders to slash bets on more than one Federal Reserve interest-rate cut this year.
With uncertainty rising through geopolitical conflict, AI risk, and inflation, ETFs that offer greater portfolio control may be the way to go.
By now you’ve likely seen the news that the Department of War (DOW) issued a Friday-evening ultimatum to Anthropic, maker of the Claude AI chatbot, demanding unrestricted military access to its technology.
The market spent the week digesting a modestly hotter PPI print, a pullback in NVIDIA after earnings, and a move in the 10-year Treasury yield below 4 percent.
As markets rotate to favor small caps and international equities, rising risks are likely to make investment discipline even more important for seizing opportunities, write Chris Galipeau and Lukasz Kalwak of Franklin Templeton Institute.
Greg Abel has passed his first test since taking over from Warren Buffett as Berkshire Hathaway Inc.’s new chief executive officer. In his introductory shareholder letter, he emphasizes that Berkshire’s culture runs far deeper than a single man. Yet, almost in the same breath, he tells us not to worry — after all, Buffett is still lurking around the office.
History may rhyme, but it doesn’t repeat. War is uncertain, and while the US and Israel are dominating, investors would be foolish to assume they know every twist and turn to come. Even here at home, where threats exist.
AI fatigue has taken hold of financial markets. The companies powering the AI revolution (Nvidia, Google, Microsoft) were down. The companies that are being (or might be) disrupted by AI, like software makers, were also down.
Private credit firms are facing a major test, with mom-and-pop investors pulling their cash in fear of corporate defaults spiking and artificial intelligence destroying many of the software businesses that these funds have lent to.
Strong performance and dividend yields amid volatility — typically, an investor may need to sacrifice one in order to maximize the other.
U.S.-led strikes in Iran have pushed oil prices higher and reignited geopolitical risk. Our view: markets are pricing a limited conflict, with broader investment implications still manageable unless escalation proves prolonged. As always, diversification and a long‑term perspective matter most when uncertainty peaks.
The bulk of “Everybody Loses” sends the reader on a lurid journey through the sportsbook ecosystem. Funt is a talented investigative reporter with a velvet prose hand, but “Everybody Loses” features some key omissions. These oversights, however, are minor, and perhaps even necessary in such a tightly focused, powerful work.
For each market downturn, we explored how investor sentiment reacted around the event. To gauge investor sentiment, we considered a variety of measures. With each of these measures, we explored how long it took for investors to come back to a previous high.
In this episode of ETF of the Week, Chuck Jaffe and Todd Rosenbluth (Head of Research at VettaFi) break down the Capital Group Dividend Value ETF (CGDV). While many dividend funds focus solely on high yield, CGDV takes a different approach by focusing on high-quality companies with the potential to pay and grow dividends. With a perfect five-star rating from both Morningstar and Lipper, this fund has rapidly grown to $30 billion in assets by consistently landing in the top 10% of its peer group.
