High-net-worth investors have unique opportunities for tax optimization. Learn how to leverage tax advantaged investments, charitable vehicles, and sophisticated structuring approaches seeking to maximize returns and minimize tax drag across a diversified portfolio.
After underperforming for much of the last decade, emerging-market (EM) equities rebounded nicely in 2025. Is it too late to invest? We don’t think so. With valuations still attractive and earnings growth forecasts looking up, this could be the right time to give the developing world a closer look.
Q4 wrapped a solid year of U.S. company earnings. But as the numbers rolled in strong, stock markets oscillated widely. Fundamental Equities Global CIO Carrie King is optimistic as she looks ahead to 2026 and offers three observations on the prevailing dissonance.
Nvidia Corp. has one of the strongest growth stories in the market after posting blowout earnings on Wednesday. So why is it trading at a level that looks like a value stock?
US bonds are wrapping up their best monthly performance in a year against a backdrop of rising global risks, with resurgent demand serving as proof that investors still see Treasuries as the premier haven in turbulent times.
BlackRock Inc.’s Global Infrastructure Partners LP and EQT AB are in advanced talks to acquire power company AES Corp., according to people familiar with the matter.
Nvidia Corp.’s latest sales forecast drew a lukewarm response from investors, signaling that concerns over a potential bubble continue to weigh on the dominant maker of artificial intelligence processors.
When I was preparing to write my December memo about artificial intelligence, Is It a Bubble?, I gained a great deal from speaking with some interesting techies in their thirties and forties. It’s stimulating to explore fresh territory and an absolute requirement for staying current as an investor.
The recent report by Citrini Research paints a frightening future of massive AI- induced unemployment, crashing stock markets, rising default rates, and a general descent into economic chaos.
Markets could face near-term volatility in the wake of the Supreme Court’s decision to strike down tariffs levied under the Emergency Economic Powers Act (IEEPA). The ruling creates a complex landscape as markets adapt to multiple unresolved issues, including raised global tariffs, investigations and potential refunds.
The frontier AI companies are building exactly the kind of cost structure Christensen warned about at a scale he could never have imagined. No companies in the history of capitalism have ever paid their employees like this.
2026 offers plenty of opportunity in tech investing once again following a breakout year for tech AI tech in 2025. Inventors want that tech upside, but this year could behoove investors to diversify outside of AI hyperscalers.
U.S. job creation has been weak despite resilient gross domestic product growth. Here's what may be going on.
Equity Dislocation celebrated its fifth birthday in October, and we are delighted that this was enjoyed in the positive context of returning 15.8% gross (13.4% net) for 2025.
Managers are strategically maintaining AI exposure toward memory and semiconductor supply chains, and rotating toward enterprise adopters while trimming crowded hyperscalers.
While the equity market has its well‑known “January Effect,” credit markets also show a seasonal pattern. Looking back over nearly three decades of data, January tends to be one of the better months for corporate bond spreads.
Let’s develop a scenario to explain the importance of foreign exchange (FX) markets and specifically, the dominance of the U.S. dollar. Say, for example, Thailand, one of the world’s major rice exporters, engages in trade with Brazil, the second‑largest cotton exporter.
Join Brad Neuman, CFA, Senior Vice President and Director of Market Strategy at Alger for an educational webcast exploring the state of the AI revolution and what investors can anticipate going forward.
Global asset managers who collectively oversee more than $20 trillion of assets have grown more bullish across emerging-market equities, currencies, domestic bonds and credit, potentially offering fresh momentum to the sector’s record-busting rally.
The S&P 500 has been stuck in a range for the better part of four months, and investors are paying up to protect against the possibility that the next big move is down. To a growing number of strategists, that pessimism is cause to expect the opposite.
A bidding war for Janus Henderson Group Plc broke out Thursday as Victory Capital Holdings Inc. offered to buy the money manager for $57.04 a share, in a move that topped a previous offer from Nelson Peltz’s Trian Fund Management.
Thanks to Nvidia Corp.’s practice of reporting earnings outside of the typical cycle for technology companies, the question of whether the almost $5 trillion company will record strong demand in 2026 had already been safely answered well before its latest announcement on Wednesday.
As investors digest the potential impact of artificial intelligence and debate whether this new technology will help or destroy existing businesses, a sharp divergence is occurring in global equities.
In RBA's February insight, we explore how growth and value companies have shifted over time and why today's markets may no longer force investors to choose between quality and dividends.
For years, affluent families planned under the assumption that the federal estate and gift tax exemption would “sunset,” forcing a return to lower thresholds and triggering a race against time. That urgency has shifted.
After peaking above 114 in September 2022, the dollar index has spent the last several years drifting lower, touching 96 a few weeks ago before stabilizing at 97.68 as we write. Much of that move has stemmed from weakness relative to the euro specifically.
Carry is an important return driver for multi-asset futures and forwards. Simple trend signals have benefited from trading in line with, not against, the carry of an asset.
The agenda is being reset for US shareholder meetings in 2026. Regulatory shifts have led to a steep decline in overall shareholder proposals while governance issues are becoming the biggest battleground.
The U.S. Supreme Court on Friday invalidated tariffs that President Donald Trump had imposed under the 1977 International Emergency Economic Powers Act (IEEPA). Most of the administration’s 2025 tariffs will therefore be rolled back, and importers should eventually receive refunds.
The year got off to a cold start in the U.S., with many regions experiencing unusually freezing temperatures and precipitation. February has brought relief in both the weather and in economic reports.
Almost 1,000 active ETFs launched in 2025, but did their performance substantiate the demand? Across the universe of funds, active managers for ETFs and mutual funds found that outperformance was elusive compared to their passive peers based on the latest Morningstar US Active/Passive Barometer report.
Despite early volatility driven by global bond market stress, tariff-related tensions, renewed inflation concerns, and uncertainty surrounding Federal Reserve leadership, equities finished January higher, with the S&P 500 reaching new all-time highs.
Join the experts at State Street Investment Management and learn how you can do more for your core with a sector strategy.
Matt Markiewicz, Head of Product and Capital Markets at Tradr ETFs, highlights the company’s leveraged single-stock ETF lineup and innovative monthly and quarterly reset products, while offering insight into the growing sophistication of retail investors navigating leveraged and inverse ETFs. Christian Magoon, Founder and CEO of Amplify ETFs, discusses Amplify’s rapid ascent past $20 billion in assets, driven by strong demand for its YieldSmart ETFs and thematic offerings.
On a recent episode of Road to Exchange, VettaFi Head of Research Todd Rosenbluth interviewed Jennifer Morgan, Founder & CEO of Connective Communications. Morgan is slated to bring her “Storyselling” workshop to the Exchange Conference.
While most ultra-wealthy people may think they’re like everyone else, they’re not. They have unique financial needs and challenges. At some point — often after making avoidable financial errors — they recognize that they need assistance managing the complexities of their everyday lives.
Our team at The Collaborative lost one of our long-time coaches this week to cancer. Cathy Manning was not only an amazing coach, she was a dear friend of mine from the time we worked at John Hancock together in Investment Marketing decades ago. This column is dedicated to some of the Cathy-isms I learned over the years watching her adeptly coach our clients.
When advisors shift from being prepared with answers to being present with questions, the conversation becomes more alive. Clients feel that there is room for them, not just space for information. That sense of room keeps clients engaged.
2026 may already be more than a month in, but advisors and investors are still quite keen to navigate the complex geopolitical market in order to find the most opportune investment opportunities.
In a notable shift for the start of 2026, the S&P 500 is experiencing a divergence in factor performance. Typically, high beta (aggressive, high-risk) and low volatility (defensive, safe-haven) factors sit on opposite sides of the seesaw. When one goes up, the other usually comes down.
US mortgage rates slipped last week to the lowest level since 2022, generating more refinancing activity.
JPMorgan Chase & Co. and Bank of America strategists are urging clients to buy Venezuelan global bonds with large piles of unpaid interest, betting they could outperform ahead of a potential debt restructuring.
The threat to software-backed businesses from artificial intelligence should prompt investors to shift focus from technology to companies that toil in the physical world, like miners, power producers and industrial firms, according to Ulrike Hoffmann-Burchardi, global head of equities and chief investment officer for the Americas at UBS Wealth Management.
Nvidia Corp.’s earnings report on Wednesday afternoon comes at a critical time for the US stock market with investors increasingly nervous about the outlook for artificial intelligence.
As the artificial intelligence (AI) transformation unfolds, Portfolio Managers Denny Fish, John Lloyd, and John Kerschner share their views on equity valuations, identifying the next wave of winners, and the impact on fixed income markets as companies aggressively raise capital to finance the AI boom.
The playing field presents broad opportunities for income investors today, with income and growth potential across asset classes. But an effective defense is also critical in capturing that potential. When it comes to the tools of the trade, we think broader is better.
Money – everybody wants it, but few actually have it. As shown in recent financial statistics, the “wealth gap” in America continues to grow between the “haves” and the “have-nots.”
Gold’s sharp swings and a new Federal Reserve chair are not separate stories. In a recent episode of the Money Metals podcast, Mike Maharrey sat down with Axel Merk, President and Chief Investment Officer of Merk Investments, to connect the dots between market turbulence and what may be a structural shift at the Fed.
On Friday, the Supreme Court struck down most of the tariffs the Trump administration had imposed over the past year. The question before the court was not whether the tariffs themselves were illegal, but whether the mechanism by which they were enacted was legal.
Stripped to its essentials, finance is a race against time. What lies ahead of us is unknown, and the vast industry of banking and finance has developed to manage the risks that come with making commitments now that depend on an uncertain future.
