Bond traders are bracing for Treasury yields to keep pushing higher after the Federal Reserve signaled it’s likely to hold interest rates at lofty levels well into next year.
Amazon.com Inc. made a pitch to keep Alexa relevant in the age of generative artificial intelligence, promising a set of features that will make the software more conversational.
BlackRock Inc. and other money managers spent years rolling out sustainable funds, seeking to capitalize on surging interest in ESG investing. Now they’re abandoning an increasing number of those products in the US amid political backlash and investor scrutiny.
Can the economy grow 2.0% to 2.5% faster per year over the next 10 years than the last 30 years? I don't think so.
When Exchange first launched in 2022, it redefined what an advisor-focused conference could look like. Now, Exchange 2024 is just around the corner. The financial services industry prepares to unite at Miami Beach on February 11th-14th.
The European Central Bank is likely at or very near its peak policy rate, but we don’t expect rate cuts in the near term.
What’s inside an ETF really matters. This is an argument I’ve been making for more than a decade. However, with the growth of alternatively weighted index ETFs and actively managed products, this has become even more notable.
Inverted curves (when the gold line goes below the red line meaning that short maturity yields are higher compared to longer maturity yields) have preceded recessions.
The Franklin Templeton Fixed Income team believe that issuers that think critically about the environment in which they operate could outperform throughout the full market cycle compared with those who are slower to adapt.
Whatever stories Americans are told about the strength of the economy under President Joe Biden, they are not going to be persuaded to look past the issue of their own living standards. For most Americans, these have declined somewhat as price increases have outpaced wage growth.
Banks have reemerged as a potential pain point for the investment community, as rating agencies recently embarked on a downgrade cycle in the sector.
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Join the experts at Voya Investment Management and VettaFi for a webcast digging into the opportunities in today’s bond market.
Improve your own and your firm’s productivity by sidestepping these top five hybrid work mistakes.
To widen your audience, deepen client bonds, and carve out a strong market presence, a webinar strategy is your ticket to success.
Industrial securities are unloved by financial advisors. However, it is the backbone of a relatively popular sector ETF and two relatively new thematic ETFs positioned to benefit from transformational changes. Perhaps they want to dive deeper into the fundamentals with us during the VettaFi Equity Symposium on September 21.
Banks are never fans of tougher regulation, but they really don’t like the overhaul of US capital rules proposed at the end of July by the Federal Reserve and other finance authorities. Lenders and their lobbyists have come out fighting.
Consumers might still be benefiting from inflation pressures abating, but the same is no longer true for corporations.
I’m finding it hard to reconcile this.
US five- and 10-year yields rose to the highest levels since 2007 after hotter-than-anticipated inflation data in Canada and rising oil prices added to global concerns about resurgent price pressures.
For financial advisors, an appreciation of these changes fosters more profound empathy with older clients and fine-tunes their strategies.
Investors have had a lot thrown at them this year: more Federal Reserve tightening, a regional banking crisis, and geopolitical turmoil. And yet US stock indexes are on track for a stellar year.
For active managers, the math is stark. Out of thousands of mutual funds, literally only one beat the Nasdaq 100 over the last five, 10 and 15 years. It did so by boiling down stock picks to about two dozen companies and riding almost all of them to gains.
For new investors, the world of finance can appear daunting. But among the sea of investment options, Treasury bonds (often just called “Treasuries”) are a pillar of stability and reliability.
Given the uncertainty over a recession, there are other incremental steps that investors may want to consider instead. These include making adjustments to a portfolio’s market beta and credit exposure.
A return to the Great Moderation Era looks unlikely, which might lead to an increasingly volatile—and somewhat unfamiliar—inflationary, economic, and geopolitical landscape.
In arguably quiet fashion, active managers are performing admirably in 2023. An impressive percentage of active equity and fixed income funds beat their benchmarks in the first half of the year.
Celebrating an exciting milestone: Franklin Income Fund turns 75. Learn more about this flagship strategy and read some fun facts from back in 1948.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will cover two very interesting stocks for your dividend growth investing that have been requested by subscribers to look at.
The term “Bond Vigilantes” is a nostalgic twist on an old-west theme. In the nineteenth century, the American West formed self-appointed groups, or committees, to seize the duties of law enforcement and judicial authority in situations when citizens found law enforcement lacking or inadequate.
The U.S. Census Bureau and the Department of Housing and Urban Development published their August findings for new residential housing starts and building permits. Over the long haul, the two series offer a compelling study of trends in residential real estate. Here is an overlay of the two series since the 1959 inception of the starts and permits data, which was tracked beginning a year later.
As investors consider the complicated environment we live in, building a portfolio requires a robust understanding of market sentiment, volatility, styles, and positioning. Strategies centered around sector rotation that put volatility top of mind or asset allocation strategies that have smart, tactical risk management can help advisors construct a portfolio to meet the moment.
Join a panel of experts from State Street Global Advisors, VettaFi, Horizon Investments, and Main Management for an in-depth webcast.
Managing a portfolio is about more than finding investments that do well – it’s about minimizing expenses as well. Advisors need to leverage tax-efficient investment strategies to help client’s reach their goals.
Your prospects often don’t tell you everything you need to know to assess the depths of their problems, because they can’t articulate the context behind their surface-level description of their issues.
Rather than reacting to financial challenges and opportunities as they arise, local entrepreneurs are embracing new perspectives on change management by preparing for change beforehand.
These days, high-yield US bonds yield just 378 basis points over Treasuries, more than 2 percentage points below the 2022 high and close to the narrowest gap since the Federal Reserve started raising interest rates last year.
Can the Federal Reserve engineer a soft landing, in which it defeats excessive inflation without tipping the US economy into recession? This week, Fed officials will offer important clues as to whether that’s achievable.
Fifty cents on the dollar is a very low price in the world of bonds. In most cases, it signals that investors believe the seller of the debt is in such financial distress that it could default.
Have you ever wondered why your closing ratio on seminar attendees rarely exceeds 40%?
US stocks continued their slog through the end of summer, but the S&P 500 Index just notched a resiliency milestone not seen in five years.
What if we stop thinking of prospects who don’t commit as “tire-kickers,” and instead view them as potential clients we lost?
New residential housing starts plummeted to their slowest pace since 2020 according to the U.S. Census Bureau and the Department of Housing and Urban Development. In August, housing starts dropped to a seasonally adjusted annual rate of 1.283 million, falling short of the forecasted 1.440 million. This marks an 11.3% decrease from July and a 14.8% decline compared to one year ago.
How do you stand out in the crowded inbox and get more email opens?
New residential building permits jumped to their fastest pace in almost a year according to the U.S. Census Bureau and the Department of Housing and Urban Development. In August, building permits reached a seasonally adjusted annual rate of 1.543 million, surpassing the forecasted 1.440 million. This marks a 6.9% increase from July but reflects a 2.7% decrease compared to the same period last year.
There’s an invisible force driving the most popular options trade of the year — one that gives Wall Street pros and day traders alike the power to turn a $1 investment into a $1,000 stock bet.
Now seems like a good time to talk about wrappers and which ones are best for different situations. How do you decide whether to use an ETF, a mutual fund, or something else?
When markets are in a rising tide, all boats (aka stocks) can benefit. When the waters are choppier, active equity selection aims to identify the sounder vessels. Tony DeSpirito reviews five reasons why he believes the new environment is setting up to favor an active approach.
The FOMC will make some close calls and tough decisions.
Confidence is returning to the bond markets and one sign is corporations’ willingness to start taking on debt again with new issuance.
Markets are convinced that the Federal Reserve (Fed) is going to pause its interest rate campaign after it finalizes its Federal Open Market Committee (FOMC) meeting on Wednesday, September 20.