US manufacturing may now be at its most vulnerable after decades of ceding crucial mining and production activities to China in the pursuit of low costs and higher company profits, and robust government support will be needed to narrow the time for securing the manufacturing supply chain.
CIO Sean Taylor assesses a strong quarter for emerging markets which was driven by returns in North Asia and Latin America, and AI-related themes.
VettaFi’s Head of Research Todd Rosenbluth discussed the Vanguard Emerging Markets Ex China ETF (VEXC) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
The Vanguard Retirement Outlook broke down exactly how retirement-ready the American workforce is, on a generational basis.
Aakash Doshi, Global Head of Gold Strategy at State Street Investment Management, delves into the key drivers behind record-high gold prices and unprecedented inflows into gold ETFs. Todd Rosenbluth, Head of Research at VettaFi, discusses the firm’s rapidly expanding indexing business and shares his perspective on the role of thematic ETFs in today’s portfolios.
Join Alger and VettaFi for a free webcast with Dr. Ankur Crawford, Executive Vice President and Portfolio Manager at Alger, alongside Todd Rosenbluth, Head of Research at VettaFi. Together, they’ll explore the future of innovation and what AI means for equity portfolios.
The Fed may be chasing economic balance with its tiny nudges. Our wisest course is to find our own personal financial balance within the context of the larger economy. We can build it one grounded financial decision at a time.
A lot of people are watching this meteoric US stock market with amazement as it shakes off one worry after another – slowing labor market, sagging consumer sentiment, continuing trade uncertainty, geopolitical tensions and now a US government shutdown – on its way to new record highs.
Independent advisors have the ability to put their clients’ needs first, which is known as the independent advantage. Understanding the difference between captive financial advisors and independent financial advisors is also key to helping you pick the best advisor for you.
China’s sweeping new restrictions on rare earth exports mark its first major effort to police the global flow of critical minerals it dominates, using the same playbook that allows the US to wield power far beyond its shores.
The fastest way to embed yourself locally is a series of small, consistent actions that compound over time. Here are seven micro-moves we’ve used to position ourselves as the go-to financial planner.
Join the experts at T. Rowe Price for a product due diligence session covering their suite of fixed income ETFs.
September proved to be a powerful month for ETF flows, even as investors faced elevated long-end volatility, concerns about fiscal deficits, and a shifting macroeconomic backdrop. Rather than retreat from markets, investors leaned into opportunity, particularly in fixed income.
JPMorgan Chase & Co. vowed to funnel $1.5 trillion into industries that bolster US economic security and resiliency over the next 10 years — an initiative that will invest billions of dollars in companies and hire bankers and other professionals
If you do not communicate with your prospect in their unique thinking mode, they will not become your client. If you can keep rapport high by matching their buying mode, you will double your business.
BlackRock Inc. pulled in $205 billion of client money in the third quarter as the world’s largest fund manager expanded its footprint in private credit and alternative assets.
Wall Street strategists have a warning for dip buyers tempted by Friday’s rout in US stocks: There could be more pain ahead, even as China and the United States are signaling openness to trade talks.
Over the next decade, the US economy will face two big challenges: higher interest rates and AI-generated disruption. Each invites the same solution: policies to keep rates below their market level.
Tech and its derivatives have led returns thus far. After hefty multiple expansion, earnings will need to take the driver’s seat.
On a recent episode of the Money Metals podcast, host Mike Maharrey interviewed Brien Lundin. Brien Lundin is the CEO of Jefferson Financial, publisher of Gold Newsletter, and organizer of the New Orleans Investment Conference.
Trump’s threat to impose 100% tariffs roiled markets Friday, and clearly, if implemented, would send stocks much lower. But this may also be the last salvo before a final deal is worked out.
With the U.S. government shut down, the Labor Department was unable to release the monthly employment report on October 3. You could almost sense the economics community experiencing a kind of withdrawal, not sure of how to cope with the deprivation of data.
Over the past two and one-half decades the federal government has buried taxpayers under a mountain of debt, now approaching $38 trillion.
Earnings season kicks into high gear this week, with the big banks unofficially firing the starting gun on Tuesday.
After joining the World Trade Organization (WTO) in 2001, China’s trade with Latin America grew an average of 31% a year for approximately the next decade. In 2024, bilateral trade between the two regions hit $518 billion, overtaking the U.S. as South America’s top trading partner.
While energy policy in the US tends to be polarizing, nuclear energy enjoys broad support from both sides of the aisle. Republicans are drawn to nuclear’s energy security and reliability.
The latest moves by European companies to list in the US are more radical than meets the eye. AstraZeneca Plc and TotalEnergies SE want to upgrade their existing US equity offering to stock from from quasi stock — a well-trodden path. But as ever, the devil is in the detail.
There's a base layer that underpins technological buildouts for disruptive technology — the need for natural resources.
Corporate bond routs from Sao Paulo to Istanbul are signaling to investors that the standout run in emerging markets may be starting to show some cracks.
Oracle Corp. will get a chance this week to reassure investors that a rally, which has added roughly $400 billion in market value this year, is on a stable footing.
Following Friday’s selloff amid the resurgence of tariff threats on China, I asked ChatGPT a simple question: ”How to Stay Calm In The Stock Market?” In this week’s post, I thought it would be helpful to review ChatGPT’s advice and discuss it in more detail.
Modern economies are built on ideas, innovation, and intangible assets, but they still run on inputs you can’t digitize away. Labor, energy, materials, water, and capital are the physical and financial infrastructure that supports growth, drives margins, and defines which business models can actually scale.
OpenAI signed a multiyear agreement with Broadcom Inc. to collaborate on custom chips and networking equipment, marking the latest step in the startup’s ambitious plan to add computing infrastructure. Broadcom shares jumped.
Today we’ll go through the steps central banks typically follow through the debt cycle. Then we’ll contrast them with what central banks could do that might actually work.
President Trump again proposed that companies be required to report twice a year rather than every quarter. What are some pros and cons, and how would it affect investors?
As we write this, the market’s reaction to the government shutdown in the U.S. has been little more than a shoulder shrug. That would seem a rational response, particularly if this shutdown is short-lived.
The combined effects of declining capacity utilization in the United States and globally, the inherently deflationary power of artificial intelligence (AI), the Federal Reserve’s deliberate monetary restraint, and the liquidity-draining impact of tariffs will serve to impede economic growth and decrease inflation through 2025 and beyond.
These days, advisors and their clients are directly marketed private credit through interval funds and tender-offer structures. This change raises an important question: What should you say to a client who asks about these products?
Polymarket is a rational system, with efficiency, security and incentives designed into the platform. But it may still see unanticipated problems.
It's odd to consider, but a recession could flip our bullish outlook on bonds to bearish. It's unusual because typically, inflation drops during a recession, leading to lower yields and higher bond prices. However, we believe that if an economic downturn or recession occurs soon, the immediate effect on bonds will be favorable.
Private equity secondaries transactions likely will surge to a record in 2025. Learn what’s driving institutional investors to use them.
Something changed this year. This year, diversification beyond U.S. stocks has added value, as can be seen in the performances of portfolios.
On this week’s edition of Market Week in Review, Global Chief Investment Strategist Paul Eitelman assessed the health of the U.S. economy amid the ongoing government shutdown.
This year several new funds have debuted, each designed to meet the changing needs of today’s diversified portfolios.
As the Fall gets into gear, more and more investors and advisors will be considering their end of year tax bills. While markets saw plenty of uncertainty and upheaval so far in 2025, many will be facing significant tax implications on their gains.
Often pitted against each other, gold and Bitcoin are both benefiting from the effects of the current “debasement trade.” In turn, this creates investment opportunities to capture upside in ETFs that offer exposure to cryptocurrencies.
NVIDIA’s $100 billion partnership with OpenAI signals a paradigm shift, as demand for AI compute infrastructure surges beyond even the boldest forecasts.
Already off to a fine start due in part to the government shutdown headlines, bitcoin and BRRR could be in style this month and over the course of the fourth quarter with the help of favorable seasonality.
The fourth quarter is typically – seasonally – positive for U.S. equities. An ongoing government shutdown is not a strong backdrop for markets, but major indices remain close to record highs, waiting for new data for direction. It looks like a good time to be cautiously optimistic, or to get a little defensive, maybe add a little gold, and steer clear of highly valued stocks.
From technology firms to translators, the world has not faced up to the consequences of artificial intelligence wiping out swathes of jobs, according to one of AI’s biggest cheerleaders in finance.
