EQT AB will return $5.4 billion to investors this week after completing the sale of a stake in Nord Anglia Education Ltd., marking one of the most profitable recent private equity exits in Asia, people familiar with the matter said.
After years of poor decision-making, the federal government’s $1.64 trillion student loan program is in critical condition. Congress needs to stanch the bleeding — and give serious thought to overhauling this flawed system for the longer term.
On the predictable side, the Fed kept policy rates in a range of 4.25%-4.5%, and the rate-setting committee pledged to slow the pace at which it’s allowing securities to roll off its balance sheet.
Human stupidity is the one thing you can rely on in financial markets. I recently read a great piece by Joe Wiggins at Behavioral Investment, which discusses why “Investing is hard.”
In the understatement of 2025 thus far, the headlines emanating from Washington, D.C., have been fast and furious. Whether they be tariff-related, involving federal government cuts or geopolitical in nature, there has been a headline for many facets that investors could think of.
European equities have started 2025 on a positive note. Several factors could help support the market overcome challenging conditions.
GMO has posted a new 7-Year asset class forecast as of February 28, 2025.
Receiving an unexpected gift or inheritance is something that people may dream about. Our Bill Cass discusses some key considerations if that dream becomes reality and you do receive a financial windfall.
A creative look at the parallels between March Madness and the bond market.
On March 11, Russell Investments hosted a webinar examining the challenges and opportunities presented by alternative diversifiers, including strategies for incorporating these solutions into portfolios.
Since our last update of our ‘Three Tactical Rules’ on February 4, equity markets have been under pressure as the S&P 500 has retraced more than 23% of the rally that started October 2023.
In this week’s edition, we shift our focus to another critical segment of the ABS market: those tied to consumer loans, such as credit cards and auto loans.
Most growth-focused advisors crave the next big marketing tactic, content platform, event idea, or growth “hack.” But after a decade of consulting RIAs on organic growth, I’ve seen firsthand that the biggest barriers to success aren’t what most people expect.
Microsoft Corp., the biggest backer of Sam Altman’s OpenAI, and BlackRock Inc., which has an executive on the artificial intelligence startup’s board, are joining forces with one of its chief rivals.
Private equity firms are called that because they own stakes in the companies they buy. Today, this assumption is looking ever more outdated.
Cathie Wood’s Ark Investment Management LLC is cutting its stake in Meta Platforms Inc. for the first time in around a year, the latest sign of a downturn in fortunes for big US tech stocks.
Bond investors will look for Federal Reserve Chair Jerome Powell to hit just the right notes in his Wednesday remarks to keep up the momentum behind a rally in the $29 trillion Treasury market.
The Trump administration isn’t satisfied with the mayhem it has already inflicted on global trade and investment.
Customization is an integral part of direct indexing. The technology behind it can make or break the experience for clients and advisors alike. We dive into the features and functions that make the best tools.
As of the end of trading on Thursday, March 13, the S&P 500 closed down 10 percent from its all-time high, marking an official correction. It was the first correction since October 2023—17 months ago.
The Defined Outcome investment landscape is rapidly evolving, offering new opportunities for managing risk and return with greater precision.
One of the textbook drivers of alpha is an information edge. Having more information, advanced ways to use that information, and the ability to react to it before anyone else has been a massive advantage throughout the history of markets.
A time-honored belief holds that inflation is bad for stocks, but recent developments may be challenging this view.
The U.S. housing market has been a critical factor in the broader economic landscape, and its trends have profound implications.
Although annuities can offer a guaranteed income stream in retirement, they come with significant risks and complexities. It's essential to thoroughly understand these products and consider whether they align with your financial goals and risk tolerance.
Banks needed the right version of Donald Trump to justify their high-flying stock prices. They got the wrong one. The US president’s chaotic and aggressive performance during his first few weeks in the White House has shocked companies, put investment plans and deals on hold and threatens to drag the economy into recession.
Google parent Alphabet Inc. agreed to acquire cybersecurity firm Wiz Inc. for $32 billion in cash, reaching a deal less than a year after initial negotiations fell apart because the cloud-computing startup wanted to stay independent.
For years, Federal Reserve meetings have been the main event on Wall Street as the central bank fought to contain runaway inflation.
US investment firms are rushing to grab a greater chunk of Europe’s market for active exchange-traded funds, an industry projected to grow to $1 trillion in assets over the coming years.
I often encounter individuals struggling with financial stress – whether it's saving for retirement, building an emergency fund, or paying down debt. To better understand these concerns, Barnum conducted a comprehensive study on the financial wellness of working Americans.
The wealth industry could be headed into an era of accelerated innovation, as advisory firms shift from zero to full speed ahead with artificial intelligence.
Last week’s economic data was plagued by uncertainty. A brief respite in inflation pressures was overshadowed by sentiment concerns.
With market uncertainty abound in today's macro and geopolitical climate, Berkshire Hathaway hasn't been immune to the volatility.
Policies to support mainstream crypto adoption are underway.
The recent sell-off has certainly sparked concerns with investors but the NYSE advance-decline line is an important technical measure to watch. However, what is it, and why does it matter?
The economy stands upon the edge of a knife as gold hits new highs. Plus, we review our predictions for gold and silver last year and provide our price predictions for 2025.
One of the biggest challenges investors face today is navigating the most concentrated U.S. stock market in history, where the largest stocks represent a record share of total market value.
No matter how conversant one is with global security issues, it’s hard to fully grasp what that abyss would look like; Jacobsen accomplishes this formidable task by spending more than a decade with the dramatis personae in the history of nuclear weaponry.
Industry luminary Tom Lydon provides his unique perspective on the current ETF landscape. VettaFi’s Cinthia Murphy highlights five ETF categories that might benefit from the recent market turmoil.
VettaFi’s Head of Research Todd Rosenbluth discussed the Vanguard 0-3 Month Treasury Bill ETF (VBIL) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”
Digital tokenization of assets, made possible by the crypto-blockchain construct, can boost efficiency in the capital markets, thus greasing the wheels that drive the economy.
Gen Z is right to have negative feelings about the economy. Not only were its oldest members entering the workforce as the pandemic struck, but those in their early to mid-20s are also now bearing the brunt of a labor market that’s largely been frozen in place for the past two years.
The tendency of stocks to produce all their gains at night, when markets are closed, and systematically lose money during the daylight hours, has baffled researchers for four decades and potentially put retail investors at a disadvantage.
When breakthroughs occur, researchers get the lion’s share of the credit. But they owe a big debt of gratitude to those who collect and organize the data with which insight is manufactured.
Understanding actual inflation – instead of what the media’s narrative tells you it should be – is critical to your investment planning. It is one thing for a pundit to say this or that, but it is another to look at the actual data for yourself.
Recent economic data has been all over the map. Consumer confidence sank this month to the lowest level since November 2022, yet the labor market remains strong, with historically low unemployment and rising wages.
One thing we have seen underscored in 2025 is that the bond market can change its mind very quickly, particularly as it relates to policy emanating from Washington, D.C. Following President Trump’s election win, the dominant theme in the U.S. Treasury (UST) arena was that his Administration’s policies would lead to higher budget deficits, increasing UST supply and, ultimately, higher rates for maturities like the 10-Year yield.
During the onset of the COVID crisis, I made a note to myself to write an update in five years to discuss what happened to the markets since that trying period of time. This week, I received a task alert in Salesforce reminding me to write that update.
News headlines this week have been dominated by recession fears in the U.S., with the S&P 500 and the Magnificent 7 shedding value. Yet, amid this rising uncertainty, a positive story is emerging—the performance of European markets.
Cinthia Murphy, TMX VettaFi Investment Strategist interviews retirement expert and author of "Your Best Financial Life," Anne Lester. Anne will be hosting "Retirement: Communicating with (B)oomers to Gen(Z)," an engaging and exciting workshop at the Exchange conference in Las Vegas.
