The summary of economic projections and “dot plot” that reveals where members of the Federal Open Market Committee (FOMC) expect the economy and rates to go in coming years will be interesting given the recent slowdown in job growth and relatively little upward pressure on inflation.
Although the Fed does focus on its dual mandate of employment and inflation, there is no question that the primary focus right now is on the employment side of the equation, especially given the recent stalling out in new job creation.
As expected, the Federal Reserve cut its short-term interest rate, citing concerns about slowing job growth. Where Fed policy goes from here is less clear.
Apollo Global Management Inc. is set to use a rare structure to raise $10 billion from insurers, people with knowledge of the matter said, in the latest illustration of the increasing ties between private capital and annuity providers.
This symposium brings the brightest minds in the ETF and mutual fund industry together for panel discussions spanning nine critical fixed income topics.
The first and largest MLP ETF hit a key anniversary. Learn why this ETF stands out in a crowded market.
Nvidia Corp. agreed to invest $5 billion in Intel Corp. and said the two will co-develop chips for PCs and data centers, a surprise move to help prop up an ailing archrival that sent Intel shares soaring.
Artificial intelligence is poised to revolutionize healthcare. Its headline-grabbing potential in drug discovery is still years from materializing. However, its impact is already tangible in diagnostics and treatment selection. Leading this immediate charge is Tempus AI, a company focused on structuring the complex data needed to make personalized patient care a reality.
The U.S. Federal Reserve today implemented an interest rate cut of 25 basis points. The question remains: Just how aggressive will they be the rest of the year and beyond? That may cause anxiety for fixed income investors who have long been accustomed to higher yields in an environment of persistent, sticky inflation.
EQT AB is considering a US initial public offering of waste management firm Reworld that could raise $1 billion or more, according to people familiar with the matter.
Wall Street took profits in high flying technology stocks on Wednesday, rotating into cheaper corners of the market after the Federal Reserve delivered a widely expected interest rate cut under what Chair Jerome Powell described as an “unusual” situation of emerging labor-market weakness while inflation remains elevated.
The world’s largest publicly listed hedge fund is breaking ranks with tradition — and stepping into the ETF arena under its own name.
Over the last decade many of those advantages have been eroded. Pounding the pavement, smiling and dialing were no longer necessary. Because those hard-earned insights were being emailed, tweeted, livestreamed, YouTubed, podcasted and more.
For as long as I can remember, institutional investors have been hailed the “smart money” and retail investors derided as rubes.
In our last discussion, we spent some time reviewing the use of tariffs in the 19th century. Since contemporary discussions of tariffs usually begin and end with the Smoot-Hawley Tariff Act of 1930, there is a tendency to view tariffs myopically through the lens of the Great Depression.
The S&P 500 is often recommended as the default choice for individual investors. While it has delivered strong long-term results, today’s valuations and concentration raise important questions about whether it suits every investor’s goals.
One question we’ve been fielding quite a bit of late is what do you think the Treasury (UST) yield curve will do?
In recent years, pension funded status has markedly improved, with average funded ratios surpassing 100%.
Cuts are in store, but decisions will be weighed carefully.
GMO has posted a new 7-Year asset class forecast as of August 31, 2025.
Companies with dependable growth profiles might be just what equity portfolios need in turbulent times.
Cinthia Murphy, Investment Strategist at VettaFi, recaps the ETF landscape so far in 2025 and shares her outlook for the rest of the year. Daniel Noonan, Executive V.P. and Head of the Wealth Management Consulting Group at Cohen & Steers, discusses the firm’s entry into the ETF space, the growing momentum behind active management, and ETF strategies focused on real assets and alternative income.
The path ahead for the Fed remains complicated as it balances the need to support a softening labor market without stoking inflation. This video highlights the major economic news from the week of September 8th - 12th.
Last week's economic data presented a challenging picture for the U.S. economy with key inflation reports delivering conflicting signals and a timely labor market indicator added to the narrative of a softening labor market. Read through the major economic news from the week of September 8th - 12th.
With a few exceptions, the price of bitcoin has mostly stayed above the $100k marker throughout the summer. Better yet, the cryptocurrency’s price has continued to hit all-time highs as the summer has progressed.
The median US income in 2024 was $83,730, up from $22,420 in 1984 — a 274% rise over the 40-year time frame. However, if we adjust for inflation chained in 2024 dollars, the 1984 median is $60.420 and the increase drops to 39%.
What a year it’s been for gold investing! As we approach the end of the third quarter, gold prices are up nearly 40% year-to-date, triggering upward forecast revisions by big firms, and attracting investor dollars on its way up.
A robust continuity plan is also a growth opportunity. It provides a clear pathway for next-gen advisors and potential third-party successors, who might support your practice now with the possibility of a full acquisition later. It turns a potential disruption into a strategic advantage.
Other than showing him how this impacts you, there really isn’t a lot you can do. If this impacts you so much you are finding it hard to trust your advisor, it might be time to consider whether this is the right place for you over the longer term.
Our commentary on household income distribution offers some fascinating insights into average U.S. household incomes, but misses the implications of age for income. In this update, we examine household income with a focus on age bracket.
A stablecoin bidding war on one of crypto’s fastest-growing platforms is offering a preview of the industry’s next phase — and who might control it.
A blistering rally in Chinese technology shares accelerated on Wednesday as renewed bets on artificial intelligence sent a key gauge to the highest in nearly four years.
Gold dipped from Tuesday’s record as most asset classes saw muted moves ahead of the Federal Reserve interest-rate decision later today.
Bloomberg’s gauge of the dollar approached its lowest level since March 2022 ahead of the Federal Reserve decision, where policymakers are expected to resume cutting interest rates to prop up a weakening labor market.
Federal Reserve officials are expected to backstop a faltering US labor market by lowering interest rates Wednesday, marking a shift after worries about tariff-induced inflation kept them on hold all year.
Customization can significantly impact after-tax yield. Explore powerful tools for tailoring investment strategies to meet unique client objectives.
Mortgage bond reinvestment could be the Federal Reserve’s most effective and immediate tool to unlock the housing market – without even touching interest rates.
The Census Bureau recently released its annual report on household income data for 2024. The mean (average) household income for the middle quintile rose 4.5% to $84,390. Let's take a closer look at the quintile averages, which date back to 1967, along with the statistics for the top 5%.
According to our IPO data, licensed from IPOScoop, six companies IPO’d last week, kicking off with the long-awaited debut from Swedish payments company Klarna (KLAR) on Wednesday.
Global bond markets have sold off recently due to uncertainty surrounding key political changes most notably in France and Japan.
Nick Goetze discusses fixed income market conditions and offers insight for bond investors.
The late-summer calm in financial markets shows an undercurrent of optimism. Stocks have been on a tear, with the S&P 500 rebounding strongly to notch roughly 18% gains for the year, while overseas equities are up even more.
Greater mega-cap stock exposure carries significant upside risks, but concentration can also work against investors—helping make the case for diversification in portfolios.
The U.S. economy in late 2025 presents a complex but increasingly coherent picture. Labor market dynamics, trade policy uncertainty, and evolving monetary conditions are each contributing to a recalibration of the economic landscape.
In a year that has seen foreign equities ETFs stand out so strongly, emerging markets may be somewhat underrated. Broad, global equities strategies — especially those that exclude U.S. firms — have done very well as investors have looked abroad to diversify.
Treasuries have powered into first place among major sovereign bond markets this year as the prospect of a new round of Federal Reserve interest-rate cuts overturns widely held bearish views on US debt.
US equities powered to fresh highs on Monday at the start of a high-stakes week for financial markets, with the Federal Reserve largely expected to resume its interest-rate cutting.
Once again, the president is questioning what purpose is served by publicly traded companies issuing quarterly earnings reports. Not only did Donald Trump raise this issue back in 2018 — so did Barack Obama in 2015.
Wall Street traders gearing up for the Federal Reserve decision refrained from making big bets as they awaited clues on the path of rates that will shape the outlook for markets over the next few months.
