Join Tema ETFs CEO Maurits Pot to discuss how to better manage S&P 500 concentration, which is at 50-year high levels.
It’s never too soon for advisors to start honing in on their area of expertise and figuring out their ideal client.
There are many ways to describe the strong performance in large cap US stock prices this year. You could simply call it a bull market, with the S&P 500 total return index up 31.2% since its low in early April and up 11.5% year-to-date.
The question isn't whether mobile compliance can be efficient and effective. The benchmark study proves it can. The question is whether more firms will join the 25% that have figured it out or continue subsidizing the inefficiency tax that's bleeding talent, budget, and regulatory confidence.
Over the past several years we’ve watched the S&P 500’s performance become increasingly tethered to a handful of Mega-cap technology companies.
Given the economic uncertainties around trade policies and their impact on the markets, might this be a good time to add more real estate to your investment portfolio?
It’s a potential prize fight for the ages: US “energy dominance” versus the Power of Siberia.
The U.S. economy has thus far avoided recession, yet growth has decelerated and economic risks persist.
Our biggest concern today is that if the labor market is as weak today as the numbers are showing, what will happen when all the federal government workers start dropping out of the employment numbers at the end of the fiscal year and during the next several quarters.
US job growth was far less robust in the year through March than previously reported, adding to mounting pressure on the Federal Reserve to lower interest rates.
When all the top tech companies seem to moving in a pack toward artificial intelligence, Apple Inc. has stood startlingly apart.
The U.S. market has outperformed the rest of the world over the past decade but may fade, making international equities—a timely and overlooked opportunity.
On this week’s edition of Market Week in Review, Global Chief Investment Strategist Paul Eitelman discussed new records for the U.S. stock market as well as the resilience of the American economy. He also covered bond-market volatility in Japan, France and the UK.
The market got exactly what it needed last week: confirmation that the economy is slowing—not collapsing—and that the Federal Reserve has the green light to start cutting rates. Payroll gains softened, manufacturing remains weak, and broader job slack is showing up with U-6 underemployment rising to 8.1%.
Nasdaq Inc. is asking regulators to let investors trade tokenized versions of stocks on its exchange, a move that could mark the first big test of blockchain technology inside the core of America’s equity markets.
Buy-now-pay-later firm Klarna Group Plc is among a string of companies bringing US public stock offerings in what looks like an extremely busy September for investment bankers.
Looking back over the past 20 years, airline equities have tended to outperform in the final three months of the year, with the NYSE Arca Global Airlines Index gaining over 3% on average in October; this is followed by an even stronger showing in November and a 3% increase in December on average.
Emerging-market currencies and stocks rose as expectations of an imminent US monetary policy easing pushed the dollar lower and strengthened investor appetite for riskier assets.
Over the past twenty years, in spite of incredible new technologies, US real GDP growth has averaged just 2.0% at an annual rate. By contrast, in the twenty years prior to the most recent twenty – from the mid-1980s thru the mid-2000s – real GDP grew at a 3.2% annual rate.
Bond investors may need to look elsewhere to supplant income lost from falling yields — they may want to try heading overseas. It's not just a weaker dollar that's been diverting attention to international bonds, but U.S. debt itself.
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research, Todd Rosenbluth, discusses the JPMorgan U.S. Tech Leaders ETF (JTEK) with Chuck Jaffe of Money Life. The pair discusses several topics related to the fund to give investors a deeper understanding of the ETF.
A market-wide boom of private equity investment is turning small, local residential service providers into big business. From the outside, it's been easy to miss.
I am a retail advisor and an investment writer, and I have built and managed public funds. Therefore, I see this from multiple angles. But the only angle that matters is that of the retail investor. Let’s evaluate private markets based on liquidity, returns, transparency, and measurement standards.
The Federal Reserve may cut rates a couple of times by year-end, but the pace and magnitude of easing in 2026 is unclear. There are still some roadblocks to lower bond yields.
The failures aren’t isolated miscalculations but the predictable result of a flawed framework that policymakers have clung to for decades. Keynesian economics didn’t just “get it wrong” in 2025, but has repeatedly failed to deliver on its promises for over forty years. And the consequences are becoming impossible to ignore.
Based on valuations, there's no denying we're in a bubble. That's noteworthy by itself, but it doesn’t tell us what will happen next. I will explain why selling now might not be the best move.
The U.S. labor market continued to show signs of cooling, with all major labor indicators pointing to a softening trend and a weak hiring environment.
Is President Trump correct in his assertion that interest rates need to come down? Let’s look at the 99-year history of capital market returns spanning 1926–2024 as our
Ever since the birth of Bitcoin in 2009, China has tightened the screws on cryptocurrencies with unfailing regularity: once every four years, in fact. In the coming months, however, the People’s Republic could signal a change in its stance, and the world of money will have to take notice.
Treasuries edged higher, extending Friday’s gains, as investors shifted their focus to key readings on inflation due later this week.
Investors expecting Apple Inc.’s biggest product event of the year to serve as the next catalyst for its recently-revived stock are likely to come away disappointed.
BlackRock Inc. is exploring ways to attract more capital to emerging markets, where efforts to finance the transition to a low-carbon economy have so far been slowed by perceptions of risk.
Cryptocurrency asset manager CoinShares International Ltd. has agreed to go public in the US through a combination with blank-check company Vine Hill Capital Investment Corp.
The average household feels inflation as rising living costs, of which shelter is usually the largest. This will be today’s primary topic. What is going on with housing costs, and is there any hope for relief?
Discover how the One Big Beautiful Bill Act (OBBBA) may impact the municipal bond market, and find out which institutions are better positioned to overcome the sweeping policy reforms.
Higher gold prices have put a damper on central bank gold buying, but the World Gold Council still categorized August purchases as “firm.”
Franklin Templeton Emerging Markets Equity discusses recent developments in emerging markets, specifically examining the impact of tariffs on Indian exports, the resurgence of Chinese equities and potential US Federal Reserve interest-rate cuts that could benefit emerging markets.
Advisors and investors find themselves inundated with decisions and choices when investing in the crypto economy. Between deciding what cryptocurrency to invest in (bitcoin, ether, tether, solana, etc.) and how to gain exposure (direct exposure, indirect exposure, via an ETF), fitting crypto into a portfolio can be a complicated affair.
August brought with it a slowing in ETF launches from the summer spree, while inflows continued as investors increasingly bought into bonds.
With an interest rate cut looming this month, investors may be looking at their available options. For many, their passive bond funds have done well, but may not be well-positioned for one or potentially multiple cuts.
Packing for a child heading off to college? Don’t forget the legal documents.
Investors betting that a torrid rally in gold miners has room to run face a test of their conviction as the US government gets set to deliver jobs data from August.
Independent central banks are a relatively recent concept.
If you want a glimpse of a changing global order, go to Singapore. That’s what I did last month, when I served as the S. Rajaratnam Professor of Strategic Studies at the Rajaratnam School of International Studies and met extensively with leading thinkers and government officials.
Is China’s artificial intelligence sector finally taking the plunge and shifting away from Nvidia Corp. in favor of homegrown chips?
Much of the data we see today indicates the economy is fine. Stocks continue making new highs. Consumer spending is shattering records. Unemployment rates remain low. Yet a single anecdote can dispel the illusion that everything is truly fine for the average American.
Unlike Donald Trump, Chinese President Xi Jinping is not known for caring about stock-market returns.
The Dutch have long been famous — at least to pension nerds like me — for their retirement system, which is well-funded and well-managed. Now that reputation is in jeopardy: As it turns out, providing generous, guaranteed pensi
Goldman Sachs Group Inc. is making one of the biggest pushes into Middle Eastern private credit yet, betting that a growing need for non-bank lending in the region will open the door for a slew of deals for its clients.
Count stocks from China among this year’s international standouts. Widely observed gauges of equities in the world’s second-largest economy are outpacing both the S&P 500 and the MSCI Emerging Markets Index by comfortable margins since the start of this year.
