The financial world is replete with terms and definitions, many of which overlap in concept or application. Perhaps I can simplify a familiar concept for most investors who strive to grow and preserve their wealth.
There has not been a fundamental innovation in broad-market cap-weighted indexing in decades. Until now. With the Research Affiliates Cap-Weighted Index (RACWI), we introduce a fresh approach designed to fix a costly but little-known “bug” in cap-weighted indexing.
Earnings expectations for the Magnificent Seven (or Mag Seven) mega-caps remain optimistic, but profits may face pressure as spending rises. Equity investors should carefully evaluate each of the mega-caps while searching across other sectors for solid sources of profitable growth.
Markets cheered an imminent Fed rate cut, with small caps outpacing the S&P 500, but rising unemployment, sticky inflation, and slowing job growth point to stagflation risks. Advisors face a market both buoyed by near-term catalysts and shadowed by longer-term vulnerabilities.
Making the case for potential rate cuts in his recent speech at Jackson Hole, Fed Chair Powell noted that policy is presently in restrictive territory.
This summer has been a big one for digital assets in the U.S., with major policy steps moving forward in Washington. The White House has been clear that the goal is to strengthen American leadership in digital financial technology, and the bills and executive actions we've seen over the past two months all fit under that theme.
Although the relationship between fundamental returns and total returns after a decade is solid, valuations do matter – their impact is evident in the vertical distance between each stock observation and the diagonal line on the chart.
Markets are hoping for a “Goldilocks” outcome: tariffs that don’t hurt margins, inflation under control, and just enough labor softness to justify rate cuts. It’s an appealing story, but history suggests this mix is rare, and chasing it could set investors up for disappointment.
Private equities are a growing and increasingly significant part of the investing landscape.
DoubleLine CEO/CIO Jeffrey Gundlach, widely known in the capital markets as the "Bond King," spoke at a Total Return Webcast.
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. Read through the major economic news from the week of September 2nd - 5th.
Join the experts at T. Rowe Price for an educational webcast exploring the border forces at work in the global fixed income market.
My experience, while difficult, has given me a valuable perspective on how financial advisors can best serve clients who are caregivers — and ensure they are taking care of their own needs if they’re caregivers themselves.
In today's rapidly evolving financial landscape, new and young financial advisors face both tremendous opportunities and significant challenges. This guide outlines the core strategies that new advisors should prioritize to build successful practices and thrive in this competitive environment.
In this article, I’ll share three mistakes advisors make when it comes to the intersection of early retirement and health insurance, and what to do instead.
Investors are leaning into bullish bets on US Treasuries ahead of this week’s inflation report, as a recent run of softer-than-expected data opens the door for the Federal Reserve to cut interest rates in September and further ease monetary policy in the months ahead.
Global asset managers from KKR & Co. to Blackstone Inc. are ramping up investments in India and elevating locally-based executives to key regional roles, underscoring the nation’s rise in Asia’s private equity landscape.
Oracle Corp. is set to vault past stocks such as JPMorgan Chase & Co. to become the 10th most valuable member of the S&P 500, after a blowout cloud business forecast sent its shares soaring.
Whenever there is change, the more people there are who have a voice and are able to understand the reasons for the changes, the more people there are who can be culture carriers to share with others in your firm. This can improve your chances of your team wanting to help make the changes work rather than resist what you are doing.
Market uncertainty continues to linger in the back of fixed income investors’ minds. But that can force much-needed recalibration of portfolios as tariffs and rate cuts loom. A compelling option to consider: corporate bonds.
How should investors think about integrating private credit into their portfolios?
Progress on reducing fiscal deficits has stalled in some large economies around the world. Should investors be worried?
LPL Research sees bull market strength as stocks follow recovery trends, with AI growth, Fed cuts, and economic resilience driving upside.
Gold, digital gold (blockchain-backed gold), and critical minerals are drawing interest as money supply grows and certain resources become scarcer.
The rise of private markets has brought new attention to private investment grade (IG) credit, which can offer investors a premium over public IG for giving borrowers customized terms – though that premium comes with certain risks.
As summer fades and the first hints of fall appear, football fans have reason to celebrate – the new season officially kicked off last night. But while excitement builds on the field, the equity market may be losing steam.
Markets naturally see through the lens of businesses. When tech stocks took a dive last month on concerns of an “AI winter,” investors were egged on by a study showing 95% of corporate AI pilot programs failed to deliver any gains in productivity or profit, making all this expensive AI start to look a little useless.
The U.S. dollar is experiencing a rare volatility squeeze, indicating that a major move is near. While the most likely direction is downward, any move will have a big impact on precious metals.
Surface-level diversification is no longer enough in a market increasingly driven by passive flows and dominated by a few mega-cap names. Owning multiple funds or asset classes does not guarantee protection if the underlying exposures overlap. Investors must go deeper and look beyond labels and into the actual drivers of risk and return.
Healthcare has been the worst-performing sector in the S&P 500 so far this year.
Ben Fulton, CEO of WEBs Investments, highlights the firm’s suite of Defined Volatility ETFs, which dynamically adjust equity market exposure based on real-time market volatility. Arthur Nowak, Client Portfolio Manager at Alger, discusses the firm’s high-conviction approach to investing in innovation and growth – including the Alger AI Enablers & Adopters ETF (ALAI).
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.
