Large Cap Growth

Andrew Leigh is a very good storyteller, making “How Economics Explains the World” an easy and fun read. In the hands of someone unfamiliar with basic economic reasoning, it might lead them to pursue economics further. Even if you’re farther along in your economic education, we almost always benefit from relearning things we already know, but in a new light.

No matter what form of compensation you take, it is impossible to eliminate “conflicts” to the extent assumed by the proponents of a new fiduciary standard.

Bitcoin advanced to the highest level since early March, fueling optimism that the biggest digital token is finally breaking free of a longstanding tendency to move in tandem with US tech stocks.

Tesla Inc. investors reeling from one of the stock’s worst-ever quarters are once again looking for Elon Musk to inject excitement back into the firm when it reports results Tuesday, as profits slip and the much-awaited debut of a self-driving car remains months away.

If the US slides into recession, banks will be ready – at least according to commentary on their earnings calls last week.

A global trade war can’t possibly be good news for a city-state whose exports and imports add up to more than 300% of its gross domestic product. Yet there are good reasons to believe that real estate in Singapore may offer a sanctuary to investors fleeing extreme anxiety.

In general, European countries have infused so much socialism and regulation into their economies that their economic growth has lagged behind the U.S. As a result, their GDP per capita is a third lower than in the U.S.

These are scary times. No surprise, the typical advice is to stay the course — that it will all work out fine — but those near retirement should take heed.

As we have learned repeatedly, the Fed will take extensive emergency measures if it perceives liquidity problems. Even above their congressional mandated objective of managing employment and prices, the Fed's top priority is preserving the banks.

Wall Street is already looking past what’s expected to be Corporate America’s slowest gain in quarterly earnings in a year, instead focusing on a number that rarely captures the limelight: capital expenditures.

Banks including Goldman Sachs Group Inc. and JPMorgan Chase & Co. can thank the White House’s aggressive disruptions on tariff policy and other issues for record hauls from equities trading in the first quarter, when market volatility began to surge.

The US government hasn’t broken up a company since AT&T in 1982. Now it’s trying to persuade a judge to make Alphabet Inc.’s Google next.

Nvidia Corp. shares are trading near their lowest valuation of the artificial intelligence era, but a growing list of perils has investors cautious about taking advantage of the dip.

Federal Reserve Bank of Cleveland President Beth Hammack said she’s keeping an open mind about the direction of interest rates because of uncertainty over President Donald Trump’s policies and how they will affect the economy.

Audiences worldwide turn to Netflix for escapism. Wall Street is doing the same.

This month’s panic-driven selling across municipal bonds — fueled by the boom in ETFs — is proving a mixed blessing for investors in a normally sedate market corner.

KKR & Co. is eyeing one of the riskiest deals going right now — buying the owner of London’s creaking water and sewage system, Thames Water. Giving a private equity firm the chance to profit from fixing the mess Thames got into under past private ownership looks bad but makes sense.

Charles Schwab Corp.’s daily average trades exceeded expectations as retail investors rushed to respond to market volatility in the first three months of the year.

If there’s one thing investors have learned in recent days, it’s that there’s no way to guess what America will do next. With its on-again, off-again tariffs, the US administration has demonstrated a rare and reckless willingness to shock markets.

JPMorgan's Jon Maier spoke with VettaFi about active management in the ETFs space approaching investing in the current environment.

If the goal is to use technological platforms to customize and maximize the experience for your clients, it seems many of us still have a way to go.

If your business isn’t strategically managing its digital presence, it could be losing customers without even realizing it. The brands that master GEO and SEO today will be the ones shaping the marketplace of tomorrow.

A three-day rebound in US Treasuries will be tested on Wednesday as investors await commentary from Federal Reserve Chair Jerome Powell as well as key data and a bond auction.

Technology stocks sank as new US government restrictions on the export of Nvidia Corp. chips to China and a disappointing report from ASML Holding NV dimmed the outlook for the semiconductor sector, wiping out more than $180 billion in market value for the two companies alone.

Delta Air Lines Inc. and the parent of Frontier Airlines recently yanked earnings guidance for 2025, with JPMorgan Chase & Co. Chief Executive Officer Jamie Dimon saying that he expects “to see more of that.”

In San Francisco’s financial district, the One Montgomery building evokes the opulence of America’s turn of the 20th century gilded age. With its Tuscan columns, marble staircases and bronze doors, the Renaissance Revival landmark once housed Crocker Bank, named after one of the tycoons who built the western portion of America’s first transcontinental railroad.

After sinking nearly $2 billion into a triple-levered semiconductor fund last week, retail investors are enduring a volatile ride as the Nasdaq 100 swings between gains and losses.

Unlike traditional methods that rely on selling assets, crypto lending 2.0 enables investors to borrow against their bitcoin, unlocking liquidity while preserving the upside potential.

US equities extended a rebound into a third session Tuesday as traders weighed the ongoing global trade war against a slew of positive earnings reports from Wall Street banks.

The "Connelly case "is more than just a legal precedent; it is a call to action for business owners to reevaluate their succession plans and take the necessary steps to protect their interests.

Wall Street on Monday finally caught a respite from the deep selloffs and unusually sharp swings that have raced through markets ever since President Donald Trump unleashed his global trade war.

Portfolio rebalancing helps advisors uncover a new investment plan of action that aligns with a client's long-term financial milestones. It also considers how the current market will impact asset diversification.

On the evening before his presentation at the Exchange Conference last week, I sat down with Rob Arnott to discuss whether now is the time for smart beta to shine. Arnott is the founder and chair of Research Affiliates and is known as the “godfather of smart beta.”

If Trump is successful in ending — or at least significantly changing — the current global economic structure, the economy and geopolitics will change dramatically. Initially, this will be highly challenging from an investment perspective.

This may be the beginning of the long-awaited U.S. stock market crash, but even if it isn’t those near retirement need to protect themselves from sequence-of-return risk that can ruin the rest of their lives.

As with all decisions involving uncertainty, we want to find the answer which maximizes your expected risk-adjusted return, not your base-case or expected return. This means that we have to go beyond the industry standard and explicitly account for risk in our analysis.

Meta Platforms Inc. heads to court on Monday to defend claims it is an illegal monopoly and should be broken up. The Federal Trade Commission, even without former President Joe Biden’s antitrust hawk, Lina Khan, at the helm, seems to be going full steam ahead — despite Chief Executive Officer Mark Zuckerberg’s attempts to wine and dine the president into a change of heart.

President Donald Trump pledged he will still apply tariffs to phones, computers and popular consumer electronics, downplaying a weekend exemption as a procedural step in his overall push to remake US trade.

Goldman Sachs Group Inc. and UBS Group AG issued another round of bullish calls for gold, with stronger-than-expected central bank demand and the metal’s role as a hedge against recession and geopolitical risks underpinning expectations for even higher prices in 2025.

Credit investors are looking to pounce on new opportunities resulting from the wild swings in global financial markets triggered by the US-China trade war.