The VettaFi Market Outlook Symposium brought together industry thought leaders and experts to help investors position for 2024.

The Federal Reserve declared victory today, projecting a soft landing as its base case in the years ahead, with more cuts in short-term rates, and with inflation gradually getting back to its 2.0% goal without a recession.

A secure lifetime income solution can seamlessly continue the “do it for me” structure that has helped DC plan participants save in their working years.

Even though the stock market, as measured by the S&P 500, looks fully valued to overvalued today, here are a baker’s dozen, 13 Consumer Staple Stocks that look attractively valued.

The growing narrative of artificial intelligence should continue as 2023 turns into 2024. One of the ongoing names to watch is chipmaker Nvidia, which should propel ETFs with exposure to the stock.

Doug Drabik discusses fixed income market conditions and offers insight for bond investors.

Bitcoin has pulled back over the past several days. But even with that retrenchment, the largest cryptocurrency is on pace for one of its best annual showings on record.

As GMO launches its first ETF, it seemed like a good time to share my thoughts on the market inefficiency that the strategy seeks to exploit ­– the quality anomaly.

The secular forces that held down rates for forty years have not entirely changed.

With Exchange 2024 less than three months away, I’ve started mapping out “the weird session” at the event: my 100-minute block on the “Silent Disco”-style stage.

Municipal bonds posted historic total returns of 5.90% in November. Rallying interest rates led the way, while strong demand aided outperformance versus Treasuries.

To argue that the U.S. consumer has remained resilient has become a cliché and at the same time an understatement. After a very strong increase in real incomes during the pandemic, real income growth started to slow considerably.

If the artificial intelligence (AI) theme remains hot heading into 2024, this could help push the Direxion Daily NVDA Bull 1.5X Shares (NVDU) even higher in the new year as the chipmaker expands its market share.

Value stocks are poised to deliver solid returns in what may prove to be a more unsettled year ahead, according to Mutual Series CIO Christian Correa.

The year 2008 and the subsequent Global Financial Crisis (GFC) stand as a watershed moment in the annals of our capitalist society. It was a bailout prompted by poor capital allocation, deficient risk management, and unchecked greed.

The mid-cap universe offers compelling sector diversification and opportunities to participate in the upside of the broader market, according to Dina Ting, Head of Global Index Portfolio Management.

Domestic aggregate bond strategies are on pace for decent showings this year. And there is mounting speculation that the Federal Reserve will lower interest rates next year, perhaps multiple times.

Investors are beginning to price in a 'soft landing' as the base case over the next 12 months. This is evident across a number of indicators.

It’s the time of year when you look back at all that’s been accomplished. VettaFi’s covered strong net inflows into fixed income ETFs, covered call funds, and many, many, many new product launches. But VettaFi also accomplished a lot as a firm.

In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation, will discuss different investing strategies and analyze various stocks in the Consumer Discretionary Sector.

For the first time in roughly fifteen years, interest rates in the United States are about right. In economics, we call it the “neutral” or “natural” rate.

The change in tone from the Fed Chairman regarding inflation suggests that rates may have peaked. This month, we're highlighting the positive performance of the markets, with the S&P 500 approaching levels last seen in July. We're also experiencing an improvement in consumer confidence as things remain relatively healthy despite housing costs.

It’s that time of the year where Wall Street polishes up their crystal balls and pin targets on the S&P index for the upcoming year. As is often the case, while Wall Street is always optimistic, the forecasts prove pretty wrong.

A review of recent US inflation data, the Recession Risk Dashboard, and thoughts on if we’ve reached the peak in the fed funds rate. Join us for this conversation with Jeff Schulze of ClearBridge Investments.

Following a tumultuous 2022, this year has been better, though not entirely sanguine for fixed income investors. 2024 is right around the corner, and expectations of rate cuts by the Federal Reserve are rising. Now is the ideal time for advisors to evaluate opportunities in the bond market.

Widely regarded as a barometer for the overall stock market, the S&P 500 Index tracks the performance of 500 of the largest companies listed on U.S. stock exchanges.

It’s been a very good year for U.S. high yield. In fact, BondBloxx Investment Management has noted that riskier fixed income assets have outperformed U.S. Treasuries.

We see potential opportunity in municipal bonds in 2024, although there may be more volatility.

One thing you learn when writing about the debt problem, as I have been in recent weeks, is that many people think it’s not a problem at all.

Airline consolidation is not only relatively common but necessary for growth and competitiveness, and the recent announcement of Alaska Airlines’ planned acquisition of Hawaiian Airlines is a prime example of this trend.

Bitcoin prices are near $44,000 and excitement is pouring into the space again. That’s largely due to the focus on the potential launch of spot bitcoin ETFs in January.

The Franklin Templeton Fixed Income team believes that sustainable investing will be a dominant investment trend in the coming years, with structural tailwinds that could help improve financial returns.

The Market Outlook Symposium is coming on December 14. The latest symposium from VettaFi will offer investors a deep and incisive look at how to position for 2024 and beyond. In today’s unusual market environment, this is a critical topic.

Funds will begin paying out their 2023 distributions this month which could lead to a tax bill for your clients. While capital gains distributions will likely be lower this year than in recent years, interest income is expected to be higher.

The financial markets, investor opinions, and world events have been all over the place – so bear with me this morning as I am going all over the place with a variety of year-to-date observations and comments.

Stephen Dover, Head of Franklin Templeton Institute, recently sat down with Franklin Templeton Fixed Income Portfolio Manager Josh Lohmeier and Western Asset Portfolio Manager Mark Lindbloom to discuss the fixed income landscape—and why they believe 2024 will be a good year for fixed income investors.

It’s possible that a 2024 recession could be avoided, but we see recessions risks as remaining elevated in most developed markets. We believe there is limited upside for equities amid expensive valuations and recession concerns. Government bond valuations, however, look attractive in the U.S., UK, Canada, Germany and Australia.

Jeremy Grantham will be a keynote speaker at Exchange, joining an exceptional roster of luminaries, thought leaders, and industry titans.

American consumers are becoming more frugal this holiday season.

The winter holiday season is here, and I wanted to join in the festivities. Recently, advisors have become more comfortable turning to active ETFs to help them and their clients navigate the uncertain market environment. Actively managed ETFs have gained traction in 2023.

History shows that returns are greatest when capital is scarce. But investors need to also realize that risks escalate when there is a glut of capital.

The capital markets are already pricing in rate cuts ahead of 2024, causing yields to fall. One way to continue supplementing income amid a potential drop in yields is to diversify income using a pair of active exchange-traded funds.

Although some volatility may continue, we believe interest rates have peaked. We expect lower Treasury yields and positive returns for investors in 2024.

As of late Monday, bitcoin had surged nearly 14% over the past seven days. That’s exceeded 42% for the first time since May 2022.

Our portfolio managers field some tough questions on Matthews Asia Dividend’s performance, its positioning and what they believe are its unique strengths for investors.

In early October, gold was valued at around $1,820 according to Kitco. That is fairly close to its low for the calendar year. Its previous low came in late February, at $1,811.

Is a stock market correction coming before the Santa Claus rally at the end of the year?

A year ago, I’m pretty sure I had little idea what artificial intelligence (AI) was and what it could become. While there were a few related ETFs, AI was just another one of the long-term investment themes.

Both supply and demand of workers will prevent a surge in unemployment rates.

The recent rate pause by the Federal Reserve is bringing optimism to the capital markets that interest rates may finally head lower. In turn, it’s pushing yields down. Conversely, bond prices rallied in November, which should help bring investors back to the market.