Real estate ETFs have become a popular investment option for investors who want to gain exposure to the real estate market without owning physical properties. However, with some experts predicting a real estate recession, advisors may be wondering if such funds remain a good option.
Two weeks ago, we noted that Congress would soon raise the debt ceiling, but that this could set up unexpected consequences for investors. Now that the debt ceiling is raised until 2025, the US Treasury is free to fund the government’s liabilities since January.
Zehrid Osmani, Head of Global Long-Term Unconstrained at Martin Currie, discusses the recent positive earnings reports from large U.S. banks and explains why their firm has no plans to invest in the banking sector.
Investors have had a lot to contend with thus far in 2023. Moderating economic growth, persistent inflation, volatile interest rates, falling profits, stress in the banking sector, war in Ukraine, and the debt ceiling debate all combined to weigh on sentiment.
Earlier this month, WealthManagement.com announced the finalists for its 2023 Industry Awards (the “Wealthies”). VettaFi is one of two firms to be recognized for outstanding achievement in research innovation. The Wealthies was the first award program of its kind to honor companies, organizations, and individuals supporting financial advisor success.
Chief Economist Eugenio J. Alemán discusses current economic conditions.
Top Silver Mining CEO: "On the demand side, it’s pretty phenomenal…"
We see the market’s focus returning to higher-for-longer rates and sticky inflation after a U.S. debt ceiling deal. We prefer an up-in-quality portfolio.
As Pride month begins, financial advisors have an opportunity to reflect on how trans-friendly their practices are and take steps to make them warmer, more inclusive, and more appealing to transgender clients.
The drama characterizing the first half of 2023 may abate, with potentially milder returns for investors due to the effects of the Cardboard Box Recession.
Some investors may not want to go all-in on AI, preferring a more diversified approach to their investments. For those investors, there are stock picker ETFs that have holdings in AI-focused companies but won’t bet the house on AI.
Lately, we discussed macro-related market issues such as the” A.I., chase,” but a technical review can help manage shorter-term risks. Currently, the debate is about the market rally from the October lows. Is it a resumption of the 2009 bull market trend or an extended bear market rally?
It has been over seven months since the October lows, and during this time, the S&P 500® has rallied over 19%. Naturally, investors are pondering whether this marks the beginning of a new bull market.
Nvidia’s (NVDA) management team is sending a signal to the market.
In the United States, Core PCE Inflation is still 5.0% after a recent reversal in disinflation. This measure is followed by the Fed and excludes volatile food and energy inflation.
The measure ends weeks of negotiation and unease about a potentially catastrophic government default.
Doug Drabik discusses fixed-income market conditions and offers insight for bond investors.
Portfolio Manager Alex Zarechnak identifies six key themes from the COVID years—some new, some familiar—to help anchor investors in today’s emerging markets.
The passage of the debt-ceiling deal removes a significant threat to the economy and markets. The focus now shifts back to where it’s been for the past 18 months: inflation, the Fed, and recession risks.
Tony Davidow, Senior Alternative Investment Strategist with Franklin Templeton Institute, illustrates the potential impact of adding alternative investments to pursue growth and income—as well as seek to dampen volatility—during the accumulation and distribution phases of retirement.
The US debt ceiling negotiations brought considerable volatility to market prices.
Tired of the AI hype yet? It’s OK, I understand. I’m tired of it too. The pace of human progress — and our insatiable need to be entertained by the shock of the new — seems to be forevermore in the “hockey stick” part of the growth curve.
Improved value proposition in credit.
Could monetary conditions be supportive of the “soft landing” scenario? While the “recession” versus “no recession” debate rages, there is a precedent for a “soft landing” scenario. Such is where the economy slows substantially but avoids a deeper contraction.
A robust implementation strategy and real-world implementation capabilities are both necessary in order to achieve your portfolio’s preferred position.
The industry group Airlines for America predicts that approximately 257 million people will travel on U.S. commercial airlines this summer, representing a 9.5% increase from last year. That would also set a new record, as volumes are projected to surpass the summer 2019 levels by around 2 million passengers.
“Crisis” is an overused word. Actual crises are those rare times when we are on the knife edge of disaster. It’s not a crisis when a bank fails, or Congress can’t agree on a budget. Those are annoyances (unless it's your bank). While not good, they don’t spell immediate catastrophe.
The AI Powered Equity ETF (AIEQ) has garnered attention recently, but not for positive reasons. Despite using artificial intelligence to make investment decisions, the ETF has struggled to perform well, with a disappointing one-year return of -13.92%.
What's next for global growth? Our Macro Strategies team shares a regional breakdown of their growth expectations across the globe.
Structural changes in the world’s energy systems represent significant investment potential across an array of sectors. Analysts on our equity research team offer insights into the impact and opportunities.
Managing substantial wealth often requires specialized capabilities and expertise.
New findings from EBRI’s recently released 2023 Retirement Confidence Survey reveal what’s top of mind for American workers and retirees. Below, we look at two key findings – alongside ways the industry is responding.
The latest last-minute deal to raise the US debt limit does not solve the underlying political problem. On the contrary, with the country on track for a Biden-Trump rematch next year – a contest that Trump just might win – the truce is likely to be short-lived.
A core concern for investors contemplating taking advantage of the incredible cheapness of deep value stocks today is the potential for a near-term recession.
Truist Financial Corporation is a purpose-driven financial services company committed to inspiring and building better lives and communities. Truist has a leading market share in many high-growth markets in the country.
The standoff between the White House and Congress over raising the US debt ceiling has been the talk of the town for months. Now that the government has reached an agreement, savvy investors will be on the hunt for opportunities—and we think there will be some attractive ones.
Choppiness in the equity market continues as investors look to see a debt limit deal approved.
David Dali, Head of Portfolio Strategy, provides his 12-month outlook for global equity markets.
In the five months prior to U.S. recessions dating to the 1920s, the equity Momentum factor was the top performer, with an annualized cumulative excess market return of +6.7%, on average.
Thoughts on the current US debt challenge and the long-term implications for markets and the economy from Stephen Dover, Head of Franklin Templeton Institute.
Because exchange-traded funds (ETFs) offer a dynamic product that can serve as a buy-and-hold or buy-and-sell investment, they can offer investors the opportunity to reap long-term or short-term gains. Knowing the difference between the two is crucial, especially when it comes time for taxes.
Nick Goetze discusses fixed-income market conditions and offers insight for bond investors.
After a continued rally in April, markets largely pulled back in May. Exceptions here were the Nasdaq, which rose, and the S&P 500, which was essentially flat.
The collapse of Silicon Valley Bank and Signature Bank heightens the Federal Reserve's policy dilemma over fighting inflation while maintaining financial stability. We analyze what the crisis means for the banking system and the economy.
Leading into the weekend, when the debt ceiling had not been settled, markets were exhibiting very interesting positioning.
Inflation is one way the U.K. is paying for leaving Europe.
Artificial intelligence (AI) has revolutionized how we live and work, and it is now poised to transform the investing world. As technology continues to evolve and mature, investors are increasingly turning to AI-focused ETFs to gain exposure to this dynamic and rapidly growing sector.
The G7 countries may have set out to deter China without escalating the new cold war, but the perception in Beijing suggests that they failed to thread the needle at their recent summit in Hiroshima.
The private equity (PE) industry has been all the rage over the past 10 years.
See why we believe that market uncertainty may create opportunities for active managers to identify companies that can weather a slowdown.
