As President Donald Trump and his advisers begin weighing replacements for Federal Reserve Chair Jerome Powell, they’re running into one significant complication: It’s not clear that Powell will leave the US central bank next year.
Wells Fargo & Co. is ramping up buying top-rated collateralized loan obligations, after largely staying away from the $1.3 trillion market following interest rate hikes in 2022, according to people with knowledge of the matter.
Some say private credit hasn’t been tested. We disagree…and stress can sharpen the senses.
In this video, Chuck Carnevale, co-founder of FAST Graphs, aka Mr. Valuation discusses 10 subscriber-requested stocks that you asked to see, highlighting how FAST Graphs simplifies stock analysis. He reviews companies like AES Corporation, Amgen, Alibaba, and Chipotle, showing how FAST Graphs quickly reveals key data, such as earnings growth, dividend history, and valuation.
The first half of 2025 may not have been kind to private equity, but new data suggests that things could turn around soon.
Vietnam’s trade deal with the US is a wake-up call for Asian governments grappling with the reality that higher tariffs are here to stay.
AstraZeneca Plc’s Chief Executive Officer Pascal Soriot wants to move the drugmaker’s stock listing to the US, the Times reported, in what would be another sign of the UK’s waning status as a magnet for global capital.
Treasuries tumbled after a stronger-than-expected jobs report for June prompted traders to exit bets on an interest-rate cut by the Federal Reserve this month.
If the Trump administration’s tariff policies result in higher overall inflation, a scenario that will play out in the coming weeks, the question is who will pay for it.
With mortgage rates still near 7%, even relatively wealthy households are choosing to rent rather than buy, and it’s easy to understand why.
Forget Tesla for a moment. Just imagine an anonymous company with the following characteristics.
Israel-Iran hostilities brought a short-term market focus on oil. Longer term, artificial intelligence (AI) electricity needs could create a power shortage, as well as opportunities and risks for investors.
Proposed regulatory changes involving the Supplementary Leverage Ratio may have benefits for both large banks and the Treasury market.
Equity markets continued to march higher in June, seemingly unfazed by heightened Middle East tensions (which were short-lived) and the looming July 8 deadline for the administration’s pause on reciprocal tariffs.
We began the year optimistic that an environment of slowing growth, disinflation and easier monetary policy would be favorable for fixed income markets. Now at midyear, we maintain that view, while acknowledging that policy uncertainty and geopolitical risks may likely result in continued volatility.
It has been over six months since the FOMC has made a change to the Fed Funds rate. While the debate continues as to when the next cut will be, market consensus (per Bloomberg calculations) is currently for a 25 basis point cut in September.
An economy cannot subsist on services alone.
On the latest edition of Market Week in Review, Global Chief Investment Strategist Paul Eitelman explored key drivers behind the strong performance in markets. He also provided an update on a proposed U.S. tax measure.
The US economy is important, but it’s not the only one in a global approach.
With the first half of 2025 in the books, it’s been a very interesting six months — emphasis on “V” because the S&P 500 saw a nice V-shaped formation following the April sell-off. As markets always reveal, interesting times call for interesting ETF trends to follow.
In recent months, markets have whipsawed amid changes in trade policy, geopolitical shocks, concerns about fiscal sustainability, challenges to central bank independence, technological advancements, and earnings surprises in both directions. Despite this, stocks and bonds in much of the world are close to where they began the year.
When the Fed increased the M2 money supply by over 40% during the COVID crisis, our instinct was that the implications would extend far beyond a temporary boost to the U.S. stock market and higher inflation. That intuition is proving accurate. We’re now seeing the long-term ripple effects play out in real time across multiple asset classes and global markets.
Join the experts at Aberdeen Investments as they discuss today’s small cap equities market, how current events are shaping opportunities for the asset class, and where small caps may fit within your equity allocation.
Financial advice is going to be in more demand than ever in 10 years. Is your firm ready for the challenge?
For good reasons, many investors have a love-hate relationship with commodity investments. Operationally, the annoying K-1 form complicates tax filing, although thankfully the industry has started to launch “no K-1” funds.
Your firm's culture should reflect your values and your mission.
This year’s formidable challenges have clarified strategic lessons for equity investors to apply in the coming months
Investors may be tempted to imagine how much higher the S&P 500 Index would be if three of its most influential stocks weren’t lagging behind.
JPMorgan Chase & Co. is developing a new service to tokenize carbon credits and is partnering with a trio of carbon companies for an initial trial.
Treasuries are set for a second daily drop heading into a double whammy of labor data, following an unexpected jump in US job opening numbers.
The marathon Senate budget vote took center stage early and stocks slipped from yesterday's all-time highs. Job openings, Powell, and manufacturing data are top of mind.
Goldman Sachs entered the ETF market nearly 10 years ago, yet two of its most popular products in 2025 are relatively new, both with less than a two-year track record.
Netflix Inc. investors face a dilemma: Continue to bet on a stock that has delivered best-in-class returns over the past year or reconsider shares that increasingly look like they’re priced for perfection.
India has seen foreigners leaving the market for most of 2025. For this and other reasons, India has become one of the bigger shorts in our Systematic Global Macro Strategy’s equity portfolio
As direct lending matures and other private credit areas expand, active investors can apply relative value strategies across sectors – and even entire markets – to pursue enhanced outcomes.
Markets notched fresh all-time highs on Friday with a positive tone and geopolitical outlook. Swift retreat in oil back to pre-strike levels, combined with friendlier NATO negotiations and de-escalated fighting in Iran restored risk appetite.
For sophisticated investors, this technical shift marks a subtle but powerful pivot in monetary mechanics. It could create demand for Treasuries, improve market liquidity, and push yields lower at a time when the economy is slowing.
In a speculative market chasing AI and high beta, this report makes the case for the steady power of compounding dividends reminding investors that, especially late in the cycle, a bird in the hand may truly be worth two in the bush.
Only a subset of subsidies will be rolled back.
A potential conflict with Iran has consistently appeared in our monthly Market Risk Monitor for over two years. Now that risk has materialized. Our equity portfolio managers assess the implications for global markets.
The European Union is willing to accept a trade arrangement with the US that includes a 10% universal tariff on many of the bloc’s exports, but wants the US to commit to lower rates than that on key sectors such as pharmaceuticals, alcohol, semiconductors and commercial aircraft.
With the market roughly at the midpoint for 2025, investors and advisors are still assessing how changing macroeconomic conditions could affect their fixed income portfolio.
Easing trade tensions and hopes the Senate could pass a budget gave stocks an early lift after Friday's record highs. The week is packed with jobs news and Powell talks tomorrow.
Canadian Prime Minister Mark Carney handed US President Donald Trump a win in the hope of making bigger gains in trade negotiations.
There are a number of considerations to put in place before you start any change effort, transition or project. These can help save endless hours of wasted time trying to undo things that didn’t work or going back to fix it again.
CAIE offers efficient single-ticker exposure to a diversified portfolio of laddered autocallables—seeking to deliver consistent, high monthly income through the structural advantages of an ETF.
Victory Capital’s Lance Humphrey walks through the VictoryShares ETF lineup and shares his perspective on the current market environment. VettaFi’s Kirsten Chang highlights key takeaways from the firm’s Mid-Year Market Outlook Symposium, offering insight into how advisors are approaching portfolio allocations for the remainder of the year.
The words you use are not just tools for communication; they’re signals. Signals that tell your prospects whether you’re someone they can trust or someone they should avoid.
Margin loan recommendations are often presented by brokers as tax-savvy strategies that allow clients to access “tax-free” cash while keeping their portfolios intact. In many cases, however, the math benefits the advisor more than the investor.
True fiduciary duty isn’t fulfilled by following the crowd. It’s fulfilled by doing the harder thing: making the right call even when it’s the unpopular one. The world doesn’t need more advisors playing not to lose. It needs more who are willing to lead — even if they walk alone.