Market indexes can be a useful barometer of long-term performance. But the investment opportunity set need not start and end there. Fundamental Equities investor Alister Hibbert uses an unconstrained approach in seeking to identify those rare companies that stand out from the pack.
Silicon Valley’s “move fast and break things” mantra propelled tech innovation for the internet age. In the era of artificial intelligence, it should take a leaf out of Japan’s playbook and slow down.
Take out the few big tech companies that keep pushing the S&P 500 Index to all time highs and it looks like the engine is running on fumes.
It could be an opportune time to take advantage of core bond exposure now before a potential rally despite latest Fed-speak.
New research highlights how active management may be more beneficial than passive strategies for avoiding overvalued securities.
The Federal Reserve policy can set the tone that drives interest rates across the maturity range but an earlier market rate downturn can occur as a signal of investor perception of a slowdown in the economy.
In the past decade, investors have started to factor in the cost of a product when they make decisions. Issuers have responded by lowering expense ratios, but there are other factors that can contribute to a product’s total cost. Tracking error and trading expense can also impact the total cost of a given ETF, for example.
Join the experts at Vanguard on June 20th at 2pm ET and learn all about the benefits of reducing all costs associated with an ETF.
Today’s unusual market creates enormous headwinds for many investors. Fixed income uncertainty, rising US national debt, and other challenges are making finding reliable liquid income challenging. Close-End Funds (CEFS), Business Development Companies (BDCs), Real Estate Investment Trusts (REITs) and Energy Master Limited Partnerships (MLPS) are all compelling, non-correlated income generators.
Recently, James Grant, editor of the Interest Rate Observer, was asked about his outlook for interest rates. He sees interest rates moving in a cyclical pattern, potentially rising for another multi-decade period.
Morgan Stanley is increasing its investments in Latin America as geopolitical conflicts elsewhere in the world give the region increasing prominence in the global economy.
US Treasuries are on the brink of breaking even during a roller-coaster first half of the year.
Does anyone in Silicon Valley know the saying, “The bigger they are, the harder they fall?” Perhaps it’s just a matter of time before they will.
Partnering with firms that have the requisite scale and demonstrated access to top-tier investment opportunities is one way investors can potentially eliminate the J-curve in a private markets investment program.
High interest rates continue to add a dose of uncertainty into the bond markets. Investors are responding by turning to active ETFs.
The real estate sector has been hamstrung this year as the Federal Reserve has yet to deliver widely hoped for interest rate reductions.
Vanguard’s Ryan Barksdale discusses the firm’s decision to reopen the PRIMECAP Fund and PRIMECAP Core Fund to new investors, along with the rise of active ETFs and recipe for successful active management. VettaFi’s Stacey Morris highlights the recent performance of the energy sector and explains the potential impact of artificial intelligence and the upcoming election on the category.
As you look toward the second half of the year, how can you help your clients achieve desired outcomes? Combining traditional factors could help potentially enhance risk/return profiles of equity portfolios over time, through a variety of market outcomes.
Join the experts at Fidelity Investments and discover how you can seek to prepare your portfolio for potential success in the second half of 2024.
In this episode of Dear Ficomm, I'll talk you through specific, actionable tips about how to get more registrants to your webinar as a financial advisor.
In this article, I will discuss what compliance officers do and the various factors advisors should consider in determining who should serve as their CCO.
The longer interest rates stay higher, the stronger the case grows for … a carbon tax.
Nvidia Corp. insiders have sold shares worth more than $700 million this year as the stock continues to push deeper into record territory amid unrelenting demand for its chips.
Bitcoin touched a one-month low as outflows from digital-asset investment products and the prospect of higher-for-longer US borrowing costs sapped the cryptocurrency market.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation will go over 10 value stocks with low debt and strong growth with very consistent operating histories over time, but best of all, they are in value today.
For those of you who are not math geeks, ‘rise over run’ is the formula for the slope of a line. What does this have to do with the latest Federal Reserve (Fed) decision, you may ask?
Economic indicators provide insight into the overall health and performance of an economy. They are essential tools.
The notion that bitcoin can be included in standard investment portfolios earned further ballast earlier this year.
VettaFi has recently been named as a finalist for a Wealth Management award for our Expanded Research Offerings.
This third and final part of this series focuses on alternative energy sources, utility companies, and other companies related to the power grid infrastructure.
Traders are lavishing billions of dollars on quant-powered stock trades, boosting an investing style that’s struggled to gain traction in an era when simple bets on traditional large-cap indexes have paid off handsomely.
Wall Street strategists are rushing to raise their targets for the S&P 500 Index, but hedge funds are growing increasingly cautious about equities due to the Federal Reserve’s reluctance to cut interest rates, softer economic data and narrow stock market breadth.
A technical trading strategy with a perfect trading record this year is signaling that it’s time to sell long-maturity Treasuries after a rally last week.
The Federal Reserve will begin a review of its monetary policy framework later this year, including a potential reconsideration of the ways it communicates with the public. Of great interest is the fate of the dot plot, an anonymous collection of policymakers’ interest rate projections that generates considerable attention each quarter on Wall Street.
There’s a lot of bubble talk around US stocks. The market has been on fire in recent years. The S&P 500 Index has more than doubled in value since bottoming in March 2020 on Covid fears. It’s also up 14% a year since 2010, including dividends, nearly 5 percentage points a year better than its long-term annual return.
More than a few individuals were active in the markets in 1999-2000, but many participants today were not. I remember looking at charts and writing about the craziness in markets as the fears of “Y2K” and the boom of “internet” filled media headlines.
Just as humans and other species have evolved and adapted over time, investors need to do the same to meet the challenges and opportunities of an ever-changing financial world.
This week, the International Air Transport Association (IATA) significantly upgraded its profitability projections for airlines in 2024. The trade group now expects net profits to reach $30.5 billion, an increase from $27.4 billion in 2023.
The Northern Trust Economics team shares its outlook for U.S. growth, employment, interest rates and inflation.
The shift in consumer behavior toward buying more discretionary items is attributed to the deceleration of inflation, according to Costco management.
Here we are in June. Things are mostly continuing in a Newtonian fashion: “A stock at rest will remain at rest, and a stock in motion will remain in motion, seemingly at constant velocity and in a straight line, unless acted upon by a net force.” Or Elon swiping your Nvidia chips.
Good news on U.S. inflation in May did not sway the Federal Reserve to signal interest rate cuts could come sooner.
It’s certainly a challenging time to be an investor. It's probably why a call for caution and diversification seems to be getting louder.
Given its ascent to the $3 trillion market capitalization club, Nvidia (NVDA) is the stock that grabs the most AI headlines.
In the early innings of 2024, there was a flurry of consolidation in the biotech industry.
Despite prices heading lower, the start of summer could bring seasonal gold buying if history repeats itself.
Apple Inc. investors finally have a roadmap for how it will use artificial intelligence — and they’ve responded by pushing the stock toward its best week in more than two years.
The manufacturers of solar equipment, similarly, aren’t in the final analysis providing us with panels of silicon and glass, but machines that can harvest power from the sun. The activities of each group of companies provide a fresh flow of useful energy to the world every year. And by many measures, the solar companies have already overtaken Big Oil.
A potentially overlooked area of opportunity to harness the impact and increased adoption of AI lies within midstream.
India Prime Minister Narendra Modi won a third term last week. But his party didn’t sweep to the expected landslide.
The Federal Reserve’s move to signal fewer interest-rate cuts this year deepens its divergence from peers who have already begun to ease.
As expected, the Federal Reserve kept its policy rate unchanged at the June meeting, but left the door open to rate cuts later this year if inflation declines.
