Nomura Holdings Inc. is telling clients to stay invested through the turmoil that’s pervaded financial markets during the escalating trade tensions. With its $1.8 billion acquisition of an asset management business, the Japanese brokerage is putting its money where its mouth is.
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.
Private equity investors will have to wait even longer before getting back their money back from older funds as global trade turmoil dims hopes of a deal revival, according to the head of Ares Management Corp.’s buyout business.
A divide has recently developed between soft and hard economic data. At a time when conditions are changing rapidly, understanding the difference between the two is terribly important.
Emerging-market (EM) stocks might not seem an obvious choice for anxious investors during a trade war. But history suggests that past volatility peaks have created favorable moments to invest in EM stocks.
The hype cycle around artificial intelligence (AI) often moves faster than the capabilities it touts.
Eitelman began by assessing the health of the U.S. economy through hard and soft data. He explained that hard data refers to measures of actual spending and economic activity, while soft data refers to how companies and consumers respond to surveys.
Tariff uncertainty, a weakening US dollar, and surging Treasury yields are flashing warning signs for investors. Explore how political risks, fiscal policy, and global volatility are reshaping capital flows and market confidence.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, aka Mr. Valuation compares three growth stocks: NVIDIA Corp (NVDA), Advanced Micro Devices (AMD), and Broadcom (AVGO), focusing on their valuations and market metrics.
A fundamental lesson in finance is a security’s price should be the present value of all future cash flows. Cash flows typically consist of a regular string of dividend payments and an assumed liquidation value at the end of the time horizon.
We’ve expected a recession for more than a year now. Simply put…the Era of Easy Everything is Over. Expanding deficits and easy money (that have lifted the economy since COVID) are no longer with us. At the same time, tariff negotiations have created an unbelievable amount of uncertainty.
U.S. defensives and international lead.a
Compare corporate and municipal bonds, including risks, returns, and tax benefits. Learn which bond type fits your investment goals.
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.
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research, Todd Rosenbluth, discussed the SPDR S&P Dividend ETF (SDY) with Chuck Jaffe of Money Life. The pair discussed several topics related to the fund to give investors a deeper understanding of the ETF overall.
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.
Active management has not disappeared — it has simply evolved. Rather than focusing on outdated stock selection methodologies, today’s most effective active strategies center on active portfolio construction and dynamic asset allocation.
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.
Markets were rattled by tariff announcements in early April. Here are three takeaways for investors considering preferred securities, investment-grade and high-yield corporate bonds.
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.
The hedge fund chiefs had gathered for a private event convened by Goldman Sachs Group Inc. at a luxury hotel in the United Arab Emirates capital. It came against the backdrop of tariff-driven turmoil that’s roiled global markets.
Inflation risk has been a significant topic of discussion in the mainstream media for the last few years.
In nominal terms, the yellow metal set multiple new all-time highs this week, exceeding $3,300 an ounce for the first time ever on Wednesday. And on an inflation-adjusted basis, gold also notched a new record price, surpassing the longstanding record set in 1980.
Today we are going to look at some of the uncertainties in our world and then explore some ways to gain a little certainty.
President Trump’s tariffs bring déjà vu for the euro-area economy: it’s back to slower growth and lower rates.
Investing in stocks so far in 2025 has not been for the faint of heart. Some market indices have undergone wild swings, flirting with bear-market territory
U.S. trade policy has evolved significantly in a matter of weeks.
The first quarter of 2025 marked a significant departure from the preceding two years, which had been characterized by an improving global economy and correspondingly positive market returns. Market performance in Q1 was dominated by abrupt, short-term policy shifts rather than longer-term economic trends, and tariffs became the foremost concern for market participants.
Retail sales surged as consumers seemingly bought ahead of tariffs while a volatile stock market experienced a sharp mid-week sell-off.
While the April 2 tariff announcements were more severe than anticipated, Vanguard’s active fixed income managers were well-prepared for the subsequent market reaction.
Less favorable seasonal technicals, increased focus on municipal-specific policy risks, and severe volatility spurred by higher-than-anticipated tariff increases weighed heavilyon sentiment and resulted in deeply negative total returns and significant underperformance versus Treasuries in March and early April.
Talk of a recession is everywhere. The case is simple: Liberation Day delivered the biggest increase in tariffs in a century. Consumer prices will rise. Purchasing power will decline. Recession…right?
Rapid U.S. policy changes pose challenges for investors accustomed to a global financial system anchored in U.S. markets and assets.
In this week’s installment of “Three on Thursday,” let’s explore some of the dynamics surrounding the United States dollar. In an era of inflation, massive debt, large deficits, and threats of tariffs, there are persistent rumors circulating that the dollar is at risk of losing its reserve currency status.
The deferral of “reciprocal” tariffs on most U.S. trading partners suggests that the peak of tariff uncertainty may have passed.
Banks blew Q1 earnings expectations out of the water, benefitting from high trading volumes, but CEO commentary remains cautious for 2025.
Stock markets have been rattled by trade war tensions and economic uncertainty driven by US tariff policies. Yet history suggests that equities have usually performed well in the aftermath of peak market volatility.
If I had a dollar for every time I heard or read the word recession in the last week, well, I’d have enough not to be financially worried about one. Add a dollar for every mention of tariffs and I’d be comfortably flushed with cash.
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.
Right now we are in an incredibly complicated environment with regard to U.S. tariff policy gyrations and its whipsawing impact on global equity markets. One thing we can confidently assert is that however the trade negotiations play out, there will be higher tariffs and this will be negative for U.S. growth.
Audiences worldwide turn to Netflix for escapism. Wall Street is doing the same.
Canadians poured a record amount into US equities in February, even as a movement to boycott US products and vacations gained momentum.
LPL Financial LLC announced today that financial advisor Steve Jones of Tenacity Investment Group has joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms.
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.
One day doesn’t make a trend, but wary small-caps investors may find some comfort in knowing the Russell 2000 Index jumped 8.50% on Wednesday
