Stock market stoicism isn’t just philosophy – it’s a practical approach to investing where we focus on what we can control (research quality, disciplined decisions, and our reactions) while accepting what we can’t (market whims and short-term sentiment shifts).
The pairing of active management and fixed income could be as important as any time in recent memory.
Apple Inc. received a pair of analyst downgrades, in the latest sign that soft iPhone sales are becoming an increasing concern for investors, as artificial intelligence fails to act as a hoped-for growth catalyst.
There’s a lot of chatter on Wall Street about artificial intelligence replacing analysts — the folks at banks and brokerages who tell investors which stocks to buy, hold or sell. The bots should be able to make those recommendations just as well as humans.
Since the start of the new year, the bond market has been urging Congress to come to terms with America’s spiraling budget problems. Soon it might be demanding immediate action.
US government bond yields approached their lowest levels of the year after President Donald Trump refrained from immediately implementing tariffs and oil prices declined, easing inflation concerns.
President Donald Trump launched a sweeping overhaul of US energy policy hours after taking office Monday, putting the weight of the federal government behind fossil-fuel production and pulling back from the fight against climate change.
Donald Trump opened his second term as US president with a market-jolting recalibration of his tariff policies, in a sign of turbulence ahead for investors and corporate executives.
At the start of every year, we publish our popular Periodic Table of Commodity Returns, an interactive infographic of the gains and losses across the commodities market.
Outlooks for higher education and healthcare are the weakest while transportation and essential utilities are the strongest. Resiliency to withstand an economic downturn is strong for all sectors.
GMO has posted a new 7-Year Asset Class Forecast.
Last week in my 2025 forecast letter, I predicted A Partly Cloudy Year, generally mild but with occasional storms. Today we’ll talk about the second half of that sentence. What could go wrong and lead to a worse-than-expected year? In short, what are the main risks to my forecast?
Everybody has an opinion about quantum computing lately. Last week Nvidia CEO Jensen Huang suggested we were 15–30 years away from “useful” quantum computing
Today’s video on the Real Estate Sector (REITs) is another in the continuing series of videos where we are looking for value in each of the 11 major sectors as reported by Standard & Poor’s.
2024 was characterized by megacap dominance, with the S&P 500 reaching new all-time highs and gaining roughly 25%. Megacap leadership resulted in the largest companies growing their share of the index. As of this writing, the top seven stocks in the S&P 500 make up 34% of the S&P 500.
We understand that the monetary policy playbook since the Bernanke Fed and the Great Financial Crisis has changed considerably.
The wildfires may affect some municipal bond issuers in the devastated areas, but the impact to other California bonds or to the broader muni market is likely limited.
In 2025, two titans of technology stand at the forefront of innovation: quantum computing and robotics. Each offers a vision of a future transformed, where the impossible becomes achievable and industries are redefined.
New Yorkers bowing their heads into a cutting wind is typically a bullish sign for natural gas prices, and this January is no exception.
The Tax Cuts and Jobs Act that President Donald Trump signed into law in December 2017 imposed a $10,000 limit on the amount of state and local taxes that can be deducted on a federal income tax return.
The latest US sanctions on oil tankers hauling Russian petroleum look set to cause severe disruption across the nation’s export machine, with some of Moscow’s flows at risk of a near wipeout if history is any guide.
Donald Trump’s return to the White House will likely protect US stocks from a big selloff, according to Bank of America Corp. strategists, as investors focus on his protectionist agenda and proposals for lower corporate taxes.
A look at how the renewable energy opportunity may and may not change.
There are a few things it makes sense to get a start on when a new year begins. One is tax-loss harvesting.
As we close the chapter on Biden’s presidency, we take a moment to reflect on his legacy.
Strong U.S. economic data has spurred a strong rise in Treasury yields but a tepid response in the stock market. Uncertainty likely will continue in coming months.
At CES 2025, Jensen Huang, CEO of NVIDIA, offered a compelling vision of AI’s future—one that combines bold technological advances with practical applications.
The Federal Reserve faces a reckoning: Sometime soon, it’ll probably have to subject its stress tests to public scrutiny, highlighting serious flaws in what has become its primary tool for ensuring the resilience of the banking system.
New policies could disrupt markets, but high starting yields and strong demand for income should provide ballast.
Surging long-term interest rates and stubborn inflation are inflaming divisions among congressional Republicans over paying for the sweeping tax cuts Donald Trump promised, complicating the path to passage with the party’s already tenuous majority.
Advisers to President-elect Donald Trump are crafting a wide-ranging sanctions strategy to facilitate a Russia-Ukraine diplomatic accord in the coming months while at the same time squeezing Iran and Venezuela, people familiar with the matter said.
BlackRock Inc. is tapping into a fast-growing corner of the options-powered ETF world with an offering aimed at Wall Street investors bracing for the S&P 500 to tread water.
MicroStrategy Inc.’s Michael Saylor may soon have almost as many common shares at his disposal to help fund the company’s Bitcoin buying spree as market behemoths Amazon.com Inc. and Alphabet Inc. have outstanding.
First came the raid on a Mexico City shopping center known for selling Chinese-made clothing, toys and electronics
Microsoft Corp. has plowed tens of billions of dollars into artificial intelligence. With its stock struggling, the key question is how quickly those investments can prove to be successful.
Canada’s stock market — where returns have lagged the US for two straight years — might offer investors protection against a downturn in US stocks, a Toronto-based asset manager says.
Technical analysis is one of many tools we use to manage clients' wealth. While inconsistent, as with every forecasting model, it is the best means for quantifying investors' collective behaviors. Simply put, historical price and volume data provide a critical context for price levels likely to motivate buyers and sellers.
In response to the 2008 stock market and real estate crash, the Federal Reserve stimulated the economy by reducing interest rates to (almost) zero under its zero interest-rate policy (ZIRP). It “printed money” that amazingly did not bring serious inflation, yet.
There will be more humanoid robots than people by 2040, Elon Musk recently bragged.
With all eyes focused on the White House, investors must decide what the incoming President’s policies will mean for markets and how to position accordingly. Ahead of the inauguration, we asked our portfolio managers what they think should be front of mind.
U.S. Treasury yields have increased notably since September, particularly at the long end of the curve, with the 10-year yield up over 100 basis points from its recent lows. We unpack the drivers behind this big move in rates and our outlook for bonds going forward.
Something unusual came down the chimney late last year. During the holidays and the preceding weeks, there were a slew of splits among US ETFs – the most in the past four years, according to Wall Street Horizon’s data.
As we step into 2025, it’s time to revisit our expectations for the markets and provide an updated perspective for investors.
The Social Security Fairness Act is expected to enhance benefits for many starting in 2024. Our Bill Cass explains the significance of the new law.
Reflecting ongoing uncertainty around inflation and the trajectory of monetary policy, yield volatility posed challenges in 2024. Yet it also highlighted the importance of tax-efficient strategies like loss harvesting in fixed income portfolios.
The Northern Trust Economics team shares an outlook for U.S. growth, inflation, employment and interest rates.
While stocks can move higher, the bond market will continue to matter. Higher rates suggest that equity leadership may continue to reside in companies that are relatively rate insensitive.
Natural disasters test—but don’t break—municipalities’ resilience.
Despite challenges, the U.S. market saw strong returns in 2024 with a "soft landing" for the economy, leading to key questions and emerging themes for investors in 2025.
For this edition of Bull vs. Bear, the VettaFi writers debate the case for using sector ETFs to make bets on the new market regime.
