Markets changed character to broad-based optimism relating to the economy. The economic picture began to come into focus with inflation continuing to moderate as the economy maintains steady growth and employment. The result was a stark turnaround for economically integrated or interest rate sensitive assets, which resulted in a great quarter for diversified multi-asset portfolios. New Frontier sets a major milestone in Q4, marking 20 years of investing at the end of October.
If UK Chancellor of the Exchequer Rachel Reeves tried to meet all the political demands that have been placed on her, her budget would likely result in disappointing growth and financial instability. Instead, the new government's first budget should be judged according to four longer-term criteria.
The cost of higher education has skyrocketed over the last few decades, and shows no signs of slowing. That’s why it’s more important than ever that parents start saving as early as possible for their children’s future.
Opening a 529 college savings account can be a smart move if you’d like to save for college on a tax-advantaged basis. One thing to consider when opening a 529 plan is whether it should be a custodial or individual account. While both allow you to save for college costs and enjoy some tax breaks, they differ in terms of who has control of the account and the assets in it.
Economic data releases have surprised to the upside in recent weeks, but inflation does not remain a threat right now.
The Nasdaq-100 Index (NDX), which is half composed of tech stocks, including a slew of AI names, is usually more volatile in October.
Asia-Pacific economies will benefit from soft landings and easier monetary conditions.
The demographic makeup of America is changing. Latinos now make up almost 20 percent of Americans, up from seven percent in 1980. But while the number of Latino Americans continues to grow, only about four percent of financial advisors identify as Latino.
Netflix Inc. added more than 5 million customers in the third quarter and eclipsed Wall Street’s expectations on every major financial metric despite a new programming slate constrained by last year’s strikes in Hollywood.
Sales of Apple Inc.’s newest iPhones in China are up 20% in their first three weeks compared with 2023’s model, a positive sign for a device that struggled this year to gain traction in the world’s largest smartphone market.
Around 110 million years ago, a dinosaur went hunting. Stalking through ferns along a riverbank, he twitched his nose to the wind and caught scent of a plant-eater ahead. His head darted upward. His eyes locked on the target. The dinosaur drew his sickle claws upward, ready to make a lethal strike. But something wasn’t right.
In China’s resurgent stock market, there’s a lesson for investors about the perils of market timing.
Navigating space is hard. It’s expensive, complex, time-consuming and dangerous. And yet you have to hand it to Elon Musk: His SpaceX firm makes it look easy.
We’ve had several weeks of strong data since the Federal Reserve cut policy rates by a half percentage point. It started with a surprisingly robust jobs report, followed by a janky and above-expectations inflation report.
A 529 college savings plan, also known as a qualified tuition plan (QTP), is a popular choice among parents and families looking to meet their children’s future educational expenses. Two of the 529 plan’s helpful features are tax-deferred growth of your contributions and later, tax-free withdrawals for eligible expenses.
Municipal bonds bucked the seasonal trend and posted strong performance in September.
The markets saw a fifth straight week of gains last week. The S&P 500 closed above 5,800 for the first time, the Dow hit a new record high, and the Nasdaq came within 2% of its all-time high.
Just 5% of board directors are under the age of 50. But research indicates that more age-diverse boards may possess unique business advantages.
While tariffs have been utilized heavily in the past, both their usage and rates have fallen considerably over the past half century as countries have engaged in different stages of trade negotiations.
The Northern Trust Economics team shares its outlook for U.S. growth, employment, inflation and interest rates.
Fed easing cycles and lowered target interest rates impact various economic sectors, such as mortgages, consumer credit and cash investments.
Markets broadened as anticipated. After the strong rally, our investment models advise a reduction in risk-appetite.
The introduction of crypto ETPs in the US market this year has been incredibly successful, with investors showing a tremendous amount of interest in these funds. To date, Bitcoin and Ethereum funds have seen a combined $17B in net inflows.* Yet, many investors remain uncertain about crypto's portfolio applications and how digital assets are distinguishable from one another.
529 plans are one of the most popular ways Americans save for the college expenses of their children. As of June 2024, there were 16.8 million 529 savings accounts holding $508 billion, according to the College Savings Plan Network.
One of most dangerous habits of a speculative crowd is the tendency to use unconditional averages and unconditional probabilities regardless of how extreme market conditions have become. This is like stepping into a house with two rooms, one with the temperature at 0 degrees and one at 140 degrees, and expecting a temperature of 70 either way.
We are excited to release our October 2024 Chart Pack, our visual quarterly designed to walk investors through what’s happening in markets.
The unwinding of positions in Treasury futures stands to rekindle a popular bond-market wager that’s been burned as traders pare back expectations for aggressive Federal Reserve interest-rate cuts.
US mortgage rates rose sharply for a second straight week, reaching the highest level since early August while prompting steep declines in both home-purchase and refinance activity.
Taiwan Semiconductor Manufacturing Co. raised its target for 2024 revenue growth after quarterly results beat estimates, allaying concerns about global chip demand and the sustainability of an AI hardware boom.
Boeing Co. is flexing its financial muscle even in light of a crippling labor strike and a disgraceful period of execution that resulted in two deadly plane crashes, the near-disaster of a midair door-panel blowout and whistleblowers who have detailed a culture of putting profit over quality.
When BlackRock Inc. completed its initial public offering in 1999, it fell a bit flat. There was no first day pop; Founder and Chief Executive Officer Larry Fink didn’t even get to ring the opening bell at the New York Stock Exchange. Valued at just under $900 million, the firm was one of 30 large investment-managers in the US, managing $165 billion of assets.
The bar is raised for Q3. With a handful of earnings reports delivered from major banks, companies from other sectors begin now to report results to the street.
My father is 86 and the topic of financial markets and his investment accounts invariably comes up at every family gathering. Mainly, he talks about how my mother and he have lived from their retirement accounts since they both retired more than 25 years ago.
A tariff is a tax assessed on imports. Historically, tariffs have been enacted to generate tax revenue or to protect domestic producers from competition in the form of cheaper foreign goods. In essence, tariffs artificially make domestically produced goods more competitive in the local market by making imports more expensive.
In this article, Russ Koesterich discusses gold may continue to serve as a store of value in the current environment.
Turbulent market conditions can make anyone nervous. Here's what investors should know about dealing with them.
New business formations have held up, but closures are also rising.
Investor Insights explores current investor sentiment, comments on market participation, and shows the current ranking of market sectors.
Join the experts at Natixis Investment Managers for an exclusive webinar on the day the survey results are released. Learn from industry leaders, and discover the key trends shaping the future of the industry.
This unique bull market is still young relative to history and, for now, supported by relatively healthy breadth and broadening participation.
Toyota Motor Corp.’s research unit and Hyundai Motor Co.’s Boston Dynamics are joining forces to speed up development of humanoid robots with artificial intelligence.
Fitch Ratings predicts an even gloomier financial outlook for US colleges and universities, with smaller private schools being hit the hardest.
Machine learning is ubiquitous in financial markets, and we tend to associate it with the sexy parts of hedge fund investing: what to buy, what to sell and how to pick a bottom or a top.
Biden administration officials have discussed capping sales of advanced AI chips from Nvidia Corp. and other American companies on a country-specific basis, people familiar with the matter said.
A rally in Bitcoin paused as traders evaluated whether an improving regulatory outlook in the US and rising exchange-traded fund inflows will be sufficient to spur further gains.
Even if he does oversee a soft landing for the US economy, Fed Chair Jerome Powell will not deserve a place in the annals of history as the greatest central banker of all time.
There are only a couple of workable options. You can’t tell someone like this she isn’t listening or that you feel shut down when you speak with her. That will only lead to defensiveness.
This article will explore how to increase your AUM by capturing assets in trusts and DAFs, explain the difference between directed and traditional trustees, and discuss why designating a directed trustee and an advisor-friendly DAF is in the client’s best interest.
This past week saw a notable surge in the stock market, pushing it to all-time highs, despite mixed economic data. Inflation figures, jobless claims, and sentiment reports have been uneven, but markets remain resilient, with the VIX hovering around 20—a sign that fear persists among investors.
Since hitting the October 12, 2022, low, the S&P 500 has climbed 65.9%! By historical standards, there is still plenty of room for the current bull market to run
