Small-cap stocks have provided a return pattern quite different from large-cap stocks. Typically, small caps either race ahead of larger companies or else fall behind. They’re rarely in synch.
Ample volatility and shifting rate expectations have sent investors on an avid search for stability and diversification.
The allocation into fixed income isn’t just happening on a retail level. Increasingly, more allocation is happening with asset managers, including heightened interest in active management.
Last week, the S&P 500 had a rally that took it to three straight record highs but the momentum cooled as economic data painted a complex picture. Read through the major economic news from the week of August 11th-15th.
In a profession that once relied on handwritten notes and leather-bound appointment books, financial advisors now stand at the cusp of a seismic shift. Artificial intelligence is no longer just a buzzword floating around fintech conferences.
Despite Tuesday’s wobble, the narrative that has been fueling the sharp recovery in US equities since April remains supportive as the drivers of the rally are still intact.
There’s a new fox sniffing around the private credit henhouse. Last year, Apollo Global Management Inc. engineered an innovative trade for its insurance arm Athene Holding Ltd., with the help of an obscure Luxembourg-based firm. It’s fascinating and troubling in equal measure.
We received a slew of economic data this past week, but the true market mover lies ahead this Friday: Chair Powell’s upcoming Jackson Hole address.
There is little doubt that excess bullishness has invaded the general market psyche. Just a couple of months following the market decline in March and April, where sentiment turned exceedingly bearish, the S&P 500 hovers near its highs.
Three summers ago, single-stock leveraged and inverse ETFs hit the market when AXS investments rolled out the first such fund in July 2022.
Bitcoin enjoyed a long summer in the spotlight, as prices notched new records and regulatory policy proved favorable.
Todd Rosenbluth, Head of Research at VettaFi, offers an in-depth look at the forthcoming multi-share class structure and what it means for both investors and fund issuers. Paul Baiocchi, Chief ETF Strategist at SS&C ALPS Advisors, explores the key trends driving the next wave of ETF growth and innovation.
A high-yield municipal-bond fund run by Capital Group saw the biggest inflow of any US-based exchange-traded fund on Friday, with an infusion of $1.54 billion.
A portfolio of longish-term bonds held to a shortish-term horizon did appear to benefit from a drop and suffer harm from a jump in interest rates. This article’s purpose is to sharpen that observation and remove the ambiguity.
Lauded for their yield, credit quality, and of course, their federal tax-free income, municipal bond benefits are also extending into the containment of tariff contagion.
Since the last update of our three ‘Tactical Rules’ on June 17th, both domestic and international equity markets have rallied, increasing roughly 6.9% and 3.7%, respectively.
Markets entered the second half of 2025 with renewed optimism, though not without turbulence earlier this year.
In the grand banking hall of Cipriani 42nd Street in Manhattan last week, crypto advocates gathered beneath marble columns and chandeliers to declare the arrival of a new financial era — one that goes way beyond Bitcoin.
A group of investors led by the owner of several boutique New York hotels agreed to take Soho House & Co. private in a $2.7 billion deal for the members’ club operator that’s struggled since its initial public offering.
After a mega, multi-year run of outperformance in U.S. equities over non-U.S. equities, investors have begun to question their regional equity weights.
The latest wholesale inflation numbers in the U.S. took some of the wind out of Wall Street’s sails this week, but they haven’t dulled investor enthusiasm for gold.
On this episode of the ETF of the Week podcast, VettaFi’s Head of Research Todd Rosenbluth discussed the Avantis International Small Cap Value ETF (AVDV) 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.
While stock indexes generally give a broad idea of what is happening, they can greatly overlook the performance of many individual stocks.
There is a seasonality in asset class investment performance that is revealed in the history of calendar month returns. Based on history, investors should be “all in” U.S. stocks this August but “mostly out” in September.
Vanguard Group has filed plans with the Securities and Exchange Commission for its priciest exchange-traded funds yet as the asset management giant seeks to beef up its actively managed lineup.
Advanced Credit Solutions is a tiny finance firm based in Luxembourg that was founded by a Belgian and works with insurers. Despite its outwardly bland appearance, the business it does is anything but.
The day of reckoning is here. Earlier in the summer, the Trump Administration set a global trade deal negotiation deadline of August 1.
For the second quarter of 2025, most energy infrastructure companies maintained their payouts, with MLPs largely providing sequential growth.
High yield ETFs, particularly short high yield, have been a significant contributor to portfolio performance, providing relatively reliable fixed income return with relatively little volatility.
Last week, the S&P 500 had a rally that took it to 3 straight record highs. The momentum cooled as economic data painted a complex picture.
A checklist comprising above-average income, attractive valuations, and positive correlations to possible interest rate cuts may sound daunting
Active emerging markets ETFs can provide that international performance even if international equities broadly don’t spike as they did earlier this year.
Apollo Global Management Inc. is aiming to invest in artificial intelligence, defense and infrastructure in Europe, where trillions in spending is needed, its co-head of European credit Tristram Leach said in a Bloomberg TV interview.
Despite headline noise from U.S. tariffs and mixed earnings, India’s structural growth pillars—credit expansion, services exports and infrastructure delivery—remain firmly intact in 2025.
Some market observers say that the biggest wave of corporate treasury adoption of cryptocurrency has come and gone. However, some studies point to a long runway for corporations to bring crypto into their portfolios.
Investors seeking a Goldilocks option to balance yield and rate risk may want to consider intermediate bonds.
The word “bubble” gets tossed around quite a bit. Usually, it comes in the form of verbal arguments about whether prices have advanced to a point that’s “too high” in some sense. We can do much better than that. A bubble is a mathematical object.
A pair of new bond exchange-traded funds is making it easier than ever for investors to avoid taxes on coupon payments.
The 24-hour news cycle reminds investors that tariffs still remain a factor. As such, for those looking to get commodities exposure as a portfolio diversifier will want to make sure they allocate strategically.
The U.S. economy grew at a surprisingly strong annualized rate of 3.0% in the second quarter of 2025, which far outpaced the post-2000 average of 2.3% and easily beat expectations.
Income diversification is necessary considering that rate cuts could be ahead. One area that could help bridge the gap — private credit.
This video examines two key market valuation metrics: the Trailing Twelve-Months (TTM) P/E ratio and the more reliable P/E10 ratio. Using data through July 2025, we explore their differences, historical context, and what they reveal about the current market's valuation.
Apple Inc. is plotting its artificial intelligence comeback with an ambitious slate of new devices, including robots, a lifelike version of Siri, a smart speaker with a display and home-security cameras.
US short-dated bonds yields fell to their lowest levels in more than three months, reflecting conviction among traders that the Federal Reserve will cut interest rates in September.
Sam Altman has a good problem. With 700 million people using ChatGPT on a weekly basis — a number that could hit a billion before the year is out — a backlash ensued when he abruptly changed the product last week.
It’s always fun to return to classic novels for summer reading and accordingly, this year’s Charts for the Beach returns to the time-honored basics of the economy and of investing.
The summer months and October are known being tough on stocks, but seasonal trends don’t always repeat. Even when they do, it’s not necessarily a call for long-term investors to move away from equities. This year could be an example of a good time to remain invested during the summer doldrums.
The ETF landscape continues to grow and change, and this time, it’s Neuberger Berman adding to the space.
Stodgy equity mutual funds have been bleeding cash for years, losing out to cheaper and often better-performing alternatives.
Crypto exchange Bullish hasn’t gone public yet, but that isn’t stopping an ETF issuer from trying to capitalize on the hype.
