The battle of words between the alternative investments industry and all others about whether alts belong in 401(k)s is far too familiar today. The two sides speak different languages. They don’t engage each other.
Despite not meeting three of the four criteria, UPS valuations provide a better margin of safety than many stocks. However, while it may fare better comparatively, we would want to see improvement in earnings and sales trends before committing UPS to our roster of rainy-day stocks.
US investors are more concentrated than they think. Franklin Mutual Series believes diversifying into local, non-US currencies yields benefits, particularly in an environment of downward US-dollar pressure.
Chief Economist Eugenio J. Alemán discusses current economic conditions.
AI’s long-term potential remains strong, but supply chain risks and uneven adoption may impact near-term gains.
Corporate bankruptcies hit a 14-year high in 2024, and the pace continued through the first seven months of 2025.
VettaFi Voices provided a trailer on the current state of the ETF landscape and what's to come for the rest of 2025.
To some, $1 billion of ETF net inflows is not what it used to be. The US ETF industry has gathered more than $700 billion of net inflows this year.
In economic news other than that from Jackson Hole, the week included a new record high for margin debt and more.
2025 has seen international equities provide some significant upside following a spring swoon for U.S. stocks.
The regular college and professional football seasons are just around the corner. The smart money is betting on further upside with the Roundhill Sports Betting & iGaming ETF (BETZ).
For much of this month, Wall Street traders piled into stocks and bonds, betting that the Federal Reserve was finally ready to start cutting interest rates again. All they were waiting on was the green light from Jerome Powell to keep the rally going.
Walmart Inc., TJX Cos Inc. and Lowes Cos. each upgraded their forecasts this week; Home Depot Inc. returned to sales growth. All the good news means the retail sector is doing fine, right?
Oracle Corp.’s Larry Ellison used to scoff at the idea of cloud computing, saying in 2008 that it was “complete gibberish.”
Consumer companies can cope with the baby bust. They just have to pivot to baby boomers.
Active ETF have been in favor in 2025 but there remains confusion. Two industry experts discuss what investors should know.
Since the global financial crisis, value investing has been a lonely grind. Yet I know several managers who never gave up on value, and others who are uncomfortable with tech valuations and have been reallocating to lower P/E stocks.
Treasuries soared and traders added to bets on a September interest-rate cut after Federal Reserve Chair Jerome Powell indicated a reduction may be warranted to support the labor market.
Investors are clamoring to buy the one kind of security that few companies want to sell now: long-dated bonds.
Bond investors are heading into Friday’s much-anticipated Jerome Powell speech largely expecting the Federal Reserve chair will indicate policymakers will start cutting interest rates next month.
Bitcoin, once the unruly child of finance, is showing signs of maturity as its wild swings fade, forcing speculative traders to hunt for a new playground.
A paper from researchers at hedge fund AQR Capital Management and Yale University addresses one of the most important questions in finance: Will artificial intelligence and machine learning replace human researchers and traders?
Nvidia Corp. has instructed component suppliers including Samsung Electronics Co. and Amkor Technology Inc. to stop production related to the H20 AI chip, the Information reported, citing unidentified sources.
Investors today take for granted that the S&P 500 is an inherently superior group of stocks to those outside of the U.S. We believe investors who are substantially overweight U.S. large cap stocks would be well advised to rethink their stance.
U.S. health care stocks are having their worst year relative to the S&P 500 in years, and the next blow could be pharma tariffs. Still, some retail investors see opportunity.
As their share price patterns diverge, selectivity among the US mega-caps is paramount.
Investors have talked a lot about the Buffett indicator since the Oracle of Omaha began commenting on it. Buffett compared the market cap of the US stock market to GDP.
Resilient data continues to fuel market momentum, but policy risks and global fragility remain close behind.
Following the softer-than-expected July jobs report, the money and bond markets have fully embraced the narrative that a Fed rate cut will be coming at the September FOMC meeting.
Nick Cherney, Head of Innovation, explores the potential of blockchain and asset tokenization to revolutionize how clients access investment expertise – and how Janus Henderson is at the forefront of shaping change.
Whether it’s the ongoing push by asset managers to expand reach into them, or the new regulatory muscle behind that effort (the recent executive order around private assets in 401(k)s is an example), there’s serious effort being put into broadening access to this category.
More and more clients, especially younger generations, are asking about Bitcoin, Ethereum, and the broader cryptocurrency market. Some are curious, others already hold positions, and nearly all expect their advisor to have an informed perspective.
In this video, Chuck Carnevale—co-founder of FAST Graphs and known as Mr. Valuation—shifts focus from growth stocks to income investing in this video of 6 dividend growth stocks. He explains how dividend-paying stocks can be a powerful strategy for investors seeking steady income, particularly in retirement, and why they differ from growth or total-return approaches.
While gold hit all-time highs in April before consolidating, he notes the pullback has been unusually mild—less than 6% versus an average 10.1% correction during the 2001–2011 bull run.
On the latest ETF 360, Kirsten Chang spoke to John Lawlor, managing director, portfolio manager/trader from MacKay Shields about the state of munis. Additionally, they discussed the NYLI MacKay Muni Intermediate ETF (MMIT).
Join three VettaFi voices – Todd Rosenbluth, Cinthia Murphy, and Roxanna Islam, CFA, CAIA – for a deep dive into the ETF trends that have shaped and will shape 2025.
In the 2018 thriller A Quiet Place, silence masks imminent danger. Today's equity markets offer a similarly deceptive peace.
Sharp losses in high-flying momentum stocks may present a dip-buying opportunity if history is any guide, according to Goldman Sachs Group Inc.’s trading desk.
Mutual funds are bleeding assets anew, just as their ETF cousins break fresh records.
If you’re a tech company not called Apple Inc., getting regular people to pay attention to your smartphone launch is a challenge. Your executives, who simply must be involved, are stuffy, wooden and, more often than not, white and old. Even worse, they’re not famous.
The US and European Union took the next steps to formalize their trade pact, detailing plans that could reduce tariffs on European automobiles within weeks while opening the door to new potential discounts for steel and aluminum.
Fresh from a bruising tussle with the White House over tariffs, Vietnam is confronting a different but no less delicate challenge.
July CPI, PPI, and Retail Sales are in the rearview mirror, and investors now look ahead to a trio of key potential macro volatility catalysts this week.
Revamped insurance regulations could bring securitized investments back into play.
Producer prices rose significantly more than expected in July, throwing markets into turmoil and calling into question what seemed like an almost certain Federal Reserve interest rate cut in September.
Uncertainty remains high, but so are bond yields, leading to attractive opportunities for active investors, in our view.
For taxable investors, an appreciating portfolio can be a mixed blessing. But regular loss harvesting isn’t the only way to reduce your portfolio’s tax bill, especially as its value rises. We share four important tax management techniques for the future.
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.
