As investors re-evaluate their allocations to US assets, we think they should consider euro-denominated bonds.
As we move through the final peak week of earnings season, the blended growth rate for S&P 500 has now moved into the double digits, hitting 11.8% with 90% companies reporting.
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.
America is a free country. People are allowed to take all sorts of ill-considered risks.
President Donald Trump’s move to extract a 15% sales tax from Nvidia Corp. on certain semiconductors sold in China did nothing to damp investor enthusiasm for the world’s most valuable company.
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.
We have been pleasantly surprised by how well stocks have handled the sharp increase in tariffs. Since the market low from the early April tariff scare, the S&P 500 Index has gained more than 28%.
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.
For the second straight month, consumer borrowing was weak, indicating Americans might be close to their credit limits.
While the One Big Beautiful Bill Act (OBBBA) has something for each constituency in President Trump’s political coalition, we think it could be a squandered opportunity to alter the unsustainable trajectory of federal debt.
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
The first step toward offering participants lifetime income is to address misperceptions.
If you’re fighting an antitrust lawsuit that might end up breaking your company into pieces, one defense is to argue that those pieces would wither away if separated from the mother ship, thus creating a worse outcome for the consumer.
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.
Join the experts at CoinShares for an interactive product due diligence session, where you’ll have the opportunity to explore two strategic approaches to Bitcoin investing and get your questions answered in real time. Come curious, the team is here to help you gain clarity and confidence.
When going through a merger or acquisition, business continuity can be tricky. But advisor teams that make sure they are combining with firms with aligned cultures, services or business trajectories have a much higher chance of a successful transition — and retaining clients.
The ETF landscape continues to grow and change, and this time, it’s Neuberger Berman adding to the space.
Your clients need to plan for long-term care, and you need to help them do so. The best way to start that process is to dissuade them from assuming that LTC equals a nursing home.
A CCO’s first 90 days often set the tone for long-term success — or sustained struggle. To better understand what matters most during this transition, we spoke with seasoned compliance leaders navigating the realities of financial services today.
Find ways to segment your clients by those who want to be with you physically and those who do not. Have different strategies for how you will engage each group. You can make it work no matter what communication forum you use, even if sometimes it takes extra effort.
Stodgy equity mutual funds have been bleeding cash for years, losing out to cheaper and often better-performing alternatives.
Traders are snapping up risky assets of all stripes in the hope that falling US interest rates will add rocket fuel to an economy that’s so far been able to withstand the effects of Donald Trump’s trade war.
Crypto exchange Bullish hasn’t gone public yet, but that isn’t stopping an ETF issuer from trying to capitalize on the hype.
Sam Rines explains why it's time to find out what really drives returns in a shifting macro environment.
A surprise 39% tariff threat on Swiss gold imports sent shockwaves through the gold market. Gold prices remained relatively stable, but spreads exploded.
July U.S. ETFs saw gains in both flows and AUM as well as another elevated round of launches. In the tidal wave of funds coming to market, a few ETF strategies stand out for their innovation or for notable opportunities they provide.
Financial advice often focuses on boosting personal savings rates and maximizing return on investment during a worker’s accumulation years. Equally important, however, is the decumulation process, when people spend those savings in the form of income.
Chuck Carnevale, co-founder of FAST Graphs (“Mr. Valuation”), reviews six regional banks that are all Dividend Champions—companies that have raised their dividends for at least 25 consecutive years.
The meme stock movement is again dominated by speculative retail trading driven by online forums, social media hype, and short-term momentum.
The first full week of August offered a concise lesson in how quickly the policy calculus can shift when both politics and data align. Equity markets wobbled after reports that Governor Christopher Waller, not Kevin Warsh, is now the front runner for the next Fed chair.
Currently, spreads in most credit markets are at or close to historically tight levels, meaning that investors are locking in significantly lower levels of compensation than they have, on average, over the past several decades.
A cooler labor market was long in the making.
The US oil industry is often compared to being on a treadmill: you run fast just to stay still.
Hong Kong is confronted with two gravity-defying puzzles this year. Investors are asking why the city’s interest rates are so low, and yet the housing market is so bad.
A couple of caveats before exploring the potentially positive signals being thrown off by bitcoin miners. First, August is historically the worst month in terms of bitcoin performance. The largest digital currency has only notched three positive monthly showings in this month over its lifetime.
Rob Thummel, Managing Director and Senior Portfolio Manager at Tortoise Capital, joins the show to discuss the firm’s lineup of energy-focused ETFs, including the newly launched Tortoise AI Infrastructure ETF (TCAI). Stacey Morris, Head of Energy Research at VettaFi, shares insights on the key factors driving energy ETFs and provides her outlook on future trends in oil and natural gas prices.
Whether you are new to MLP investing or could use a refresher, this informative due diligence session will provide a helpful update on the energy infrastructure space and the potential portfolio benefits on offer. Join the experts from SS&C ALPS Advisors and VettaFi for this dynamic discussion.
Generation X, defined by those born between 1965 and 1980, is rapidly approaching retirement age. At the same time, a growing body of financial data reveals this is a generation at risk of falling short.
Now that we are six months into the second Trump administration, it is worth revisiting the economic philosophy that I refer to as “TrumpBessenomics.” The term captures the fusion of Donald Trump’s populist, growth-oriented agenda with the strategic and data-driven approach of Treasury Secretary Scott Bessent.
In a twist on Wall Street’s traditional market plumbing, some of the biggest names in finance used a crypto blockchain to trade US Treasuries for digital dollars — on a Saturday.
You’ve probably seen versions of these headlines this summer. They’re all designed to grab your attention by sounding the alarm, then close with a hand-wringing quote from someone who probably missed the last bull run.
US stocks rose on Tuesday after the latest consumer price index report stoked bets that the Federal Reserve is virtually certain to resume cutting interest rates next month.
Emerging-market stocks and currencies erased their early declines after a key US inflation report came in line with estimates, encouraging bets that the Federal Reserve will be able to start cutting interest rates next month.
Beijing has urged local companies to avoid using Nvidia Corp.’s H20 processors, particularly for government-related purposes, complicating the chipmaker’s attempts to recoup billions in lost China revenue after the Trump administration reversed an effective US ban on such sales.
While growth may slow in the near term, Europe's longer-term outlook appears to be improving.
A quarter of a century ago, when Microsoft Corp. used its dominance of the personal computer market to force people to use Internet Explorer, it famously led to a devastating antitrust lawsuit loss that some believe held the company back for more than a decade.
At the last meeting two weeks ago, Chairman Jerome Powell got the Federal Reserve to stand pat on interest rates, but not without a struggle.