Liquidity

After hitting nearly 80% of my predictions over the first five years, the past two years are calling into question whether I’m truly the ETF Nostradamus.

Yields may trade in a wide range as markets work through issues in the new year. Navigating volatility may mean capturing higher nominal and real yields over the longer term.

Although underlying fundamentals and company financial statements can be difficult to analyze, the general public can easily discern price movements and understand the primary objective—buy low and sell high.

In our year ahead outlook, we unveil 5 key factors we believe offer rare certainty in these uncertain times. Discover how we’re navigating this landscape and positioning portfolios to seize opportunities and mitigate risks in the year ahead.

Our Cash Indicator methodology acts as a plan in case of an emergency. Investors should expect more equity market volatility ahead.

Continuing last year's trend, our 2025 outlook shows fixed income benefiting from high rates, while equities face a narrowing edge over risk-free investments.

After a strong November 2024, markets were generally down in December. The S&P 500 index was down 2.3%, while energy, small caps, value stocks, and REITs performed considerably worse.

Gain insights into 2025’s top tech trends and market opportunities, and what experienced investors should consider for smart tech investments.

Continued volatility, falling yields, and other expectations for the year ahead, plus seven strategies to take advantage.

We prefer equities over fixed income, in particular U.S. equities as the outlook for the U.S. economy is solid and promising.

We look back on six themes that defined another eventful year.

The Federal Reserve’s recent meeting signaled a notable shift in its monetary policy approach.

For 2025, the financial markets will be entering a new chapter in the ever-evolving policy story. Indeed, not only will the U.S. economy be operating under a new political and attendant fiscal backdrop, but it will also be in the midst of a different monetary policy setting—rate cuts, not the after-effects of rate hikes.

We expect the playbook for emerging markets to be one of volatility at the start of the year, transitioning to growth and opportunity as U.S. trade policies and China stimulus plans become clearer.

It’s that time of year when Wall Street polishes up its crystal balls and predicts next year’s market returns. Since Wall Street never predicts a down year, these forecasts are often wrong and sometimes very wrong.

As we near the end of 2024, researchers, businesses, and investors have begun to question the overheated artificial intelligence sentiment.

Start the new year right by reviewing and revamping your financial plan.

Macroeconomic uncertainties prompted the Federal Reserve to signal a slower pace of policy rate cuts in 2025 and beyond.

With economic growth rising at a stronger rate than expected for this part of the cycle and inflation holding above the 2.0% target, the Fed appears more cautious about the need for rate cuts.

On Friday December 6th, the U.S. stock market pushed to the most extreme level of valuation in U.S. history

U.S. stocks retreated as the Fed indicated it likely would lower rates only twice in 2025. The Dow dropped more than 1,000 points, and the S&P slid almost 3%. The Nasdaq lost 3.6%.

As cash yields dwindle, the case for fixed income becomes increasingly compelling.

As we approach the start of a new year, it is a good time to take a fresh look at your portfolio to ensure that it still aligns with your long-term goals.

In his 2025 investment outlook, Head of U.S. Fixed Income Greg Wilensky outlines the most likely scenarios for the U.S. economy and which asset classes he believes will be best positioned under each scenario.

A conversation with our stock selection team, part two.

We expect gears to shift as potential policy changes under the Trump administration add to uncertainty about inflation and the global economy.

How a diversified liquidity strategy might help time-strapped corporate treasurers reduce vulnerabilities and improve adaptability in uncertain markets while maintaining access to cash.

While analysts are currently very optimistic about the market, the combined risk of high valuations and the need to rebalance portfolios in the short term may pose an unanticipated threat.

In his 2025 investment outlook, Portfolio Manager John Lloyd shares his views on the attractiveness of a multi-sector approach to fixed income investing.

"Trump Trade 2.0" fueled U.S. equity and digital asset rallies, while real assets faltered under a strong dollar.

The transition from bank-dominated lending to a diversified financing ecosystem offers unprecedented opportunities for private credit investors.

Portfolio managers and market strategists from Payden & Rygel review the opportunities and risks ahead for four bond market sectors: high yield, emerging markets, global bonds and low duration securities.

In his 2025 investment outlook, Head of U.S. Securitized Products John Kerschner shares his U.S. securitized outlook, identifying the key trends he believes will drive investment returns in the year ahead.

Republicans have lashed out at the Inflation Reduction Act (IRA), a landmark package of incentives for clean energy, since it was passed two years ago.

Our outlook on the 11 S&P 500 equity sectors.

To improve potential returns and mitigate risks, investors should choose from the widest range of opportunities.

Riverfront's stock selection team performs analysis on individual equities that provides useful insights into how we position our portfolios.

Today’s video on the Healthcare Sector Stocks is another in the continuing series of videos where we are looking for value in each of the 10 major sectors as reported by Standard & Poor’s. This particular video is going to be on the Healthcare Sector.

Strong 2024 performance may be tough to replicate given tight credit spreads, but we still have a favorable view on corporate bond investments given the strong economy.

The markets sure had a lot to process this year – from surprisingly resilient economic data, to the Fed kicking off its easing cycle to an unprecedented presidential election season.

When the ECB’s rate-cutting cycle ends, should the neutral rate be far higher than pre-pandemic? Not in our view.

Amid concerns about the impact of rising deficits on U.S. Treasuries, it helps to differentiate bond investments by maturity, credit rating, and global relative value.

We believe municipal bonds currently offer a compelling balance of risk and reward for investors in higher tax brackets.