Most of us spent moments of our childhood, crayon in hand, connecting numbered dots that gradually revealed a picture that we couldn’t deduce simply by looking at the separate dots. With experience, we got better at looking at those isolated dots and mentally connecting them into a coherent “gestalt.”
Join VettaFi’s Head of Research Todd Rosenbluth and ProShares’ Head of Investment Strategy Simeon Hyman in a conversation about the headwinds facing the banking sector and how to manage the risks in your clients’ portfolios.
To better understand the state of play, VettaFi’s financial futurist Dave Nadig met with Canopy founder Eric Golden for a discussion on crypto’s prospects.
If you’ve been to a high school or college commencement lately, then you know the drill: at some point at least one speaker will urge the graduates to be “agents of change,” suggesting they’d like to see these students make the world a better place through some sort of social activism.
The terms private credit and private debt are often used interchangeably to describe direct origination credit strategies. But, the business is also known by another name: non-bank lending.
We prefer private to public credit long term on better return potential. It’s the mirror image in equity: We prefer public stocks as risks fade in the medium term.
The most famous “Hail Mary” in American football history happened in 1984. On the very last play of the Boston College football game, an undersized quarterback named Doug Flutie threw a bomb into the end zone to teammate Gerald Whelan. Boston College had won the game!
Microsoft Corp. is bringing its Bing search engine to OpenAI Inc.’s ChatGPT, further tightening ties with the artificial intelligence startup in a bid to challenge Google.
Debt limit talks in Washington have hit a fresh impasse with negotiators far apart on key issues, especially the spending cuts demanded by Republicans, as time runs short to avert a historic US default.
One of the advantages of exchange-traded funds (ETFs) compared to other investment vehicles is their relative liquidity. But what is liquidity for an ETF? How does that liquidity actually give ETF investors the upper hand, compared to other assets?
I am struggling with best ways to organize my thoughts and prepare something our advisors will validate and be willing to send.
Here are a few strategies to ease the change-management process, bringing advisors of every age and background onto the right path toward adoption.
Why does giving away my expertise make sense, and why should you follow my lead?
One metric I look at fairly often for various countries is the relationship between the performance of stocks vs. bonds. The idea is straightforward enough: when stocks are outperforming bonds, it tends to be associated with a growing economy.
Both domestic and external forces may limit China's growth prospects.
The deadline for the #debtceiling is quickly approaching. Where does each side stand? What does each side have to lose? Will a deal get done despite the hardening of partisan lines? Check out what it all means for investors.
The Fed failed to recognize the danger of its loose monetary policy in 2021. We are seeing its pernicious effect, as the money supply and velocity combined to inflict non-transitory inflation.
Join the experts at abrdn and VettaFi to learn how an allocation to infrastructure could boost your portfolio.
We must understand our clients’ purposes and how they fit together in their lives. We need to take the initiative when rebalancing is in order.
Bond-market titans BlackRock Inc., Pacific Investment Management Co. and Vanguard Group Inc. are warning that recent violent swings in US Treasuries are only the beginning of a new era of volatility that’s here to stay until central banks conquer inflation.
Some previously steadfast bears are showing signs of giving in after a seven-month advance put the S&P 500 on the edge of a key chart line.
Diversification is a cornerstone of thoughtful, long-term focused investing. Incorporating assets and asset classes that don’t always move in tandem – that is, their returns aren’t strongly correlated – can help temper stock and bond market risk.
Several key economic indicators are released every week to help provide insight into the overall health of the U.S. economy. Policymakers and advisors closely monitor these indicators to understand the direction of interest rates.
Tax-loss harvesting is one of the direct indexing’s biggest benefits. The automation that direct indexing provides greatly increases the strategy’s potential benefits.
Fifth district manufacturing deteriorated in May, according to the most recent survey from the Federal Reserve Bank of Richmond. The composite manufacturing index is at -15 in May, down 5 from April. This month's reading is worse than the Investing.com forecast of -8 and is the fifth consecutive month the index has reported worsening conditions.
This morning's release of the April new home sales from the Census Bureau came in at 683K, up 4.1% month-over-month from a revised 656K in March. This is above the Investing.com forecast of 663K and the highest level in over a year. The median home price is now at $420,800, down $35K from March on a nominal basis.
Here’s a quick guide to avoiding the trap of micromanagement and promoting productivity, innovation, and employee satisfaction.
A better retirement stress test would focus on the standard of living in retirement and how spending would need to change in times of market turmoil or heightened inflation.
The worst may be over for residential investment.
Is it efficient and productive to have four people do a job that appears to take two?
The artificial intelligence, or “AI,” revolution is upon us. The financial media and headlines are abuzz with stories of generative “AI” and the subsequent “industrial revolution.”
Review the latest Weekly Headings by CIO Larry Adam.
According to Buffett, the US economy just went through the “most extraordinary economic period since World War II.” That’s a heck of a statement.
Many investors view real estate as an attractive long-term investment opportunity that plays an important role in portfolio diversification. With that in mind, Columbia Threadneedle Investments recently announced the expansion of its exchange-traded fund offerings with the launch of the Columbia Research Enhanced Real Estate ETF (Ticker: CRED). The fund offers investors and allocators an accessible, research-driven way to gain exposure to the real estate asset class. REITS have a history of low correlations and attractive long-term returns and have a strong historical performance record in high inflation. According to a recent Columbia Threadneedle survey, 93% of financial advisors plan to maintain or increase their real estate allocations over the next 12 to 24 months.
A member of Putnam's Fixed Income team since 2007, Onsel Gulbiten analyzes macroeconomic issues, including inflation, interest rates, and policy developments.
Social Security has always been born from political rather than financial necessity. The initial retirement age was not based on life expectancy but rather on the political and social realities of the time.
Banks and financial institutions are big issuers of preferred securities, so the recent banking industry volatility has had an impact. Our guidance on preferreds is unchanged but with some caveats.
Negotiations among lawmakers in Washington, D.C., to raise the debt ceiling might trend in a more favorable direction.
The distinction between futures-based ETFs and crypto equity ETFs is clear when you look closely at the two. But even when examining them closely, it may be difficult to distinguish between the different types of blockchain/crypto equity ETFs because of similarities with fintech, metaverse, and Web3 concepts.
We propose a golf-inspired advisor assessment framework with a scorecard, fairway average and handicap as performance measures to quantitatively assess an advisors’ investment performance.
No piece of technology is more crucial than the microchip. Its supply was central to the cause of the post-COVID-19 inflation, and the stability of the U.S.-China relationship hinges on its manufacture.
Risk-averse investors seeking defensive systematic strategies to reduce left-tail risk should broaden their search beyond low volatility/low beta.
Investors are planning to ramp up bets in emerging markets, according to the latest Markets Live Pulse survey — a sign the asset class is becoming a favorite for those wary of a US recession.
What generally follows that expression is a succinct synopsis. We’re always trying to be concise; however, distilling complex economic and investment matters usually requires several pages.
Macroeconomic uncertainty presents new challenges for investors who are saving for long-term goals like retirement. Inflation can diminish the ability to save today and the value of those savings tomorrow.
Could massive monetary support have softened the deep bear market many expected? It is an interesting question. Particularly given the Fed has hiked rates at one of the most aggressive paces in history.
HNW Americans need to be prepared for every contingency, including Democrats winning a trifecta of POTUS and majorities in both houses of Congress.
Chief Economist Eugenio J. Alemán discusses current economic conditions.
We often talk about technology’s influence on the economy. After the Strategic Investment Conference, though, I’ve decided that isn’t strong enough. It’s more correct to say technology is the economy.
Although attendance was down this year compared to last—mostly because Bitcoin’s price is still off its record high of approximately $69,000, set in November 2021—there was nevertheless an impressive turnout of investors of all ages, industry leaders, policymakers and more.
