Factor investing has seen increased popularity in the US. Investors may also want to consider increasing their opportunity set by considering factors abroad.
When markets turn volatile, it’s not time to despair. Stephen Dover, Head of Franklin Templeton Institute, offers some judicious perspectives on how to turn volatility into opportunity.
I once had a cat who liked movies. His name was Otto—he passed away in 2014 at 15 years old. His favorite movie was The Matrix because there’s lots of action and explosions. All the action on the screen could hold his attention.
Investors aren’t likely to see a Bitcoin-spot exchange-traded fund offered in the US anytime soon, according to VanEck Chief Executive Officer Jan Van Eck.
After embarking on a rapid tightening cycle in March 2022, the Federal Open Market Committee (FOMC) appears poised to pause its interest rate hikes in the middle of this year.
Deep in the bowels of Wall Street, there’s a surprisingly successful counterfeiting operation underway: The world’s largest banks have created a booming business churning out imitation quant trades.
Here’s what we learned in earnings season about how companies are coping with a particularly tricky set of macroeconomic conditions.
Credit conditions are tightening in both Europe and the United States. Our analysis follows in our mid-quarter update, Tightening Credit.
Advisors are looking ahead to the policy and tax changes impacting their high-net-worth clients. Those include changes stemming from the passage of Secure 2.0 Act.
Looming behind market fears over the prospect of a historic US default is the less-discussed risk of what would follow a deal to resolve the debt-ceiling impasse.
The U.S. economy is likely slowing down, and a recession seems likely in the 12-18 month time horizon.
Artificial Intelligence (AI) is a key pillar of the digital transformation theme, which is driving significant disruption and spurring new growth. Grant Bowers, portfolio manager with Franklin Equity Group, offers a unique perspective of the challenges and benefits of this evolving and disruptive technology.
REITs are most often thought about as income-producing investments. Although this is generally a true statement, REITs can also be great builders of wealth if invested correctly. To invest in REITs correctly, it is imperative that the investor understand the true nature of the beast.
An in-depth analysis of hedge fund performance demonstrates that, over the past 15 years, lower-beta hedge fund styles have generally achieved higher alpha, aligning with investors' objectives of maximizing returns and diversification.
Parking your fixed-income assets in cash may seem like a safe choice in today’s volatile investing environment, but it’s actually a risky proposition. Here are three reasons why sitting on the sidelines can be a dangerous game.
For this edition of Bull vs. Bear, James Comtois, and Elle Caruso discussed the pros and cons of using single-stock ETFs to express opinions on stock earnings.
As financial advisors and wealth managers, we want our ultra-high net worth clients to emulate the Rockefellers, not the Vanderbilts.
Despite economic uncertainty, we see compelling value in high-quality, liquid assets that we view as more resilient in the face of a potential recession.
Private equity has traditionally been dominated by large institutions, but is gaining ground in individual investor portfolios, helped by a growing secondary market that has made allocating to private equity easier.
April's ZHVI came in at $339.048, up 0.34% from March and up 3.30% from April 2022. This is the second consecutive monthly increase in home value. After adjusting for inflation, the real figures are -0.21% month-over-month and -4.45% year-over-year.
Here are GMO’s updated forecasts for performance of various asset classes over the next seven years.
Markets are still facing uncertainties regarding the impact of the Federal Reserve’s aggressive rate hikes and quantitative tightening, a potential economic slowdown, and the likelihood of other unforeseen consequences of financial disintermediation.
This morning's release of the April existing home sales showed that sales continued to fall for a second straight month to a seasonally adjusted annual rate of 4.28 million units from the previous month's 4.43 million. The latest number represents a 3.4% month-over-month decrease and was well below the forecast of a 0.1% increase in sales. Existing home sales are now down 23.2% compared to one year ago.
The latest Conference Board Leading Economic Index (LEI) for April dropped to 107.5 from March's revised figure of 108.2. This is the 13th consecutive monthly decline, the longest streak since 2009, and the lowest reading since September 2020. Today's reading represented a 0.6% month-over-month decline, consistent with the forecast.
It’s hard to open up a newspaper these days and not see a scary story about the debt ceiling debate. The Biden Administration is saying that a “default” is approaching if an agreement isn’t reached soon.
The view by many is that sustainable investing is concessionary in that financial results are forgone in order to achieve sustainable outcomes. Our historical analysis shows that this assertion isn’t true and that unique ESG data can be predictors of company results.
The Northern Trust Economics team shares its outlook for U.S. growth, employment, interest rates, and inflation.
Tencent Holdings Ltd. posted its fastest pace of revenue growth in more than a year but earnings missed estimates, reflecting an uneven internet sector recovery during China’s post-pandemic reopening.
The Federal Reserve’s latest 0.25% interest-rate hike has likely capped one of its most aggressive policy-tightening cycles in 40 years. And the cumulative 5% policy rate increase in just over a year is now starting to have an effect on rate-sensitive sectors and inflation.
Investor indifference to the threat of a prolonged debt-ceiling impasse has left a handful of tail-risk strategies almost too cheap to pass up.
The latest manufacturing index came in at -10.4, up 20.9 from last month, marking the index's ninth negative reading in a row. The six-month outlook was down 8.8 points from last month and remains in negative territory for the third straight month at -10.3.
Working with a skilled OCIO provider can help you position your portfolio to benefit from investment opportunities and avoid uncompensated risks.
The CBOE Volatility Index (VIX) is down about 26% for the year, but investors shouldn’t assume there won’t be market fluctuations ahead, especially with quantitative traders increasing their activity as of late.
The current economic and investing environment remains one of the most challenging and difficult to navigate in recent times. We have stubborn inflation, economic resilience, geopolitical tensions, tight labour markets, rising interest rates, higher for longer monetary policy, QT, bank failures, overwhelming bearishness and now, issues surrounding the debt ceiling.
BNY Mellon Investment Management recently launched its latest suite of thematic ETFs, including the BNY Mellon Innovators ETF. It is managed by John Porter, who joins us today to discuss the ETF, what it means to invest in innovation, and why thematics.
The BNY Mellon Innovators ETF was created to support innovation across a wide range of industries and sectors, not just technology. It invests in companies that can provide economic benefits, create new jobs, and improve the quality of life for people worldwide. John’s broad definition of innovation is unique and we’re here to discuss more about the strategy with him.
Earlier today, the U.S. Census Bureau and the Department of Housing and Urban Development published their April findings for new residential housing starts and building permits. Over the long haul, the two series offer a compelling study of trends in residential real estate. Here is an overlay of the two series since the 1959 inception of the starts and permits data, which was tracked beginning a year later.
Month-over-month nominal retail sales in April were up 0.42% and up 1.60% YoY. However, after adjusting for inflation, real retail sales increased by 0.05% and were down 3.20% YoY.
Rising rates in today's fixed-income markets have led to more attractive bond prices and higher yields, alleviating some of the challenges facing income investors.
The paradox that this marriage potential created at the college was that the odds are good, but the goods are odd. This is the statement that can be made for common stock investing today.
Alphabet Inc. is back in the game. The artificial intelligence game, that is.
The patent that’s given Vanguard Group an edge over competitors for the past 20 years — and helped its clients pull in more than $100 billion worth of additional investment gains — expired today.
Muni investors have more reasons for optimism than concern as California tackles a projected $31.5 billion budget deficit.
The U.S. Census Bureau and the Department of Housing and Urban Development have now published their findings for April new residential housing starts. The latest reading of 1.401M was just above Investing.com's forecast of 1.400M and is a 2.2% increase from the March's revised figure of 1.371M. Housing starts are down 22.3% compared to this time last year.
The U.S. Census Bureau and the Department of Housing and Urban Development have now published their findings for April new residential building permits. The latest reading of 1.416M came in below Investing.com's forecast of 1.437M and is a 1.5% decrease from March’s revised figure of 1.437M. Building permits are down 21.1% compared to one year ago.
Every financial decision has a tax implication, and sufficient planning is not done until the taxes have been considered and reported correctly. Here are seven pitfalls advisors can avoid.
What's on the menu? Heading into a profits recession, there are many things to consider when building a portfolio. Here's a sneak peek at what we are serving up.
The future of money is uncertain, and speculation about what comes next is all over the place. The Federal Reserve note "dollar" is the world's reserve currency, but its seat on that throne is no longer secure.
If 2022 was the zenith of the post financial crisis bull market, the intervening year and a quarter is a relatively short period from which to conclude that a turn in the secular tide has taken place. That said, several indicators have already begun to signal a change in trend.
No one is bragging about the index fund they own to their friends.
You can’t carry other people’s emotional weight for long without your legs giving out.
