Tax cuts alone can’t save a weak business, but high-quality companies can put a tax-break windfall to good use for investors.
Newly released research from State Street Global Advisors breaks down why financial advisors are embracing model portfolios more this year.
Short-term bond exchange-traded funds (ETFs) can provide yield seekers with a viable alternative to money market funds.
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.
Energy is everything. Or, if Einstein was right, you and I are just energy in material form. Accelerate us to lightspeed squared and we might become something else.
The clouds hanging over Boeing’s operations finally appear to be clearing.
Many hot trends have been turned into equity portfolios. But fads aren’t investing themes and may be flawed as standalone investments.
The blog touches on how the "Magnificent Seven" tech giants—Apple, Amazon, Alphabet, Meta, Microsoft, Nvidia, and Tesla—achieved a remarkable 21% earnings growth in Q3 2024, propelling the S&P 500 to a 5.9% overall increase.
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.
Time to refresh before 2025? The 2025 global market outlook offers compelling opportunities abroad, with the active ETF TOUS a route therein.
At some, point a steepening yield curve will result, leading to yield opportunities for long-term bond exchange-traded funds.
The transition from bank-dominated lending to a diversified financing ecosystem offers unprecedented opportunities for private credit investors.
Corporations are currently producing the highest level of profitability, as a percentage of GDP, in history.
Collectively, we’re spending more and more on Christmas each and every year. This happens despite concerns about the economy and politics—and the fact that US credit card delinquencies continue to climb higher. So, how does this put more money in our pockets as dividend 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.
“Should I hire a financial advisor?” people often ask Jon Fee. The answer is never “No.” But sometimes the answer is “Maybe.”
Fixed income markets face key questions that will shape their direction in 2025. This post explores these questions & their potential impact.
We expect high yield bond issuers to maintain healthy balance sheets and defaults to remain low.
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.
To improve potential returns and mitigate risks, investors should choose from the widest range of opportunities.
Our outlook on the 11 S&P 500 equity sectors.
To maximize tax benefits from year-end charitable giving, you may want to use strategies like lumping contributions, making qualified charitable distributions from IRAs, and gifting appreciated assets.
An enduring image from 2024 will be the capture of the SpaceX booster rocket by the Mechazilla robot arms on its return to Earth. This achievement served as a powerful metaphor for the year: the improbable not only became possible but redefined expectations.
Better than expected economic data in November appears to be thwarting the FOMC's efforts to engineer lower short-term interest rates.
Riverfront's stock selection team performs analysis on individual equities that provides useful insights into how we position our portfolios.
China’s economic ascent over the past four decades has been a remarkable story of growth, driven by several factors.
There are not many attractive opportunities in the US large-cap space. History suggests the market is overdue for a correction.
The U.S. economy and stock market are entering 2025 from a position of strength, but risks of volatility—especially pertaining to policy—are much higher compared to last year.
We examine how a potentially complex bond market in 2025 could still offer opportunities in high-yield bonds, municipal bonds, and inflation-protected securities.
Help overcome market timing and loss aversion with dollar-cost averaging.
For us as investors, we can say that this is déjà vu all over again as we practice our stock picking discipline.
The Santa Claus rally that started a few weeks back continued as the market logged its 53rd record high for 2024. While the Scrooges bemoaned inflation and tariffs, other investors embraced the strong economic data and loaded their sleds with market returns.
The surprise nomination of Robert F. Kennedy Jr. to head healthcare policy in the U.S. caused substantial volatility in November. But despite heightened uncertainty, the sector’s long-term outlook appears intact, say Portfolio Managers Andy Acker and Dan Lyons – giving investors a potential opportunity to invest at attractive valuations.
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.
When the ECB’s rate-cutting cycle ends, should the neutral rate be far higher than pre-pandemic? Not in our view.
On the latest edition of Market Week in Review, Investment Strategist BeiChen Lin discussed the ouster of France’s prime minister and the potential market implications. He also provided an update on the health of the U.S. economy.
In an equity market that has mostly moved straight up this year, the logical question is, how have we been realizing losses? Our analysis of potential tax benefit1 may provide the answer.
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.
Why hasn’t tighter monetary policy caused a recession? One reason: federal budget deficits have been huge.
Last week we processed robust economic data and growing clarity on Federal Reserve policy, instilling a consensus view for a strong market that is now well reflected in positioning.
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.
As the office buildings market faces headwinds, investors look to alternative sectors.
'The past is not necessarily prologue,' said VettaFi’s Head of Research Todd Rosenbluth, in advance of tomorrow’s Market Outlook Symposium.
We believe municipal bonds currently offer a compelling balance of risk and reward for investors in higher tax brackets.
A significant valuation gap has emerged between the top-performing megacap stocks and the rest of the market, creating potential opportunity.
Financial markets often move in cycles where enthusiasm drives prices higher, sometimes far beyond what fundamentals justify.
