Fixed income investors who want to diversify their portfolios in a challenging market environment shouldn't overlook CLOs.
As April’s volatility storm fades into memory, traders are left balancing calmer markets and the ever-present risk of a fresh round of headline shocks.
The dollar soared and Treasuries fell as the trade war between China and the US eased, stoking appetite for risk assets.
With Wall Street kicking off another rally, American stocks are now trading like Donald Trump’s “Liberation Day” shock never happened.
Chief Economist Eugenio J. Alemán discusses current economic conditions.
While coming in much stronger than expected, the latest employment data confirmed what we already suspected: the economy is slowing.
Warren Buffett opened his 60th—and final as CEO—Berkshire Hathaway annual meeting with the same understated clarity that has defined his career: "This is my 60th annual meeting... I think it'll be the best yet."
As the effects of US import tariffs begin to emerge, we shift our stance on equities to underweight.
Last week featured a light economic calendar, with the Fed holding its benchmark interest rate steady for the third consecutive meeting.
Financial advisors will be working with millennials and Gen Z, either as new clients or as family members of existing ones.
China drove the surge in retail investment demand, charting the second strongest quarter on record.
US equity investors will be watching closely as trade talks kick off between the Trump administration and China, with trillions of dollars hanging in the balance for American companies.
Major tech companies lobbying to salvage a tax deduction for research and development are warning they may pull back from high-profile pledges of new US investments if Congress doesn’t fully reinstate the break.
The culture clash between Bitcoin enthusiasts and gold bugs is about to be played out in the world of exchange-traded funds.
The federal government recently resumed student loan collections after a multi-year pause. This affects millions of borrowers who have been in forbearance since March 2020. Our Bill Cass outlines some options for borrowers in default.
As investors wait for updates on trade deals during the pause in tariff implementation, the focus for many has turned to economic growth and the conflicting data surrounding it.
The US said it’s developing a fast-track process for screening foreign investments in the US, an effort Trump administration officials expect could smooth the way for billions from wealth funds in the United Arab Emirates, Saudi Arabia and Qatar.
Once again, the Federal Open Market Committee (FOMC) decided to keep rates unchanged at today’s meeting, leaving the Fed Funds trading range at 4.25%-4.50%, keeping the level for overnight money 100 basis points (bps) below last year’s peak reading.
S&P 500® earnings per share estimates have come down sharply. According to FactSet, calendar year 2025 is now expected to show $266 in operating EPS for the Index.
The current geopolitical climate has injected an extra dose of unpredictability into the economy.
Investors bearish on the dollar have generated attractive returns in the current environment with Invesco's UDN.
“Compounding” is a word often used among investors to describe what they hope to achieve for their capital. Compounding is invoked so frequently that one would think it was the standard aim and practice among investors.
In the latest episode of ETF 360, VettaFi’s Kirsten Chang interviewed Bob Minter, ETF strategist for Aberdeen. They discussed all things commodities.
A potential regulatory shift in favor of the ETF industry is expected to shake up the business models of Wall Street brokers, with billions of dollars in revenue at stake.
In technology, disruption can happen slowly and then all at once. Alphabet Inc.’s Google unit is praying for the former right now.
Advisors continue to seek out diversified strategies to gain stable income this year. In addition to the growing universe of fixed income mutual funds and ETFs, there are other alternatives to consider.
Currently, the Three Tactical Rules are a “flashing yellow light” - a roughly neutral rating which represents a slight downgrade.
Our Cash Indicator methodology acts as a plan in case of an emergency. Importantly, each of these systems work together.
After entering the year with a cautious outlook, managers have become more defensively postured as the U.S. tariff policy has increased uncertainty.
Market headlines may change daily, but the role of a financial advisor remains remarkably consistent: to be the calm in the storm, the strategist with a plan and—most importantly—the voice of reason when clients need it most.
Over years, the US cemented its position as an exceptional source of earnings growth that fueled outsize equity returns. Many investors are now questioning whether the US will retain its advantages as President Trump’s trade policies add uncertainty to the outlook across industries.
In light of the announcement that Warren Buffett is stepping down, we thought it very useful to share some of the keynote talk I did at the University of Nebraska-Omaha Business School last Friday night (thanks to its wonderful director, Robert Miles).
May 8, VettaFi will host an Income Investment Strategy Symposium. Income is top of mind for many investors.
Private equity transaction volumes remain limited despite predictions for a boom in 2025. With interest rates remaining elevated and the economic backdrop increasingly uncertain, executing acquisitions and IPOs is proving a challenge, leading financial sponsors to hold portfolio companies for longer.
This video provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month.
Tracking marketing metrics isn’t about labeling efforts as a success or failure — it’s about identifying opportunities to tweak and improve what’s already working. By understanding the data, you can make informed decisions that enhance your outreach and client engagement.
A time-honored signal heeded by Wall Street’s credit industry — the weekly flow of money — is breaking down.
Sam Altman’s reputation for spin was out in full force this week in a published “letter to employees” announcing that he was abandoning plans to turn OpenAI into a for-profit company. Instead, it will “continue to be overseen and controlled” by its nonprofit board.
It was a glimpse of a very appealing future: A sleek 18-wheeler powered by Aurora Innovation Inc. trundled down Interstate 45 from Dallas to Houston last week with a trailer full of goods and a completely empty cab. At long last, autonomous trucking may have arrived.
Over the past two weeks, the market has had a furious nine-day rally, the longest winning streak in 21 years.
Most economists and portfolio managers are cautious when discussing gold. Its handling and transaction costs are high, and it pays no interest or dividends.
So what has caused such a surge in international returns versus the U.S. so far this year? Is it just short-term noise, reversion to the mean, or something more systematic? If the last few months were purely short-term noise, we will soon know, as U.S. stocks will resume dominance.
Record gold prices drove first-quarter demand in 2025 to the highest level since 2016.
Vanguard’s David Sharp marks the firm’s 50th anniversary, explores recent investor behavior, and highlights several new fixed income ETFs. VettaFi’s Stacey Morris analyzes the rollercoaster year for energy ETFs.
Join the experts at Alger for a product spotlight on their new innovation ETF, INVN, which tracks the Alger Russell Innovation Index.
With investors experiencing heightened anxiety about their financial futures, your approach can make the difference between client retention and attrition. This comprehensive guide from our senior consultants explores actionable strategies for effective client communication during market volatility.
This article focuses on asset-based fees that cover both advice and investment-related costs, which is a model that I believe is best-suited for most individuals, as advisors can add value across multiple dimensions.
For investors looking to add bonds, muni bonds remain an attractive option for an ideal blend of yield and stability.
After months of public pressure, OpenAI walked back part of its effort to create a more conventional for-profit company, but its restructuring plans still have not received the blessing of a major stakeholder: Microsoft Corp.
Markets clawed back early losses in April, but one thing has become clear – policy uncertainty and risk isn’t fading, it’s spreading.
