Companies are moving some of the excess cash on their books into longer-term securities, betting that rate cuts from the Federal Reserve will make these holdings more lucrative.
In light of the major market shocks of 2025, advisors are tasked more than ever with helping clients manage the psychological aspects of their money, while keeping an eye on market opportunities and headwinds that can impact their investment portfolios.
Mortgage rates in the US fell by the most in a year, fueling a surge in refinancing demand from homeowners looking to save money.
US stocks climbed on Thursday, posting fresh records amid hopes that an in-line inflation report will push the Federal Reserve to cut interest rates next week.
A record number of private equity firms will turn into so-called zombie funds this year, as they struggle to reel in new investor cash, according to Ian Charles, co-founder and managing partner at Arctos Partners.
BlackRock Inc. is exploring how to give one of Wall Street’s biggest investment products a digital makeover.
Treasuries rose as traders latched onto fresh signs that the US labor market is softening, bolstering their outlook for how much the Federal Reserve might cut interest rates in the coming months.
Emerging markets are becoming more attractive as the prospect of an upcoming US rate cut — combined with softer local inflation and relatively low public debt — strengthens the investment case, according to Navin Hingorani, Singapore-based portfolio manager at Eastspring Investments.
Credit traders are increasingly relying on algorithms, decades after they began dominating equity markets, and they have become reliable stand-ins when activity would normally sag. The result has been smoother markets with less volatility and lower trading costs.
It’s tough being a SpaceX competitor no matter if you are building rockets, providing satellite internet or seeking to enter the nascent direct-to-mobile-phone industry.
This year the world’s four largest tech firms will spend $344 billion on AI, mostly on data centers used to train and run so-called large language models (LLMs) like ChatGPT that can process text, audio and visual content.
The third Friday in September is a special day in the financial-market calendar. It’s one of the four days a year the S&P 500 index gets rebalanced. With over $10 trillion of assets passively tracking it, the exercise will affect markets and investors in every corner of the world.
Underlying US inflation rose as expected in August, keeping the Federal Reserve on track to cut interest rates next week.
Technology stocks are rising so far, so fast that some investors are starting to position for the move to lose momentum.
My experience, while difficult, has given me a valuable perspective on how financial advisors can best serve clients who are caregivers — and ensure they are taking care of their own needs if they’re caregivers themselves.
In today's rapidly evolving financial landscape, new and young financial advisors face both tremendous opportunities and significant challenges. This guide outlines the core strategies that new advisors should prioritize to build successful practices and thrive in this competitive environment.
In this article, I’ll share three mistakes advisors make when it comes to the intersection of early retirement and health insurance, and what to do instead.
Investors are leaning into bullish bets on US Treasuries ahead of this week’s inflation report, as a recent run of softer-than-expected data opens the door for the Federal Reserve to cut interest rates in September and further ease monetary policy in the months ahead.
Global asset managers from KKR & Co. to Blackstone Inc. are ramping up investments in India and elevating locally-based executives to key regional roles, underscoring the nation’s rise in Asia’s private equity landscape.
Oracle Corp. is set to vault past stocks such as JPMorgan Chase & Co. to become the 10th most valuable member of the S&P 500, after a blowout cloud business forecast sent its shares soaring.
Whenever there is change, the more people there are who have a voice and are able to understand the reasons for the changes, the more people there are who can be culture carriers to share with others in your firm. This can improve your chances of your team wanting to help make the changes work rather than resist what you are doing.
Markets naturally see through the lens of businesses. When tech stocks took a dive last month on concerns of an “AI winter,” investors were egged on by a study showing 95% of corporate AI pilot programs failed to deliver any gains in productivity or profit, making all this expensive AI start to look a little useless.
It’s never too soon for advisors to start honing in on their area of expertise and figuring out their ideal client.
The question isn't whether mobile compliance can be efficient and effective. The benchmark study proves it can. The question is whether more firms will join the 25% that have figured it out or continue subsidizing the inefficiency tax that's bleeding talent, budget, and regulatory confidence.
Given the economic uncertainties around trade policies and their impact on the markets, might this be a good time to add more real estate to your investment portfolio?
It’s a potential prize fight for the ages: US “energy dominance” versus the Power of Siberia.
US job growth was far less robust in the year through March than previously reported, adding to mounting pressure on the Federal Reserve to lower interest rates.
When all the top tech companies seem to moving in a pack toward artificial intelligence, Apple Inc. has stood startlingly apart.
Nasdaq Inc. is asking regulators to let investors trade tokenized versions of stocks on its exchange, a move that could mark the first big test of blockchain technology inside the core of America’s equity markets.
Buy-now-pay-later firm Klarna Group Plc is among a string of companies bringing US public stock offerings in what looks like an extremely busy September for investment bankers.
Emerging-market currencies and stocks rose as expectations of an imminent US monetary policy easing pushed the dollar lower and strengthened investor appetite for riskier assets.
I am a retail advisor and an investment writer, and I have built and managed public funds. Therefore, I see this from multiple angles. But the only angle that matters is that of the retail investor. Let’s evaluate private markets based on liquidity, returns, transparency, and measurement standards.
Based on valuations, there's no denying we're in a bubble. That's noteworthy by itself, but it doesn’t tell us what will happen next. I will explain why selling now might not be the best move.
Is President Trump correct in his assertion that interest rates need to come down? Let’s look at the 99-year history of capital market returns spanning 1926–2024 as our
Ever since the birth of Bitcoin in 2009, China has tightened the screws on cryptocurrencies with unfailing regularity: once every four years, in fact. In the coming months, however, the People’s Republic could signal a change in its stance, and the world of money will have to take notice.
Treasuries edged higher, extending Friday’s gains, as investors shifted their focus to key readings on inflation due later this week.
Investors expecting Apple Inc.’s biggest product event of the year to serve as the next catalyst for its recently-revived stock are likely to come away disappointed.
BlackRock Inc. is exploring ways to attract more capital to emerging markets, where efforts to finance the transition to a low-carbon economy have so far been slowed by perceptions of risk.
Cryptocurrency asset manager CoinShares International Ltd. has agreed to go public in the US through a combination with blank-check company Vine Hill Capital Investment Corp.
Investors betting that a torrid rally in gold miners has room to run face a test of their conviction as the US government gets set to deliver jobs data from August.
If you want a glimpse of a changing global order, go to Singapore. That’s what I did last month, when I served as the S. Rajaratnam Professor of Strategic Studies at the Rajaratnam School of International Studies and met extensively with leading thinkers and government officials.
Is China’s artificial intelligence sector finally taking the plunge and shifting away from Nvidia Corp. in favor of homegrown chips?
Unlike Donald Trump, Chinese President Xi Jinping is not known for caring about stock-market returns.
The Dutch have long been famous — at least to pension nerds like me — for their retirement system, which is well-funded and well-managed. Now that reputation is in jeopardy: As it turns out, providing generous, guaranteed pensi
Goldman Sachs Group Inc. is making one of the biggest pushes into Middle Eastern private credit yet, betting that a growing need for non-bank lending in the region will open the door for a slew of deals for its clients.
Alphabet Inc. shares are suddenly unshackled after a long-awaited antitrust ruling removed a key risk that’s weighed on the stock for months.
Cantor Fitzgerald LP is planning to hire dozens of bankers in the Middle East in the coming years after the Wall Street firm appointed a veteran EFG Hermes rainmaker to lead its business in the region.
Apple Inc. is planning to launch its own artificial intelligence-powered web search tool next year, stepping up competition with OpenAI and Perplexity AI Inc.
Something close to the best-case scenario emerged for Google on Tuesday when a federal judge outlined its punishments for running an illegal search monopoly. The company will not be forced to sell its Chrome browser or Android operating system.
If Modi now wants to reach out a hand to the leaders of Eurasia, one might assume it is entirely because India has been insulted and rejected by the US — laden with higher tariffs than almost all its peers, and continually needled by President Donald Trump’s advisers and officials.
