Panic is never a good investment strategy—nor is greed. Here's how disciplined investing helps navigate through volatile environments.
The August jobs report highlighted a critical reality: the labor market is cooling off. While the headline figures seemed decent, the underlying data reveals clear warning signs that worker demand is slowing.
The markets closed quite strong last week and were approaching all-time highs again for the S&P 500. The most recent Presidential debate shifted the odds markets, as Harris became a 55-45 favorite on the betting site PredictIt and a very slight favorite on Polymarket. It is positive for the risk markets which did not pull back with Harris gaining strength.
The yield curve measures the difference between short-term, intermediate-term, and long-term Treasury yields.
Active fixed income ETFs have taken a big leap this year per new research about active ETFs that may draw new investor eyes.
The Federal Reserve (Fed), and markets, overreacted to the slightly higher inflation seen during the first quarter of the year. After that scare, the Fed went from expecting three cuts in the federal funds rate in 2024 to just one cut during its June dot plot release.
The Federal Reserve is widely expected to begin cutting interest rates at its September meeting. Market performance may depend on whether the pace of cuts is fast or slow.
The August consumer price index report showed that U.S. inflation slowed to 2.5%
In this article, Russ Koesterich discusses why the next bout of market volatility may last a bit longer than previous downturns and how to best position your portfolio against this backdrop.
How rapidly should the Fed cut rates?
You don’t have to read or listen for long these days before you hear a politician, pundit, or politically-inclined person say: “Government spending causes inflation.”
The longest continuous yield curve inversion has finally come to an end. Or has it? The answer depends on how you measure it.
Market participants don’t need to pick names in search of chip stock value, because the ETF SMH holds chip equities sporting favorable valuations.
The time has come! After the most aggressive tightening cycle in modern history, the Fed is ready to turn the page and begin dialing back its policy restraint after the second longest ‘on hold’ period (14 months) in history. Barring any surprises, the Fed should lower interest rates at its meeting next week—the first rate cut in over four years—in the hopes of preserving a soft landing for the economy.
For a brief moment, when volatility picked up in early August and again in early September, we saw some appetite reappear for low volatility ETFs
With tax-loss harvesting season on the horizon, investors may want to consider a pair of tax-conscious, active fixed income ETFs.
The S&P 500 index is a critical benchmark for the U.S. equity market, and its performance often dictates investor sentiment and decision-making. Between November 1, 2022, and September 6, 2024, the S&P 500 experienced a significant rally but not without volatility. Currently, investors have very mixed views about where markets are heading next as concerns of a recession linger or what changes to monetary policy will cause.
In my cycles book I’m reviewing the forecasts of Neil Howe, Peter Turchin, George Friedman, and Ray Dalio. For different historical reasons and patterns, all see a crisis culminating at the end of this decade. Some readers have legitimately pushed back, saying no one knows the future.
As we move into the final stretch of 2024, many investors may be asking themselves: Is it time to give airline stocks another look? According to a new report from Bank of America (BofA), the answer might very well be yes
What is interesting about the growth of hedged equity is that most of the assets are held in passively managed structures.
States enter fiscal 2025 maintaining stable reserves and moderating fixed costs, yet we expect many will need to make modest spending cuts due to exhaustion of federal pandemic aid.
Due to balance sheet concerns, the higher-for-longer interest rate environment has been a significant headwind for the relative performance of U.S. small-cap equities.
Certificates of deposit (CDs) and Treasuries both can offer steady, predictable investment income—but how to decide between them? Here are five factors to help you choose.
In this video, Chuck Carnevale, Co-Founder of FAST Graphs, a.k.a. Mr. Valuation and Professor Nathan Mauck, Phd. are going to talk about how to approach growth stock investing. As Mr. Valuation, Chuck is a proponent of growth at a reasonable price, often referred to as GARP investing, and Professor Mauck is going to provide some insights into what that actually means.
How are bull and bear markets defined and how should you approach them as an investor?
How an election affects stock market performance depends more on how close and contentious it is than on whether the winner is Republican or Democrat, liberal or conservative.
While the pace of Federal Reserve cuts is in question, all roads lead to lower interest rates.
As we approach the end of 2024, the latest Consumer Price Index (CPI) report from the Bureau of Labor Statistics (BLS) has provided us with critical insights into the health of the U.S. economy, particularly concerning inflation.
Balanced risks to inflation and employment indicate it’s time for the Fed to normalize interest rates, enhancing a positive backdrop for bonds.
Nvidia’s strong earnings exceeded expectations, but the stock fell as investors recalibrated their expectations given its high valuation.
Passive fixed income index investing has evolved significantly over the previous decade, offering investors the flexibility to align risk requirements and investment goals. Learn more from our experts.
Here we dispel three common myths about elections and investments, demonstrating why we think sticking to a long-term investment plan might be a better path to success than trying to predict political cycles.
As AI's usage becomes increasingly widespread around the globe, energy consumption is soaring, along with a demand for additional power.
Last week, the labor data showed a weakening labor market, but didn't give clear signals for the Fed to cut rates by 50 bp at the next FOMC.
Recent Fed commentary and economic data have crystallized investor confidence in rate cuts coming in less than a week
If you entered this NFL season as a Kansas City Chiefs fan, you’re probably hoping for a Super Bowl win after clinching three of the past five Super Bowls and having Patrick Mahomes as your quarterback and Taylor Swift backing the team.
Fed officials must recalibrate their policy stance to ensure the economy stays on solid footing to achieve that elusive soft landing they have been aiming for after their quest to quash inflation.
Determining the age when retirement account owners need to begin taking distributions is key for heirs to understand how to implement the 10-year rule for inherited accounts. Bill Cass explains what beneficiaries need to know.
Post-Jackson Hole and now post-jobs report, the markets can settle in for a rate cut at next week’s FOMC meeting.
Regardless of which administration takes power after an election, a balanced portfolio has made strong gains in the years immediately after.
Labor shortfalls will become the norm in advanced economies.
With U.S. equities perhaps calling for diversification, an active international ETF like TOUS could play a helpful role.
History typically shows that election years don't produce major volatility swings in the municipal bond market.
Is now the time for a small-caps ETF? Rate cuts and other potentially positive indicators could position the space to benefit.
The next U.S. president will face immediate fiscal challenges.
Investors may find themselves prognosticating about future rates relative to current rates in an attempt to optimize their portfolio.
While technology is a powerful driver of economic growth, it also presents challenges that can negatively impact productivity, equality, mental health, and societal cohesion. Addressing these issues ensures that technological advancements promote sustainable and inclusive economic growth.
We learned a long time ago that we wanted to know what smart professional investors were doing. It’s always better to know who is smart rather than being smart yourself. Therefore, we’ve constantly kept track of insider buying, what great investors like Warren Buffett and Carlos Slim were doing, and what the most successful hedge funds were up to. A recent chart stopped us in our tracks.
In a recent interview, Timothy Crawmer, global credit strategist at Payden & Rygel ($156.8 billion AUM), says it is the firm’s view that the Federal Reserve is going to start the rate cutting efforts in September with a 25 by 25 basis points, likely followed by another two 25 basis point cuts in November and December.
If overlays haven’t been on your radar so far this year, it’s high time to start thinking about them.
