Bond yields still look attractive, but investors are earning little extra for taking on corporate credit risk, according to Thornburg Investment Management. Key Takeaways: Investment-grade spreads reached their tightest…
Yields are rising, and so are rates. Markets anticipate one more rate hike from the Federal Reserve to close out 2026. With stubborn inflation and massive borrowing by AI hyperscalers, rates may remain elevated some tim…
For more than a decade, the International Rescue Committee’s (IRC) annual Emergency Watchlist has accurately predicted 85-95 percent of the countries most likely to face a worsening humanitarian crisis in the coming yea…
Three Dimensional Fund Advisors ETFs that NYSE Arca announced as Monday launches are not new funds at all. Instead, they are existing ETFs that now trade as share classes of older Dimensional mutual funds, according to …
New Zealand's business confidence improved in the third quarter despite rising fuel prices and geopolitical headwinds, according to the New Zealand Institute of Economic Research.
It’s always exciting to see a fund perform well over the course of a month, but it’s also important to understand exactly why that strong performance may be happening. Key Takeaways: September proved to be a relatively …
Bad news has found its old bull market passport again because this market is still trading the Fed first and the economy second, and September’s jobs report was soft enough to knock an October hike almost completely off…
Ten years ago this week, the world watched the United Kingdom vote to walk away from the European Union.
I got quite a few notes in the mailbag last week. One that piqued my interest was from JT who asked if there are any ETFs or mutual funds that have a dividend investing philosophy similar to mine. Many of you know I’m n…
Although not always easy to quantify, intangible assets are one of the primary sources of strong competitive advantages for businesses and a key source of economic moats. Key Takeaways Intangible assets, including paten…
NEW YORK – October 1, 2026 (STL.News) Stocks – U.S. stocks were struggling to find direction Thursday as sharply higher Treasury yields offset strength in software and artificial-intelligence-related companies, creating…
Ray Dalio's frameworks, including the debt cycle, four economic seasons, and the long-term world order, suggest gold's role as a structural hedge is increasing. Current conditions, marked by high debt-to-GDP, sticky inf…
What rising correlations could mean for portfolios A mix of stocks and bonds typically helps diversify a portfolio, since stock prices often rise when bond prices fall and vice versa. But lately, that diversification be…
WASHINGTON -- The Group of Seven wealthy democracies said Friday they plan to release 100 million barrels of oil and fuel products in the coming weeks, starting with "substantial" amounts of diesel after the fuel recent…
The Procure Space ETF (UFO) continues to demonstrate space sector resilience. Despite a 2.8% dip in September, the fund was propelled by select performers across its Media & Communications and Technology holdings. This …
This week, I appeared on Schwab TV for the New York Stock Exchange. Here’s a brief recap. Key Takeaways: VettaFi index-based American Century Quality Growth ETF (QGRO) and VictoryShares Free Cash Flow ETF (VFLO) recentl…
Bitcoin consolidated this week as the market sharply reduced its expectations for another near-term rate hike. The catalyst was New York Fed President John Williams, who argued that September’s 25bp hike had reduced the…
The S&P 500 Index is now near its all-time record high, fuelled by investor exuberance for artificial intelligence-themed stocks. Stock prices — and valuations — have continued to rally, despite high oil prices, which a…
Leave it to Nvidia to create buzz. This week, the company’s announcement of a massive, history-making, $150 billion stock repurchase plan put buybacks back in the limelight. Truth be told, stock buybacks have expanded s…
The international role of the euro grew moderately in 2025, with its share across various indicators of global currency use reaching around 20%. Viewed from a longer-term perspective, the role of the euro has grown grad…
September proved to be a fairly tumultuous month for many equity sectors outside of tech, and the materials sector was no exception. Key Takeaways: With the exception of tech, many equity sectors struggled to perform we…
Treasury yields fell on Thursday, giving back some of the recent gains that propelled longer-dated rates to levels not seen in decades.
Financial advisors in 2026 are increasingly leveraging gold as a core structural hedge and portfolio diversifier, typically advising a 5% to 10% allocation based on a client’s individual risk tolerance and retirement pr…
The muni bond ETF space has been an exciting one in 2026, with plenty of upheaval for investors to consider. Strong issuance has coincided with significant rate-driven volatility. That has created opportunities for savv…
