The U.S. trade deficit in goods and services (BOP basis) widened to $78.3 billion in July from a slightly downwardly revised $59.1 billion in June (previously -$60.2 billion), according to the U.S. Census Bureau. This w…
Sam Azzarello: What's next for markets and the global economy after a year defined by escalating tariffs, persistent geopolitical tensions, and the rise of artificial intelligence across industries?
On this episode of the “ETF of the Week” podcast, VettaFi’s Head of Research, Todd Rosenbluth, discussed the Vanguard US High-Yield Corporate BD Index ETF (VCHY) with Chuck Jaffe of Money Life. The pair discussed severa…
Our global markets watchlist tracks nine prominent indexes from economies around the world. The list includes the S&P 500 from the United States, TSX from Canada, the FTSE 100 from England, the DAXK from Germany, the CA…
Big Pharma has a $300 billion problem, and biotech developers with promising drugs are becoming the fix. Major drugmakers are spending at a pace not seen since 2019 to replace medicines that will soon lose patent protec…
It is the quiet assumption that because we possess more information, faster communication, and increasingly advanced technology, we must therefore be less vulnerable to the same emotional and collective mistakes that sh…
After a wild last 12 months in a technology stock boom – and more recent volatility – the question du jour, in our view, is not whether AI is transformative. The significant increases in economic productivity and huge c…
For decades, traditional index-based ETFs have served as the low-cost foundational anchor for core allocations, consistently demonstrating that outperforming a broad market index is an uphill battle. Yet, while the vast…
The VictoryShares International Free Cash Flow Growth ETF (GRIN) tracks an index that is built on a rigorous methodology that identifies non-U.S. companies with a positive free cash flow (FCF) trend and high levels of p…
The World Cup has reached its final four. Spain, France, England, and Argentina will contest some exciting matches this week in advance of the final. Those nations, with the slight adjustment for England, all also can b…
As anticipated in our last global economic outlook, elections around the world have driven notable policy changes that altered the trajectories of inflation, borrowing costs, currency values, and trade and capital flows…
A relative period of calm in the oil market may well be over, following last week’s goings on in the Middle East. Most notably, the U.S. renewed military strikes against Iran, with President Trump potentially unnerving …
When market volatility catches investors by surprise, it’s imperative to have quality exposure to aid with portfolio stability. With that, employee-owned investment manager Neuberger has expanded its actively managed ET…
Missiles and drones disrupted skies over Dubai in late February, following U.S.-Israeli strikes on Iran. Private aviation executive Jonny Dodge watched his phone light up nonstop. His firm, YourSky, flies much of the em…
Major equity indexes, including the S&P 500, continue hovering around all-time highs. If advisors and investors are going to quibble about anything, though, it’s that the cap-weighted versions of those gauges aren’t as …
It’s one thing to want more tech exposure, but it’s another to get that exposure without overweighting the big names. Whether that’s the Mag 7 or just the AI hyperscalers, most investors are already saturated with big-n…
Navigating the macroeconomic landscape in the first half of 2026 has been a study in contrasts. Markets have marched toward all-time highs even as historic valuation metrics flash warning signs behind the scenes. To hel…
The active ETF landscape has become an ever-larger part of the ETF ecosystem. Leveraging fundamental research and increasingly competing for core and core-plus assets, active ETFs have picked up major inflows and helped…
As the Q2 earnings season kicks off, the market is widely anticipating strong results, with the technology and energy sectors expected to lead the charge. Current analyst expectations point to a robust 23.3% earnings gr…
13Given how crucial the fixed income sleeve can be to one’s portfolio, the recent concerns over inflation have caused many advisors and investors to rethink how they go about their exposure. This includes debating over …
Friday, July 10, may have been ordinary for those outside the investment community, but for folks engaged with the market, it marked an opportunity to gain exposure to the second most valuable company in South Korea. On…
The U.S. nuclear sector is moving beyond discussions about preserving existing reactor capacity. Holtec International (private) recently announced that the restart of a shutdown reactor in Michigan at the Palisades site…
A high-level, evidence-informed guide to some of the major proposals for how democratic governments, platforms, and others can counter disinformation.
In my former career as a stock research analyst, a unique dynamic always signaled a high-conviction idea. While I sat there building out earnings models and reworking valuation assumptions, the technical analysts would …