An avalanche of S&P 500 earnings reports will be arriving over the next two weeks. Market...

Registered investment advisors have long leaned on the 60% equities/40% fixed income portfolio...

Helped in large part by Nvidia (NVDA) and Taiwan Semiconductor (TSM), semiconductor stocks and...

In testament to market participants’ enthusiasm for the 10 spot bitcoin ETFs that debuted last...

For decades, the bulk of business and consumer tech products purchased in the U.S. were...

Market participants frequently allocate capital to shares of companies with strong brand...

Last week, the Securities and Exchange Commission finally gave the green light for spot bitcoin...

Expectations are that the Federal Reserve could lower interest rates multiple times this year,...

The MSCI Japan Index returned 20.3% last year, underscoring that outside the U.S., Japan was the...

When it comes to China tech stocks, it’s a tale of two outlooks. Over the near term, the asset...

The recent debut of spot bitcoin ETFs is expected to broaden the audience of cryptocurrency...

Amid expectations that the Federal Reserve will lower interest rates this year, perhaps multiple...

The U.S. is one of the world’s largest automotive markets. It’s also integral in the effort to...

It’s often said that artificial intelligence (AI) is in its infancy of growth, and that’s true....

It’s no secret that China has widespread semiconductor ambitions and wants to reduce its...

Since its birth in 2009, bitcoin was intended to democratize and “futurize” finance. A case can...

Following last year’s rally in technology stocks, the consensus is that the sector is richly...

Finally, the ETF industry can let out a sigh of relief and revel in the fact that spot bitcoin...

Following three consecutive years of losses, China stocks were believed to present investors with...

Corporate bonds delivered solid gains last year. And market observers expect more of the same in...

The widely followed ICE AMT-Free US National Municipal Index posted a solid performance in 2023....

When it comes to infrastructure investments, including those in renewable energy and electric...

Dividend stocks and related ETFs lagged the broader market last year. Growth equities carried the...

In 2023, the artificial intelligence (AI) investing boom was led by purveyors. Think companies...

Bitcoin, the largest cryptocurrency by market value, has been on a scintillating run since the...

Covering 70% of the earth’s surface, oceans are vast. So is the related ocean investment...

Not many international equity markets, particularly those large in scope, delivered better...

In what could be a long-term positive for cryptocurencies as an asset class, data indicates $2.25...

The S&P 500 is forecast to deliver double-digit earnings per share growth this year. All 11...

For all the conjecture about small-caps stocks and related ETFs disappointing in 2023, the...

With 2023 in the books, India stocks capped another strong annual run. That extended the country’...

Financial markets have a history of rewarding contrarian bets. But it’s often difficult for...

Some commodities performed admirably last year. Others did not. That serves as a reminder to...

Broad-based international equity benchmarks turned in decent showings last year. But those gauges...

Generative artificial intelligence was a point of emphasis for investors in 2023. That movement...

Following three straight years of declines, China stocks are inexpensive; that much is known. But...

As measured by the various S&P sector indexes, tech and communication services equities were...

The Invesco Alerian Galaxy Blockchain Users and Decentralized Commerce ETF (BLKC ) surged nearly...

China is an infrastructure titan. The country devotes trillions of dollars to expanding and...

It’s fair to say that artificial intelligence (AI) was top of mind for many market participants...

Semiconductors are the foundation upon which artificial intelligence (AI) thrives, but knowing...

China stocks are heading toward an annual loss. That’s prompting many market observers to...

The electric vehicle (EV) industry is maturing. Part of that maturation process is following some...

Environmental, social and governance (ESG) investing endured political controversies, regulatory...

To close 2023, there’s been a flood of bullish calls on China stocks for 2024. That isn’t...

In dollar terms, China is already the largest emerging markets dividend payer. But as highlighted...

Aggregate bond benchmarks rebounded this year following some of the worst showings on record in...

If there’s one thing the Nasdaq-100 Index (NDX) is known for, it’s being home to an array of...

For years, small-cap stocks weren’t associated with dividends, let alone quality, rising payouts....

The widely followed Nasdaq-100 Index (NDX) rebalanced earlier this month. That means some stocks...

China has a well-documented history of expansive, wide-ranging investments in clean technology...

Even amid a volatile year for 10-year Treasury yields and much speculation regarding when the...

In the third quarter, share buybacks among S&P 500 member firms tallied $185.6 billion....

As is often the case, high interest weighed on the real estate sector this year. The S&P...

Myriad topics in the sustainable investing realm garnered attention this year. It’s fair to say...

Bitcoin’s hashrate, which measures total computing power on proof-of-work networks, is soaring to...

Generative artificial intelligence (AI) didn’t just capture the hearts and minds of scores of...

With stocks on a blistering pace to conclude 2023, familiar valuation concerns are again part of...

Broadly speaking, Chinese equities and the related exchange traded funds disappointed investors...

Over the past month and the past 90 days, the Russell 2000 Index is higher by 12.07% and 8.49%,...

Following disappointing showings in 2023, China stocks are commanding attention as emerging...

The first actively managed exchange traded funds came to market in 2008. But 2023 may be...

This has been another eventful year on the cybersecurity front. Investors need not look any...

Gold’s recent ascent to record highs is having the predictable though still important impact of...

Ongoing adoption of electric vehicles and other forms of renewable energy will likely continue in...

The magnificent seven cohort of mega-cap growth stocks have loomed large for investors. They...

With stocks racing to record highs, diminishing expectations of a recession, and hopes that the...

China stocks have been a source of frustration for investors this year. But there are...

There are scores of dividend exchange traded funds for advisors and investors to consider, and...

Many investors cringe at the thought of more government involvement in various industries and...

Bitcoin has pulled back over the past several days. But even with that retrenchment, the largest...

This year, Chinese growth stocks have been hampered by declines by the broader market in the...

Few, if any, investment strategies have drawn as much criticism as environmental, social and...

Domestic aggregate bond strategies are on pace for decent showings this year. And there is...

Among the large emerging markets, there’s increasing debate regarding whether China or India...

Over the past several years, the population of ESG exchange traded funds expanded at a feverish...

There’s been increased chatter that the Federal Reserve could cut interest rates, perhaps...

Following a tumultuous 2022, this year has been better, though not entirely sanguine for fixed...

An oft-mentioned criticism of cap-weighted ETFs — mainly those dedicated to large-cap...

Industry-level regulatory crackdowns in China and efforts to quash corruption are notoriously...

Recently, reports have surfaced that demand for electric vehicles (EVs) is slowing. This could...

For much of this year, the narrative surrounding small-cap equities and ETFs has been the extent...

In recent weeks, chatter has increased regarding the likelihood of the Federal Reserve lowering...

It’s been a lengthy of stretch of subpar performance by biotech stocks and related exchange...

Amid elevated Treasury yields and little clarity as to when the Federal Reserve will commence...

In the Chinese zodiac, 2024 is the year of the dragon. For stocks in the world’s second-largest...

The latest ETF 360 features Dimensional’s Rob Harvey in conversation with VettaFi’s Head of...

The 28th United Nations Climate Change Conference, also known as COP28, is taking place this week...

Among Asia’s major economies, China has long been the benchmark against which other countries’...

Assets under management for ESG and sustainable funds peeled back this year. Harsh political...

November was kind to fixed income investors as bonds posted their best month of 2023. High yield...

With 2024 soon arriving, optimism could be reborn that broader gauges of emerging market stocks...

When it comes to accessing clean technology and green energy stocks in broad-based form,...

Carbon allowances/credits have emerged from being an opaque, often inaccessible class to one that...

The effects of the New Deal are still felt today. With the emergence of the fight against climate...

The Asia-Pacific region comprises myriad economies that can be considered technology powerhouses....

Small-cap stocks and related ETFs have garnered plenty of attention in 2023 — much of it...

Global carbon reduction and climate policy still lack uniformity at the regional level. But the...

One of the big lessons from coronavirus-era shutdowns was that consumer behavior can rapidly...

There are increasingly credible reasons for midcap equities and related ETFs to shed their status...

It’s not that smaller stocks are in the red this year. As measured by the S&P MidCap 400 and...

With equity markets open just a half day, the day after Thanksgiving is usually a noneventful day...

Small-cap equities and related exchange traded funds have garnered plenty of attention this year....

It’s often said that one of the primary drivers of performance and potential out-performance...

This has been a trying year for investors with exposure to Chinese equities. As of November 21,...

Generative artificial intelligence is the AI genre that’s fueled enthusiasm for this disruptive...

As of November 22, the S&P 500 and Bloomberg U.S. Aggregate Bond Index are higher by 20.3%...

Carbon investing continues gaining traction with registered investment advisors and...

It’s often said that it’s a stock pickers market. Arguably, that’s an overused sentiment, but the...

Cryptocurrency prices, including those of bitcoin, are proving resurgent of late. Therefore, some...

The landscape for environmental, social and governance (ESG) investing is evolving and so are...

As measured by the VanEck Vietnam ETF (VNM C+), it’s been a decent year for Vietnamese stocks....

There are clear intersections between artificial intelligence (AI) and cloud computing. But for...

If there’s one thing that’s hindered the adoption of ESG investing strategies among registered...

It might feel as though enthusiasm surrounding artificial intelligence (AI) and the related...

Once a sparsely populated afterthought within the broader ETF industry, active ETFs are...

Mid-cap stocks are often overlooked relative to their larger and smaller peers. That status is...

Barring a miracle of epic proportions over the last weeks of 2023, this year will go down as...

2024 is right around the corner. And now is an opportune time for advisors and investors to...

It’s still six months away, but the April 2024 bitcoin halving is already generating plenty of...

It’s been a bumpy year for investors taking broad approaches to electric vehicle stocks and...

Arguably, no investing style has been on the receiving end of as much criticism as environmental,...

Gold is enjoying a solid though not spectacular performance in 2023. And that’s matriculated to...

To this point in third-quarter earnings season, S&P 500 member firms have notched aggregate...

Among developed markets, the U.S., and otherwise, Japan spent decades being a dividends outlier....

China’s coal consumption and recent construction of coal-fired plants make plenty of headlines....

With 10-year Treasury yields having retreated noticeably in recent weeks, there’s a sense that...

It feels like only yesterday that ESG investing and related ETFs were the proverbial toasts of...

The quality of financial advice on social media platforms such as Instagram and TikTok is up for...

Fixed income investors can only hope the old saying “it’s often darkest before the...

Amid the clean technology and renewable energy booms, investors have been treated to heaping...

From late August through the end of October, 10-year Treasury yields spiked by 0.80%, stoking...

With less than two months left in 2023, this maybe another disappointing year for broad-based...

One of the most frequently mentioned criticisms of bitcoin mining is that it’s energy-intensive....

As high-yielding real-estate-related assets, mortgage REITs are correlated to interest rates....

Climate change-driven investing is about much more than rising temperatures. It encompasses...

For investors who are enthusiastic about environmental, social, and governance (ESG) principles...

Diversification and gender equality in the workplace remains a marquee issue at companies of all...

Muni bonds haven’t been spared in what’s shaping up to be another year of weakness for the...

Pay enough attention to small-cap stocks and ETFs as of late and it’s easier for even novice...

Recently, small-cap stocks and related exchange traded funds are garnering ample attention for...

Generative AI burst onto the scene in earnest this year. While it served as an overt catalyst for...

China is one of the world’s largest polluters. It’s also among the countries most committed to...

There are times when value investing is in style, but it’s always a good idea to avoid value...

Amid hopes that a spot bitcoin exchange traded fund or multiple versions of that product will...

Amid soaring interest rates in the U.S., third-quarter issuance of ESG, sustainability, and...

The last few months have been rough on equity investors. Bonds haven’t offered much refuge. It...

Small-caps have been a frustrating asset class this year, and that sentiment extends beyond U.S....

The Nasdaq-100 Index (NDX) is off more than 10% from its 52-week high. This confirms the...

Biotechnology is certainly on the list, if not at the top, of high-growth industries in dire need...

Amid hope and speculation that a spot bitcoin exchange traded fund will soon come to market in...

Conversations about renewable energy adoption and related investment theses are often dominated...

Some fixed income investors may feel as though the bond market is currently treacherous...

With 10-year Treasury yields hovering around 4.84%, the flirtation with 5% is ongoing and...

The Russell 2000 Index was lower by 6.73% over the past month and is flirting with a new bear...

Over the past seven days, bitcoin has surged more than 20%. That’s a bull market unto itself....

Ethereum serves as the platform for transactions conducted in the digital currency known as...

Broadly speaking, large-cap stocks and exchange traded funds with the ESG label are performing...

Retail investors are increasingly embracing climate-aligned strategies. Most of that enthusiasm...

After a multidecade bout with deflation, Japan is finally experiencing some incremental...

Third-quarter earnings season is in full bloom and a slew of earnings tests for S&P 500...

For the 90 days ending October. 20, the S&P 500 Energy Index jumped 6.1%, while the broader...

Critics of ESG investing and standards are nothing if not vocal. That can be a reminder that...

This year, there’s no shortage of EV market observers noting that an inflection point for the...

The Nasdaq-100 Index usually isn’t home to a variety of stocks trading at levels that can be...

With 10-year Treasury yields dangerously flirting with 5% and as some longer-dated Treasury...

With 10-year Treasury yields inching closer to 5%, some investors may be pondering the point of...

2023 is almost over. And it’s fair to say this will be another disappointing year for emerging...

In news that may be surprising to experienced investors and registered investment advisors, a...

The Securities and Exchange Commission (SEC) recently decided not to appeal a court ruling in...

ESG isn’t a new concept. In recent years, it’s gained more attention and assets thanks partly to...

One potential benefit of small-cap equities lagging large-cap rivals this year is that a clear...

Despite obvious headwinds in the form of surging Treasury yields, the U.S. corporate bond market...

Some investors are rightfully pensive about employing a buy-and-hold approach when it comes to...

Like other fixed income assets, fallen angel bonds have proven vulnerable to the recent spike in...

China is already a leading force when it comes to adoption and development of clean tech used to...

Entering this year, there was optimism that bond yields would decline and the U.S. dollar would...

A recent surge in bankruptcies and defaults by high-yield issuers is unnerving some fixed income...

The concepts of ESG and sustainable investing are rapidly evolving. This is prompting many...

When it comes to equity gauges that are home to a plethora of disruptive and innovative...

Bitcoin is heading toward another halving in April 2024, an event that will bring with it...

It’s often hard to find attractive valuations on large- and mega-cap growth stocks. That’s been...

Experienced advisors and investors know that there are many factor combinations to consider. ETFs...

In roulette, bettors wager on red or black. When it comes to investing, market participants...

With less than three months left in 2023, it’s fair to say that the “magnificent seven” cadre of...

There is a frequent criticism of institutional support of ESG proposals and related voting...

As measured by the widely observed S&P MidCap 400 Index, mid-cap stocks aren’t doing much of...

With oil prices trending higher, among other factors, market participants are bracing for a...

Bond yields and real yields recently traveled a long way in short order, spooking bond market...

The recent surge by Treasury yields is matriculating throughout the fixed income universe. It...

Among U.S.-based original equipment manufacturers (OEMs), Tesla (TSLA) has a sizable,...

Broadly speaking, large- and mega-cap tech stocks are far from bear market territory. But the...

When accessing international equities, investors face an array of concerns. There’s the specter...

Experienced cryptocurrency investors know that there are plenty of large, not-yet-reached bitcoin...

The word “private” draws investors. It implies an aura of exclusivity; human nature...

With mortgage rates at the highest levels in decades, it’s reasonable to expect new mortgage...

There are certainly times when it’s appropriate for investors to own high-yield corporate debt...

It’s been a tumultuous year for small-cap equities and the relevant exchange traded funds. But...

Greenwashing, or instances of companies overstating environmental claims, isn’t a distinctly U.S....

Newly minted ethereum futures ETFs, and rising interest rates have a sluggish volume. Still, some...

Surging oil prices and speculation that Brent crude will soon hit $100 per barrel are legitimate...

Following last year’s calamity in the bond market, it’s not surprising that advisors and...

With the Russell 2000 Index up just 1% year to date, small-caps stocks and related ETFs aren’t...

As highlighted by a year-to-date loss of 8.61% for the MSCI China Index — far worse than...

Undoubtedly, artificial intelligence (AI) is a disruptive technology. That implies some sectors...

Corporate bonds, both investment-grade and high-yield, are delivering solid performances in 2023....

Market participants always love clarity and visibility. With the third quarter in the books,...

Healthcare, the second-largest sector allocation in the S&P 500, is often viewed through the...

The real estate sector has slid in 2023. But investors searching for bargains in the group have...

An increasingly complex regulatory environment could highlight the benefits of active management...

Helped by resurgent growth stocks, climate-aligned and ESG investing styles are garnering support...

It’s often said that for investors to garner the true benefits of dividends. That style of...

Low-cost index funds and exchange traded funds are appropriate for scores of investors. That’s...

Quality is an investment factor while moat investing is a style, but there are intersections...

Prices of bitcoin and ethereum haven’t done much to spark enthusiasm in recent weeks. That...

Diversity, equity, and inclusion as an investment style stems from broader evolution in the...

Preferred stocks are what’s known as hybrid securities, meaning the asset class displays both...

There are some certainties surrounding rare earth minerals and strategic metals. Demand for those...

It’s widely known that today, electric vehicles (EV) account for a small, but growing percentage...

High-yield corporate debt, also known as junk bonds, represent a significant chunk of the broader...

Greenwashing — an organization’s effort to boast of its environmental, social, and...

The healthcare sector is disappointing this year. And the ICE Biotechnology Index is even more of...

Like stocks, bonds can be subject to seasonal trends. One such trend is that, historically...

Generative artificial intelligence (AI) is the form of artificial intelligence that’s generating...

For all the talk about climate change, net-zero and sustainability, and the related investment...

Cryptocurrency is a young asset class. Over its brief life span, it’s developed a reputation for...

Environmental, social, and governance policies and investing have become targets of political...

Artificial intelligence (AI) is widely viewed as the fuel for the rocket known as growth and...

The energy sector has been a disappointment for much of 2023. Now, however, it is looking...

While the dividend profile of the technology sector has improved markedly in recent years, the...

2023 hasn’t been a bad year for emerging markets equities. But amid numerous challenges in...

Benchmarks focusing on smaller stocks, including mid-caps, are trailing the large-cap S&P 500...

In recent years, many well-known corporations have unveiled ambitious carbon-reduction and...

This year has brought a record number of storms that have forced insurance companies to dole out...

In arguably quiet fashion, active managers are performing admirably in 2023. An impressive...

Sell-side analysts aren’t infallible, but they provide important insight into a variety of...

Another bitcoin halving — the event that lowers rewards for miners, thus tightening supply...

The WisdomTree Cybersecurity Fund (WCBR B) is higher by 9% for the month ending September 14 and...

With some of the lowest valuations among all developed markets, eurozone equities have long...

As the artificial intelligence (AI) investment thesis continues evolving, one benefit accrued by...

The widely followed ICE AMT-Free US National Municipal Index is higher by 1.17% year-to-date,...

It might be hard to believe after the crypto winter of 2022, but monetary tightening by global...

Bitcoin, the largest cryptocurrency by market value, is mired in a slump.The decision in the...

Active management has long endured criticism as passive management has captivated investors’...

Thirteen months have passed since President Biden signed the Inflation Reduction Act into law. In...

Recently, some clarity emerged on Nvidia (NVDA) and Taiwan Semiconductor (TSM) — two of the...

With 10-year Treasury yields hovering around 4.25%, cash instruments, including certificates of...

Amid speculation that the Federal Reserve is at or nearing the end of its interest rate...

Software stocks are rarely inexpensive. Add to that, it’s usually difficult to find software...

Outside of the U.S., China is the world’s largest automobile market. Combine that with the...

Ozempic commercials are, at this point, ubiquitous and while that’s an anecdotal example, it also...

Whether you call it green, social, or another derivative of environmental, social, and governance...

One of the primary risks investors face when allocating to international equities is currency...

An efficient avenue for asset managers and fund issuers to avoid regulatory scrutiny of products...

Following a dismal run in 2022 at the hands of Federal Reserve tightening, emerging markets debt,...

Growth stocks are getting the better of their value rivals this year. Still, that doesn’t mean...

Environmental, social, and governance (ESG) investing has endured significant criticism over the...

Led by the SPDR Gold Shares ETF (GLD A-), the group of bullion-backed exchange traded funds...

When it comes to combatting climate change, clean technology innovation, and renewable energy...

On Tuesday, Goldman Sachs published a report. It pared the odds of the U.S. economy slipping into...

Investing and trading are emotional pursuits and many of the mistakes retail market participants...

Collateralized loan obligations (CLOs), single securities supported by larger pools of debt, are...

Cloud computing stocks and the related exchange traded funds are proving resurgent. Just look at...

Many say that international equities, both developed and emerging markets, are inexpensive...

Since the dawn of financial markets, there have been speculative bubbles. They span everything...

Risk is the bane of investing and it’s the primary issue advisors and investors look to avoid or,...

It seems as though reminders about the need to boost renewable energy investments arrive weekly....

Investors around the world often display home country bias — a penchant for investing in...

sA slew of recent polls, studies, and surveys confirmed the importance and relevance of ESG...

As has been widely reported, big news in the cryptocurrency realm arrived Tuesday when a US...

Rising interest rates – the scenario market participants have dealt with dating back to early...

Tuesday brought a decision felt throughout the cryptocurrency ecosystem. The United States Court...

As measured by the S&P 500 Growth and Value indexes, growth stocks are trouncing their value...

Ordinary investors often ascribe a level of glamour to hedge funds. After all, these investment...

Broadly speaking, equity-based strategies fueled the initial boom in environmental, social, and...

Credit risk is par for the course with many high-yield asset classes and business development...

There are dozens of broad and individual commodities exchange traded funds on the market today,...

In financial markets, many say that nothing moves up in a straight line. That saying is accurate,...

The MSCI China Index is lower by 7% over the past month, confirming that global investors are...

There’s no shortage of criticism aimed at ESG standards and the funds that those guidelines serve...

When investors think of the stocks propelling the Invesco QQQ Trust (QQQ B+) and the Invesco...

The field of blockchain applications is growing in exponential fashion — that’s good news...

At the policy level, few countries or states are as committed to fighting climate change and...

In the global race to embrace renewable energy, western economies, are leading. While emerging...

More investors, particularly those in the millennial and Gen Z demographics, are looking to...

International stocks and the related exchange traded funds have accumulated bum reputations after...

Advisors and investors typically allocate to index funds and exchange traded funds linked to...

Generative artificial intelligence (AI) investing is taking the world by storm this year. With...

Shares of bitcoin miners are, not surprisingly, highly correlated to spot bitcoin prices. With...

It’s easy to talk the talk. Walking the walk is a different endeavor. And that’s consistently the...

After a run of bullishness forged against the backdrop of coronavirus shutdowns, video game...

Year-to-date, the largest exchange traded fund dedicated to real estate investment trusts (REITs)...

Amid growing concerns that China’s economy is rapidly softening, the MSCI China Index slipped...

When it comes to large- and mega-cap stocks benefiting from the artificial intelligence (AI)...

Amid fears that the Chinese economy, the world’s second-largest, is showing signs of weakness,...

In what feels like an eternity in biotechnology terms, broader baskets of the industry’s stocks...

In the first few months of 2023, small-caps struggled mightily against their large-cap rivals,...

Advisors and investors are hearing more and more about efforts to better regulate investment...

As of Wednesday, gold is on an eight-day losing streak, its longest such skid in six years. Not...

Approval of a spot bitcoin exchange traded fund in the U.S. is one of the most widely anticipated...

There’s been ample talk of an international equity resurgence this year, and while stocks in...

It appears the summer doldrums are weighing on bitcoin. Recent price action in the largest...

Despite concerns about still elevated inflation and fears regarding the possibility of a...

Fixed income investors are undoubtedly hoping that the current consensus regarding the Federal...

Experienced advisors and investors are learning something about environmental, social, and...

Second-quarter earnings season is winding down, providing market participants with an opportunity...

Tech and communication services rank as two of the best-performing sectors since the start of the...

As its name implies, the KraneShares California Carbon Allowance ETF (KCCA ) is an exchange...

There’s no denying that artificial intelligence (AI) is captivating investors’ hearts and minds...

With interest rates at their highest levels in two decades and inflation still high enough that...

There’s been ample talk regarding the Federal Reserve’s ability to engineer a soft economic...

If there’s one element in the environmental, social, and governance (ESG) equation that...

Despite concerns about an economic hard landing and a spate of corporate debt downgrades around...

This year, energy stocks and the related exchange traded funds aren’t delivering the...

It’s the recipient of much derision, but environmental, social, and governance (ESG) investing...

When it comes to environmental, social, and governance (ESG) being part of the corporate lexicon...

It should be implicit that dividend investing, whether it be by individual stocks or via exchange...

Due in large part to the dominance of mega-cap growth stocks, large-cap equities beat smaller...

In financial parlance, alpha is defined as an investment’s risk-adjusted returns in excess of a...

As it pertains to many old guard industries, executives and investors alike shudder at the...

Broader domestic equity benchmarks turned in impressive showings through the first seven months...

Broadly speaking, dividend stocks and the related ETFs are disappointing investors this year....

While some emerging markets continue frustrating investors, India is delivering, as highlighted...

The summer of 2023 brought another round of record global temperatures. With about four weeks...

Meteorologists believe the odds of El Niño — the scenario in which surface temperatures...

When it comes to equity income, there’s a perception that dividend-paying companies are light on...

With second-quarter earnings season in the late innings, some trends are becoming clear. Those...

Batteries are part of the foundation that supports the renewable energy transition and that’s...

Not surprisingly, the Federal Reserve recently raised interest rates by another 25 basis points,...

People say that following insider buying at a particular company is a potentially fruitful for...

Due to the energy-intensive nature of the bitcoin mining process, many consider miners and the...

The summer months sit squarely in the weaker six-month period for stocks, but that seasonality...

The commodities complex is coming off a second quarter in which it was one of the...

Corporations and governments the world over have ambitious clean energy spending and net-zero...

Environmental, social, and governance (ESG) and sustainable investing have their share critics in...

It’s one of the smallest sectors in the S&P 500, and it scuffled through the first seven...

Last year, growth stocks stumbled due in large part to the Federal Reserve’s intense campaign of...

Over the past several years, Indian equities have cemented themselves as the stars among large...

In quiet fashion, Vietnamese stocks are surging this year. Using the VanEck Vietnam ETF (VNM C+)...

On July 26, the Federal Reserve unveiled an interest rate increase of 25 basis points while...

International ETFs and the related equities have long trailed U.S. equivalents. Part of the...

Second-quarter earnings season is in full bloom. Broadly speaking, the results from mega-cap...

A spot bitcoin exchange traded fund in the U.S. is far from a guaranteed proposition. However,...

On July 26, the Federal Reserve boosted interest rates by 25 basis points to the highest levels...

The 2023 equity market rally has been led in large part by growth sectors — communication...

Environmental, social, and governance and sustainable investing have taken their lumps. These...

European equities are performing this year, and that includes both Eurozone and non-Eurozone...

As is the case with many asset classes as they mature, bitcoin has drawn more political attention...

The current macroeconomic environment of high inflation and interest tightening has put an added...

Broader bond benchmarks are performing far better in 2023 than they did last year. While that’s...

Astute investors know that the global transition to reduced dependence on fossil fuels and...

Bitcoin turns 15 years old next January and asset classes that are teenagers, as is the case with...

Critics and some investors may debate the usage case of cryptocurrency among professional market...

Mid-cap equities are often referred to as the overlooked corner of the stock market – a status...

As has been widely documented, the Nasdaq-100 Index (NDX) is heading toward a special rebalancing...

Many view the healthcare sector as a prime destination for investors seeking quality attributes...

One of the most discussed equity market topics this year is the outsized contributions of...

Over the past decade-plus, advisors and investors heard plenty about international equities being...

It remains to be seen if the SEC will give the nod to a spot bitcoin ETF. However, there’s no...

Adoption of renewable energy sources, including wind and solar, is accelerating around the world....

When it comes to dominant e-commerce and online retail markets, the U.S. is the undisputed leader...

With the hoopla surrounding mega-cap growth stocks this year, some slower-moving sectors may not...

Bonds and the related exchange traded funds were decent performers in the first half of 2023....

Much has been made of the “magnificent seven’s” contributions to broader market upside this year...

A rebounding bond market this year gave investors much-needed relief following one of the worst...

Over its brief lifespan, bitcoin has developed a reputation for being energy-intensive. It takes...

Second-quarter earnings updates from a small number of S&P 500 member firms trickled in last...

To date, second-quarter earnings reports from the major domestic banks have been solid. Bank...

While stocks set an impressive pace in the second quarter, the performance of alternative asset...

Shareholder rewards, be they dividends or stock repurchase programs, are central themes for...

In what amounts to some fun for indexing and something advisors and investors should be aware of,...

As of late July 13, bitcoin was higher by about 4.5% over the previous seven days. Experienced...

Bonds are bouncing back, but yields remain high, presenting income-oriented investors with a...

Wealthy market participants are flocking to this asset class in significant fashion. Investors...

Two of the best-performing major global equity markets this year are India and Japan, confirming...

Goldman Sachs recently said that by 2075, India will be the world’s second-largest economy....

Enthusiasm for the artificial intelligence (AI) investment theme blossoms. Astute market...

In the first half of 2023, the cap-weighted version of the S&P 500 Information Technology...

Socially responsible investing (SRI) and environmental, social, and governance (ESG) principles...

The Securities and Exchange Commission (SEC) could finally change its tune regarding spot Bitcoin...

The big equity market story in the first half of the year was the artificial intelligence-fueled...

With the second half of 2023 just getting started, and with second-quarter earnings slated to...

Broadly speaking, the healthcare sector has been disappointing in 2023, with the market...

It’s summer, so the temperature outside is rising, but semiconductor stocks and the related...

Major financial institutions and high-level professional investors have mostly dipped their toes...

Including both technology and communication services stocks, tech – with assistance from the...

Last year, aggregate bond indexes posted some of the worst showings on record. This year,...

Cryptocurrency mining is still a young industry and for the vast majority of the time this has...

With the right methodology, it’s possible for advisors and investors to efficiently locate...

Experienced commodities and precious metals investors know that gold is the big kahuna in this...

Reports made much of a small number of stocks accounting for massive portions of broader market...

Some environmental, social, and governance (ESG) exchange traded funds rebounded in the first...

Wide moat investing is a style featuring a variety of long-term advantages, but with the right...

A small cohort of mega-cap growth stocks drove broader equity benchmarks higher in the first half...

The broader artificial intelligence (AI) investment theme and the related equities are serving as...

The second half of 2023 could bring an array of fixed income opportunities, but just how good...

Advisors looking to harness the potency of quality stocks should consider the benefits of wide...

If there’s one asset class that’s long frustrated investors, it’s international equities. Both...

Registered investment advisors know that durability and resiliency are desirable traits,...

A primary concern of professional money managers, including those overseeing pension portfolios,...

Artificial intelligence (AIs) stocks and the related exchange traded funds remain among this year...

Blockchain technology, the companies behind it, and the cryptocurrency universe often link...

The second quarter and the first half of the year conclude on Friday. With that comes a bevy of...

Through the first half of 2023, it is clear that broader equity market gains have propelled...

Factor leadership is akin to sector leadership in that the five primary investment factors...

Count actively managed environmental, social, and governance (ESG) fund managers among the...

Time and again, people call mid-caps the forgotten corner of the equity market. Therefore, it...

In what’s a positive sign for conservative, income-seeking investors, muni bonds are trending...

Whether it’s electric vehicles, renewable energy products, smart devices, or more, semiconductors...

Energy equities and ETFs are incurring punishment on multiple fronts this year. First, growth...

Japanese stocks are experiencing a renaissance this year, and that might be an understatement. As...

Owing in part to the asset class’s compelling growth prospects, small- and mid-cap stocks have...

With the “magnificent seven” being growth stocks and the primary contributors of large-cap equity...

There’s no denying that broader equity gauges are performing well this year. There are also clear...

The utilities sector is one of the smallest groups in the S&P 5000 and it could easily be...

Large- and mega-cap technology companies have long been embracers of environmental, social, and...

With June being Pride Month, advisors and market participants are paying renewed attention to...

On Tuesday, bitcoin made its way above $28,000 for the first time in a month. While that’s a...

This year, it sure feels as though the dominant technology investing conversation is artificial...

Generative artificial intelligence (AI) is taking shape in significant fashion this year. With...

The healthcare sector is the second-largest in the S&P 500 and that heft highlights some of...

With artificial intelligence (AI) accounting for a significant portion of broader market...

Registered investment advisors know that alternative investments play pivotal roles in reducing...

The benefits of wide moat investing are not a large-cap-only phenomenon. At a time when some...

There are more than 10,400 cryptocurrencies on the market today, and investors familiar with this...

Various studies confirm that there are bottom-line benefits for companies that prioritize...

Economists expect that the May reading of the Consumer Price Index (CPI), due out on June 13,...

Amid hopes that inflation will continue easing, the Federal Reserve could be in position to pause...

The second quarter isn’t yet over, and there’s still more than two weeks remaining before the...

Investors looking for tactical approaches to wealth building may want to consider select...

Equities performed well in May, boosting a variety of exchange traded funds, including those...

Investors are often told that diversification is key, and that includes embracing international...

Institutional investors are essential to the long-term fortunes of the crypto industry. That...

In what could be a crucial sign of broadening market leadership, small-caps are perking up in...

One primary selling point of artificial intelligence (AI) and robotics at the corporate level is...

For more than a year now, there’s been ample discussion about whether or not the U.S. economy is...

Bitcoin mining is a notoriously energy-intensive endeavor and that puts plenty of regulatory and...

In terms of asset classes, equities dominate the realm of environmental, social, and governance...

It’s often said that the Fed is “data-dependent” in its interest rate decision-making process....

Amid evolution in the environmental, social, and governance (ESG) space, focus is shifting to the...

Broadly speaking, environmental, social, and governance (ESG) principles are still important to...

With Nvidia (NVDA) up a staggering 169.10% year-to-date and the stock’s recent (if fleeting)...

Despite political backlash and intensifying regulatory scrutiny, environmental, social, and...

At the state level, there are a variety of approaches to embracing and regulating the bitcoin...

While 2020 was a trying year for some investment factors, others were mediocre, and even more...

Mega-cap stocks — specifically seven members of the Nasdaq-100 Index (NDX) —...

Environmental, social, and governance (ESG) are on the rise as a foundation for investment...

Gold has a reputation as an inflation-fighting and portfolio-diversifying asset. Therefore, many...

The spending forecasts for clean technology and renewable energy continue to be jaw-dropping....

Ethereum is the platform for the cryptocurrency “ether” — the second-largest in...

Historically, biotechnology stocks trade at premiums relative to the healthcare and the broader...

Gold and bitcoin are often viewed as two competing assets. In fact, some market observers view...

As the artificial intelligence (AI) investment theme becomes increasingly captivating and...

Family offices – investment vehicles geared toward high-net-worth individuals and their heirs –...

It’s often said that cash is king. Investors can apply that notion in the world of equities by...

Investors unnerved by this year’s spate of bank failures understandably are looking for...

Turmoil in the regional banking industry had a contagion effect. Count preferred stocks as among...

Experienced cryptocurrency market participants are familiar with the acronym “HODL,” or “holding...

Growth/momentum stocks, even those in the large- and mega-cap spaces, can deliver impressive...

In 2022, aggregate and core bond funds, including active and passive exchange traded funds,...

Artificial intelligence (AI) isn’t a new concept. This year, the phrase “early innings” has been...

One of the primary allures of bitcoin has always been its lack of heavy regulations. Add to that,...

With more scrutiny on environmental, social, and governance (ESG) as a corporate methodology and...

The two primary styles of dividend investing are growth and yield. In the latter, investors...

Last year was one of the worst on record for aggregate bond strategies. One of the primary...

Luiz Inácio Lula da Silva returned to power in Brazil last year following a controversial...

Closed-end funds represent an interesting asset class for income-hungry investors. However, with...

On Thursday, House Speaker Kevin McCarthy (R-CA) signaled Congress and the Biden Administration...

Investors often toss around the phrase "sweet spot” in relation to the equity markets, most...

With generative artificial intelligence (AI) seemingly gaining traction by the day, more market...

The MSCI ACWI ex-U.S. gauge is up nearly 9% year-to-date. Because of this, investors are...

There has been a longer-ranging positive for recently-weak bitcoin prices. The number of...

One of the great mysteries that emerged from the bond market’s 2022 turbulence was the laggard...

Environmental, social, and governance (ESG) exchange traded funds have captive audiences among...

Not all investing styles offer resilience across a variety of market settings — hence the...

The White House has its sights sets on a proposed levy that would compel the crypto mining...

Mid-cap stocks often sport two monikers: overlooked, and the “sweet spot” of the equity market....

Despite intensifying backlash and increasing concerns about scoring and where proceeds are going,...

PCs, be they desktops or laptops, are no longer considered “high tech.” Rather, they’re essential...

More market observers are warming to European stocks, but some investors remain apprehensive...

Broader small-cap benchmarks are trailing large-cap rivals this year. That lethargy could give...

As of the end of April, the trailing 12-month default in the domestic junk bond market was 1.9%....

Things are a bit more sanguine for income investors this year, though not 100% so, but 2022...

When it comes to ESG investing, some of the most frequently mentioned demands by advisors and...

Currently, there are more than 9,600 cryptocurrencies, but in that expansive space, there are two...

The VanEck Green Bond ETF (GRNB B) is roughly two months past its fifth birthday. Over that time,...

Digital Asset announced on Tuesday that, in partnership with a slew of well-known companies, it’s...

The energy sector was the best-performing group in the S&P 500 in 2021 and 2022, and while...

At the moment, the European investment thesis is something of a dichotomy. On one hand, the...

Mega-cap growth stocks are supporting equity market upside in 2023, confirming rebounds from...

Climate and sustainable investing are broad themes, and with that breadth comes more...

It’s not fully autonomous driving, but Chinese electric vehicle manufacturers are making strides...

With a small number of mega-cap growth stocks accounting for a significant percentage of the...

With the global population increasing and access to adequate farmland moving in the opposite...

With the SPDR Gold Shares (GLD A-) — the largest gold-backed exchange traded fund by assets...

Disruptive growth and megatrends are alive and well, although the underlying investment thesis is...

Environmental, social, and governance (ESG) investing strategies, including exchange traded...

In an asset class as expansive as emerging markets equities, identifying specific countries or...

For bitcoin miners, there’s no shortage of reasons to widen their embrace of renewable energy....

As has been widely reported, a small number of stocks are driving the S&P 500 this year, and...

Following four consecutive months of gains, bitcoin stumbled on the first trading day. The...

The Calvert Ultra-Short Investment Grade ETF debuted in late January, making it one of the newest...

As has been widely noted, mega-cap growth equities are supporting a significant portion of equity...

International stocks are perking up this year. The MSCI ACWI ex USA Index is higher by 8.92%...

Despite fears of elevated default rates, high interest rates, and the possibility of a recession,...

Climate investing and spending surged last year, and with the help of policies such as the...

There’s no denying that since its June 2010 initial public offering (IPO), Tesla (TSLA) has...

Last week, the House Financial Services Committee conducted a hearing on the role of stablecoins...

After moving above $30,000 for the first time in 10 months, bitcoin retreated, slumping more than...

With gold prices rocketing higher this year, miners and the relevant exchange traded funds are...

Through Tuesday, April 25, bitcoin shed 6.55% over the prior week retreating from $30,000. The...

When it comes to emerging markets bonds, many fixed income investors face a conundrum. They’re...

While a slew of exchange traded funds offer exposure to smaller stocks with growth profiles,...

Closed-end funds are high-yield assets and as such, there’s an element of interest rate...

The 2022 slump experienced by environmental, social, and governance (ESG) exchange traded funds...

Due to increasing competition and the gyrations of the cryptocurrency market, some fintech...

Following last year’s collapse of cryptocurrency exchange FTX, which had an indelible contagion...

Higher interest rates, among other macroeconomic factors, may imply weakness for some high-yield...

When it comes to environmental, social, and governance (ESG), professional and retail investors...

Growth stocks, namely technology and communication services fare, were among the primary drivers...

Following a March marred by bank collapses and elevated duress in the global banking system, some...

Much to the relief of many investors, mega-cap growth stocks are playing pivotal roles in...

Space investing is in its infancy, but analysts and investors believe the final frontier is ripe...

While still sporting a modest year-to-date loss, the S&P 500 Health Care Index is higher by...

On a standalone basis, bitcoin’s 2023 rally is impressive. Making that performance all the more...

While employment data suggest otherwise, there are some signs the U.S. economy is slowing and...

In another sign that companies and governments around the world are putting their money where...

Surging enthusiasm for artificial intelligence (AI) investments and technologies this year is...

Bitcoin is already on a torrid pace through the first three and a half months of 2023, but some...

Warren Buffett has been bullish on select Japanese equities for several years and the Oracle of...

The International Monetary Fund (IMF) forecast global GDP growth of just 3% in 2028 — the...

A variety of factors are propelling bitcoin this year, helping the largest cryptocurrency to a...

Israeli stocks and the related exchange traded funds, including the ARK Israel Innovative...

There’s no shortage of commentary from Corporate America on environmental, social, and governance...

When many investors think of growth-heavy sectors, technology is usually the first group that...

U.S. solar policy has experienced many iterations over the years, but with the 2022 passage of...

When it comes to dividend investing, the names of the game are consistency, dependability and...

Artificial intelligence is more than just a buzz-phrase, and that’s good news for investors...

The Nasdaq-100 Index (NDX) is higher by nearly 20% year-to-date. Clearly, that’s good news for...

Investors holding traditional pure beta emerging markets exchange traded funds know that they’re...