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ETFs
6276 posts
GDP Growth vs. Recession Risks: The Tug-of-War Behind the Numbers
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Value stocks: Why you might be underweight and unaware
by Tony DeSpirito, CIO of U.S. Fundamental Equities, Blackrock Value stocks hit some investors’ radar screens with a…
Markets Driven by Multiple Expansion Have Been Durable, Pt. 2
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments Overall, 2024’s returns were primarily driven by multiple…
Stock investing insights to start the new year
Thoughts from Tony DeSpirito, CIO of U.S. Fundamental Equities, Blackrock What’s in store for stocks after two years…
Just How “Rich” Is U.S. Credit
by Kevin Flanagan, Head, Fixed Income, WisdomTree Key Takeaways Investment-grade (IG) and high-yield (HY) spreads, at +80 basis…
Multi-Asset 2025 Outlook: Expanding Horizons
by Caglasu Altunkopru & Aditya Monappa, AllianceBernstein As growth extends to more regions, we see expanding opportunities across…
The 60/40 Model and The Elephant in the Room
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
Are Return Expectations For 2025 Too High?
by Lance Roberts, RIA In a recent post, I discussed Wall Street’s return estimates for 2025 for the…
Jurrien Timmer: Life is a Festival of Disruption (Week of 1/21/25)
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Remembering the Great David Lynch…
Tactically Bearish As Risks Increase
by Lance Roberts, RIA In last week’s discussion with Thoughtful Money, I noted that we are becoming more…
Markets Driven by Multiple Expansion Have Been Durable
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments There was no “Santa Rally”; December was a…
Prometheus Research: Are Markets overestimating 2025 Investment Opportunities?
Listen on The Move What does 2025 have in store for investors? Join us as we…
Will higher rates doom stocks? Not necessarily
by Russ Koesterich, CFA, JD, Portfolio Manager, BlackRock In this article, Russ Koesterich discusses why stocks could continue…
Correlation Comparison: Years That Resemble 2024
by Adam Turnquist, Chief Technical Strategist, LPL Research Outsized returns, record highs on nearly a weekly cadence, and…
Did markets overreact to the December US jobs report?
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Jobs and wages - The US economy experienced…
