Stocks / ETFs

Seven-Week Win Streak Survives Friday Slump

The S&P 500 secured multiple record highs this week but faltered on Friday, retreating 1.2% to mark its steepest daily…

1 month ago

Emerging Markets Bonds Still Look Good Compared to Treasuries

Emerging markets bonds and the related ETFs are delivering for investors. Meanwhile, other, supposedly more dependable, less risky corners of…

1 month ago

Why Real Estate Works as a Geopolitical Hedge in 2026

Much like 2025, investors and advisors alike are continuing to seek out new sources of diversification as we continue through…

1 month ago

Complex Problems Require Custom Solutions, Part 2

By Dan Zolet, CFA A couple of months ago, we discussed in our Strategic View how more nuanced investment problems…

1 month ago

Private Equity Premia in a Public Equity Wrapper? Goldman’s Approach

Private equity is a longtime white whale for many investors and advisors. With its ability to invest long term in…

1 month ago

Consumer Spending Rises for Third Straight Month

For an inflation-adjusted perspective on retail sales, take a look at our Real Retail Sales commentary. Here is the introduction from today’s report:…

1 month ago

RIA Growth Is Just Getting Started, CEOs Say

Four of the industry’s most prominent leaders gathered at the Goldman Sachs RIA Professional Investor Forum Tuesday to make a…

1 month ago

Tailormade Tech With Baron Capital’s BCTK

For many investors, technology exposure is synonymous with passive funds like Invesco QQQ Trust (QQQ). However, as the sector evolves…

1 month ago

Energy Sector Logs Record 14-Week Winning Streak

Key Takeaways: S&P 500 Energy has posted a record 14-week winning streak, the longest in the sector’s history. XLE has…

1 month ago

Why the Healthcare Sector Warrants Concentrated Exposure

Sure, portfolio diversification may be important, but some equity sectors currently look a bit more promising than others. Key Takeaways:…

1 month ago