Equity Strength in Q3 Shows Signs of Broadening
Despite inflation concerns and revealed weakness in the labor market, equities rallied in Q3 with market participation broadening amid improving trade policy, rate cut optimism, and better than feared corporate earnings. Both the Nasdaq Composite Index...
This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month.
https://www.youtube.com/watch?v=JZPwtBfPKX0
The Ivy Portfolio
The Ivy Portfolio is based on the asset allocation strategy used by endowment...
Liquidity has been a primary driver of financial asset returns over the past several years. Liquidity-driven markets are not unusual, but the breadth of speculative activity resulting from the Fed’s generosity since the pandemic began seems unprecedented. Expensive equity valuations, historically tight credit...
On this week’s episode of ETF Prime, Zeno Mercer, senior research analyst at VettaFi, joins host Nate Geraci to unpack the expanding role of AI in the global economy, its growing share of GDP, and why he believes we’re still in the early...
Pharmaceutical tariffs were among the final major trade actions anticipated after Liberation Day in April. The White House had delayed implementation to give drugmakers time to adjust manufacturing plans. On September 25th, President Trump announced a 100% tariff on branded or patented drugs...
When looking to get commodity exposure, it could be more beneficial to use a diversified strategy to capture upside as opposed to chasing a specific commodity. An actively managed ETF can help in this regard. When it applies specifically to metals exposure, one...