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 CAC 40 from France, the Nikkei 225...
The U.S. economy showed a mix of resilience and policy friction as April concluded. While the Federal Reserve maintained current interest rates amidst historically high internal dissent, persistent inflation fueled by resurgent energy costs continues to challenge the path toward easing. Despite these...
For years, the search for high-quality, cash-generating businesses has been a predominantly American story. But that is changing, and for advisors building portfolios in an era of historically concentrated domestic markets, the shift carries real implications.
Michael Mack, Client Portfolio Manager for VictoryShares and...
This year, advisors are contending with a fixed income conundrum. The war in Iran sent energy prices surging, reigniting inflationary pressures in the process. In theory, that should benefit Treasury Inflation-Protected Securities (TIPS), but that hasn’t been the case.
Actually, many of the basic...
Innovation drives portfolio growth, but how can investors access it while limiting concentration risk – or paying for red-hot valuations? Most investors are already significantly exposed to megacap tech names, but there are plenty more tech players out there that can deliver for...
The traditional approach to fixed income is undergoing a sophisticated evolution. While core aggregate benchmarks remain the bedrock of many fixed income portfolios, advisors are increasingly looking to complement these holdings with specialized income alternatives. According to recent VettaFi survey data, over 80%...