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Through the first half of 2023, it is clear that broader equity market gains have propelled investors' enthusiasm for stocks with ties to artificial intelligence (AI). As such, a small number of large- and mega-cap equities account for an outsize percentage of broader benchmarks' 2023 upside.
Amid hopes that inflation will continue easing, the Federal Reserve could be in position to pause monetary tightening. The prevailing wisdom is that the central bank will not raise interest rates at its June meeting.
It's often said that the Fed is “data-dependent” in its interest rate decision-making process. This phrase undoubtedly frustrates advisors and retail investors alike.
Strange market right now, huh? All year long, media, asset managers, and banks have touted the risk of a recession and the challenge of rising rates.
Environmental, social, and governance (ESG) are on the rise as a foundation for investment vehicles. This has contributed to growth in both the equity and fixed income corners of the broader exchange traded funds space.
Summer is approaching, and with it comes the Great American Cookout. Everyone has their preferred menu of options for a backyard buffet, but some options stand above the rest.
The bank crisis that defined the start of spring this year had wall to wall media coverage, financial news watching each update with bated breath expecting each turn to drive the economy off a cliff.
What's the go-to asset class right now? With the narrative still shifting — and many investors perhaps unwilling to let go of the assets that worked for them in 2022 — having the flexibility to invest across the spectrum of both fixed income and equities could be particularly useful.
Earnings season proper is very close at hand. While every earnings season is important, this season arrives at the center of and the source of all sorts of narratives.
With inflation once again front of mind for markets over the last week or so as the bank crisis has cooled, investors and advisors may want to check out a recent discussion on Bloomberg's “Masters in Business” podcast.
FAQ
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