Learn how market strategists and portfolio managers are navigating the market’s cross-currents. We’ll talk to the experts about their latest portfolio and trading strategies and what they may mean for your portfolio. The markets are ever-evolving and you need to stay on top of emerging trends to meet your long-term financial goals.
Exploring growth opportunities in the insurance, homebuilding, and biotech sectors for Q2 2024, highlighting the strong growth outlook, attractive valuations, and potential for innovation and disruption in these industries.
Gold demand in India, the world's second-largest gold consumer, has experienced a broad-based drop due to high prices, with jewelers and consumers waiting for a price correction before adding to their stock or buying more jewelry.
Gold's recent price resilience has been supported by strength across global fundamental demand sectors, including central bank buying and strong jewelry demand.
The remarkable progress in humanoid technology, fueled by groundbreaking technical advancements and cost reductions, signals the potential for disruptive shifts across industries. Despite current challenges in combining mobility and cognitive abilities, we expect innovation to continue and broad-ased adoption to follow.
The Fed's recent actions have led to a reevaluation of what it means to 'fight the Fed,' and it's crucial for investors to understand the difference between a trading opportunity and an investable rally.
The market appears to be rewarding the cost-cutting measures, with many tech giants repositioning themselves with AI in mind, and some analysts inferring that this emphasis on efficiency may encourage investors.
The recent earnings reports from major cybersecurity companies have shown promising growth, with many beating consensus expectations. This trend is expected to continue, driven by the increasing demand for cybersecurity solutions and the growing need for organizations to protect themselves against cyber threats.
Tax loss harvesting involves selling investments in taxable accounts that have lost value to offset capital gains elsewhere and help reduce taxes owed. This can be done at any time during the year, not just at year-end.
Genomics enables deeper insights into our DNA, and telemedicine bridges the gap between facility-based treatment and at-home care, offering value-added services like pharmacy delivery and in-home lab testing.
Real estate investing allows you to accumulate assets using a relatively small percentage of your own capital, making it a valuable asset class for tax-efficient investors.
Despite the volatility in the stock market and inflation, a majority of survey participants agreed that gold may be a safe haven asset to introduce to clients worried about ongoing market uncertainty. With nearly three quarters of surveyed investors who currently have gold ETFs in their portfolios saying that the asset class has improved the overall performance of their portfolios.
As the U.S. industrial production growth stagnated for decades due to globalization and low-cost manufacturing in China, a transformative shift is now underway due to the resurgence of reshoring and the localization of supply chains. The Infrastructure and Jobs Act (IIJA) and the Inflation Reduction Act (IRA) serve as strategic enablers, designed to reinforce U.S. competitiveness across emerging industries such as renewable energy, electric vehicles, and semiconductors.