With inflation at its lowest level since March 2021, advisors are hoping the Fed can stop raising interest rates.
Hedging equities with option income loses some luster, but still works for certain clients.
Broker-dealers are gaining the double whammy of billing higher fees based on more client assets as well as generating more revenue from higher interest rates.
Consensus estimates are that the US economy will dip into recession later this year or early next year.
The broad markets are climbing a wall of worry, although that's been overshadowed by the triple-digit returns of tech sector highfliers.
Despite the recent surge in equities, most market watchers expect stocks to finish the year flat or down from current levels.
FolioBeyond's Rising Rates ETF is being renamed the Alternative Income and Interest Rate Hedge ETF.
The storied mutual fund complex was late to the exchange-traded fund game but has attracted $1 billion in ETF assets since launching its first suite of funds three years ago.
Market watchers warn against falling for the head fake of a tech-driven stock market that isn't accurately reflecting broader economic risks.
Although it lost nearly 16% in 2022, the 60/40 balanced portfolio has managed to deliver normal returns on average over longer time periods.
As interest in artificial intelligence grows, it's worth looking under the hood of sector ETFs.
'We do it in a way where they're virtually unreadable,' Eric Noll, CEO of Context Capital Partners, said of disclosures at the Finra annual meeting.
'It's sort of like the nicest house on an ugly block, which, relatively speaking, is the best place to be,' said one advisor.
History is on the side of sitting on the sidelines from May through October, but advisors say investing is not that simple.
For a lot of investors, moving beyond the classic allocation of 60% stocks and 40% bonds will mean a bigger allocation to alternatives and other active strategies.
The firm's advisors have lined up possible purchasers of new shares in the bank as part of a rescue plan.
Speaking at the Morningstar conference this week, the popular strategist said there are still excesses that need to be wrung out of the economy.
Fidelity research shows a trend toward de-risking and an increased focus on diversification in the portfolios advisors build for their clients.
As some of the worst performers of 2022 rebound in the first quarter, the outlook for the financial markets looks rosy.
In the economic aftermath of the pandemic, some strategies performed better than others.
