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The U.S. 30-Year Treasury Yield Has Decisively Moved Back Above 5%

by The Wealth Advisor Contributor
The long end of the Treasury curve has re-entered territory that historically tightens financial conditions and challenges risk assets, and it is doing so at a moment when portfolio construction is already contending with multiple macro crosscurrents.

Featured

JPMorgan Is Signaling A Notable Strategic Shift To Engage The Next Investor Generation

JPMorgan Chase is signaling a notable strategic shift that wealth advisors and RIAs should not overlook.

There Appears To Be A Disconnect Between Elevated Market Levels And Persistent Global Instability

At this year’s Milken Institute Global Conference at the The Beverly Hilton, the familiar signals of capital and influence were once again on display—subtle markers of continuity in an environment otherwise defined by rapid change.

Global Oil Stocks Are Approaching Their Lowest Level In Eight Years Says Goldman Sachs

Global oil inventories are approaching their lowest levels in nearly a decade, a development that warrants close attention from wealth advisors assessing macro risk and portfolio positioning.

Recent

ETF Innovators

MFS Active ETFs: Simplifying the Complex

MFS Investment Management launched its first suite of five actively managed ETFs in December 2024, extending proven mutual fund strategies into the fast-growing active ETF market. The transparent funds span U.S. equities, international equities, and fixed income, managed by the same seasoned professionals overseeing MFS’s existing vehicles. With simple tickers like MFSV for value and MFSG for growth, advisors can access familiar strategies in a new structure that aims to offer daily liquidity and tax efficiency.

Washington Wire

The Canary In The Coal Mine Is Singing As Global Bond Selloff Raises National Debt Concerns

As traders head into the final leg of 2025 they are not doing so with overconfidence. If this week’s bond market is anything to go by they’re nervous.

FundFocus

Hedge Funds Still Cautious On US Stocks Going Into Fragile September

Hedge funds remain hesitant about buying U.S. stocks at the outset of what is often a dour month for markets.

FundFocus

AI Revolution Could Lift S&P 500 To 7,750 Next Year, Strategist Says

One Wall Street strategist is turning more bullish on the S&P 500 (^GSPC) as the benchmark index continues to soar to record highs.

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Companies

Bizarre Moment At Berkshire's Annual Meeting Spotlights Cyber Risk

Washington Wire

Fed Dissenters Speak Out: 'The Next Rate Change Could Be Either A Cut Or A Hike'

The Trust Advisor

Inside Jack Schlossberg's Trust Fund Amid Political Campaign

FundFocus

Bill Ackman’s Pershing Square USA Sinks 16% After $5 Billion IPO

Practice Management

Private Credit Could Spark Psychological Contagion, Barr Warns

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