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The S&P Has Outperformed Forecasts Raising The Bar For The Future
The S&P 500 is delivering one of the strongest earnings seasons in decades, creating a powerful backdrop for advisors evaluating equity allocations, valuation discipline, and forward return expectations.
JPMorgan CEO Jamie Dimon Isn't Sure How Consumer AI Will Play Out
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CEMFX vs. EM Index Funds: Cullen’s Active Advantage in Emerging Markets
Many emerging-market ETFs lean heavily into growth benchmarks and remain concentrated in large economies like China. Cullen’s CEMFX takes a different approach—actively screening for undervalued dividend payers across diverse EM countries. Portfolio Manager Rahul Sharma explains how this value-driven strategy aims to deliver higher yields, better geographic diversification, and stronger fundamentals than typical passive EM exposure, potentially offering advisors a complementary tool for today’s global environment.
Investors are 'Agitated by Anything Short of Perfect' This Earnings Season
Two thirds S&P 500 companies reporting they missed Wall Street estimates for earnings per share and sales have seen an average 1 day decline of 7.4%.
Trump to Sign Order Opening Way for Alternative Assets in 401(k)s, Official Says
Trump expected to sign executive order that aims to allow private equity, real estate, cryptocurrency and other alternative assets in 401(k) accounts.
Equity Markets May Have Room to Move Higher
The equity markets may be poised for another leg higher, and one potential catalyst isn’t coming from earnings or macro data.