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Templeton Manager: Why Client Portfolios Need Emerging Markets
Emerging markets (EMs) may be entering a more durable period of outperformance, according to Andrew Ness, who argues that structural shifts in the global economy are tilting the balance away from developed markets.
'Magnificent 7' Earnings Rush Reveals AI Spending Surge, With Hyperscaler Capex Set To Reach $725 Billion In 2026
(Yahoo! Finance) - The biggest companies making the biggest artificial intelligence investments signaled Wednesday that they’re not done raising their investment ambitions to meet this moment.
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AssetMark: AI for Advisors
Research says nine out of 10 financial advisors believe AI can help grow their book of business. Additionally, 83% believe AI will have a direct, measurable, and consistent impact on the client-advisor relationship in the next 18 months.
UX Wealth: How Top RIAs Are Increasing Control Over Investments
Nearly 70% of assets are managed under the Rep as Portfolio Manager structure, where advisors actively construct and make allocation decisions for client portfolios. If that's you, you owe it to yourself to make the process as efficient as possible.
The Stock Market Has a 'Systemic Problem'
"Higher rates are now a systemic problem for equities," Piper Sandler chief investment strategist Michael Kantrowitz wrote in weekly note to clients.
US Supreme Court Won't Hear Elon Musk Dispute Over SEC Settlement
The U.S. Supreme Court declined to hear Elon Musk's bid to throw out part of a securities fraud settlement with the SEC.