Valid until the market close on May 31, 2024 This article provides an update on the monthly moving averages we track for the S&P 500 and the Ivy Portfolio after the close of the last business day of the month. The Ivy Portfolio The Ivy Portfolio is based on the asset allocation strategy used by endowment funds [...] The post Moving Averages: S&P...

With the Fed reiterating the higher for longer case this week, investors may be reassessing their plans. The Fed seems set to hold the Federal Funds rate steady at around 5.3% at their two-day policy meeting this week. Given that many investors were likely anticipating rate cuts, that represents a big change of plans. Quality [...] The post As Higher...

The BEA’s core Personal Consumption Expenditures (PCE) Price Index for March shows that core inflation continues to be above the Federal Reserve’s 2% long-term target at 2.8%. The March core Consumer Price Index (CPI) release was higher, at 3.8%. The Fed is on record as using core PCE data as its primary inflation gauge. For [...] The post Two Measures...

We live in the age of the elevator pitch, catchy soundbites, and companies promising to revolutionize every industry under the sun. No other field attracts more visionaries than healthcare. After all, who doesn’t like the idea of living a longer and healthier life? All these futurists must contend with the reality that biology is the [...] The post...

On this week’s episode of ETF Prime, Host Nate Geraci was joined by VettaFi Senior Research Analyst Zeno Mercer to discuss the artificial intelligence field and AI-related ETFs. Afterward, Geraci welcomed John Kim, Panagram CEO & CIO, to discuss his firm’s CLOs ETFs. Quarterly Outlooks Geraci asked Mercer to weigh in on the AI-related discussions...

In the last two years, investors increased their cash positions in the face of ongoing volatility and risk. While sitting on the sidelines reduces risk, it also means missed return opportunities. High-quality short-term bonds offer several portfolio benefits while putting excess cash to work. Short-duration exposures and cash alternatives received notable...