International stocks have steadily lagged the S&P 500 for the last 15 years. That kind of chronic underperformance doesn't build a good reputation and it certainly doesn't inspire investors to throw their money at it. Many people will label the Vanguard Total International Stock ETF (NASDAQ: VXUS) (or any international fund for that matter) a "bad" fund. But you can't call a fund bad if you only look at it through the lens of performance. It ignores how the portfolio is structured, what its core strategy ...

Tim Travis is a veteran deep value investor and money manager. Travis has extensive experience in traditional investments such as stocks and bonds, in addition to having a unique methodology of combining options and distressed investing with value investing to generate income, reduce risk, and to add an element of timing. Currently Tim Travis is the founder, Chief Executive Officer, and Chief Investment Officer of T&T Capital Management. T&T Capital Management is a Coto de Caza, California based Registered ...

Core Insights - January 2023 marked a record high for ETF inflows, with investors contributing approximately $167 billion, bringing total U.S. ETF assets to around $14 trillion, a 31% increase from January 2025 and a 570% increase from 10 years ago [1][2] ETF Popularity - The Vanguard S&P 500 ETF has emerged as the largest ETF globally, holding about $1.5 trillion in assets and attracting $16.3 billion in net inflows in January alone [2][4] - The SPDR S&P 500 Trust ETF, established in 1993, ranks third with approximately $701 billion in assets, following the iShares Core S&P 500 ETF at $754 billion [4] Investment Trends - These large-cap ETFs are gaining popularity over major tech stocks, indicating a shift in investor sentiment towards more stable investments amid rising market volatility [5][9] - The S&P 500 index has demonstrated strong historical performance, with an average annualized return of 11.8% over the past five years and 13.7% over the last decade, reinforcing the appeal of large-cap index ETFs [7][8] Market Conditions - Increased market volatility, as indicated by the VIX Volatility Index rising over 20, has led investors to seek safer investment options, contributing to the growing interest in ETFs [9] - Investors are diversifying their portfolios by including various ETFs, such as the Vanguard Total Bond Market ETF and international ETFs, reflecting a strategy to mitigate risk and seek better growth prospects [11][12]

Lee Jackson: I think there could be. Wall Street is usually a day late and a dollar short. There has already been a big rotation out of tech. The Magnificent Seven basically led the stock market for three years in a row, and there were double-digit gains on the S&P and the Nasdaq three years straight. It has been stellar. Technology always has driven the stock market since the early 1990s, even though the names that lead it change.Doug McIntyre: If you read the notes, everyone knew what they were going to s ...

If you want to retire with money in the bank, it's important to start early and invest consistently. There are many strategies for success, and one popular way of saving for retirement is investing in exchange-traded funds (ETFs). ETFs provide easy diversification, often at a low price, and ETFs that track indexes can provide steady gains over many years or even decades. Image source: Getty Images. Will AI create the world's first trillionaire? Our team just released a report on the one little-known compa ...

Even for those not buying up 401(k)-related firms themselves, a new door is opening.  Stalwarts such as Apollo Global Management Inc., Blackstone Inc., KKR & Co. and Carlyle Group Inc. want to sell their rarefied brand of investing to the masses, and the way is clear. Interviews with dozens of people from across the industry, from private equity executives to individual advisers, show how broad and deep the push is. Some buyout shops see profit in handling retire ...

Core Insights - Global financial firms, including Sumitomo Mitsui Banking Corp and Julius Baer Group, are expanding in India by establishing global capability centres to leverage local talent and competitive costs [1][3] - The expansion involves hiring at least 1,000 people collectively this year in cities like Chennai and Hyderabad [2] - The move is influenced by US immigration policies that complicate the deployment of Indian talent overseas, prompting firms to localize roles in India [4] Group 1: Expansion Plans - Sumitomo Mitsui and Julius Baer are joining US firms like Charles Schwab and Vanguard in hiring initiatives [2] - The roles being created will focus on research, payments, operations, and digital assets, with an emphasis on artificial intelligence and automation [6] - UBS Group AG has also opened a new global capability centre in Hyderabad, indicating a trend among global firms [6] Group 2: Industry Trends - India's role as a hub for global capability centres is growing, driven by the need for regulatory capabilities and cost-effective talent [3][5] - Rising compliance costs and stricter visa regulations are accelerating the shift towards India's GCC industry [5] - Other global financial firms, such as Copenhagen Infrastructure Partners, are also establishing GCCs in India [5]

Group 1 - Several international financial groups, including Sumitomo Mitsui Banking Corp. and Julius Baer Group, are expanding their presence in India by establishing global capability centres (GCCs) [1] - The recruitment drive could total at least 1,000 hires this year across locations such as Chennai and Hyderabad, joining US firms like Charles Schwab and Vanguard [1][2] - The increasing importance of India as a base for GCCs is attributed to its large, cost-effective talent market, which supports international business operations [2] Group 2 - Stricter US immigration policies, including higher visa charges and tighter reviews of skilled-worker routes, are prompting employers to place more jobs in India [3] - Rising compliance costs and tightening visa regimes are accelerating the shift to India's GCC industry [3][4] - Financial organizations, including Copenhagen Infrastructure Partners, are also establishing GCCs in India [4] Group 3 - New positions being added will cover functions such as research, payments, operational support, and digital assets, with a growing focus on artificial intelligence and automation [5] - UBS Group AG recently launched a new GCC in Hyderabad, planning to hire close to 3,000 people over the next two years [5][6] - UBS has had teams in India for over a decade, supporting its activities in technology and finance [6]

Core Insights - Gaming stocks have experienced significant declines over the past six months, with Roblox shares falling 52% during this period [1] - Major investment firms, including ARK Invest, Blackrock, State Street, and Vanguard Group, have recently increased their holdings in Roblox, indicating potential confidence in the stock's future [2][5] Company Overview - Roblox's current share price is $63.17, with a market capitalization of $45 billion [2] - The stock has a 52-week range of $50.10 to $150.59, highlighting its volatility [2] - The company's gross margin stands at 23.75% [2] Recent Investment Activity - ARK Invest has been particularly active, purchasing a total of $17.5 million in Roblox stock over two days, with the majority coming from the ARK Innovation ETF [3][2] - Blackrock disclosed a purchase of over 2 million shares of Roblox in its latest quarterly filing, while State Street and Vanguard Group each added more than a million shares to their portfolios [5]

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. (Bloomberg) -- Asset manager F/m Investments is launching a mutual fund share class of its most popular ETF with an eye on the American retirement system. Starting Thursday, the $6.4 billion US Treasury 3-Month Bill ETF (ticker TBIL) will also have mutual fund share classes available to buy and sell under the ticker TBFMX, the company said in a statement. With the launch, $18 billion manager F/m ...