As we get ready to close out 2025, one stand-out trend in the U.S. Treasury (UST) market has been the steepening of the yield curve. The question now is whether this trend will continue into 2026, and if it does, how should investors position their bond portfolios?
Strategies
The paper analyzes FTSE Russell’s decision to transition the frequency of reconstitution of the Russell US Indexes from annual to semi-annual from 2026 onwards.
Interactive Advisors is ringing in the new year with a new logo! Our updated logo reflects the same core ideas of support, care and cooperation that have defined us since our inception.
Coaching and investing are similar because both have specific results an organization is trying to achieve. The fundamentals on offense and defense are worked on every day, and when the team improves at these, it stands the best chance to win games.
After a year of overheated valuations and investor crowding, India’s equity market has undergone a healthy reset with more defensible valuations and renewed investor interest.
With the government shutdown temporarily resolved, market attention has shifted to whether the Fed will cut rates at its December meeting amid growing division within the FOMC.
The concept of “tokenization of everything” is accelerating as institutions and investors digitize a vast array of assets, from real estate to stocks. But from an investment point of view, does the fact that an asset is tokenized and made more accessible, make it more valuable?
If the labor market is nearing a bottom and job creation surprises to the upside, investors may need to rethink the consensus Fed path.
Going into a shutdown mode helps tide over the dark days, while one waits for light. This helps to recharge depleted reserves and emerge stronger, provided it is purposeful and time-bound.
As the world faces the concurrent challenges of the energy transition, energy security and slowing economic and productivity growth, Japan’s government has launched an ambitious $1trn transition plan called the GX (green transformation) strategy. The GX strategy aims to cut emissions, improve efficiency and boost green innovation throughout the Japanese economy.
A friendship is formed through learning, and a common bond is established over their shared views on various subjects in which they both participate. We can apply this idea to the current state of affairs in the investment world.
Consider October theory as a traffic light signal for the upcoming months. It’s the perfect time to press the pause button, reset goals, and then give them a go before the current year ends.