InspereX in the News
2024 Media Appearances
2023 Media Appearances
2022 Media Appearances
2021 Media Appearances
2024 Media Appearances
Financial advisors see bull market in 2025, survey finds
The survey found that 67% expect the S&P 500 to rise 10%; 14% expect a 20% increase; and 2% expect the S&P 500 to rise more than 20%.
Date: 12/3/2024 | Source: Funds Society
Advisors Have Bullish 2025 Views on Stocks, Crypto
However, most advisors foresee a correction in the S&P 500 next year and plan to add downside protection for their clients, according to a new survey from InspereX.
Date: 12/2/2024 | Source: Advisorpedia
Most FAs Expect S&P 500 Gains, Soft Landing in 2025: Survey
Through the end of November, the S&P 500 posted a 28% year-to-date gain. Bitcoin, the largest cryptocurrency, gained nearly 40% alone in the eleventh month of the year.
Date: 12/2/2024 | Source: Financial Advisor IQ
Survey: Financial Advisors See Bull Market Running in 2025
Getting to gains could be painful: Advisors see correction or worse and are adding downside protection
Date: 11/26/2024 | Source: Business Wire
Stocks will rise in 2025, predict four-fifths of advisors
Date: 11/26/2024 | Source: InvestmentNews
Financial Advisors See Strong Markets in 2025: Survey
Date: 11/25/2024 | Source: etf.com
Advisors Expect the Stock Market Bull Run To Continue in 2025, But Warn Of Volatility
Date: 11/25/2024 | Source: Investopedia
No Doubt About It: Advisors Are Boomer-Focused
Date: 09/25/2024 | Source: Advisorpedia.com
Wealth lead-generation fintech Cashmere AI gets $3.6M seed funding
Date: 09/11/2024 | Source: InvestmentNews.com
Just How Many Clients Are 50 and Older?
Date: 09/11/2024 | Source: InvestmentNews.com
Rising use of structured products for US advisors, Insperex survey finds
Date: 09/10/2024 | Source: SRP
Advisors Failing To Woo Young Inheritors, Survey Says
Date: 09/10/2024 | Source: Financial Advisor
Why advisors are turning to customized portfolios
Date: 09/10/2024 | Source: InvestmentNews.com
Only 18% of Financial Advisors’ Clients Are Younger Than 50: Survey
Date: 09/10/2024 | Source: Think Advisor
Bullish Advisor Sentiment Collides With Market Volatility
Date: 08/09/2024 | Source: Think Advisor
Advisors Expect Good Things From Market This Year, Despite Concerns, Survey Says
Date: 08/08/2024 | Source: FA Magazine
InspereX survey shows most advisors are bullish on the S&P’s year-end outlook
Date: 08/07/2024 | Source: Seeking Alpha
Optimism reigns among advisors with most betting on further S&P 500 gains
Date: 08/06/2024 | Source: InvestmentNews.com
2023 Media Appearances
Higher Rates Help RIAs
Date: 12/18/2023 | Source: RIA IntelAdvisors See Benefits From High Interest Rates, Expect Yield Curve to Flip Soon: Survey
Date: 12/15/2023 | Source: ThinkAdvisorBond Rates Could Again Push Higher, Advisors Say
Date: 12/13/2023 | Source: Financial AdvisorAre we nearing the end of the inverted yield curve?
Date: 12/13/2023 | Source: Investment NewsTREASURIES-Yields hit decade highs as higher rate concerns take hold
Date: 08/21/2023 | Source: ReutersTREASURIES-U.S. yields mostly lower as market views higher rate scenario
Date: 06/26/2023 | Source: ReutersTREASURIES-Yields rise on strong U.S. data, debt ceiling talks weigh
Date: 05/25/2023 | Source: ReutersSeized assets from Silicon Valley Bank and Signature Bank are fetching 85 to 90 cents on the dollar
Date: 04/18/2023 | Source: MarketWatchMost Advisors Expect Stock Bull Market in 2023: Survey
Date: 04/18/2023 | Source: MarketWatchMajority of Advisors Bullish on Equities for Remainder of 2023
“If 2022 wasn’t challenging enough for stock market investors, this year has been a ‘gotcha’ market – every time you start to feel confident, volatility reappears” Date: 04/11/2023 | Source: The Wealth AdvisorMost Advisors Expect Stock Bull Market in 2023: Survey
Date: 04/11/2023 | Source: ThinkAdvisorAdvisors Are Bullish On Equities For 2023, Survey Says
Date: 04/11/2023 | Source: Financial Advisors MagazineFinancial advisors are jumping on the bull market bandwagon
Date: 04/11/2023 | Source: InvestmentNews.comTREASURIES-Yields slip as data bolsters Fed rate cut bets
Date: 04/03/2023 | Source: ReutersHome-equity niche will benefit from a private-label lift
Expanding securitization outlets is key to propelling growth of home-equity products Date: 03/29/2023 | Source: Housing WireOffice property woes could be tip of iceberg if credit freezes up as $1 trillion bill comes due
Date: 03/28/2023 | Source: MarketWatchWarehouse lenders facing fallout from industry woes
Recent bond-rating reports shine a spotlight on the deposit and investment-portfolio shortcomings of two banks offering warehouse lines Date: 03/23/2023 | Source: Housing Wire2022 Media Appearances
10 Stock Market Predictions for 2023
Date: 12/29/2022 | Source: Think AdvisorMarket bids farewell to 2022
Date: 12/29/2022 | Source: The Bond BuyerThe mortgage market right-sizing is well underway. When will normalcy return?
The restructuring will inflict pain, but it may be the only path to a new normal Date: 11/30/2022 | Source: Housing WireTREASURIES-U.S. yields slip as hopes Fed cuts rates next year drive trading
Date: 11/28/2022 | Source: ReutersThe Best Places to Get Income in the Bond Market Now
A lot of investors are abandoning the battered fixed-income market. But that may be shortsighted. Date: 11/06/2022 | Source: The Wall Street JournalHow Fed’s Powell caught markets ‘off guard,’ extending stock selloff as Treasury yields soar
Date: 11/03/2022 | Source: MarketWatchOpportunities in the Bond Market and the Benefits of Buying Individual Bonds
InspereX President Dave Rudd joins Jill Malandrino on Nasdaq TradeTalks to discuss opportunities in the bond market and the benefits of buying individual bonds. Date: 10/26/2022 | Source: NASDAQStocks Slide After September Jobs Report
The stock market plummeted Friday after the solid September jobs report contained signals that the Federal Reserve remains on track to lift interest rates aggressively. Date: 10/07/2022 | Source: Barron’sDid the stock market ‘misinterpret’ Fed again?
What strategists say about the reaction to the July minutes Date: 08/17/2022 | Source: MarketWatchCurb Your Enthusiasm on the Good Inflation News
Core inflation remains stubborn, and the Fed cares less about headline numbers than sticky prices. They’re still moving upward. Date: 08/10/2022 | Source: BloombergNasdaq surges 4% in best day since April 2020 after Fed delivers expected interest rate rise
Fed hikes key rate by 75 basis points Date: 07/27/2022 | Source: MarketWatchNasdaq falls with dollar, oil rises; earnings, Fed in focus
Date: 07/25/2022 | Source: Reuters39% Of Advisors Expect 10% Market Loss This Year, Survey Says
Date: 07/20/2022 | Source: FA MagazineInvestors are obsessed with size of Fed’s next rate hike. Here’s what they’re missing.
Date: 07/16/2022 | Source: MarketWatchFinancial Advisors Surprised by Clients’ Patience
Date: 07/13/2022 | Source: National Association of Plan AdvisorsFinancial Pros Are Optimistic About Markets in the Second Half of Year
Date: 07/12/2022 | Source: Barron’sMost Portfolios Shed Gains, FAs Split on Market Expectations
While the majority of advisors said their clients’ portfolios are down for the year, 85% said they’re down only on gains and not on principal, according to InspereX. Date: 07/12/2022 | Source: Financial Advisor IQAdvisors Expect Second-Half Market Upturn Despite Falling Economic Confidence: Survey
Date: 07/11/2022 | Source: ThinkAdvisorFinancial advisers turn surprisingly bullish on the second half
Almost 90% of survey respondents believe the stock market can erase most of its losses during the first half of the year, according to an InspereX survey. Date: 07/11/2022 | Source: InvestmentNewsTREASURIES-Yields rise as Fed meeting minutes show inflation fears
Date: 07/06/2022 | Source: ReutersTREASURIES-U.S. yields rise as investors price in higher rates
Date: 06/28/2022 | Source: ReutersStocks tumble after weak U.S. confidence data; oil gains
Date: 06/28/2022 | Source: ReutersMunis, USTs rally, intensifying demand for safe-haven assets
Date: 05/24/2022 | Source: The Bond BuyerStocks tumble on growth concerns, bond yields slip
Date: 05/24/2022 | Source: ReutersNext big shoe to drop in financial markets: Inflation that fails to respond to Fed rate hikes
Date: 05/18/2022 | Source: MarketWatchBondLink, InspereX to connect issuers to independent RIAs
Date: 05/13/2022 | Source: The Bond BuyerStocks Tanked—Again. They Just Can’t Shake Off Inflation.
Date: 05/11/2022 | Source: Barron’sMarkets on Close: What the Fed’s Plan Means for Markets
Date: 05/09/2022 | Source: TD Ameritrade NetworkMuni Fund Redemptions an Opportunity: Insperex’s Ware
Date: 04/28/2022 | Source: Bloomberg TV10-year Treasury yield climbs to another three-year high after Fed’s March meeting minutes
Date: 04/06/2022 | Source: MarketWatchKey part of yield curve ‘inverts’ as short-term rates jump after jobs report
Date: 04/01/2022 | Source: CNBCBond Market’s Inflation Gauges Hit Record as Traders Doubt Fed
Date: 03/18/2022 | Source: BloombergDow drops 700 points as escalating Russia-Ukraine war rattles investors
Date: 03/01/2022 | Source: NY PostTreasury yields slip from early highs despite PCE inflation data
Date: 02/25/2022 | Source: ReutersStocks rise after jobs post shocking gains
Date: 02/05/2022 | Source: CNNLIVE MARKETS That’s five straight weeks of losses for Europe
Date: 02/04/2022 | Source: ReutersVIDEO: Economic Headwinds In The Markets
Date: 02/28/2022 | Source: TD Ameritrade Network – The Watch ListAs markets churn, battered investors brace for Fed meeting
Date: 01/24/2022 | Source: ReutersSupply-chain backlogs may `never’ clear as long as U.S. consumer demand persists, says RBC Capital Markets
Date: 01/13/2022 | Source: MarketWatchU.S. yields gain for 2nd day, as markets brace for Fed hikes this year
Date: 01/04/2022 | Source: Reuters2021 Media Appearances