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Wealth managers eyeing municipal bonds ahead of tax cut sunsets
FIXED INCOME OCT 31, 2024
Wealth managers eyeing municipal bonds ahead of tax cut sunsets

Some advisors are waiting for the election before adding more muni-bonds. Others are getting a head start.

Is this bull market getting scary? Financial advisors weigh in
EQUITIES OCT 31, 2024
Is this bull market getting scary? Financial advisors weigh in

With Halloween in the air, wealth managers discuss their stock market nightmares

KKR, Capital Group team up to launch funds for rich investors
ALTERNATIVES OCT 30, 2024
KKR, Capital Group team up to launch funds for rich investors

The alliance aims to package "the best of both" private and public investments into a new hybrid category.

iCapital seals deal to scoop up AltExchange
ALTERNATIVES OCT 30, 2024
iCapital seals deal to scoop up AltExchange

The alts-focused wealth tech giant is looking to ramp up its data management capabilities with an AI-driven solution courtesy of its latest strategic acquisition.

Are put options the new bonds?
EQUITIES OCT 29, 2024
Are put options the new bonds?

"Puts are there to protect you when markets go down fast."

Advisors sunny on the economy and active ETFs
ETFS OCT 29, 2024
Advisors sunny on the economy and active ETFs

Financial professionals told InvestmentNews they see the US economy performing better and the S&P 500 going up over a year, but that doesn't mean they're putting more money into US stocks.

BlackRock broadening iShares lineup with bond ladder ETFs
ETFS OCT 29, 2024
BlackRock broadening iShares lineup with bond ladder ETFs

Building on its pioneering defined maturity ETF suite, the new ETF funds-of-funds aim to give advisors a simple way to deploy the classic risk management strategy.

CAIA expands UniFi learning platform with PE microcredential
ALTERNATIVES OCT 29, 2024
CAIA expands UniFi learning platform with PE microcredential

The association's latest alts education offering gives advisors a self-paced exploration of private equity categories, evolving PE vehicles, and their place in portfolio construction.

Bitcoin surge has advisors once again answering questions
ALTERNATIVES OCT 28, 2024
Bitcoin surge has advisors once again answering questions

Clients are starting to take notice as the cryptocurrency flirts with record highs.

Trump's social media stock surges 20 percent as campaign makes late-inning New York stop
EQUITIES OCT 28, 2024
Trump's social media stock surges 20 percent as campaign makes late-inning New York stop

Trump Media shares have rallied as political betting markets show higher odds of the Republican candidate's victory on November 5.

Bond vigilantes could make a comeback, says Ed Yardeni
FIXED INCOME OCT 28, 2024
Bond vigilantes could make a comeback, says Ed Yardeni

A glaring absence of deficit discussions ahead of the November 5 presidential election could set the stage for movement in the fixed income markets.

Robinhood wades into event trading with Harris and Trump contracts
ALTERNATIVES OCT 28, 2024
Robinhood wades into event trading with Harris and Trump contracts

The retail trading titan is offering users new ways to trade on the outcome of the hotly contested presidential election.

Blackstone-owned Hipgnosis plots $1.47B music bond sale
ALTERNATIVES OCT 25, 2024
Blackstone-owned Hipgnosis plots $1.47B music bond sale

The new debt issuance will be backed by royalties from chart-topping artists like Shakira, Journey, and the Red Hot Chili Peppers.

ESG investing was always a way to gather data
ESG OCT 25, 2024
ESG investing was always a way to gather data

Patrick McVeigh, of Reynders, McVeigh Capital Management, has always been clear about the importance of socially responsible investing, going back to the start of his career in 1982.

Vanguard culling its legacy mutual fund account system by end of 2025
MUTUAL FUNDS OCT 25, 2024
Vanguard culling its legacy mutual fund account system by end of 2025

If a legacy transfer agent system falls in the forest, and no one is around to hear it, does it make a sound?

Demand for China-dodging EM funds grows amid mounting risk concerns
EQUITIES OCT 25, 2024
Demand for China-dodging EM funds grows amid mounting risk concerns

Emerging market strategies that shun Chinese stocks are gaining traction as investors mull volatility and economic risks.

Guggenheim founder Mark Walter hits $12B net worth on Dodgers' rising stock
ALTERNATIVES OCT 25, 2024
Guggenheim founder Mark Walter hits $12B net worth on Dodgers' rising stock

The 64-year-old's trailblazing 2012 investment has paid off handsomely as the LA-based squad squares off against the Yankees in the World Series.

Risk is the "permanent impairment of capital"
ALTERNATIVES OCT 25, 2024
Risk is the "permanent impairment of capital"

Wealth manager reflects on how alternatives arose from turmoil.

Can Big Tech dominance continue? New ETFs enable dueling views
EQUITIES OCT 24, 2024
Can Big Tech dominance continue? New ETFs enable dueling views

Investors are getting additional options to dial up – or strip out – their exposure to disproportionately influential Magnificent Seven stocks.

Advisor suspended, fined for pushing elderly clients into high-risk GPB private placements
ALTERNATIVES OCT 24, 2024
Advisor suspended, fined for pushing elderly clients into high-risk GPB private placements

Recommendations of more than $800k in limited partnerships led to unsuitably large concentrations of alts in their portfolios, Finra finds.