Investing

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Speculators reverse big Nasdaq short
EQUITIES OCT 19, 2020
Speculators reverse big Nasdaq short

The buying comes after hedge funds had driven net short bets to the highest level since before the financial crisis

ESG is coming for emerging markets
ESG OCT 16, 2020
ESG is coming for emerging markets

A top-performing emerging markets bond fund shuns investments from many countries because of their low ESG ratings

Value stocks could shine after the election
EQUITIES OCT 15, 2020
Value stocks could shine after the election

Citigroup analyst says the shift could occur no matter who's elected

U.S. institutions cooler to ESG than investors globally, survey finds
ESG OCT 15, 2020
U.S. institutions cooler to ESG than investors globally, survey finds

Nearly 26% of U.S. investors express skepticism about ESG’s performance merits

New asset manager tests adviser appetite for targeted ETFs
MUTUAL FUNDS OCT 15, 2020
New asset manager tests adviser appetite for targeted ETFs

Gabriel Hammond's latest venture is setting its sights on private markets

How to stay out of trouble with ESG-related investments
OPINION OCT 13, 2020
How to stay out of trouble with ESG-related investments

What the DOL has failed to grasp is that today, ESG items can be financial factors, capable of creating value or exposing liability

A record $170 billion flooded into bond ETFs this year
MUTUAL FUNDS OCT 13, 2020
A record $170 billion flooded into bond ETFs this year

The Fed's March announcement that it would buy corporate debt ETFs served as a stamp of approve for the sector

David Lerner Associates' liabilities  keep growing
FIXED INCOME OCT 12, 2020
David Lerner Associates' liabilities keep growing

The broker-dealer reported a 'negative net worth' of $22 million last year

Salesforce 401(k) suit dismissal a reprieve amid much litigation
RETIREMENT PLANNING OCT 12, 2020
Salesforce 401(k) suit dismissal a reprieve amid much litigation

A federal judge tossed the excessive-fee claims, though they will likely be refiled

ETF price wars may resume
MUTUAL FUNDS OCT 12, 2020
ETF price wars may resume

Big new entrants to the exchange-traded fund market are rolling out funds with low expense ratios

Private Wealth Adviser goes international
EMERGING MARKETS OCT 12, 2020
Private Wealth Adviser goes international

Thanks to the reach our parent company provides, this issue marks the first time we could incorporate a global outlook

Green investments rally ahead of potential 'blue wave' election
ESG OCT 09, 2020
Green investments rally ahead of potential 'blue wave' election

Targeted ETF strategies are up more than 80% so far this year as Biden gains steam

US asset managers race to gain China market share
EMERGING MARKETS OCT 09, 2020
US asset managers race to gain China market share

Only US-based asset managers have shown the intention of owning a 100%-owned retail fund business in China

FATCA: A force to be reckoned with
OPINION OCT 09, 2020
FATCA: A force to be reckoned with

Advisers that serve clients currently living or planning a move overseas must investigate this often overlooked issue

Chinese equities emerge from the pack
EMERGING MARKETS OCT 09, 2020
Chinese equities emerge from the pack

Investors based in Asia have noted that the Chinese market has become too big and should be viewed as a standalone market

Volatility coming for muni market
FIXED INCOME OCT 09, 2020
Volatility coming for muni market

BlackRock, Wells Fargo analysts see the election and a surge in muni sales shattering the market's calm

The SEC's push for more alts and private placements is the wrong move at the wrong time
OPINION OCT 08, 2020
The SEC's push for more alts and private placements is the wrong move at the wrong time

Plenty of examples prove the regulator's efforts are out of step with the market

SEC proposal would allow ‘finders’ to pitch unregistered securities
ALTERNATIVES OCT 07, 2020
SEC proposal would allow ‘finders’ to pitch unregistered securities

While approved for public comment, Democratic commissioners voiced concerns over investor protections

New worry that ESG investing is bubble as bonds pass $1 trillion
ESG OCT 07, 2020
New worry that ESG investing is bubble as bonds pass $1 trillion

Another $450 billion green bonds expected for 2021 but one strategist contends ESG a passing investment fad

Why is ESG used most in retirement plans? It's not performance
RETIREMENT PLANNING OCT 07, 2020
Why is ESG used most in retirement plans? It's not performance

Institutional investors use environmental, social and governance factors to align with stakeholders, according to a report by Callan