Investing

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We could still be at the start of a fixed income golden age
OPINION MAY 22, 2024
We could still be at the start of a fixed income golden age

Rate-cutting cycles happen only every few years - investors should position themselves to take advantage.

Active ETF strategies are in the driver’s seat
ETFS MAY 21, 2024
Active ETF strategies are in the driver’s seat

New global ETF survey finds 78 percent of investors planning to boost exposures to actively managed strategies, with 70 percent eyeing more active fixed income.

Commonwealth sharpens HNW focus with iCapital partnership
ALTERNATIVES MAY 21, 2024
Commonwealth sharpens HNW focus with iCapital partnership

The independent wealth firm is rolling out a custom platform for advisors to offer and conduct due diligence on alternative investments.

REITs weather Red Lobster bankruptcy
ALTERNATIVES MAY 21, 2024
REITs weather Red Lobster bankruptcy

Was an all-you-can-eat shrimp promotion to blame?

Another thematic ETF launches to target global obesity battle
MUTUAL FUNDS MAY 21, 2024
Another thematic ETF launches to target global obesity battle

The fund will invest in stocks of drug manufacturers and related industries.

Bitcoin fund behemoth Grayscale announces CEO succession
ALTERNATIVES MAY 20, 2024
Bitcoin fund behemoth Grayscale announces CEO succession

The crypto investment colossus is tapping an asset management veteran with history at Goldman, BlackRock, and Invesco as its next chief executive.

Do private debt fund returns offset their risks?
ALTERNATIVES MAY 17, 2024
Do private debt fund returns offset their risks?

A new study asks how well the fast-growing alternative investment vehicles perform based on equity and debt benchmarks.

Early adopter who understands collectibles
ALTERNATIVES MAY 16, 2024
Early adopter who understands collectibles

Alternative investments are going to continue to play a key role, even for the mass affluent market, says family office CEO.

B. Riley bouncing back after tough winter
ALTERNATIVES MAY 16, 2024
B. Riley bouncing back after tough winter

'The wealth managers have been unbelievably supportive through all of this,' said Bryant Riley, the firm's chair and co-CEO.

Dow average touches historic 40,000 mark on continued rate-cut hopes
EQUITIES MAY 16, 2024
Dow average touches historic 40,000 mark on continued rate-cut hopes

The storied stock index is hovering around all-time highs as the latest 10,000-point milestone puts bulls in charge.

Haves and have nots: The illusory promise of SEC investor protection
OPINION MAY 16, 2024
Haves and have nots: The illusory promise of SEC investor protection

While the rule ostensibly aims to shield investors from financial risk, the evidence suggests a different narrative.

Gratus Capital brings hedge funds to clients with iCapital alliance
ALTERNATIVES MAY 16, 2024
Gratus Capital brings hedge funds to clients with iCapital alliance

The investment advisory firm’s new fintech partnership marks the first phase of its broader comprehensive strategy.

What an outsider CEO could mean for Vanguard
ETFS MAY 16, 2024
What an outsider CEO could mean for Vanguard

Former iShares leader Salim Ramji will take over in July with question marks over Vanguard's ETFs, crypto strategy, customer service, and international business.

Mutual funds are 100 years old, but remain in favor for young Americans
MUTUAL FUNDS MAY 16, 2024
Mutual funds are 100 years old, but remain in favor for young Americans

New fact book focuses on state of the investment fund industry.

Direxion deploys ETFs for turbocharged AI bets
ETFS MAY 15, 2024
Direxion deploys ETFs for turbocharged AI bets

The thematic ETF leader is offering professional investors a vehicle to amplify their long and short exposures to AI stocks.

Is investors’ love affair with thematic ETFs officially over?
ETFS MAY 14, 2024
Is investors’ love affair with thematic ETFs officially over?

With ETFs around thematic bets bleeding billions so far this year, niche asset managers have had to make some tough choices.

In just five months, junk muni fund zooms from zero to $1B
FIXED INCOME MAY 13, 2024
In just five months, junk muni fund zooms from zero to $1B

The growth of the strategy, helmed by multi-decade industry veteran and “king” of high-yield muni bonds, reflects a market-wide hunger.

GameStop surge leaves short sellers with a $1.4B burn
ALTERNATIVES MAY 13, 2024
GameStop surge leaves short sellers with a $1.4B burn

Skeptics betting against the popular meme stock were hit with massive paper losses as the company’s share price roughly tripled this month.

More advisors than ever considering crypto for clients
ALTERNATIVES MAY 13, 2024
More advisors than ever considering crypto for clients

Polling by DACFP and Franklin Templeton reveals 70 percent surge in advisors planning to recommend digital asset allocations in client portfolios.

BofA, Barclays strategists split on muni bond rally odds
FIXED INCOME MAY 10, 2024
BofA, Barclays strategists split on muni bond rally odds

Two of the biggest players in the $4T space offered contrasting views on what the summer will bring for investors.