Investing

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Druckenmiller leads family offices in ramping up US bank bets
EQUITIES NOV 15, 2024
Druckenmiller leads family offices in ramping up US bank bets

Investment firms for some of the world's richest families are positioning for a potential Trump-powered bull run in the financial sector.

Trump's second term poses fresh risk to ESG investing
ESG NOV 14, 2024
Trump's second term poses fresh risk to ESG investing

The president-elect's policies, mirroring the playbook he used eight years ago, creates challenges for the already declining space

Not all advisors on bitcoin bandwagon, despite record returns
ALTERNATIVES NOV 14, 2024
Not all advisors on bitcoin bandwagon, despite record returns

Bitcoin may be hitting all-time highs, but that's not fazing some advisors who still view the cryptocurrency with skepticism.

Could private equity be a benefit for DC plans?
RETIREMENT PLANNING NOV 14, 2024
Could private equity be a benefit for DC plans?

Morningstar Retirement report unpacks the challenges and opportunities from adding private market fund exposure to defined contribution plans.

Sotheby's pays $6.25M in tax evasion probe
ALTERNATIVES NOV 14, 2024
Sotheby's pays $6.25M in tax evasion probe

Employees at the auction house nudged wealthy clients to use questionable strategies in order to dodge millions in taxes, according to New York's attorney general.

Stigma a distant memory, securitized bonds are now an advisor's best friend
FIXED INCOME NOV 13, 2024
Stigma a distant memory, securitized bonds are now an advisor's best friend

Up from the ashes of the great financial crisis, securitized bonds are being added to more client portfolios.

December rate cut calls build following in-line inflation data
FIXED INCOME NOV 13, 2024
December rate cut calls build following in-line inflation data

CPI data from October revived bond traders' hopes that the Fed can keep leaning dovish in its final interest rate decision of the year.

Could the gold rally recover from the Trump speed bump?
ALTERNATIVES NOV 12, 2024
Could the gold rally recover from the Trump speed bump?

The yellow metal has dipped to a near-two month low amid a spike in bond yields, a more bullish economic outlook, and a wider post-election pivot.

Wall Street set for holiday bonus bonanza
EQUITIES NOV 12, 2024
Wall Street set for holiday bonus bonanza

Investment bankers are ready to reap the biggest rewards after a strong year for underwriters, and mergers and acquisitions, a new report says.

BlackRock plots money-market fund push with new ETFs
ETFS NOV 12, 2024
BlackRock plots money-market fund push with new ETFs

The global asset management behemoth is looking to muscle into the traditionally mutual fund-led business with two new proposed strategies.

Trump victory threatens key muni tax break in hunt for revenue
FIXED INCOME NOV 11, 2024
Trump victory threatens key muni tax break in hunt for revenue

The muni tax exemption is under the spotlight as Republicans edge closer to total control.

Time to cash out of cash? Advisors offer their suggestions
EQUITIES NOV 11, 2024
Time to cash out of cash? Advisors offer their suggestions

Wealth managers weigh in on what to do with their cash positions if the Fed keeps cutting rates.

Trump win sparks multibillion dollar ETF spree
EQUITIES NOV 07, 2024
Trump win sparks multibillion dollar ETF spree

The exuberance following his second presidential victory created a risk-on mood among traders, with $18 billion of new money plowed into US equity strategies.

Millennials more likely to seek stock gains through index funds
EQUITIES NOV 06, 2024
Millennials more likely to seek stock gains through index funds

Research suggests Gen Y investors' embrace of index investing could create an entry point for advisors looking to work with the next generation.

Harris paid the price for inflation. Now, advisors explain how to get ahead of it.
EQUITIES NOV 06, 2024
Harris paid the price for inflation. Now, advisors explain how to get ahead of it.

Wealth managers offer strategies for portfolio protection against the scourge of inflation.

US ETFs raked in $123B in October
ETFS NOV 06, 2024
US ETFs raked in $123B in October

New reports show robust inflows into equity strategies, a spike in China ETFs interest, and a new record in active bond strategies.

Goldman, Citi shares surge on higher hopes of deregulation
EQUITIES NOV 06, 2024
Goldman, Citi shares surge on higher hopes of deregulation

Trump's victory at the polls extends a string of good news for US banks, including a sunny lower-rate outlook and a potential dealmaking revival.

What Trump could mean for equities and fixed income
EQUITIES NOV 06, 2024
What Trump could mean for equities and fixed income

Donald Trump will again be president next year, and with Republican majorities in Congress, some industries stand to benefit from regulatory cuts.

Finra fines Michigan BD over GPB supervision failures
ALTERNATIVES NOV 05, 2024
Finra fines Michigan BD over GPB supervision failures

Investigation finds the firm's reps recommended high-risk limited partnerships to six clients, including five seniors, contrary to its policies.

The bulls keep charging despite election uncertainty
EQUITIES NOV 05, 2024
The bulls keep charging despite election uncertainty

With the election result in doubt, financial advisors discuss whether the market still hates uncertainty.