Investing

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Investors want ‘more personalization’ when it comes to ESG
RIAS APR 23, 2024
Investors want ‘more personalization’ when it comes to ESG

Greenwashing scared off many investors but advisor says the key is helping clients gain a deeper understanding of what matters to them.

There’s a gender gap in emerging tech investment
ALTERNATIVES APR 22, 2024
There’s a gender gap in emerging tech investment

Fintech platform’s poll shows men more likely than women to dive into crypto, blockchain, and alternative assets.

BlackRock set for first mutual fund-to-ETF switch
ETFS APR 22, 2024
BlackRock set for first mutual fund-to-ETF switch

The global asset management firm is converting a $700M dividend strategy amid pervasive investor demand for tax-efficient fund structures.

Rockefeller deepens its bench with fixed-income muscle
FIXED INCOME APR 22, 2024
Rockefeller deepens its bench with fixed-income muscle

The firm adds three portfolio management professionals to its asset management arm as it seeks opportunities in the muni bond market.

The pressure’s on for big tech firms, says BofA
EQUITIES APR 22, 2024
The pressure’s on for big tech firms, says BofA

All eyes are on the Magnificent Seven, say strategists at the banking giant, as earnings put promises around AI in focus.

BlackRock leads the pack on climate transition: Morningstar
ESG APR 22, 2024
BlackRock leads the pack on climate transition: Morningstar

Asset manager revealed as 'incontestable leader' in key ESG factor.

Have bond yields peaked? This week will provide answers
FIXED INCOME APR 22, 2024
Have bond yields peaked? This week will provide answers

Several Treasury auctions this week will signal whether 5% is the peak.

Advisors weighing real estate options as rates remain elevated
ALTERNATIVES APR 19, 2024
Advisors weighing real estate options as rates remain elevated

Demand for office space is down as employees that were coming in five days a week are now coming in only three or four days.

Why good economic news is now bad for equities: BofA
EQUITIES APR 19, 2024
Why good economic news is now bad for equities: BofA

Investors are pulling back from stocks.

Gold retreats from near record despite Middle East tensions
ALTERNATIVES APR 19, 2024
Gold retreats from near record despite Middle East tensions

Short-term speculators help push bullion above $2,400.

Bitcoin halving may disappoint this time
ALTERNATIVES APR 19, 2024
Bitcoin halving may disappoint this time

The historical rise post-halving may already be baked into the higher price.

RIAs considering more private credit in portfolios: Study
RIAS APR 18, 2024
RIAs considering more private credit in portfolios: Study

Advisors like its high yield potential, better risk-adjusted returns and diversification benefits, according to the survey.

Bankrupt GWG bonds not right for anyone: Finra arbitrator
ALTERNATIVES APR 18, 2024
Bankrupt GWG bonds not right for anyone: Finra arbitrator

By 2020, 'GWG had shown years of losses and large negative cash flows,' a securities arbitrator writes.

Senators push back against SEC climate rule
ESG APR 17, 2024
Senators push back against SEC climate rule

More than 30 senators are supporting a measure that would overturn the regulator’s climate disclosure rule.

ESG investment battles recede as geopolitics take center stage
ESG APR 17, 2024
ESG investment battles recede as geopolitics take center stage

The number of client phone calls regarding environmental, social and governance investing has steadily diminished, some advisors say.

Summit sharpens HNW focus with souped-up alts platform
RIAS APR 17, 2024
Summit sharpens HNW focus with souped-up alts platform

RIA unveils partnerships with leading tech and alts providers to arm advisors with a range of alternative investment options.

US yields at highest since November, enticing opportunist buyers
FIXED INCOME APR 17, 2024
US yields at highest since November, enticing opportunist buyers

Despite negative sentiment, some investors are seeing potential.

Large long futures pullback could worsen stock weakness: Citi
EQUITIES APR 16, 2024
Large long futures pullback could worsen stock weakness: Citi

Wall Street strategists say $52 billion worth of long positions on the S&P 500 pose risk.

Emerging market assets at lowest point so far in 2024
EMERGING MARKETS APR 16, 2024
Emerging market assets at lowest point so far in 2024

Index highlights international weakness as US economy remains robust.

Arete Wealth pays out $1.1M in arb claims to start 2024
ALTERNATIVES APR 15, 2024
Arete Wealth pays out $1.1M in arb claims to start 2024

"We have a handful of open cases against Arete Wealth, and some involve Center Street, as well," says a plaintiff's attorney.