Investing

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Buy 'cheap' larger-cap Chinese stocks: JPMorgan
EQUITIES APR 09, 2024
Buy 'cheap' larger-cap Chinese stocks: JPMorgan

Investors looking for exposure to a potential upturn should pick wisely.

James Caan estate case highlights rollover rules advisors need to know
RETIREMENT PLANNING APR 08, 2024
James Caan estate case highlights rollover rules advisors need to know

An offer the IRS refused! The estate owes nearly $1 million in taxes and penalties.

The complications of investing in China
EQUITIES APR 08, 2024
The complications of investing in China

As performance has dragged for Chinese equities, money has flowed out of funds.

Another new high for gold ahead of US inflation data
ALTERNATIVES APR 08, 2024
Another new high for gold ahead of US inflation data

Stats will be revealed later this week.

Wall Street looks to Europe for outperforming equities
EQUITIES APR 08, 2024
Wall Street looks to Europe for outperforming equities

Goldman, Citi among those suggesting cyclical stocks will deliver.

Advisors regaining an appreciation for bonds as higher rates settle in
FIXED INCOME APR 05, 2024
Advisors regaining an appreciation for bonds as higher rates settle in

'With 10-year Treasury yields near multiyear highs, now is a good time to be a bond investor,' an advisor says.

Treasury yields rise as jobs report trims rate-cut expectations
FIXED INCOME APR 05, 2024
Treasury yields rise as jobs report trims rate-cut expectations

Traders pushed back when they foresee the Fed cutting rates after a stronger-than-expected March payrolls report.

SEC seeks input on spot ether ETFs, whose future is hardly certain
ALTERNATIVES APR 04, 2024
SEC seeks input on spot ether ETFs, whose future is hardly certain

The SEC could put extra scrutiny on products that benefit from ether's proof-of-stake consensus mechanism, although most ETF applicants may not get the staking benefits in their funds.

Climate Action 100+ signers colluding? No way, says Morningstar
ESG APR 04, 2024
Climate Action 100+ signers colluding? No way, says Morningstar

Analysis of proxy voting records finds “a wide range of voting approaches” among asset managers and asset owners.

Stocks, bonds gain as Powell signals rate cuts are ahead
EQUITIES APR 04, 2024
Stocks, bonds gain as Powell signals rate cuts are ahead

US jobs report due Friday is a key focus for the market.

Gold at new record high for 4th time this week
ALTERNATIVES APR 04, 2024
Gold at new record high for 4th time this week

Rate-cut expectations and demand are driving bullion prices.

US stock valuations rich, Japan a better bet, says Morgan Stanley's Shalett
EQUITIES APR 03, 2024
US stock valuations rich, Japan a better bet, says Morgan Stanley's Shalett

Strategist questions whether companies are truly going to be able to eke out material margin expansion as forecasts demand.

Blackstone REIT paid out more than it took in last year
ALTERNATIVES APR 03, 2024
Blackstone REIT paid out more than it took in last year

The fund paid out more than $2.8 billion in distributions during 2023, exceeding its cash flows of $2.7 billion, according to its annual report.

Stocks continue decline amid weaker rate-cut expectations
EQUITIES APR 03, 2024
Stocks continue decline amid weaker rate-cut expectations

Data continue to suggest the Fed and others will be reluctant to cut.

Will Wall Street banks avoid tough new climate-risk rules?
ESG APR 03, 2024
Will Wall Street banks avoid tough new climate-risk rules?

Potential for global rules has reportedly been thwarted by the Fed.

Mutual funds make a comeback in February, Cerulli says
ETFS APR 02, 2024
Mutual funds make a comeback in February, Cerulli says

Data show the first net inflows into mutual funds in roughly two years, with an unprecedented $22 billion net influx into active ETFs.

ARA, Ceres throw support behind DOL ESG rule for 401(k)s
RETIREMENT PLANNING APR 02, 2024
ARA, Ceres throw support behind DOL ESG rule for 401(k)s

The two nonprofits are urging the Court of Appeals to uphold a lower court decision supporting a 'middle-of-the-road' approach for fiduciaries.

Strategist sees 10-year AI super-cycle taking Dow to 100K
EQUITIES APR 02, 2024
Strategist sees 10-year AI super-cycle taking Dow to 100K

Don’t fret if you think you’ve missed the rally – there’s still a ways to go, says James Demmert of Main Street Research.

Bonds decline as traders weigh fewer Fed rate cuts
FIXED INCOME APR 02, 2024
Bonds decline as traders weigh fewer Fed rate cuts

This week's jobs data could confirm expectations that Fed rate cuts will be scaled back.

Trump net worth down $1B as media firm tumbles 21%
EQUITIES APR 02, 2024
Trump net worth down $1B as media firm tumbles 21%

Interest in the firm has eased since its SPAC-based launch last week.