Investing

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Private securities investor threshold needs a rethink, warns advisor
ALTERNATIVES DEC 15, 2023
Private securities investor threshold needs a rethink, warns advisor

Inflation, retirement savings growth expand pool of sophisticated investors, according to SEC Report.

US is 'leading the way' into 2024, BofA says
EQUITIES DEC 15, 2023
US is 'leading the way' into 2024, BofA says

BofA execs discuss market timing and the outlook for US growth next year at a roundtable.

'Ponzi-like' private placement mess GPB slides into receivership
ALTERNATIVES DEC 15, 2023
'Ponzi-like' private placement mess GPB slides into receivership

GPB's founder was an accountant who couldn't do the firm's accounting.

Equities heading to fifth weekly gain following Fed comments
EQUITIES DEC 15, 2023
Equities heading to fifth weekly gain following Fed comments

Likelihood of a soft landing for the US economy sparked a market frenzy.

Citi shuts once-envied muni business
BROKER DEALERS DEC 15, 2023
Citi shuts once-envied muni business

Wall Street firm says the unit is no longer viable.

Wall Street traders agree that policy pivot is ahead in 2024
FIXED INCOME DEC 14, 2023
Wall Street traders agree that policy pivot is ahead in 2024

Broad consensus expects soft landing for US economy.

Apple's market value almost as big as France's stock market
EQUITIES DEC 14, 2023
Apple's market value almost as big as France's stock market

The firm's rally continues seemingly unabated.

COP28 fell short, but renewables investing is promising, advocates say
ESG DEC 13, 2023
COP28 fell short, but renewables investing is promising, advocates say

Most groups will be unhappy with the compromises in the pact, but the talks reflect powerful demand for clean energy.

Fed opens the door to rate cuts
FIXED INCOME DEC 13, 2023
Fed opens the door to rate cuts

After a relentless stock rally, central bank makes its final policy announcement of 2023.

Are we nearing the end of the inverted yield curve?
FIXED INCOME DEC 13, 2023
Are we nearing the end of the inverted yield curve?

Survey reveals most advisors think 2-year US Treasury has peaked as clients shift more assets into fixed income.

Stocks stable ahead of Fed's rate decision
EQUITIES DEC 13, 2023
Stocks stable ahead of Fed's rate decision

Markets expect a hold, but this week's CPI data adds complication.

Does COP28 deal mean the end of fossil fuels?
ESG DEC 13, 2023
Does COP28 deal mean the end of fossil fuels?

In theory there will be a shift, but don’t expect it to happen fast.

Even the world's No. 1 ESG fund has boosted oil, gas exposure
ESG DEC 13, 2023
Even the world's No. 1 ESG fund has boosted oil, gas exposure

$5T fund has made a significant increase in fossil fuels since new regs were introduced.

Wells Fargo Advisors highlights bump in  compensation for $1M producers
ALTERNATIVES DEC 12, 2023
Wells Fargo Advisors highlights bump in compensation for $1M producers

The wirehouse is emphasizing better pay for advisors who sell alternative investments and offer loans to clients.

From hedge funds to impact investing
ESG DEC 12, 2023
From hedge funds to impact investing

‘Actually getting to work one-on-one with people just really hit home for me’

Consumer prices pick up in bumpy path down for inflation
FIXED INCOME DEC 12, 2023
Consumer prices pick up in bumpy path down for inflation

New data reinforces Fed’s determination to keep interest rates elevated.

Young investors have weakened their stance on ESG, study reveals
ESG DEC 12, 2023
Young investors have weakened their stance on ESG, study reveals

Gen Z and millennials are less prepared to give up returns to meet their ideals.

Is there an ETF version of that? Mutual funds fall out of favor with advisors
ETFS DEC 11, 2023
Is there an ETF version of that? Mutual funds fall out of favor with advisors

Tax efficient and usually cheaper, ETFs are gaining ground in portfolios, including active products.

Goldman revamps private credit leadership
ALTERNATIVES DEC 11, 2023
Goldman revamps private credit leadership

The firm is focusing more resources on the sector as it seeks to double the size of its business.

Jobs market strengthens in November, defying forecasts
FIXED INCOME DEC 08, 2023
Jobs market strengthens in November, defying forecasts

The report undermines hopes the Federal Reserve will cut interest rates early next year.