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Rising bonds could mean equities fall in early 2024, says BofA
EQUITIES DEC 08, 2023
Rising bonds could mean equities fall in early 2024, says BofA

The bank’s bearish strategist sees a weakened stock market if bonds rally endures into the new year.

Criticism of Blackstone mortgage REIT shows 'froth' draining from market
ALTERNATIVES DEC 07, 2023
Criticism of Blackstone mortgage REIT shows 'froth' draining from market

Financial advisors often recommend REITs as a way to generate income in retirement.

Bond rally stalls ahead of US jobs data
FIXED INCOME DEC 07, 2023
Bond rally stalls ahead of US jobs data

Japanese debt also in focus as investors take a pause on fast-growing bond market.

Ray Dalio says green finance has to be profitable
ESG DEC 07, 2023
Ray Dalio says green finance has to be profitable

Veteran hedge fund investors tells COP28 delegates that private capital demands returns.

Is now the time to buy quality China debt?
FIXED INCOME DEC 07, 2023
Is now the time to buy quality China debt?

Citi sees value in nation's credit with potential to outperform US peers in 2024.

Sovereign bond issuers lack climate ambition, says $5B investor group
ESG DEC 07, 2023
Sovereign bond issuers lack climate ambition, says $5B investor group

Alliance says US and Canada among nations falling short on climate finance.

Diversification beyond borders: Exploring global markets
OPINION DEC 06, 2023
Diversification beyond borders: Exploring global markets

Emerging markets present high growth potential and unique opportunities to diversify, but they also come with higher risk than domestic markets.

Global bond rally continues as markets eye rate cuts
FIXED INCOME DEC 06, 2023
Global bond rally continues as markets eye rate cuts

Traders are anticipating a wave of rate cuts in 2024.

Bitcoin nears $44K following six-day climb
ALTERNATIVES DEC 06, 2023
Bitcoin nears $44K following six-day climb

Looser monetary policy bets and hope for spot bitcoin ETF approval are key drivers.

Repo market spikes, but remember 2019?
FIXED INCOME DEC 06, 2023
Repo market spikes, but remember 2019?

Memories of market turmoil are being sparked by current frenzy.

Goldman strategist says stock rally is now 'out of gas'
EQUITIES DEC 05, 2023
Goldman strategist says stock rally is now 'out of gas'

Scott Rubner says that investors should add portfolio hedges.

Bonds slip back amid rising rate cuts doubts
FIXED INCOME DEC 04, 2023
Bonds slip back amid rising rate cuts doubts

Gold, cryptos have gained in early trading Monday.

Tough month for stocks? Morgan Stanley bear says so
EQUITIES DEC 04, 2023
Tough month for stocks? Morgan Stanley bear says so

Strategist Michael Wilson sees volatility during December.

Can banks really be trusted on ESG when they set their own rules?
ESG DEC 04, 2023
Can banks really be trusted on ESG when they set their own rules?

Discussions at COP28 include global standards for sustainability reporting.

Sizable decline in US ESG market leads global shrinkage
ESG DEC 01, 2023
Sizable decline in US ESG market leads global shrinkage

A report shows investors had $30.3 trillion in sustainable assets in 2022, down from $35.3 trillion in 2020.

Advisors using alternatives still a minority despite business case, says Fuse
ALTERNATIVES DEC 01, 2023
Advisors using alternatives still a minority despite business case, says Fuse

Adoption of emerging structures such as interval funds and BDCs remains low.

Nashville B-D that sold GWG bonds closing down
ALTERNATIVES NOV 30, 2023
Nashville B-D that sold GWG bonds closing down

The securities industry has a long, sad history of firms going out of business after a product like GWG bonds fails.

Global bonds accelerate at fastest pace since 2008
FIXED INCOME NOV 29, 2023
Global bonds accelerate at fastest pace since 2008

End of rate-hikes era is sparking demand for sovereign and corporate debt.

UBS chair warns about bubble in private credit
ALTERNATIVES NOV 28, 2023
UBS chair warns about bubble in private credit

Colm Kelleher joins other executives and regulators warning of growing risks in the booming market.

S&P 500 to reach record high of 5,000 in 2024, BofA predicts
EQUITIES NOV 28, 2023
S&P 500 to reach record high of 5,000 in 2024, BofA predicts

But not all of the bank's strategists are optimistic about next year's big stories.