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SEC hits ESG funds with subpoenas
ESG AUG 15, 2023
SEC hits ESG funds with subpoenas

Authorities get tough over green claims.

Financial firms hate the term 'ESG' but are sticking with the strategy
ESG AUG 14, 2023
Financial firms hate the term 'ESG' but are sticking with the strategy

About two-thirds of respondents to a Bloomberg survey say they'll stop using ESG in conversations with clients but continue to incorporate it in their business.

SEC delays decision on ARK bitcoin ETF filing
ALTERNATIVES AUG 11, 2023
SEC delays decision on ARK bitcoin ETF filing

As the SEC puts off deciding on spot bitcoin ETF, 21Shares and ARK file for a fund that would invest in bitcoin futures.

Investing in courtroom outcomes is forecast to be a $24 billion industry in 5 years
ALTERNATIVES AUG 11, 2023
Investing in courtroom outcomes is forecast to be a $24 billion industry in 5 years

The litigation funding investment market js set for strong gains according to a new report.

Equities provided institutions with a 2.3% median return in second quarter
EQUITIES AUG 11, 2023
Equities provided institutions with a 2.3% median return in second quarter

Northern Trust research shows that tech sector stocks, especially AI, were among the winners.

Nuveen and TIAA roll out target-date series with annuity feature
RETIREMENT PLANNING AUG 09, 2023
Nuveen and TIAA roll out target-date series with annuity feature

Few 401(k) plans have such features, but product providers expect that to change.

Don’t fear the inverted yield curve
OPINION AUG 09, 2023
Don’t fear the inverted yield curve

The most direct implication of the inverted curve isn't a recession, but that yields will be lower in the future.

'Location' isn't the only concern for advisors recommending real estate to clients
ALTERNATIVES AUG 09, 2023
'Location' isn't the only concern for advisors recommending real estate to clients

The volatility in publicly traded real estate stocks begs the question as to the best way to allocate to the sector.

S&P drops ESG scores from debt ratings
ESG AUG 09, 2023
S&P drops ESG scores from debt ratings

The company made the change in response to confusion among investors who use its corporate credit ratings.

Is bitcoin set to surge after period of low volatility?
ALTERNATIVES AUG 09, 2023
Is bitcoin set to surge after period of low volatility?

Analysts believe the cryptocurrency is about to break free from mediocrity.

Lawsuit over ESG in 401(k) not cleared for takeoff, American Airlines says
RETIREMENT PLANNING AUG 08, 2023
Lawsuit over ESG in 401(k) not cleared for takeoff, American Airlines says

ESG-themed funds named in the case are only available through a brokerage window, the defendant noted.

Will long-dated Treasuries entice investors?
FIXED INCOME AUG 08, 2023
Will long-dated Treasuries entice investors?

Or will higher yields repel buyers in the next round of refinancing?

Cathie Wood predicts SEC will approve multiple bitcoin ETFs at once
ALTERNATIVES AUG 07, 2023
Cathie Wood predicts SEC will approve multiple bitcoin ETFs at once

The ARK Investment Management CEO backed away from her previous view that her firm's spot-bitcoin ETF would be the first to be approved.

Morgan Stanley hits 70% of $1T ESG funding goal
ESG AUG 04, 2023
Morgan Stanley hits 70% of $1T ESG funding goal

Firm's funding went toward areas including clean energy, carbon removal and social housing.

Time to start foraging for foreign stocks as dollar declines
EQUITIES AUG 03, 2023
Time to start foraging for foreign stocks as dollar declines

'If the dollar comes down, then you get a double bonus for investing offshore,' says Citi Global Wealth's CIO.

GOP effort to curb ESG proves unsuccessful so far
RETIREMENT PLANNING AUG 03, 2023
GOP effort to curb ESG proves unsuccessful so far

'If you’re expecting any meaningful legislation to emerge from all the Republicans’ talking points, think again,' says Washington Research Group's John Miller.

Corporate ESG claims to face audits to address greenwashing fears
ESG AUG 02, 2023
Corporate ESG claims to face audits to address greenwashing fears

Proposed standards reflect investor and stakeholder concern that corporate disclosures about sustainability aren't always reliable.

ETF firms race to be first in line for ether futures
ALTERNATIVES AUG 02, 2023
ETF firms race to be first in line for ether futures

But demand for futures products, rather than spot ones, is a big question.

Advisors take US debt downgrade in stride: ‘More to do with politics than economic stability’
FIXED INCOME AUG 02, 2023
Advisors take US debt downgrade in stride: ‘More to do with politics than economic stability’

'Not worth panicking about' — advisors caught off guard by Fitch's timing but remain sanguine.

A road map for selling concentrated stock positions
OPINION AUG 02, 2023
A road map for selling concentrated stock positions

If a client's position in a single stock has become untenable, here are five strategies for reducing concentration risk.