Investing

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Time is right to buy the AI dip, says Goldman
EQUITIES SEP 16, 2024
Time is right to buy the AI dip, says Goldman

Fear and disappointment around companies' AI spending is a buying opportunity, argue strategists at the bank.

What's up with Warren Buffett and Berkshire Hathaway? Advisors weigh in
EQUITIES SEP 16, 2024
What's up with Warren Buffett and Berkshire Hathaway? Advisors weigh in

Wealth managers offer their opinions about the action swirling around the trillion dollar financial giant.

Harris win could bode well for bonds, not so much for stocks
EQUITIES SEP 16, 2024
Harris win could bode well for bonds, not so much for stocks

Investor poll suggests a Trump victory would impact financial markets more heavily compared to if the Democrats retained the White House.

3iQ, CoinDesk launch global digital asset fund partnership
ALTERNATIVES SEP 16, 2024
3iQ, CoinDesk launch global digital asset fund partnership

The two crypto-focused firms' new venture gives advisors an onramp to expand portfolio exposures gradually beyond Bitcoin.

Financial advisors tweaking bond portfolios as rate cuts approach
FIXED INCOME SEP 13, 2024
Financial advisors tweaking bond portfolios as rate cuts approach

Wealth managers are adding protection and modifying duration as the Fed prepares to cut rates.

BlackRock's 'surround sound' model
PRACTICE MANAGEMENT SEP 13, 2024
BlackRock's 'surround sound' model

Eve Cout, managing director, believes advisors are seeking deeper partnerships with firms like BlackRock

Finding value in distressed investing
ALTERNATIVES SEP 13, 2024
Finding value in distressed investing

Segment one of the last remaining parts of the markets where you can find inefficient pricing says advisor.

iCapital gives advisors more skin in the sports investing game
ALTERNATIVES SEP 13, 2024
iCapital gives advisors more skin in the sports investing game

The alts provider's latest partnership provides access to private opportunities in golf, football, and other professional sports.

Single-stock ETF boom heats up with overseas bets
ETFS SEP 13, 2024
Single-stock ETF boom heats up with overseas bets

Filing for new suite of super-concentrated ETFs would let investors get direct exposure to foreign companies sans the exchange-rate risk.

Trading platform eToro agrees to $1.5M penalty in SEC settlement
ALTERNATIVES SEP 12, 2024
Trading platform eToro agrees to $1.5M penalty in SEC settlement

The retail investing firm is scaling back its crypto offerings after allegedly crossing regulatory lines as an unregistered broker.

AssetMark amps up advisor offerings with Morningstar Wealth strategies
FINTECH SEP 12, 2024
AssetMark amps up advisor offerings with Morningstar Wealth strategies

The TAMP giant's newly unveiled suite of ETF portfolios, SMAs, and active-passive models gives its users even more flexibility to serve clients' needs.

Index funds and advisors give investors a confidence boost
ETFS SEP 12, 2024
Index funds and advisors give investors a confidence boost

Survey research shines a light on the increasing role of index strategies, and how advisors can continue showing their value.

Juiced-up ETFs blamed for market volatility
ETFS SEP 12, 2024
Juiced-up ETFs blamed for market volatility

Analysts from JPMorgan, Morgan Stanley, and Nomura speak out on the aggravating impact of the $117B leveraged and inverse ETF market.

The transparency choice for ETFs
ETFS SEP 12, 2024
The transparency choice for ETFs

Money has been pouring into actively managed ETFs and out of active mutual funds, but the future for the products, including semi-transparent ones, is hardly certain.

AI-boom has advisors looking for power plays
EQUITIES SEP 12, 2024
AI-boom has advisors looking for power plays

Soaring power usage due to the AI-revolution is causing wealth managers to look far and wide for energy investments.

US firms' dividend boom boosts Q2 payouts to $161.5B
EQUITIES SEP 11, 2024
US firms' dividend boom boosts Q2 payouts to $161.5B

Alphabet and Meta's debut as dividend payers, coupled with corporate earnings growth, added to the bullish picture of American companies rewarding shareholders.

Luxury real estate is the shiny new thing in muni bond markets
MUTUAL FUNDS SEP 11, 2024
Luxury real estate is the shiny new thing in muni bond markets

Demand for luxury junk deals has helped drive outsized returns in high-yield municipal bonds this year, exemplifying a trend that favors developments for the ultra-rich.

Trump's social media stock nosedives after debate with Harris
EQUITIES SEP 11, 2024
Trump's social media stock nosedives after debate with Harris

The company's share price plummeted more than 13 percent as investors took a post-mortem of Trump's performance on Tuesday night.

Gold edges down as higher core inflation dampens Fed cut expectations
ALTERNATIVES SEP 11, 2024
Gold edges down as higher core inflation dampens Fed cut expectations

Data showing a surprise housing-driven uptick push Treasury yields higher, dimming demand for the yellow metal.

'Crypto could become a standard sleeve in diversified portfolios'
ALTERNATIVES SEP 11, 2024
'Crypto could become a standard sleeve in diversified portfolios'

A new report reveals that digital assets are increasingly being recommended by wealth managers.