Investing

Displaying 13477 results
An opportune time for bonds
FIXED INCOME FEB 12, 2025
An opportune time for bonds

The current environment – economic and political – stands to benefit fixed income, and active managers may have a chance shine.

By Emile Hallez
Advisors react to Trump 2.0
EQUITIES FEB 12, 2025
Advisors react to Trump 2.0

The president may be the same as he was before, but circumstances are different this time around – and there are some lessons from the first term, advisors said.

By Gregg Greenberg
The war on DEI
ESG FEB 12, 2025
The war on DEI

Financial services companies are being targeted for potential legal action over their programs and initiatives on diversity, equity, and inclusion. It could be just the beginning.

By Emile Hallez
Advisors weigh reputational risks, regulatory shifts in digital asset adoption
ALTERNATIVES FEB 12, 2025
Advisors weigh reputational risks, regulatory shifts in digital asset adoption

Client sentiment and the regulatory climate may be getting sunnier, but fiduciary concerns are still holding three-fifths of surveyed advisors back from embracing crypto investments.

By Leo Almazora
SEC prepares to back away from defending climate rule in court
ESG FEB 11, 2025
SEC prepares to back away from defending climate rule in court

Acting Chairman Mark Uyeda directed SEC staff to initiate a pause in court while the commission awaits a quorum. The SEC may decide to withdraw from defending itself in a lawsuit over last year's climate disclosure rule.

By Emile Hallez
Morgan Stanley loses $843,000 investor claim stemming from 'gold bar' scam
ALTERNATIVES FEB 11, 2025
Morgan Stanley loses $843,000 investor claim stemming from 'gold bar' scam

“If Morgan Stanley had called my client’s son, this wouldn’t have happened,” the investor's attorney said.

By Bruce Kelly
Treasuries fall as Powell reiterates rate-cut patience
FIXED INCOME FEB 11, 2025
Treasuries fall as Powell reiterates rate-cut patience

The Fed chair's continued signals to delay policy easing sent 10-year yields higher, with money markets pricing in just one quarter-point cut this year.

By Bloomberg
SEC, Binance seek 60-day pause for lawsuit against exchange
ALTERNATIVES FEB 11, 2025
SEC, Binance seek 60-day pause for lawsuit against exchange

The joint motion by the regulator and the giant crypto bourse comes as the recently installed crypto task force lays foundations for a formal framework.

By Bloomberg
LPL boosts revenue potential with amped-up alts platform
ALTERNATIVES FEB 10, 2025
LPL boosts revenue potential with amped-up alts platform

Along with greater revenue, alternative investments also carry risks, one industry lawyer noted.

By Bruce Kelly
Bond market experts expect yields to continue higher
FIXED INCOME FEB 10, 2025
Bond market experts expect yields to continue higher

Uncertainty set to keep upward pressure on fixed income investments.

By Bloomberg
Private assets remain hot despite surging stock market
ALTERNATIVES FEB 07, 2025
Private assets remain hot despite surging stock market

Financial advisors are still adding alternatives despite the surge in publicly traded stock prices

By Gregg Greenberg
$3,000 gold record in sight on Trump 2.0 fears, Citi says
ALTERNATIVES FEB 06, 2025
$3,000 gold record in sight on Trump 2.0 fears, Citi says

Citi analysts project a historic high in three months as tariff and trade war threats fuel a rush for the haven metal.

By Bloomberg
ETF launches this week add to the bewildering array of available options
ETFS FEB 06, 2025
ETF launches this week add to the bewildering array of available options

Money markets, bonds, real estate, and the heating industry among new funds.

By Steve Randall
Vanguard scores strategic wins with latest fee cuts
ETFS FEB 05, 2025
Vanguard scores strategic wins with latest fee cuts

The Pennsylvania-based fund giant stands to gain ground against rivals such as BlackRock while earning more goodwill from retail investors.

By Leo Almazora
Duke’s Cam Harvey pegs cost of portfolio rebalancing at $16B
RETIREMENT PLANNING FEB 05, 2025
Duke’s Cam Harvey pegs cost of portfolio rebalancing at $16B

Research finds mechanical shifts in exposures have given an edge to hedge funds and other speculators, leading to steep costs for pension funds.

By Bloomberg
Altfest's president explains how advisors can use AI to their advantage
EQUITIES FEB 05, 2025
Altfest's president explains how advisors can use AI to their advantage

Using AI for tax and estate planning will enable advisors to spend more time with clients, Andrew Altfest says.

By Gregg Greenberg
SEC reassigns top litigator behind crypto lawsuits
ALTERNATIVES FEB 05, 2025
SEC reassigns top litigator behind crypto lawsuits

The agency moved its key man driving actions under former chair Gary Gensler as new leadership works toward more constructive crypto regulation.

By Leo Almazora
Franklin cuts workforce by 3% following Wamco outflows
MUTUAL FUNDS FEB 05, 2025
Franklin cuts workforce by 3% following Wamco outflows

The money manager is planning up to $250 million in expense reductions as fallout from its besieged bond management subsidiary continues.

By Bloomberg
US equity futures fall with big name earnings in focus
EQUITIES FEB 05, 2025
US equity futures fall with big name earnings in focus

Trade war concerns are also increasing, weakening global stocks.

By Bloomberg
Bond traders cautious as tariff play clouds outlook
FIXED INCOME FEB 05, 2025
Bond traders cautious as tariff play clouds outlook

Economic uncertainty could fuel turbulent market.

By Bloomberg