Investing

Displaying 13477 results
Haven demand pushes gold to new record high
ALTERNATIVES FEB 05, 2025
Haven demand pushes gold to new record high

Bullion reached $2,861 early Wednesday.

By Bloomberg
Why over a fourth of advisors are holding off on model portfolios
PRACTICE MANAGEMENT FEB 04, 2025
Why over a fourth of advisors are holding off on model portfolios

Morningstar research reveals what's holding some advisors back, and which providers are leading the way in responding.

By Leo Almazora
Apollo reports spike in alt sales through wealth management group
RIAS FEB 04, 2025
Apollo reports spike in alt sales through wealth management group

Alternatives are quickly becoming a mainstream allocation in wealth management.

By Bruce Kelly
Insurers scream for securitized debt amid surging annuity demand
LIFE INSURANCE AND ANNUITIES FEB 04, 2025
Insurers scream for securitized debt amid surging annuity demand

Morgan Stanley strategists see robust demand for asset-backed bonds even as interest rates are set to come down.

By Bloomberg
Silicon Valley special: Wealth managers weigh in on working with tech executives
EQUITIES FEB 04, 2025
Silicon Valley special: Wealth managers weigh in on working with tech executives

Financial advisors often have to deal with tech execs and their concentrated portfolios. Here's what they say about their experiences.

By Gregg Greenberg
A clarifying time for sustainable investing
ESG FEB 03, 2025
A clarifying time for sustainable investing

Big fund companies have backed off of ESG, and US funds have closed amid political pressure and as investors have pulled money from them. The funds that remain reveal which managers are committed.

By Emile Hallez
iCapital forges alts platform partnership with Apollo
ALTERNATIVES FEB 03, 2025
iCapital forges alts platform partnership with Apollo

Collaboration comes as the alternatives-focused tech provider rolls out other enhancements to its leading portfolio construction tool.

By Leo Almazora
Trump sets sovereign wealth fund plan in motion
ALTERNATIVES FEB 03, 2025
Trump sets sovereign wealth fund plan in motion

A newly signed executive action would see the strategic fund created in the next 12 months, with the scion of Apollo founder Ben Black slated to take the helm.

By Bloomberg
Financial advisors see more trade 'spat' than war, but still prepare for the worst
EQUITIES FEB 03, 2025
Financial advisors see more trade 'spat' than war, but still prepare for the worst

Trump administration tariffs on Mexico and Canada shocked the market, but advisors remain nonplussed for now.

By Gregg Greenberg
Vanguard's average fee drops to 0.07% after biggest-ever cut
ETFS FEB 03, 2025
Vanguard's average fee drops to 0.07% after biggest-ever cut

The Jack Bogle-founded firm expects its decision to slash costs for dozens of mutual funds and ETFs will save investors $350 million this year alone.

By Bloomberg
S&P 500 could lose 5% due to tariffs, Goldman strategist warns
EQUITIES FEB 03, 2025
S&P 500 could lose 5% due to tariffs, Goldman strategist warns

David Kostin isn't alone with Morgan Stanley, RBC experts also concerned.

By Bloomberg
Stagflation risk flattens Treasuries curve to 11-week low
FIXED INCOME FEB 03, 2025
Stagflation risk flattens Treasuries curve to 11-week low

Fears over tariff impact on US economy are increasing.

By Bloomberg
Record prices forcing advisors to consider gold exposure
EQUITIES JAN 31, 2025
Record prices forcing advisors to consider gold exposure

The yellow metal is shining brightly, hitting new record highs and drawing interest from advisory clients.

By Gregg Greenberg
Bonds prevail after Trump's return drives topsy-turvy January
FIXED INCOME JAN 31, 2025
Bonds prevail after Trump's return drives topsy-turvy January

Treasuries closed the month on a positive note even as the second-term US president's efforts to reshape policy, including tariff threats, spurred turbulence.

By Bloomberg
Combined Bitcoin, Ether ETF gets initial green light from SEC
ALTERNATIVES JAN 31, 2025
Combined Bitcoin, Ether ETF gets initial green light from SEC

Bitwise is one of several firms hoping to launch innovative new funds.

By Bloomberg
US stock futures gain amid Apple, Intel earnings
EQUITIES JAN 31, 2025
US stock futures gain amid Apple, Intel earnings

Tech stocks have had a volatile week.

By Bloomberg
Record high for gold as tariff fears drive havens
ALTERNATIVES JAN 31, 2025
Record high for gold as tariff fears drive havens

Bullion topped $2,800 per ounce briefly Friday.

By Bloomberg
Alts shops have their eyes on advisors
RIAS JAN 30, 2025
Alts shops have their eyes on advisors

An increasing proportion of alternatives, from fully liquid to illiquid, will be sold in the wealth management channel in the coming years, according to Fuse Research. Traditional asset managers are cranking out products, and PE firms are warming up to advisors.

By Emile Hallez
Alternative assets to gain share in client portfolios, say advisors
ALTERNATIVES JAN 30, 2025
Alternative assets to gain share in client portfolios, say advisors

A sizeable chunk of advisors in two polls show how digital assets and private market investments exposure could grow in the near term.

By Leo Almazora
Bitcoin jumps further following Fed decision, Powell comments
ALTERNATIVES JAN 30, 2025
Bitcoin jumps further following Fed decision, Powell comments

The world's largest digital asset pushed higher after the Federal Reserve chair signaled a prudently supportive stance for banks' crypto adoption.

By Bloomberg