Investing

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Don’t bet on Ether ETFs to catch fire with advisors, says Cerulli
ALTERNATIVES JUL 05, 2024
Don’t bet on Ether ETFs to catch fire with advisors, says Cerulli

A lost reward opportunity and lukewarm advisor demand for crypto severely blunts the case for digital asset ETFs.

By Leo Almazora
There’s still hope for Fed to start rate cuts this year, says UBS
FIXED INCOME JUL 05, 2024
There’s still hope for Fed to start rate cuts this year, says UBS

Despite recent volatility in Treasuries, CIO for Americas highlights continued evidence of an economic soft landing ahead.

By Leo Almazora
BlackRock's Preqin deal prompts lower outlook at Moody's
ALTERNATIVES JUL 03, 2024
BlackRock's Preqin deal prompts lower outlook at Moody's

The ratings company is voicing concerns over the asset management giant's increased debt and leverage ratios.

By Bloomberg
Blackstone REIT keeps up with demand to buy back shares
ALTERNATIVES JUL 03, 2024
Blackstone REIT keeps up with demand to buy back shares

May was a particularly tough month for nontraded REITs.

By Bruce Kelly
Covered call ETF demand still surging despite bull market, rising bond yields
ETFS JUL 03, 2024
Covered call ETF demand still surging despite bull market, rising bond yields

Investors are stepping up the use of covered call ETFs and derivative income strategies even as stocks repeatedly hit new highs.

By Gregg Greenberg
JPMorgan's Kolanovic set to depart after string of bad stock calls
EQUITIES JUL 03, 2024
JPMorgan's Kolanovic set to depart after string of bad stock calls

Internal memo reveals planned leadership shakeup at the banking giant as its chief market strategist is "exploring other opportunities."

By Bloomberg
Ether ETF aspirants take the starting blocks ahead of anticipated July approval
ALTERNATIVES JUL 02, 2024
Ether ETF aspirants take the starting blocks ahead of anticipated July approval

Earlier whispers of a fourth-of-July greenlight now look premature as the SEC gives applicants a new deadline.

By Bloomberg
SEC boots California RIA linked to crypto, private funds
RIAS JUL 01, 2024
SEC boots California RIA linked to crypto, private funds

"Nobody knows what’s happening internally in these pooled funds at the retail level," said one plaintiff's attorney.

By Bruce Kelly
BlackRock piles on to buffer ETF trend
ETFS JUL 01, 2024
BlackRock piles on to buffer ETF trend

BlackRock's new ETF targets up to 100 percent downside protection over the course of a year while capping upside gains.

By Gregg Greenberg
Weed ETF waives fee ahead of much-awaited drug relabeling
ETFS JUL 01, 2024
Weed ETF waives fee ahead of much-awaited drug relabeling

The sector-focused fund will sport a zero percent expense ratio for a limited time as regulators move to reclassify the substance.

By Bloomberg
Asset manager taps former Vanguard $274B PM to lead ETF operations
ETFS JUL 01, 2024
Asset manager taps former Vanguard $274B PM to lead ETF operations

After 14 years with Vanguard, Awais Khan has a new role.

By Steve Randall
Investors increasingly seeking alts but education is key, says Crewe CIO
ALTERNATIVES JUL 01, 2024
Investors increasingly seeking alts but education is key, says Crewe CIO

Dustin Thackeray, CFA, shares his insights on the alternatives investment space.

By Steve Randall
Advisors’ shuffle away from cash reaches its fifth year
ETFS JUN 28, 2024
Advisors’ shuffle away from cash reaches its fifth year

Advyzon research reveals steady decline in advisors’ cash allocations, along with ETFs’ decisive victory over mutual funds.

By Leo Almazora
Expect ETF growth to continue on gale-force retail tailwinds, says Cerulli
ETFS JUN 27, 2024
Expect ETF growth to continue on gale-force retail tailwinds, says Cerulli

Report shows $4.3T ETF haul in retail financial advisor channels, with even larger allocations by 2025 as model portfolios unlock opportunities.

By Leo Almazora
Stocks may seem serene, but watch out for these risks
FIXED INCOME JUN 27, 2024
Stocks may seem serene, but watch out for these risks

There is nary a bear in sight, yet advisors need to take geopolitical worries into account, says a Wellington-Altus stategist.

By Gregg Greenberg
A Republican makes a case for ESG and sustainable investing
ESG JUN 26, 2024
A Republican makes a case for ESG and sustainable investing

Despite attacks on environmental, social, and governance data being used, one former Congressman said he is hopeful about climate investing.

By Emile Hallez
Colorado bars advisor over high-risk options trades
ALTERNATIVES JUN 26, 2024
Colorado bars advisor over high-risk options trades

"Buying options is fraught with risk for financial advisors," one attorney noted.

By Bruce Kelly
SSGA study shows financial advisors going for the gold
ETFS JUN 26, 2024
SSGA study shows financial advisors going for the gold

Gold has been shining in the past year and advisors are taking notice.

By Gregg Greenberg
BlackRock to ramp up custom models business with GeoWealth partnership
ALTERNATIVES JUN 26, 2024
BlackRock to ramp up custom models business with GeoWealth partnership

The TAMP will help expand advisors’ access to BlackRock’s private markets, direct indexing, and fixed income SMAs.

By Leo Almazora
Advisors choose diversification as top benefit in private market investing
ALTERNATIVES JUN 25, 2024
Advisors choose diversification as top benefit in private market investing

Pulse survey of advisors by Blackstone finds overwhelming majority allocated to private markets, and factors in manager selection.

By Leo Almazora