Investing

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US stock valuations rich, Japan a better bet, says Morgan Stanley's Shalett
EQUITIES APR 03, 2024
US stock valuations rich, Japan a better bet, says Morgan Stanley's Shalett

Strategist questions whether companies are truly going to be able to eke out material margin expansion as forecasts demand.

By Gregg Greenberg
Blackstone REIT paid out more than it took in last year
ALTERNATIVES APR 03, 2024
Blackstone REIT paid out more than it took in last year

The fund paid out more than $2.8 billion in distributions during 2023, exceeding its cash flows of $2.7 billion, according to its annual report.

By Bloomberg
Stocks continue decline amid weaker rate-cut expectations
EQUITIES APR 03, 2024
Stocks continue decline amid weaker rate-cut expectations

Data continue to suggest the Fed and others will be reluctant to cut.

By Bloomberg
Will Wall Street banks avoid tough new climate-risk rules?
ESG APR 03, 2024
Will Wall Street banks avoid tough new climate-risk rules?

Potential for global rules has reportedly been thwarted by the Fed.

By Bloomberg
Mutual funds make a comeback in February, Cerulli says
ETFS APR 02, 2024
Mutual funds make a comeback in February, Cerulli says

Data show the first net inflows into mutual funds in roughly two years, with an unprecedented $22 billion net influx into active ETFs.

By Leo Almazora
ARA, Ceres throw support behind DOL ESG rule for 401(k)s
RETIREMENT PLANNING APR 02, 2024
ARA, Ceres throw support behind DOL ESG rule for 401(k)s

The two nonprofits are urging the Court of Appeals to uphold a lower court decision supporting a 'middle-of-the-road' approach for fiduciaries.

By Leo Almazora
Strategist sees 10-year AI super-cycle taking Dow to 100K
EQUITIES APR 02, 2024
Strategist sees 10-year AI super-cycle taking Dow to 100K

Don’t fret if you think you’ve missed the rally – there’s still a ways to go, says James Demmert of Main Street Research.

By Gregg Greenberg
Bonds decline as traders weigh fewer Fed rate cuts
FIXED INCOME APR 02, 2024
Bonds decline as traders weigh fewer Fed rate cuts

This week's jobs data could confirm expectations that Fed rate cuts will be scaled back.

By Bloomberg
Trump net worth down $1B as media firm tumbles 21%
EQUITIES APR 02, 2024
Trump net worth down $1B as media firm tumbles 21%

Interest in the firm has eased since its SPAC-based launch last week.

By Bloomberg
Is the global battle against obesity an opportunity for investors?
ETFS APR 01, 2024
Is the global battle against obesity an opportunity for investors?

Niche issuer refocuses thematic fund on the growing problem.

By Steve Randall
Stocks rise as US inflation data still suggest rate cuts
EQUITIES APR 01, 2024
Stocks rise as US inflation data still suggest rate cuts

As rise in key measure cools, investors bet Fed will cut this year.

By Bloomberg
Record high for gold as trio of drivers converge
ALTERNATIVES APR 01, 2024
Record high for gold as trio of drivers converge

Rate bets, geopolitics and demand all supporting gains.

By Bloomberg
Actively managed emerging-market ETFs capture outsize share of flows
ETFS MAR 31, 2024
Actively managed emerging-market ETFs capture outsize share of flows

Developing nation stocks are trading at a discount of about 43 percent compared to peers in the US, just shy of the biggest valuation gap on record.

By Bloomberg
Should advisors be making portfolio bets ahead of Biden-Trump rematch?
EQUITIES MAR 27, 2024
Should advisors be making portfolio bets ahead of Biden-Trump rematch?

'Of the last 20 election years, only the years 2000 and 2008 produced negative years, and those were attributable to asset bubbles rather than politics,' an advisor says.

By Gregg Greenberg
Stocks subdued as market seeks catalysts
EQUITIES MAR 27, 2024
Stocks subdued as market seeks catalysts

It's a short week for many regions due to Easter weekend.

By Bloomberg
Trump Media is one of most expensive short trades right now
EQUITIES MAR 27, 2024
Trump Media is one of most expensive short trades right now

Former president's public company was launched via a SPAC this week.

By Bloomberg
Eaglebrook inks new crypto partnership with Franklin Templeton
ALTERNATIVES MAR 26, 2024
Eaglebrook inks new crypto partnership with Franklin Templeton

The digital asset investment platform’s new bitcoin and ether SMA strategy builds on a relationship forged in 2022.

By Leo Almazora
Retirees in target-date funds still recovering from 2022
RETIREMENT PLANNING MAR 26, 2024
Retirees in target-date funds still recovering from 2022

Morningstar's Target-Date Strategy Landscape report also shows that costs are going down and that CITs are about to surpass mutual funds.

By Emile Hallez
Repeat flubs at Stifel over complex products: Finra
ALTERNATIVES MAR 26, 2024
Repeat flubs at Stifel over complex products: Finra

Stifel broker-dealers agree to fines and restitution of almost $3 million as a result of shortcomings in supervision and compliance related to sales of non-traditional exchange-traded products.

By Bruce Kelly
Shaking up the 60/40 portfolio
ALTERNATIVES MAR 26, 2024
Shaking up the 60/40 portfolio

The importance of diversification, like your health, only reveals itself in bad times, advisor says.

By Emily Douglas