Investing

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Lipper Awards crown fund industry's top performers
MUTUAL FUNDS MAR 14, 2025
Lipper Awards crown fund industry's top performers

The fundworld's finest came together in style last night as LSEG Lipper named their top managers and fund families.

By Gregg Greenberg
Buffer ETFs gain steam among rattled advisors and investors
ETFS MAR 14, 2025
Buffer ETFs gain steam among rattled advisors and investors

Interest has grown in the structured downside-protection strategies, though some advisors and analysts caution against trade-offs.

By Leo Almazora
Wall Street goes all in on White House-backed crypto comeback
ALTERNATIVES MAR 14, 2025
Wall Street goes all in on White House-backed crypto comeback

Firms that had only dipped a toe in have a chance to go deeper as vision to make the US "the crypto capital of the planet" takes shape.

By Bloomberg
Tesla's Magnificent Seven status in doubt as EV stock tumbles
EQUITIES MAR 14, 2025
Tesla's Magnificent Seven status in doubt as EV stock tumbles

Declining sales numbers, concerns around Elon Musk, and exposure to tariff risks are casting a shadow over the company's previously unshakable exceptionalism.

By Leo Almazora
State Street's private-credit ETF receives lukewarm response
ALTERNATIVES MAR 13, 2025
State Street's private-credit ETF receives lukewarm response

Data show the much-anticipated fund, launched in partnership with Apollo, has only seen two days of net inflows over two weeks.

By Bloomberg
Dip-buyers staying on the sidelines as Trump selloffs shake Wall Street
EQUITIES MAR 13, 2025
Dip-buyers staying on the sidelines as Trump selloffs shake Wall Street

Uncertainty from the president's head-spinning tariffs has traditionally optimistic stock-pickers taking a more bearish stance.

By Bloomberg
RIAs showing increasing favor to ETFs for diversification, lower fees
RIAS MAR 13, 2025
RIAs showing increasing favor to ETFs for diversification, lower fees

Report highlights trends for $11T exchange-traded funds industry in US.

By Steve Randall
How one top advisor is building connections with collectibles
ALTERNATIVES MAR 12, 2025
How one top advisor is building connections with collectibles

After going through his own estate planning reality check, Thomas Ruggie has become a sought-after speaker and authority to help secure high-net-worth investors' prized possessions.

By Leo Almazora
The financial battle of the century: gold vs. bitcoin
ALTERNATIVES MAR 12, 2025
The financial battle of the century: gold vs. bitcoin

Gold has been the currency of choice for centuries. But some advisors see big opportunities with bitcoin – a relative newcomer – and have been diversifying portfolios with it.

By Gregg Greenberg
The fall of the star manager
FIXED INCOME MAR 12, 2025
The fall of the star manager

Western Asset Management Company has seen at least $120 billion leave since the SEC announced its investigation into Ken Leech. The instance highlights key-person risk that the asset management world has been trying to get away from.

By Emile Hallez
Capital Group enters active ETF model portfolio fray
ETFS MAR 12, 2025
Capital Group enters active ETF model portfolio fray

The world's largest active asset manager is jumping in as the rise of active exchange-traded funds drives a broader transformation of the model portfolio landscape.

By Leo Almazora
Active funds still struggling against passive peers, Morningstar says
ETFS MAR 12, 2025
Active funds still struggling against passive peers, Morningstar says

The firm's latest barometer report shows just two-fifths of stock-picking funds outperforming their index-based rivals in 2024, with even worse results over the past decade.

By Leo Almazora
Volatile Tuesday pushed stocks to correction before dip-buyers swooped in
EQUITIES MAR 11, 2025
Volatile Tuesday pushed stocks to correction before dip-buyers swooped in

A salvo of tariff headlines sent stocks spiraling Tuesday before bargain-hunters drove a recovery in the S&P 500.

By Bloomberg
Roll back Gensler-era rules, private funds industry urges SEC
ALTERNATIVES MAR 11, 2025
Roll back Gensler-era rules, private funds industry urges SEC

A new policy proposal from the Managed Funds Association lays out requests to reduce disclosure requirements and offer legal clarity on crypto ownership, among other priorities.

By Leo Almazora
GWG bankruptcy settlement leaves investors with next to nothing
ALTERNATIVES MAR 11, 2025
GWG bankruptcy settlement leaves investors with next to nothing

Beneficient, an alternative investment company and formerly a part of GWG, has offered $50.5 million to settle claims related to federal lawsuits.

By Bruce Kelly
Investors losing faith as Trump recession fears roil markets
EQUITIES MAR 11, 2025
Investors losing faith as Trump recession fears roil markets

Allocations to cash and money market funds are rising, and dip-buying is slowing, as the president's coyness on downturn odds adds to mounting pessimism.

By Leo Almazora
Private credit's push into retail opens new vulnerability, warns BIS
ALTERNATIVES MAR 11, 2025
Private credit's push into retail opens new vulnerability, warns BIS

A new report adds to a string of alerts from watchdogs, noting that the growing role of small investors, use of leverage, and concentration risks "warrant monitoring."

By Bloomberg
Are value stocks finally taking the baton from growth?
EQUITIES MAR 11, 2025
Are value stocks finally taking the baton from growth?

Wealth managers weigh in on the battle between growth and value stocks, and whether the tide is turning in favor of value.

By Gregg Greenberg
Aligning client expectations with reality
ALTERNATIVES MAR 11, 2025
Aligning client expectations with reality

Clients are often seduced by alternative investments’ potential for outsized returns, but Ed Cofrancesco knows education is key.

By Chris Davis
A Trump trend for ETFs
ETFS MAR 10, 2025
A Trump trend for ETFs

A number of exchange-traded funds are popping up that aim either to invest politically or to find opportunities amid deregulation. Be careful, observers say.

By Emile Hallez