Investing

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Passive pressures will drive continued mutual fund consolidation into 2030, PWC says
ETFS FEB 13, 2025
Passive pressures will drive continued mutual fund consolidation into 2030, PWC says

A continuing shift to low fees, growing dominance of mega-managers, and the clamor for product innovation are set to reshape the landscape.

By Leo Almazora
Amid festering trade tensions, Grantham's GMO launches China-dodging ETF
EQUITIES FEB 13, 2025
Amid festering trade tensions, Grantham's GMO launches China-dodging ETF

Notwithstanding a recent tech-driven rebound in Chinese markets, five- and 10-year lookbacks suggest dropping the emerging-market giant is still the winning strategy.

By Bloomberg
SEC moves to keep ESG shareholder resolutions off proxy ballots
ESG FEB 12, 2025
SEC moves to keep ESG shareholder resolutions off proxy ballots

The agency is reverting to a Trump-era policy that allowed public companies to widely exclude environmentally and socially themed resolutions.

By Emile Hallez
Hot CPI report has strategists rethinking inflation strategies
ETFS FEB 12, 2025
Hot CPI report has strategists rethinking inflation strategies

Wall Street reacts to the higher-than-expected January CPI report that sent stocks lower.

By Gregg Greenberg
After strong December, ETF inflows took a breather in January
ESG FEB 12, 2025
After strong December, ETF inflows took a breather in January

New FactSet research breaks down the asset classes and categories that drove new ETF launches, with a short detour into why ESG funds are down but not out.

By Leo Almazora
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