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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
Trump's evasiveness on recession sets off market bloodbath
EQUITIES MAR 10, 2025
Trump's evasiveness on recession sets off market bloodbath

Investor fears ruled Monday as the president's refusal to discount an economic downturn sparked panic, resulting in the weakest stock performance during an administration's first 50 days since 2009.

By Leo Almazora
The art of balancing risk and reward
ALTERNATIVES MAR 10, 2025
The art of balancing risk and reward

Jack Ablin, of Cresset Asset Management, talks investment philosophy – mitigating risks on the public side while taking opportunities on the private side.

By Chris Davis
Wall Street strategists having second thoughts on lofty S&P 500 forecasts
EQUITIES MAR 10, 2025
Wall Street strategists having second thoughts on lofty S&P 500 forecasts

Not even three months into the year, stock market analysts at JPMorgan and other large banks are softening their convictions on the index hitting 6,500 before December.

By Bloomberg
Blackstone sees bright spot in commercial real estate debt with record $8B fund raise
ALTERNATIVES MAR 07, 2025
Blackstone sees bright spot in commercial real estate debt with record $8B fund raise

The titanic alternative assets giant's latest move will help bridge a gap between lenders and still-challenged property owners, says debt strategies head.

By Leo Almazora
Ray Dalio's 'all weather' strategy makes ETF debut
ALTERNATIVES MAR 06, 2025
Ray Dalio's 'all weather' strategy makes ETF debut

The fund, managed by State Street Global Advisors and sub-advised by Bridgewater, plugs into a growing clamor for sophisticated strategies in the ETF space.

By Bloomberg
Advisors forced to talk tariffs as investor anxiety rises
EQUITIES MAR 06, 2025
Advisors forced to talk tariffs as investor anxiety rises

Market volatility is rising due to the president's tariff talk, and that's got wealth managers answering more and more client questions.

By Gregg Greenberg
Treasury yields descend toward year’s lows on tariff angst
FIXED INCOME MAR 05, 2025
Treasury yields descend toward year’s lows on tariff angst

Bullish picture emerges for Treasuries as investor focus pivots from inflationary risks to outright negative economic consequences.

By Bloomberg
GPB paid convicted top executives legal fees of $75M
ALTERNATIVES MAR 05, 2025
GPB paid convicted top executives legal fees of $75M

And GPB founder David Gentile and ex-broker-dealer chief Jeff Schneider want the company to continue paying legal expenses.

By Bruce Kelly
Fixed income ETFs set record pace in February with $42B inflows
ETFS MAR 05, 2025
Fixed income ETFs set record pace in February with $42B inflows

State Street Global Advisors sees robust demand for bond strategies as sector funds, notably tech ETFs, fall out of favor.

By Leo Almazora
Wall Street banks see recession risks flashing in the markets
EQUITIES MAR 05, 2025
Wall Street banks see recession risks flashing in the markets

Models from JPMorgan and Goldman show odds of a downturn edging up, echoing a view held by a small but growing group of bearish prognosticators.

By Bloomberg
BlackRock-led consortium forges deal for key Panama Canal ports
ALTERNATIVES MAR 04, 2025
BlackRock-led consortium forges deal for key Panama Canal ports

The $23 billion deal, which also includes its global infrastructure investing arm, highlights the behemoth asset manager's broad ambitions in private market investing.

By Leo Almazora
Investing pros wonder when Trump will step in as stock freefall continues
EQUITIES MAR 04, 2025
Investing pros wonder when Trump will step in as stock freefall continues

As the stock market loses its post-election gains following the president's decisive tariffs, speculation swirls over when the hoped-for "Trump put" will kick in.

By Bloomberg
Wall Street's leveraged-stock boom accelerates with MUSK fund
ETFS MAR 04, 2025
Wall Street's leveraged-stock boom accelerates with MUSK fund

A New York-based ETF issuer joins the field with filings for 10 derivatives-powered products that hold crypto-exposed stocks, including one with Tesla and Nvidia.

By Bloomberg
S&P 500 suffers worst sell-off of the year so far, Trump ignites investor fears
EQUITIES MAR 04, 2025
S&P 500 suffers worst sell-off of the year so far, Trump ignites investor fears

Tariffs go live, while US aid for Ukraine is paused. What's next?

By Steve Randall
Is clean energy investing dead, at least for now?
ESG MAR 04, 2025
Is clean energy investing dead, at least for now?

Hedge fund manager sees no current gains from transition focused fund.

By Bloomberg
UBS on the hook for $92.2 million in damages linked to advisor’s short sales of Tesla
EQUITIES MAR 03, 2025
UBS on the hook for $92.2 million in damages linked to advisor’s short sales of Tesla

The Finra panel found UBS Financial Services liable for $69.1 million in punitive damages.

By Bruce Kelly