Almost 5 million homeowners joined refi-eligible cohort as small rate moves reshapes mortgage math, while equity stress and regional price gaps persist nationwide.
From advertising to sports betting, the numbers are eyewatering with one notable exception.
Steep losses in digital assets, alongside a pullback in growth names, are forcing investors to revisit how much volatility they can stomach.
Strong 2025 returns haven’t translated into allocations as advisors cite education and perception gaps.
House prices are still rising but rental returns may be harder to maximize in the current climate.
Selloff grips legal tech and software names with investors reassessing software, private credit, and AI‑exposed holdings across public and private markets.
A stress-tested asset class emerges more concentrated, more capital-intensive, and increasingly shaped by AI, scale, and new structures for liquidity.
New multi-alts structure bundles private equity, private credit, and real assets into three outcome-based strategies on Morgan Stanley’s wealth platform
Wealth managers fortunate enough to own gold in client accounts debate whether they should take profits after the yellow metal's shining run.
Private equity, real estate, and venture capital stand out as favored strategies, even as views on private credit turn more cautious.
Silver has passed the century mark at more than $100 an ounce, but advisors are split as to how long the metal's melt up will continue.
Wilshire’s Mark Perry tells InvestmentNews that performance gaps among alt managers are widening, leaving RIAs and investors with little room for error in private markets.
Investors weigh intervention risks, shifting Fed expectations, political uncertainty as the US dollar’s long bull run shows fresh signs of strain.
Private equity urgency, valuation resets and selective financing are reviving deal momentum, but realism on price remains key.
Home equity surges but wealth transfer recipients are likely to benefit rather than the wider US housing market.
Geopolitical unrest pushes precious metal to new heights and there may be more to come.
Global LP survey points to 2026 public listings, rising manager dispersion in private credit, and growing reliance on secondaries and co-investments.
Customization and private markets reshape high-net-worth portfolio strategy.
New capital stack strengthens acquisition engine and tech platform for independent creators.
Report considers where investors should pivot next, the breakthrough themes steering the 2026 innovation wave.
