Investing

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Advisors weigh use of covered-call ETFs as S&P 500 keeps rising
ETFS FEB 08, 2024
Advisors weigh use of covered-call ETFs as S&P 500 keeps rising

The big question now facing covered call ETF holders is whether they should banish those bear market memories and let their index holdings ride uncovered.

By Gregg Greenberg
Markets await earnings, 30-year US government debt sale
FIXED INCOME FEB 08, 2024
Markets await earnings, 30-year US government debt sale

Stocks and bonds saw small movements in early trading Thursday.

By Bloomberg
KKR sees 'trillions' of retail investor dollars moving to alts
ALTERNATIVES FEB 07, 2024
KKR sees 'trillions' of retail investor dollars moving to alts

'Mass affluent individual investors historically have not had an easy way to access these types of products and strategies,' senior KKR executive says.

By Bruce Kelly
Market fluctuates ahead of Fed speakers
EQUITIES FEB 07, 2024
Market fluctuates ahead of Fed speakers

Investors are also weighing China’s moves to stabilize its market.

By Bloomberg
UBS has wasted no time in offering AT1 bonds
WIREHOUSES FEB 07, 2024
UBS has wasted no time in offering AT1 bonds

The bank announced its plans Tuesday and is already offering the notes.

By Bloomberg
BoJ rates likely to turn positive soon, Pimco predicts
FIXED INCOME FEB 07, 2024
BoJ rates likely to turn positive soon, Pimco predicts

Japan's central bank will respond to rising inflation risk.

By Bloomberg
What lies ahead for active ETFs?
ETFS FEB 06, 2024
What lies ahead for active ETFs?

Report highlights tailwinds from growing advisor awareness and cost benefits, as well as regulatory areas to watch.

By Leo Almazora
Vanguard makes quiet AI bet with $13B in quant stock funds
FINTECH FEB 06, 2024
Vanguard makes quiet AI bet with $13B in quant stock funds

After adding an artificial intelligence spin to four factor-based funds, the asset manager sees promising signs

By Bloomberg
Schwab clients more active amid equities rally, but what are they buying?
EQUITIES FEB 06, 2024
Schwab clients more active amid equities rally, but what are they buying?

The firm's Trading Activity Index reveals slight uptick in buying.

By Steve Randall
Citi strategists warn of possible tech stocks sell-off
EQUITIES FEB 06, 2024
Citi strategists warn of possible tech stocks sell-off

And that could trigger a wider impact for equities.

By Bloomberg
Treasuries market has had a tough start to 2024
FIXED INCOME FEB 06, 2024
Treasuries market has had a tough start to 2024

Bloomberg index has only been above year-end mark once so far this year.

By Bloomberg
McDonald's misses investor expectations, sets big growth plans
EQUITIES FEB 06, 2024
McDonald's misses investor expectations, sets big growth plans

Bumpy trading stats hit revenues but the company sees growth through new stores.

By Bloomberg
After SEC OK, US bitcoin ETFs saw $30B in new money ‘almost overnight’
ALTERNATIVES FEB 05, 2024
After SEC OK, US bitcoin ETFs saw $30B in new money ‘almost overnight’

Report reveals inflows that were extremely positive, but still ‘underwhelming’ compared with the Canadian experience.

By Leo Almazora
Global ESG bond sales hit $150B in January bonanza
FIXED INCOME FEB 05, 2024
Global ESG bond sales hit $150B in January bonanza

Data show the highest levels of activity for the month since the green debt market began in 2007

By Bloomberg
New leader for Northwestern Mutual advisors amid CEO succession plans
LIFE INSURANCE AND ANNUITIES FEB 05, 2024
New leader for Northwestern Mutual advisors amid CEO succession plans

John Roberts becomes executive vice president and chief distribution officer as Tim Gerend is promoted to president.

By Steve Randall
Bond market rattled by overconfident rate-cuts bet
FIXED INCOME FEB 05, 2024
Bond market rattled by overconfident rate-cuts bet

Treasuries slid on Powell comments and US jobs data.

By Bloomberg
Cat bonds are having a moment after hedge fund success
FIXED INCOME FEB 05, 2024
Cat bonds are having a moment after hedge fund success

Mainstream investors are considering the risky niche investment.

By Bloomberg
Baby boomers the next frontier in booming bitcoin ETF space
ALTERNATIVES FEB 04, 2024
Baby boomers the next frontier in booming bitcoin ETF space

ETF firms stage an advertising offensive in the race for differentiation

By Leo Almazora
LPL’s gatekeeper wary of bitcoin-ETF hype
ALTERNATIVES FEB 04, 2024
LPL’s gatekeeper wary of bitcoin-ETF hype

The firm's head of wealth management solutions plans to assess the new funds' first three months of trading before deciding which to make available on its trading platforms.

By Bloomberg
Commission-free annuity sales trend remains strong, says DPL founder
LIFE INSURANCE AND ANNUITIES FEB 02, 2024
Commission-free annuity sales trend remains strong, says DPL founder

DPL's product line saw sales of more than $1 billion last year, more than doubling its 2022 total.

By Gregg Greenberg