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Rising bonds could mean equities fall in early 2024, says BofA
EQUITIES DEC 08, 2023
Rising bonds could mean equities fall in early 2024, says BofA

The bank’s bearish strategist sees a weakened stock market if bonds rally endures into the new year.

By Bloomberg
Criticism of Blackstone mortgage REIT shows 'froth' draining from market
ALTERNATIVES DEC 07, 2023
Criticism of Blackstone mortgage REIT shows 'froth' draining from market

Financial advisors often recommend REITs as a way to generate income in retirement.

By Bruce Kelly
Bond rally stalls ahead of US jobs data
FIXED INCOME DEC 07, 2023
Bond rally stalls ahead of US jobs data

Japanese debt also in focus as investors take a pause on fast-growing bond market.

By Bloomberg
Is now the time to buy quality China debt?
FIXED INCOME DEC 07, 2023
Is now the time to buy quality China debt?

Citi sees value in nation's credit with potential to outperform US peers in 2024.

By Bloomberg
Sovereign bond issuers lack climate ambition, says $5B investor group
FIXED INCOME DEC 07, 2023
Sovereign bond issuers lack climate ambition, says $5B investor group

Alliance says US and Canada among nations falling short on climate finance.

By Bloomberg
Diversification beyond borders: Exploring global markets
OPINION DEC 06, 2023
Diversification beyond borders: Exploring global markets

Emerging markets present high growth potential and unique opportunities to diversify, but they also come with higher risk than domestic markets.

By Josh Markman
Global bond rally continues as markets eye rate cuts
FIXED INCOME DEC 06, 2023
Global bond rally continues as markets eye rate cuts

Traders are anticipating a wave of rate cuts in 2024.

By Bloomberg
Bitcoin nears $44K following six-day climb
ALTERNATIVES DEC 06, 2023
Bitcoin nears $44K following six-day climb

Looser monetary policy bets and hope for spot bitcoin ETF approval are key drivers.

By Bloomberg
Repo market spikes, but remember 2019?
FIXED INCOME DEC 06, 2023
Repo market spikes, but remember 2019?

Memories of market turmoil are being sparked by current frenzy.

By Bloomberg
'Annuity Yoda' sees an industry that could be more thoughtful
LIFE INSURANCE AND ANNUITIES DEC 05, 2023
'Annuity Yoda' sees an industry that could be more thoughtful

Tamiko Toland, a force in the annuities business, recently started a consulting firm.

By Emile Hallez
DPL Financial Partners doubles annuity sales to $2B in little more than a year
LIFE INSURANCE AND ANNUITIES DEC 05, 2023
DPL Financial Partners doubles annuity sales to $2B in little more than a year

Breakaway fiduciary practices have helped accelerate the firm's sales.

By Steve Randall
Goldman strategist says stock rally is now 'out of gas'
EQUITIES DEC 05, 2023
Goldman strategist says stock rally is now 'out of gas'

Scott Rubner says that investors should add portfolio hedges.

By Bloomberg
Bonds slip back amid rising rate cuts doubts
FIXED INCOME DEC 04, 2023
Bonds slip back amid rising rate cuts doubts

Gold, cryptos have gained in early trading Monday.

By Bloomberg
Tough month for stocks? Morgan Stanley bear says so
EQUITIES DEC 04, 2023
Tough month for stocks? Morgan Stanley bear says so

Strategist Michael Wilson sees volatility during December.

By Bloomberg
Advisors using alternatives still a minority despite business case, says Fuse
ALTERNATIVES DEC 01, 2023
Advisors using alternatives still a minority despite business case, says Fuse

Adoption of emerging structures such as interval funds and BDCs remains low.

By Steve Randall
Nashville B-D that sold GWG bonds closing down
ALTERNATIVES NOV 30, 2023
Nashville B-D that sold GWG bonds closing down

The securities industry has a long, sad history of firms going out of business after a product like GWG bonds fails.

By Bruce Kelly
Global bonds accelerate at fastest pace since 2008
FIXED INCOME NOV 29, 2023
Global bonds accelerate at fastest pace since 2008

End of rate-hikes era is sparking demand for sovereign and corporate debt.

By Bloomberg
UBS chair warns about bubble in private credit
ALTERNATIVES NOV 28, 2023
UBS chair warns about bubble in private credit

Colm Kelleher joins other executives and regulators warning of growing risks in the booming market.

By Bloomberg
S&P 500 to reach record high of 5,000 in 2024, BofA predicts
EQUITIES NOV 28, 2023
S&P 500 to reach record high of 5,000 in 2024, BofA predicts

But not all of the bank's strategists are optimistic about next year's big stories.

By Steve Randall
Investors poured $10B into US emerging market ETFs in 2023
ETFS NOV 28, 2023
Investors poured $10B into US emerging market ETFs in 2023

Total reflects improving sentiment for developing economies' outlook.

By Bloomberg