Investing

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Stocks decline on long-term growth prospects
EQUITIES NOV 27, 2023
Stocks decline on long-term growth prospects

Weak China data has added to growing pessimism.

By Bloomberg
Most millennials value life insurance, but cost and confusion are holding them back
LIFE INSURANCE AND ANNUITIES NOV 24, 2023
Most millennials value life insurance, but cost and confusion are holding them back

The generation appears split on some key components of life insurance.

By Steve Randall
Known co-founder Molina Niño focuses on wealth gap
ALTERNATIVES NOV 22, 2023
Known co-founder Molina Niño focuses on wealth gap

The investment advisory firm is highly diverse and will never need a DEI initiative, co-founder says

By Emile Hallez
Nontraded REIT sales tank in 2023
ALTERNATIVES NOV 21, 2023
Nontraded REIT sales tank in 2023

'Ironically, I think the redemption issue is the best thing ever happen to nontraded REIT space,' says Kevin Gannon of Stanger.

By Bruce Kelly
Bitcoin ETF hype has Wall Street eyeing crypto potential
ETFS NOV 20, 2023
Bitcoin ETF hype has Wall Street eyeing crypto potential

The SEC is expected to green-light spot-bitcoin ETFs in coming months, and that's seen as kicking open investing in digital currency among both institutional and retail investors.

By Bloomberg
JPMorgan’s struggling ETFs show crisis in demand for do-good funds
ETFS NOV 17, 2023
JPMorgan’s struggling ETFs show crisis in demand for do-good funds

The firm announced Thursday that it will shutter two socially conscious exchange-traded funds by year-end.

By Bloomberg
Money floods into active ETFs that look somewhat passive
ETFS NOV 17, 2023
Money floods into active ETFs that look somewhat passive

While a record $100 billion has flowed into actively managed exchange-traded funds this year, the funds getting the bond aren’t traditional bond and stock pickers.

By Bloomberg
Stocks gain, bond yields fall as rate-cut bets intensify
EQUITIES NOV 17, 2023
Stocks gain, bond yields fall as rate-cut bets intensify

Markets are becoming more convinced the Fed will cut rates in 2024.

By Bloomberg
Treasuries saw first net outflows in two years, official data reveals
FIXED INCOME NOV 17, 2023
Treasuries saw first net outflows in two years, official data reveals

Foreign investors sold $1.7B more than they bought in September.

By Bloomberg
B. Riley retail brokers exposed to deal that's under pressure
ALTERNATIVES NOV 16, 2023
B. Riley retail brokers exposed to deal that's under pressure

'The brokers are besides themselves, especially the independent brokers,' one source says.

By Bruce Kelly
Overcoming the education gap on alternatives
OPINION NOV 15, 2023
Overcoming the education gap on alternatives

Half of financial professionals surveyed cite explaining the role of illiquidity within client portfolios as the most difficult client education topic.

By John McDonough
Bonds have 'rarely been more compelling than equities,' Pimco says
EQUITIES NOV 15, 2023
Bonds have 'rarely been more compelling than equities,' Pimco says

Fixed income will be a strong asset class in 2024 amid economic challenges and overvalued equities.

By Steve Randall
Global bonds on course to erase 2023 losses
FIXED INCOME NOV 15, 2023
Global bonds on course to erase 2023 losses

Index reveals biggest one-day jump since March amid rates expectations.

By Bloomberg
Is 50/30/20 the new 60/40?
ALTERNATIVES NOV 14, 2023
Is 50/30/20 the new 60/40?

Alternatives asset manager says strategy is outdated but CIO argues talk of its demise is premature.

By Josh Welsh
CPI surprise boosts hopes Fed hiking cycle is over
EQUITIES NOV 14, 2023
CPI surprise boosts hopes Fed hiking cycle is over

‘The last of investors not convinced the Fed is done are likely throwing in the towel,' a portfolio manager says.

By Bloomberg
GWG bond debacle reveals limits in investor protection
ALTERNATIVES NOV 14, 2023
GWG bond debacle reveals limits in investor protection

Titan Securities is already among the departed. It's not footing the bill for its own funeral.

By Bruce Kelly
Stocks rise as markets await US inflation report
EQUITIES NOV 14, 2023
Stocks rise as markets await US inflation report

Traders are betting that CPI eased in October which should mean rates have peaked.

By Bloomberg
EM bond sales rebound with $20B in dollar notes
EMERGING MARKETS NOV 13, 2023
EM bond sales rebound with $20B in dollar notes

Lower US Treasury yields meant more favorable borrowing costs for emerging markets.

By Bloomberg
Long-term care: An uncomfortable but necessary conversation
RETIREMENT PLANNING NOV 09, 2023
Long-term care: An uncomfortable but necessary conversation

Insurance can be expensive, and clients should be aware of all options and how to use coverage when the time comes.

By Emile Hallez
Large-cap tech stock ETFs were a key focus in the third quarter, says Vanguard
ETFS NOV 09, 2023
Large-cap tech stock ETFs were a key focus in the third quarter, says Vanguard

The investment firm has shared its latest ETF perspectives and trends.

By Steve Randall