Investing

Displaying 13472 results
$55B alternatives firm New Mountain launches RIA support platform
RIAS JAN 30, 2025
$55B alternatives firm New Mountain launches RIA support platform

The New York-based firm's new unit will be headed by a seasoned Blackstone veteran, with a team of alums from Carlyle, Nuveen, BlackRock and CAIS.

By Leo Almazora
Financial advisors weigh rebound in REITs after lackluster year
EQUITIES JAN 29, 2025
Financial advisors weigh rebound in REITs after lackluster year

Wealth managers see a potential rebound in REITs after a disappointing 2024, but only if interest rates cooperate.

By Gregg Greenberg
What are the key trends that JPMorgan sees for alternatives in 2025?
ALTERNATIVES JAN 29, 2025
What are the key trends that JPMorgan sees for alternatives in 2025?

Report highlights opportunities for alts investors across asset classes.

By Steve Randall
KKR hires exec to focus on 401(k) market
RETIREMENT PLANNING JAN 28, 2025
KKR hires exec to focus on 401(k) market

The firm in December brought on its first head of defined contribution, signifying a focus to get into 401(k)s and other plans meaningfully.

By Emile Hallez
Nvidia stock slumps 17% amid DeepSeek shock, but rival shows cracks
EQUITIES JAN 28, 2025
Nvidia stock slumps 17% amid DeepSeek shock, but rival shows cracks

Chinese startup that upended AI market suffered outages as interest surged.

By Steve Randall
Andrew Left calls for SEC clarity on public investor statements
ALTERNATIVES JAN 27, 2025
Andrew Left calls for SEC clarity on public investor statements

A petition by the famed short seller argues recent enforcement actions "create a chilling effect on free speech and market participation" in stock trading.

By Leo Almazora
Despite market selloff DeepSeek won't deep-six the bulls, analysts say
EQUITIES JAN 27, 2025
Despite market selloff DeepSeek won't deep-six the bulls, analysts say

A new AI competitor is making waves on Wall Street, but Street strategists say it won't kill the long term bull market.

By Gregg Greenberg
Hedge funds hit a $4.5T high note in 2024
ALTERNATIVES JAN 27, 2025
Hedge funds hit a $4.5T high note in 2024

The industry notched record inflows off the back of continued demand even as investors raise concerns around performance and fees.

By Leo Almazora
Odds of recession low in coming year, advisors say
EQUITIES JAN 24, 2025
Odds of recession low in coming year, advisors say

Financial advisors generally agree with a recent survey of economists that the odds of a recession in 2025 remain small.

By Gregg Greenberg
Vanguard fund close to toppling world's largest ETF
ETFS JAN 24, 2025
Vanguard fund close to toppling world's largest ETF

With sticky investors and strong initial inflows for 2025, the S&P 500 tracking ETF is threatening the decades-long reign of State Street's SPY.

By Bloomberg
What rising complexity in ETFs means for investors
ETFS JAN 23, 2025
What rising complexity in ETFs means for investors

One CFRA strategist argues the increasing influence of derivatives-based strategies won't necessarily lead to more risks.

By Leo Almazora
Commodities are booming but too risky for most clients, advisors say
EQUITIES JAN 23, 2025
Commodities are booming but too risky for most clients, advisors say

Commodity investments were among the biggest winners in 2024, but advisors remain wary of owning them in client portfolios.

By Gregg Greenberg
Pension funds push once again for private equity transparency
ALTERNATIVES JAN 22, 2025
Pension funds push once again for private equity transparency

A coalition of pension managers and other institutional investors have issued a fresh call for PE fund managers to clearly report their fees and returns.

By Leo Almazora
Trump's executive orders no golden ticket for energy stocks
EQUITIES JAN 21, 2025
Trump's executive orders no golden ticket for energy stocks

While promising to halt offshore wind projects, open up wild lands for drilling, and cull incentives for electric vehicles, Trump's first round of actions may not necessarily boost energy companies or hold back renewables, observers said.

By Emile Hallez
Mark Uyeda-led SEC launches crypto task force
ALTERNATIVES JAN 21, 2025
Mark Uyeda-led SEC launches crypto task force

The group led by Commissioner Hester Peirce will take input from within and outside the agency to create a clear regulatory framework for crypto assets.

By Leo Almazora
Hedge fund investors have lost over half their gains to fees, finds study
ALTERNATIVES JAN 21, 2025
Hedge fund investors have lost over half their gains to fees, finds study

Research raises fresh questions as data show a larger chunk of gross profits eaten up than the previous historical average.

By Leo Almazora
Morgan Stanley wants loan growth. Merrill sells more alts
ALTERNATIVES JAN 16, 2025
Morgan Stanley wants loan growth. Merrill sells more alts

It's a truism in the financial advice industry that many advisors dislike selling banking products.

By Bruce Kelly
RIAs confident, not complacent, about market gains after election
EQUITIES JAN 16, 2025
RIAs confident, not complacent, about market gains after election

RIAs grew more optimistic after the November election, but inflation concerns are keeping them clear-eyed, a study says.

By Gregg Greenberg
After 2024 surge, active ETFs poised to surpass passive strategies
ETFS JAN 15, 2025
After 2024 surge, active ETFs poised to surpass passive strategies

With 565 launches and $312 billion in inflows last year, active ETF strategies are set to continue taking dollars from mutual funds, says report.

By Leo Almazora
Advisors eyeing bigger private-market allocations, says Blackstone
ALTERNATIVES JAN 14, 2025
Advisors eyeing bigger private-market allocations, says Blackstone

Survey of advisors reveals four-fifths planning to double down on the alternative asset class, with one in two seeing an AI-powered opportunity in infrastructure.

By Leo Almazora