Investing

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Private credit's latest golden moment conceals market cracks
ALTERNATIVES MAY 14, 2025
Private credit's latest golden moment conceals market cracks

Companies backed by private capital continue squeezed by stubbornly high interest rates and expected impact of Trump tariffs.

By Bloomberg
Empower opens door to private markets in retirement plans
RETIREMENT PLANNING MAY 14, 2025
Empower opens door to private markets in retirement plans

The firm is partnering with Apollo, Goldman Sachs, Sagard and others to launch collective investment trusts aimed at portfolio diversification.

By Leo Almazora
Stock rally rolls on as easing consumer prices lift optimism
EQUITIES MAY 13, 2025
Stock rally rolls on as easing consumer prices lift optimism

A smaller-than-expected inflation print for April was welcome news for investors bracing for tariff impacts.

By Bloomberg
Citi offloads private markets funds unit in iCapital deal
ALTERNATIVES MAY 13, 2025
Citi offloads private markets funds unit in iCapital deal

The giant Wall Street bank's deal with the alternative fintech platform provider comes amid a broader effort to simplify its operations.

By Leo Almazora
Fidelity glitches lock users out of US-China tariff relief rally
EQUITIES MAY 12, 2025
Fidelity glitches lock users out of US-China tariff relief rally

Brokerage customers frustrated as login problems coincide with bullish surges in the S&P 500 and the Nasdaq.

By Leo Almazora
ETFs gobble market share
ETFS MAY 11, 2025
ETFs gobble market share

Asset flows over recent years are evidence of advisors' love of ETFs, but professionals still see a place for mutual funds in client portfolios.

By Jeff Benjamin
Private placement executives from GPB Capital, guilty of fraud, get seven and six years in prison
ALTERNATIVES MAY 09, 2025
Private placement executives from GPB Capital, guilty of fraud, get seven and six years in prison

Last summer, the two, David Gentile and Jeff Schneider, were found guilty of fraud in federal court in Brooklyn and received their sentencing today.

By Bruce Kelly
Munis poised to outshine fixed income in coming summer redemption season
FIXED INCOME MAY 09, 2025
Munis poised to outshine fixed income in coming summer redemption season

Strategists expect municipal bonds to best Treasuries during the four-month window from May until August, following a historical trend.

By Bloomberg
Blackstone, Vanguard, Wellington fire first joint shot into interval fund space
ALTERNATIVES MAY 08, 2025
Blackstone, Vanguard, Wellington fire first joint shot into interval fund space

The proposed "all markets" fund is structured to enable quarterly redemptions, driven by investments in public equities, fixed income, and private market assets.

By Leo Almazora
Billions in fees at risk over SEC's dual-share shift, Cerulli says
ETFS MAY 08, 2025
Billions in fees at risk over SEC's dual-share shift, Cerulli says

Wirehouses and broker dealers stand to lose up to $30 billion a year if mutual fund managers are allowed to add ETF share classes to their current strategies, according to a new analysis.

By Bloomberg
Private credit fund results point to pockets of weakness
ALTERNATIVES MAY 08, 2025
Private credit fund results point to pockets of weakness

Preliminary earnings reports reveal softness among BDCs, with some expecting challenges to leak in from tariff tensions.

By Bloomberg
Fixed income, alternative investments were powerful combo in Q1
EQUITIES MAY 07, 2025
Fixed income, alternative investments were powerful combo in Q1

Large US institutional funds fared better with a lower allocation to equities.

By Steve Randall
Can ETF issuers mimic Buffett's investing magic?
EQUITIES MAY 07, 2025
Can ETF issuers mimic Buffett's investing magic?

As Berkshire Hathaway remains a top-performing financial stock, ETFs that offer a similar value style could appeal to investors, according to CFRA.

By Leo Almazora
Netflix investors unfazed by new movie tariff threat
EQUITIES MAY 07, 2025
Netflix investors unfazed by new movie tariff threat

The streaming giant's bulletproof status against Trump's trade war got hit with a Sunday social media punch, but strategists still have faith.

By Bloomberg
iCapital, CAZ help advisors tap into 'golden era' of sports team investing
ALTERNATIVES MAY 06, 2025
iCapital, CAZ help advisors tap into 'golden era' of sports team investing

iCapital is opening the door for independent financial advisors and RIAs to invest client capital in minority stakes across major league sports teams, a "non-correlated" asset class that's "highly resilient to tariff exposure."

By Andrew Cohen
Wealth managers not worried by lack of corporate guidance
EQUITIES MAY 06, 2025
Wealth managers not worried by lack of corporate guidance

Advisors are nonplussed over the growing number of companies suspending earnings guidance due to tariff uncertainty.

By Gregg Greenberg
As turmoil mounts, Corporate America plots historic buyback spree
EQUITIES MAY 06, 2025
As turmoil mounts, Corporate America plots historic buyback spree

Data show the second-biggest wave of buyback announcements in 40 years, marking a sharp turnaround from companies' muted activity in March.

By Bloomberg
Sales of alternative investments keep booming in 2025
ALTERNATIVES MAY 06, 2025
Sales of alternative investments keep booming in 2025

Fund flows - meaning sales of products - in March were “surprisingly resilient.”

By Bruce Kelly
Morningstar debuts fund rating framework for semiliquid investments
ALTERNATIVES MAY 06, 2025
Morningstar debuts fund rating framework for semiliquid investments

The investment research firm's new medalist methodology aims to help bring transparency to increasingly complex product offerings.

By Leo Almazora
Two-year yields fall on trade war anxiety
FIXED INCOME MAY 06, 2025
Two-year yields fall on trade war anxiety

Record-high trade deficit raises stakes for investors, with the Fed now expected to deliver three quarter-point cuts this year.

By Bloomberg