Investing

Displaying 13497 results
JPMorgan sees shorts behind $9 billion influx into S&P ETF
EQUITIES MAR 18, 2020
JPMorgan sees shorts behind $9 billion influx into S&P ETF

The inflows into SPY came as the S&P 500 Index plunged amid fears about the economic fallout from the coronavirus

By Bloomberg
Gundlach says ‘en masse’ defaults likely for some junk issuers
FIXED INCOME MAR 18, 2020
Gundlach says ‘en masse’ defaults likely for some junk issuers

The high-yield debt market is pressured by the plunge in oil prices and the pandemic, the fund manager said

By Bloomberg
Wells Fargo named in new 401(k) lawsuit
RETIREMENT PLANNING MAR 17, 2020
Wells Fargo named in new 401(k) lawsuit

The company has been sued again over its use of its own products in its retirement plan

By Emile Hallez
Business development companies under pressure from coronavirus fallout
ALTERNATIVES MAR 17, 2020
Business development companies under pressure from coronavirus fallout

IBDs sold more than $22 billion of the high-commission product over the past decade

By Bruce Kelly
Upside-down world of negative rates coming for U.S. savers
FIXED INCOME MAR 17, 2020
Upside-down world of negative rates coming for U.S. savers

The scenario has become more likely now that the Fed has slashed rates to close to zero

By Bloomberg
Stock market volatility tops level seen in financial crisis
EQUITIES MAR 16, 2020
Stock market volatility tops level seen in financial crisis

The CBOE Volatility Index closed Monday at 82.69, besting the prior closing high of 80.86 in November 2008.

By Bloomberg
One TDF series outperforms others in market plunge
RETIREMENT PLANNING MAR 16, 2020
One TDF series outperforms others in market plunge

The newer product line has a different approach to asset allocation than most other target-date funds

By Emile Hallez
Clients keep their cool as stocks tank
EQUITIES MAR 16, 2020
Clients keep their cool as stocks tank

Some advisers are facing the challenge of dissuading clients from jumping into the market as it continues to fall

By Jeff Benjamin
Goldman warns S&P 500 might fall to 2,000
EQUITIES MAR 16, 2020
Goldman warns S&P 500 might fall to 2,000

Chief equity strategist sees index heading another 10% lower over the next three months and says the losses could mount to 26% if the economic fallout from the virus spreads

By Bloomberg
SEC extends Form ADV deadline for advisory firms affected by COVID-19
RIAS MAR 14, 2020
SEC extends Form ADV deadline for advisory firms affected by COVID-19

Registered investment advisers will have 45 extra days to file ADVs, brochure updates

By Mark Schoeff Jr.
GPB auditors to get back to work
ALTERNATIVES MAR 13, 2020
GPB auditors to get back to work

The company told investors in November that a required audit was being postponed

By Bruce Kelly
Blueprint for expanding access to private markets
OPINION MAR 13, 2020
Blueprint for expanding access to private markets

As the SEC considers changes to its accredited investor definition, it's time to do more to deliver the benefits of private markets to investors safely

By Lawrence Calcano
Bitcoin drops 50% in epic two-day tumble
ALTERNATIVES MAR 13, 2020
Bitcoin drops 50% in epic two-day tumble

The price of the digital currency continued to swing wildly, undercutting claims that it can serve as a safe haven

By Bloomberg
Fixed-income ETFs caught in bond market's liquidity trap
MUTUAL FUNDS MAR 13, 2020
Fixed-income ETFs caught in bond market's liquidity trap

The cash prices of some of the most actively traded bond funds are at a steep discount to the value of their underlying assets

By Bloomberg
T-bills are scarce and the shortage is about to get even worse
MUTUAL FUNDS MAR 12, 2020
T-bills are scarce and the shortage is about to get even worse

Supply is set to get squeezed as the coronavirus scare causes demand for Treasuries to soar

By Bloomberg
Stocks sink on disappointment with virus responses
EQUITIES MAR 12, 2020
Stocks sink on disappointment with virus responses

Early selling triggered a 15-minute halt, with the S&P 500 index off as much as 8.5%

By Bloomberg
Bull market ends as it began: In chaos and without warning
EQUITIES MAR 12, 2020
Bull market ends as it began: In chaos and without warning

The Dow Jones Industrial Average's 20% drop ends a record 11-year run that added $20 trillion to equities

By Bloomberg
Is Bitcoin a safe bet during market sell-offs?
ALTERNATIVES MAR 11, 2020
Is Bitcoin a safe bet during market sell-offs?

Despite claims the digital currency can act as a haven in down markets, cryptocurrency investments have tanked in recent weeks

By Ryan W. Neal
Legal woes mount for Advisor Group broker-dealer that sold GPB funds
ALTERNATIVES MAR 11, 2020
Legal woes mount for Advisor Group broker-dealer that sold GPB funds

Triad Advisors reported three new investor claims related to the sale of the private placements

By Bruce Kelly
SEC freezes adviser's assets over alleged $39 million fraud
ALTERNATIVES MAR 11, 2020
SEC freezes adviser's assets over alleged $39 million fraud

The investment adviser sold unregistered securities to at least 30 investors, according to the complaint

By InvestmentNews