Investing

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Goldman strategists see slim chances of a post-election bear market
EQUITIES NOV 05, 2024
Goldman strategists see slim chances of a post-election bear market

Despite recent weakness clouding the economic environment, the team expects stocks will be able to digest higher bond yields.

By Bloomberg
Me-too ETFs creeping into "finders keepers" tickers market
ETFS NOV 05, 2024
Me-too ETFs creeping into "finders keepers" tickers market

The competition among issuers is getting even more heated as rival firms launch copycat products with similar labels on exchanges.

By Bloomberg
State Street is in the market for a private credit manager
ALTERNATIVES NOV 05, 2024
State Street is in the market for a private credit manager

The money manager is looking to get a foothold in the private debt or infrastructure space in a race for a share in the rapidly growing alternative asset space.

By Leo Almazora
Investors exit EM bond ETFs ahead of US election volatility
EMERGING MARKETS NOV 04, 2024
Investors exit EM bond ETFs ahead of US election volatility

Mounting concerns around emerging market debt, including a coin-toss presidential race, sparked significant outflows in October.

By Bloomberg
BlackRock gets in line for the elusive ETF share class
ETFS NOV 01, 2024
BlackRock gets in line for the elusive ETF share class

The giant asset manager's "timing is interesting", says analyst as State Street goes the other way, seeking approval for mutual fund share classes of existing ETFs.

By Emile Hallez
Apollo's private-ETFs push to face SEC scrutiny
ALTERNATIVES NOV 01, 2024
Apollo's private-ETFs push to face SEC scrutiny

The novel structure could add even more fuel to the $1T market for US-listed ETFs, but it's also drawing concern from experts and investor advocates.

By Bloomberg
Investors can’t tell if Fed rate cuts are a trick or treat
FIXED INCOME NOV 01, 2024
Investors can’t tell if Fed rate cuts are a trick or treat

Consumers appear skeptical of the Fed's timing of the rate cut in September and another that could come next week.

By Emile Hallez
Time to retire the 4 percent rule? Research highlights benefits of annuitization
RETIREMENT PLANNING OCT 31, 2024
Time to retire the 4 percent rule? Research highlights benefits of annuitization

A new study backed by ACLI suggests systematic withdrawals coupled with a one-time or phased annuitization could create a better retirement income outcome.

Wealth managers eyeing municipal bonds ahead of tax cut sunsets
FIXED INCOME OCT 31, 2024
Wealth managers eyeing municipal bonds ahead of tax cut sunsets

Some advisors are waiting for the election before adding more muni-bonds. Others are getting a head start.

By Gregg Greenberg
Is this bull market getting scary? Financial advisors weigh in
EQUITIES OCT 31, 2024
Is this bull market getting scary? Financial advisors weigh in

With Halloween in the air, wealth managers discuss their stock market nightmares.

By Gregg Greenberg
KKR, Capital Group team up to launch funds for rich investors
ALTERNATIVES OCT 30, 2024
KKR, Capital Group team up to launch funds for rich investors

The alliance aims to package "the best of both" private and public investments into a new hybrid category.

By Bloomberg
Annuities' sales growth streak reaches 16th quarter, says Limra
RETIREMENT PLANNING OCT 30, 2024
Annuities' sales growth streak reaches 16th quarter, says Limra

The latest Q3 figures point to a $331B year-to-date sales bonanza, a new record for RILA sales, and a fresh high for fixed index annuities.

By Leo Almazora
iCapital seals deal to scoop up AltExchange
ALTERNATIVES OCT 30, 2024
iCapital seals deal to scoop up AltExchange

The alts-focused wealth tech giant is looking to ramp up its data management capabilities with an AI-driven solution courtesy of its latest strategic acquisition.

By Leo Almazora
Are put options the new bonds?
EQUITIES OCT 29, 2024
Are put options the new bonds?

"Puts are there to protect you when markets go down fast."

By Josh Welsh
Advisors sunny on the economy and active ETFs
ETFS OCT 29, 2024
Advisors sunny on the economy and active ETFs

Financial professionals told InvestmentNews they see the US economy performing better and the S&P 500 going up over a year, but that doesn't mean they're putting more money into US stocks.

By Emile Hallez
To be a fiduciary, or not to be a fiduciary?
LIFE INSURANCE AND ANNUITIES OCT 29, 2024
To be a fiduciary, or not to be a fiduciary?

Survey reveals unsurprising support from fee-only advisors but CEO of Finseca says restricting yourself to one fee model is "just plain stupid."

By Josh Welsh
BlackRock broadening iShares lineup with bond ladder ETFs
ETFS OCT 29, 2024
BlackRock broadening iShares lineup with bond ladder ETFs

Building on its pioneering defined maturity ETF suite, the new ETF funds-of-funds aim to give advisors a simple way to deploy the classic risk management strategy.

By Leo Almazora
CAIA expands UniFi learning platform with PE microcredential
ALTERNATIVES OCT 29, 2024
CAIA expands UniFi learning platform with PE microcredential

The association's latest alts education offering gives advisors a self-paced exploration of private equity categories, evolving PE vehicles, and their place in portfolio construction.

By Leo Almazora
Bitcoin surge has advisors once again answering questions
ALTERNATIVES OCT 28, 2024
Bitcoin surge has advisors once again answering questions

Clients are starting to take notice as the cryptocurrency flirts with record highs.

By Gregg Greenberg
Trump's social media stock surges 20 percent as campaign makes late-inning New York stop
EQUITIES OCT 28, 2024
Trump's social media stock surges 20 percent as campaign makes late-inning New York stop

Trump Media shares have rallied as political betting markets show higher odds of the Republican candidate's victory on November 5.

By Leo Almazora