Investing

Displaying 16198 results
Pimco-backed offices get downgrade from Moody's as losses continue
ALTERNATIVES AUG 23, 2024
Pimco-backed offices get downgrade from Moody's as losses continue

Ratings agency demotes mortgage-backed debt to junk status on rising expectations of interest-payment shortfalls.

By Bloomberg
Advisors need alts education … but what training do they want?
ALTERNATIVES AUG 23, 2024
Advisors need alts education … but what training do they want?

Alternative asset managers weigh in on the most valued types of education for financial advisors.

By Leo Almazora
Amplify launches new growth-oriented covered call ETF 
ETFS AUG 23, 2024
Amplify launches new growth-oriented covered call ETF 

Fund seeks to lower volatility and pay high current income on a monthly basis.

By Steve Randall
Annuities post $109B sales record in Q2 as deferred annuities surge
LIFE INSURANCE AND ANNUITIES AUG 22, 2024
Annuities post $109B sales record in Q2 as deferred annuities surge

Indexed and structured products logged robust double-digit growth as fixed-rate annuities face challenges from declining rates, says new report.

By Leo Almazora
Stocks stall as traders parse jobless claims, Fed policymakers' comments
EQUITIES AUG 22, 2024
Stocks stall as traders parse jobless claims, Fed policymakers' comments

Market analysts continue to whet their appetites before the much-anticipated Jackson Hole speech.

By Bloomberg
Cardea reboots to Fourcore with backing from Nobel dynasty members
ALTERNATIVES AUG 21, 2024
Cardea reboots to Fourcore with backing from Nobel dynasty members

The firm has secured a $25M funding commitment to support its push to build a unique next-gen approach to asset management.

By Leo Almazora
Western Asset's co-CIO Leech takes leave of absence amid SEC probe
FIXED INCOME AUG 21, 2024
Western Asset's co-CIO Leech takes leave of absence amid SEC probe

The fixed-income star at the Franklin Templeton-owned firm is facing scrutiny over some past trades in Treasury derivatives.

By Bloomberg
Stocks approach all-time highs as Fed minutes lift rate cut hopes
EQUITIES AUG 21, 2024
Stocks approach all-time highs as Fed minutes lift rate cut hopes

Notes from the central bank's July meeting and an expected revision in jobs growth are keeping traders busy ahead of this week's Jackson Hole speech.

By Bloomberg
Private markets set to grow into a $65T opportunity, says Bain
ALTERNATIVES AUG 21, 2024
Private markets set to grow into a $65T opportunity, says Bain

The alternative investment giant sees private markets growing rapidly through 2032 as retail interest increases and public market returns slow down.

By Leo Almazora
MassMutual continues to build out its alts shelf
ALTERNATIVES AUG 20, 2024
MassMutual continues to build out its alts shelf

The firm’s latest partnership expands on its efforts to give advisors at its IBD unit a more diversified investment menu.

By Leo Almazora
New premiums on life insurance stayed stable in Q2 2024, says Limra
LIFE INSURANCE AND ANNUITIES AUG 20, 2024
New premiums on life insurance stayed stable in Q2 2024, says Limra

Preliminary results show new annualized premiums hit $3.97B as whole life sales struggled and indexed universal life sales climbed.

By Leo Almazora
Gen AI takes priority for asset managers as ESG excitement cools
ALTERNATIVES AUG 20, 2024
Gen AI takes priority for asset managers as ESG excitement cools

Index Industry Association survey reveals growing adoption of AI tools, tempered ESG expectations, and evolving demands for index providers.

By Leo Almazora
Could annuities help anchor long-term client relationships?
LIFE INSURANCE AND ANNUITIES AUG 19, 2024
Could annuities help anchor long-term client relationships?

Survey findings suggest financial advisors could unlock organic growth opportunities as annuities attract new buyers.

By Leo Almazora
Finra bars broker who forged clients’ annuity switches
INDEPENDENT BROKER DEALERS AUG 19, 2024
Finra bars broker who forged clients’ annuity switches

"We're seeing more instances of clients being switched out of annuities," says one plaintiff's attorney.

By Bruce Kelly
Challenge for ETFs in the ether
ALTERNATIVES AUG 19, 2024
Challenge for ETFs in the ether

The first spot-price ether ETFs have been out for a month, during which time investors pulled money from the biggest product and prices dropped 20 percent.

By Emile Hallez
Private credit narrative (still) gathering steam
ALTERNATIVES AUG 19, 2024
Private credit narrative (still) gathering steam

Private credit brings risks but do the risks outweigh the rewards? Advisors weigh in.

By Josh Welsh
JPMorgan jumps on the lifetime income bandwagon
RETIREMENT PLANNING AUG 16, 2024
JPMorgan jumps on the lifetime income bandwagon

JPMorgan Asset Management is the latest firm to spice up its target date funds with a dash of annuities.

By Leo Almazora
PE firms under pressure to pay investors are turning to risky debt
ALTERNATIVES AUG 16, 2024
PE firms under pressure to pay investors are turning to risky debt

The practice of loading up companies with junk debt has sparked concerns from some watching the private equity space.

By Leo Almazora
Advisors name their favorite foreign stock destinations
ETFS AUG 16, 2024
Advisors name their favorite foreign stock destinations

US stocks may have won the gold medal so far in 2024, but there are lots of other places to invest in the world.

By Gregg Greenberg
Goldman and Morgan Stanley split on bitcoin ETFs
ALTERNATIVES AUG 16, 2024
Goldman and Morgan Stanley split on bitcoin ETFs

The two Wall Street giants have substantial stakes, but a closer reading of their disclosures suggest different stances on the alternative ETF class.

By Leo Almazora