Investing

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What lies ahead for active ETFs?
ETFS FEB 06, 2024
What lies ahead for active ETFs?

Report highlights tailwinds from growing advisor awareness and cost benefits, as well as regulatory areas to watch.

By Leo Almazora
Vanguard makes quiet AI bet with $13B in quant stock funds
FINTECH FEB 06, 2024
Vanguard makes quiet AI bet with $13B in quant stock funds

After adding an artificial intelligence spin to four factor-based funds, the asset manager sees promising signs

By Bloomberg
Schwab clients more active amid equities rally, but what are they buying?
EQUITIES FEB 06, 2024
Schwab clients more active amid equities rally, but what are they buying?

The firm's Trading Activity Index reveals slight uptick in buying.

By Steve Randall
Citi strategists warn of possible tech stocks sell-off
EQUITIES FEB 06, 2024
Citi strategists warn of possible tech stocks sell-off

And that could trigger a wider impact for equities.

By Bloomberg
Treasuries market has had a tough start to 2024
FIXED INCOME FEB 06, 2024
Treasuries market has had a tough start to 2024

Bloomberg index has only been above year-end mark once so far this year.

By Bloomberg
McDonald's misses investor expectations, sets big growth plans
EQUITIES FEB 06, 2024
McDonald's misses investor expectations, sets big growth plans

Bumpy trading stats hit revenues but the company sees growth through new stores.

By Bloomberg
After SEC OK, US bitcoin ETFs saw $30B in new money ‘almost overnight’
ALTERNATIVES FEB 05, 2024
After SEC OK, US bitcoin ETFs saw $30B in new money ‘almost overnight’

Report reveals inflows that were extremely positive, but still ‘underwhelming’ compared with the Canadian experience.

By Leo Almazora
Global ESG bond sales hit $150B in January bonanza
ESG FEB 05, 2024
Global ESG bond sales hit $150B in January bonanza

Data show the highest levels of activity for the month since the green debt market began in 2007

By Bloomberg
Bond market rattled by overconfident rate-cuts bet
FIXED INCOME FEB 05, 2024
Bond market rattled by overconfident rate-cuts bet

Treasuries slid on Powell comments and US jobs data.

By Bloomberg
Cat bonds are having a moment after hedge fund success
FIXED INCOME FEB 05, 2024
Cat bonds are having a moment after hedge fund success

Mainstream investors are considering the risky niche investment.

By Bloomberg
Baby boomers the next frontier in booming bitcoin ETF space
ALTERNATIVES FEB 04, 2024
Baby boomers the next frontier in booming bitcoin ETF space

ETF firms stage an advertising offensive in the race for differentiation

By Leo Almazora
LPL’s gatekeeper wary of bitcoin-ETF hype
ALTERNATIVES FEB 04, 2024
LPL’s gatekeeper wary of bitcoin-ETF hype

The firm's head of wealth management solutions plans to assess the new funds' first three months of trading before deciding which to make available on its trading platforms.

By Bloomberg
David Canter joins CAIS as strategic advisor
ALTERNATIVES FEB 02, 2024
David Canter joins CAIS as strategic advisor

Alternative investments platform reaffirms support for RIAs as it taps industry veteran.

By Leo Almazora
Meta, Amazon earnings spark $272B stock surge
EQUITIES FEB 02, 2024
Meta, Amazon earnings spark $272B stock surge

Big tech companies have been cutting costs, refocusing business.

By Bloomberg
JPMorgan advises taking profit on five-year Treasuries
FIXED INCOME FEB 02, 2024
JPMorgan advises taking profit on five-year Treasuries

Regional banks' fears and jobs data have fueled rise in notes.

By Bloomberg
Global credit spreads increase on banks' exposure to bad loans
EQUITIES FEB 02, 2024
Global credit spreads increase on banks' exposure to bad loans

Corporate and investment-grade financial bonds have seen large increases.

By Bloomberg
LPL's Bill Dwyer is back, and he's pitching AI
TECHNOLOGY FEB 01, 2024
LPL's Bill Dwyer is back, and he's pitching AI

'Bill Dwyer is a terrific senior executive and leader, and I can’t wait to see what he does here,' says another executive.

By Bruce Kelly
Spot Bitcoin ETFs: What Financial Advisors Should Consider
ETFS FEB 01, 2024
Spot Bitcoin ETFs: What Financial Advisors Should Consider

A webinar February 15 will provide insights into how advisors should think about the products when it comes to portfolio construction.

By Gregg Greenberg
European markets react to Fed's rates narrative
EQUITIES FEB 01, 2024
European markets react to Fed's rates narrative

Earnings were also in focus as Thursday's trading commenced.

By Bloomberg
State regulators oppose bill to allow private markets access through advisors
ALTERNATIVES JAN 31, 2024
State regulators oppose bill to allow private markets access through advisors

This idea may result in investors paying higher fees without requisite returns, argues state regulator.

By Mark Schoeff Jr.