Investing

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When will the Fed start cutting?
FIXED INCOME JAN 31, 2024
When will the Fed start cutting?

Advisors give their take on the path ahead as central bank reveals its latest interest-rate decision.

By James Burton
Another trough coming in 2024 for boom-and-bust non-traded REITs
ALTERNATIVES JAN 31, 2024
Another trough coming in 2024 for boom-and-bust non-traded REITs

Non-traded real estate investment trusts face a well-documented set of challenges, including sharply rising interest rates and headlines about half-empty office buildings.

By Bruce Kelly
Nasdaq futures fall as AI results fail to match up to hype
EQUITIES JAN 31, 2024
Nasdaq futures fall as AI results fail to match up to hype

Some tech giants' earnings have underwhelmed investors.

By Bloomberg
'We’re scrambling to figure out spot-bitcoin ETFs,' says industry exec
ALTERNATIVES JAN 30, 2024
'We’re scrambling to figure out spot-bitcoin ETFs,' says industry exec

Many broker-dealers still have plenty of work to do regarding new product.

By Bruce Kelly
Bitcoin ETFs in 401(k)s a useful diversifier, proponents say
RETIREMENT PLANNING JAN 30, 2024
Bitcoin ETFs in 401(k)s a useful diversifier, proponents say

Such ETFs could become a small component of target-date funds.

By Emile Hallez
Giant conflicts alleged involving a former advisor
ALTERNATIVES JAN 30, 2024
Giant conflicts alleged involving a former advisor

'I worked my whole life trying to save for now, and I can't retire,' says Galia Meiri, one of the advisor's clients.

By Bruce Kelly
Earnings in focus include 'Magnificent Seven'
EQUITIES JAN 30, 2024
Earnings in focus include 'Magnificent Seven'

It's the busiest week of the current earnings season, but what will it bring?

By Bloomberg
Is the honeymoon really over for ESG funds?
ESG JAN 30, 2024
Is the honeymoon really over for ESG funds?

Analysts suggest long-term outlook is for ESG funds to perform roughly in line with the wider market.

By Bloomberg
Will REITs continue to roil investors in 2024?
ALTERNATIVES JAN 29, 2024
Will REITs continue to roil investors in 2024?

It used to be elevators were the only things that rose and fell so regularly when it came to buildings. Now it’s the shares of the companies that own them

By Gregg Greenberg
Investor expectations for equities at highest in two years, Vanguard reveals
EQUITIES JAN 29, 2024
Investor expectations for equities at highest in two years, Vanguard reveals

Interest rates and potential recession are not enough to weaken confidence.

By Steve Randall
Stocks reflect caution as multiple headwinds converge
EQUITIES JAN 29, 2024
Stocks reflect caution as multiple headwinds converge

Fed rates decision this week, oil prices are up, earnings awaited.

By Bloomberg
Why are traders anticipating a ‘once in a lifetime’ bet on emerging markets?
EMERGING MARKETS JAN 29, 2024
Why are traders anticipating a ‘once in a lifetime’ bet on emerging markets?

Local-currency funds are in favor for potential surge.

By Bloomberg
Texas bans Barclays from muni market over ESG dispute
ESG JAN 27, 2024
Texas bans Barclays from muni market over ESG dispute

The state's attorney general said the bank failed to respond to requests for information about its carbon emission commitments.

By Bloomberg
Second ETF inspired by Jim Cramer closing
ETFS JAN 26, 2024
Second ETF inspired by Jim Cramer closing

The Inverse Cramer Tracker ETF, which aimed to short stocks that were recommended by the TV personality, will stop trading Feb. 13.

By Bloomberg
Corporate bond rush tightens global credit spread
FIXED INCOME JAN 26, 2024
Corporate bond rush tightens global credit spread

Yield premiums fell to near a late-2022 low on Thursday.

By Bloomberg
Bitcoin ETF stems outflows to help stabilize crypto at $40K
ETFS JAN 26, 2024
Bitcoin ETF stems outflows to help stabilize crypto at $40K

The Grayscale Bitcoin Trust has seen almost $5B exit since Jan. 11.

By Bloomberg
Advisors not done with alternatives despite bull run
ALTERNATIVES JAN 25, 2024
Advisors not done with alternatives despite bull run

The run-up in stocks raises the question of whether advisors should start reducing their stakes in those illiquid alternatives that once provided them safe harbor.

By Gregg Greenberg
Is the S&P 500 rally facing a risky tech bubble?
EQUITIES JAN 25, 2024
Is the S&P 500 rally facing a risky tech bubble?

Veteran stock-watcher Ed Yardeni is nervous about the pace of gains.

By Bloomberg
ESG funds see first ever global net outflows
ESG JAN 25, 2024
ESG funds see first ever global net outflows

US investors pulled $5.1 billion from sustainable funds in Q4 2023.

By Bloomberg
Credit default swaps are back in favor for asset managers
FIXED INCOME JAN 25, 2024
Credit default swaps are back in favor for asset managers

The strategy aims to hedge against rates impact on corporate debt.

By Bloomberg