Investing

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As turmoil mounts, Corporate America plots historic buyback spree
EQUITIES MAY 06, 2025
As turmoil mounts, Corporate America plots historic buyback spree

Data show the second-biggest wave of buyback announcements in 40 years, marking a sharp turnaround from companies' muted activity in March.

By Bloomberg
Sales of alternative investments keep booming in 2025
ALTERNATIVES MAY 06, 2025
Sales of alternative investments keep booming in 2025

Fund flows - meaning sales of products - in March were “surprisingly resilient.”

By Bruce Kelly
Morningstar debuts fund rating framework for semiliquid investments
ALTERNATIVES MAY 06, 2025
Morningstar debuts fund rating framework for semiliquid investments

The investment research firm's new medalist methodology aims to help bring transparency to increasingly complex product offerings.

By Leo Almazora
Two-year yields fall on trade war anxiety
FIXED INCOME MAY 06, 2025
Two-year yields fall on trade war anxiety

Record-high trade deficit raises stakes for investors, with the Fed now expected to deliver three quarter-point cuts this year.

By Bloomberg
iCapital, Opto strike new RIA partnerships
ALTERNATIVES MAY 06, 2025
iCapital, Opto strike new RIA partnerships

The two alts tech platforms are forging new alliances to support evolving portfolio construction and due diligence in private markets.

By Leo Almazora
Recession fears spark Goldman's appetite for high-quality, long-term municipal bonds
FIXED INCOME MAY 05, 2025
Recession fears spark Goldman's appetite for high-quality, long-term municipal bonds

'We haven't seen yield like this in a really long time," Goldman Sachs' Sylvia Yeh says of the municipal bond market.

By Andrew Cohen
Blackstone taps former Lazard leader Jennifer Abate to head RIA wealth unit
ALTERNATIVES MAY 05, 2025
Blackstone taps former Lazard leader Jennifer Abate to head RIA wealth unit

The alts giant's latest executive hire builds on its continuing strategy to expand into the private wealth space.

By Leo Almazora
The 'magic number' of $1.3M for retirement: on the money, or off the mark?
RETIREMENT PLANNING MAY 05, 2025
The 'magic number' of $1.3M for retirement: on the money, or off the mark?

While it's a useful rule of thumb, wealth industry experts agree Social Security benefits, retirement income planning, and individual expenses should also be factored in.

By Leo Almazora
Wall Street's biggest bull stands pat on S&P 7,000 call
EQUITIES MAY 05, 2025
Wall Street's biggest bull stands pat on S&P 7,000 call

The holdout optimist from Wells Fargo sees market "past peak uncertainty" as trade war fears push many cheerleaders to pare back their predictions.

By Bloomberg
MIT joins colleges tapping bond markets amid federal funding threats
FIXED INCOME MAY 05, 2025
MIT joins colleges tapping bond markets amid federal funding threats

The elite college is just the latest institution turning to taxable bond sales as the Trump White House continues to exert political pressure.

By Bloomberg
US futures lower but global markets rise amid renewed hopes of Trump deals
EQUITIES MAY 05, 2025
US futures lower but global markets rise amid renewed hopes of Trump deals

But foreign movies are now deemed a ‘national security risk’

By Steve Randall
Q1 annuity sales top $105B amid persistent economic worries: Limra
RETIREMENT PLANNING MAY 02, 2025
Q1 annuity sales top $105B amid persistent economic worries: Limra

Limra data show RILAs and variable annuities outperforming, while fixed-rate deferred sales lag their 2024 highs.

By Leo Almazora
Stocks continue historic winning streak as trade hopes, jobs data drive rebound
EQUITIES MAY 02, 2025
Stocks continue historic winning streak as trade hopes, jobs data drive rebound

The S&P 500's longest rally in more than 20 years came amid evidence of labor market resilience in the immediate wake of April's Liberation Day tariffs.

By Bloomberg
Americans' longevity illiteracy puts retirement at risk, finds new research
RETIREMENT PLANNING MAY 02, 2025
Americans' longevity illiteracy puts retirement at risk, finds new research

With membership in the "century club" expected to quadruple in three decades, joint studies from Nationwide and the TIAA Institute shed new light on people's planning blind spots.

By Leo Almazora
Real assets gain appeal amid inflation, rates
ALTERNATIVES MAY 02, 2025
Real assets gain appeal amid inflation, rates

Is commercial real estate making a comeback?

By Jonalyn Cueto
US ETF flows slowed to lowest in a year as trade policy spooked investors
ETFS MAY 02, 2025
US ETF flows slowed to lowest in a year as trade policy spooked investors

Financials posted the second largest sectoral outflows

By Steve Randall
Berkshire Hathaway a 'safe haven' in a messy market, advisors say
EQUITIES MAY 01, 2025
Berkshire Hathaway a 'safe haven' in a messy market, advisors say

Warren Buffett's firm is not only beating the market this year, it's providing a refuge for anguished advisors.

By Gregg Greenberg
Morgan Stanley opens private equity access to individual investors
ALTERNATIVES MAY 01, 2025
Morgan Stanley opens private equity access to individual investors

MSIM's latest fund targets individual investors.

By Jonalyn Cueto
The evolution of private credit
ALTERNATIVES MAY 01, 2025
The evolution of private credit

From direct lending to asset-based finance to commercial real estate debt.

AI-powered gains for Microsoft, Meta boost futures following late-day rally
EQUITIES MAY 01, 2025
AI-powered gains for Microsoft, Meta boost futures following late-day rally

Wall Street ends mostly higher despite slowing economy

By Steve Randall