Investing

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Real estate firm that raised money through IBDs blows up
ALTERNATIVES NOV 01, 2023
Real estate firm that raised money through IBDs blows up

Bellevue, Washington-based iCap focused on developing apartment buildings and stand-alone real estate.

By Bruce Kelly
Private credit allocations rising as investors seek diversification  
FIXED INCOME NOV 01, 2023
Private credit allocations rising as investors seek diversification  

Private asset classes are also tipped to outperform bonds and real estate.

By Steve Randall
Oil and gas firms could face a decade of credit downgrades, Fitch says
EQUITIES NOV 01, 2023
Oil and gas firms could face a decade of credit downgrades, Fitch says

Companies that do not make progress in net zero transition set to suffer.

By Bloomberg
Broker, executive hit with $1M arbitration loss over GWG bonds
ALTERNATIVES OCT 31, 2023
Broker, executive hit with $1M arbitration loss over GWG bonds

'The financial advisor recommended he put the entire amount in GWG L bonds,' the claimant's attorney says.

By Bruce Kelly
Foreign investors dumped $27B in EM Asia equities in last three months
EQUITIES OCT 31, 2023
Foreign investors dumped $27B in EM Asia equities in last three months

It's the longest run of selling since China's Covid lockdowns last year.

By Bloomberg
Are white-knuckle traders a dying breed in macro funds?
EQUITIES OCT 31, 2023
Are white-knuckle traders a dying breed in macro funds?

By Bloomberg
Texas green energy probe threatens banks’ muni deals in state
ESG OCT 27, 2023
Texas green energy probe threatens banks’ muni deals in state

At least two banks were dropped from underwriting muni deals since Texas Attorney General Paxton said last week he was probing the energy policies of a group of financial firms.

By Bloomberg
Deutsche Bank exec warns of growing climate risk
ESG OCT 27, 2023
Deutsche Bank exec warns of growing climate risk

Physical effects of climate change could occur suddenly, and conventional portfolio models often fall short on this issue, CIO says.

By Bloomberg
BofA strategist sees risk of S&P 500 dropping 5%
EQUITIES OCT 27, 2023
BofA strategist sees risk of S&P 500 dropping 5%

Bearish outlook comes as index narrowly misses a technical correction.

By Bloomberg
‘Impact investing goes deeper than trendy ESG funds’  
RIAS OCT 26, 2023
‘Impact investing goes deeper than trendy ESG funds’  

Michael Reynolds, whose Indiana-based RIA specializes in ESG investing, explains how he navigates greenwashing and what advisors can do to market themselves more effectively.

By InvestmentNews
Fidelity aims to make its mark in ETF market
ETFS OCT 26, 2023
Fidelity aims to make its mark in ETF market

The fund company is seeking a government waiver allowing its actively managed mutual funds to also operate as exchange-traded funds, a concept Vanguard pioneered.

By Bloomberg
Advisors consider opportunities in Chinese stocks as nations' leaders meet
EQUITIES OCT 26, 2023
Advisors consider opportunities in Chinese stocks as nations' leaders meet

“If everyone's running for the hills, it's got to be the most overwhelming contrarian trade of the year,” a fund manager says.

By Gregg Greenberg
Listed REITs offer buying opportunity, analyst says
ALTERNATIVES OCT 26, 2023
Listed REITs offer buying opportunity, analyst says

'We are starting to pound the table a little bit about listed REITs,' says Rich Hill of Cohen & Steers.

By Bruce Kelly
Why the future looks bright for ETFs
PRACTICE MANAGEMENT OCT 24, 2023
Why the future looks bright for ETFs

The investment vehicle continues on the road to becoming a widely accepted and trusted core portfolio building block.

By Devin McGinley
Fund managers revamping bond models to capture new risk
ESG OCT 23, 2023
Fund managers revamping bond models to capture new risk

The credit ratings industry has yet to figure out how best to incorporate climate risk in its models, so fixed-income investors are largely having to rely on their own assessments.

By Bloomberg
Asset managers tune out anti-ESG noise
ESG OCT 20, 2023
Asset managers tune out anti-ESG noise

“Energy transition and environmental investing are not slowing down,” says portfolio manager as Cerulli report offers fresh insight.

By Mark Schoeff Jr.
BlackRock tries again at target-date ETFs
RETIREMENT PLANNING OCT 20, 2023
BlackRock tries again at target-date ETFs

BlackRock is the only company offering target-date ETFs to investors outside of 401(k)s — but there is a question about whether there is much of a market for that.

By Emile Hallez
Bearishness may spark near-term stock rally, says BofA
EQUITIES OCT 20, 2023
Bearishness may spark near-term stock rally, says BofA

Strategist Michael Hartnett sees a 'contrarian buy signal.'

By Bloomberg
Another new custodian enters the RIA market
CUSTODIAN OCT 19, 2023
Another new custodian enters the RIA market

Innovayte is targeting RIAs with $100 million to $800 million in assets and will be led by Catherine “Cat” Davies, a clearing and custody industry veteran.

By Bruce Kelly
Banks’ green fees overtake fossil-fuel fees for second year
ESG OCT 19, 2023
Banks’ green fees overtake fossil-fuel fees for second year

Banks have generated about $2.5 billion from climate-focused financing so far this year, compared with $2.2 billion from their work with oil, gas and coal companies.

By Bloomberg