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Volatile Tuesday pushed stocks to correction before dip-buyers swooped in
EQUITIES MAR 11, 2025
Volatile Tuesday pushed stocks to correction before dip-buyers swooped in

A salvo of tariff headlines sent stocks spiraling Tuesday before bargain-hunters drove a recovery in the S&P 500.

By Bloomberg
Roll back Gensler-era rules, private funds industry urges SEC
ALTERNATIVES MAR 11, 2025
Roll back Gensler-era rules, private funds industry urges SEC

A new policy proposal from the Managed Funds Association lays out requests to reduce disclosure requirements and offer legal clarity on crypto ownership, among other priorities.

By Leo Almazora
GWG bankruptcy settlement leaves investors with next to nothing
ALTERNATIVES MAR 11, 2025
GWG bankruptcy settlement leaves investors with next to nothing

Beneficient, an alternative investment company and formerly a part of GWG, has offered $50.5 million to settle claims related to federal lawsuits.

By Bruce Kelly
Limra projects strong annuity sales through 2027 despite expected declines
RETIREMENT PLANNING MAR 11, 2025
Limra projects strong annuity sales through 2027 despite expected declines

Latest figures confirm record sales in 2024, including four straight quarters exceeding $100 billion, with most of the wins going to the largest players.

By Leo Almazora
Investors losing faith as Trump recession fears roil markets
EQUITIES MAR 11, 2025
Investors losing faith as Trump recession fears roil markets

Allocations to cash and money market funds are rising, and dip-buying is slowing, as the president's coyness on downturn odds adds to mounting pessimism.

By Leo Almazora
Private credit's push into retail opens new vulnerability, warns BIS
ALTERNATIVES MAR 11, 2025
Private credit's push into retail opens new vulnerability, warns BIS

A new report adds to a string of alerts from watchdogs, noting that the growing role of small investors, use of leverage, and concentration risks "warrant monitoring."

By Bloomberg
Are value stocks finally taking the baton from growth?
EQUITIES MAR 11, 2025
Are value stocks finally taking the baton from growth?

Wealth managers weigh in on the battle between growth and value stocks, and whether the tide is turning in favor of value.

By Gregg Greenberg
Aligning client expectations with reality
ALTERNATIVES MAR 11, 2025
Aligning client expectations with reality

Clients are often seduced by alternative investments’ potential for outsized returns, but Ed Cofrancesco knows education is key.

By Chris Davis
A Trump trend for ETFs
ETFS MAR 10, 2025
A Trump trend for ETFs

A number of exchange-traded funds are popping up that aim either to invest politically or to find opportunities amid deregulation. Be careful, observers say.

By Emile Hallez
Trump's evasiveness on recession sets off market bloodbath
EQUITIES MAR 10, 2025
Trump's evasiveness on recession sets off market bloodbath

Investor fears ruled Monday as the president's refusal to discount an economic downturn sparked panic, resulting in the weakest stock performance during an administration's first 50 days since 2009.

By Leo Almazora
The art of balancing risk and reward
ALTERNATIVES MAR 10, 2025
The art of balancing risk and reward

Jack Ablin, of Cresset Asset Management, talks investment philosophy – mitigating risks on the public side while taking opportunities on the private side.

By Chris Davis
Wall Street strategists having second thoughts on lofty S&P 500 forecasts
EQUITIES MAR 10, 2025
Wall Street strategists having second thoughts on lofty S&P 500 forecasts

Not even three months into the year, stock market analysts at JPMorgan and other large banks are softening their convictions on the index hitting 6,500 before December.

By Bloomberg
Blackstone sees bright spot in commercial real estate debt with record $8B fund raise
ALTERNATIVES MAR 07, 2025
Blackstone sees bright spot in commercial real estate debt with record $8B fund raise

The titanic alternative assets giant's latest move will help bridge a gap between lenders and still-challenged property owners, says debt strategies head.

By Leo Almazora
Ray Dalio's 'all weather' strategy makes ETF debut
ALTERNATIVES MAR 06, 2025
Ray Dalio's 'all weather' strategy makes ETF debut

The fund, managed by State Street Global Advisors and sub-advised by Bridgewater, plugs into a growing clamor for sophisticated strategies in the ETF space.

By Bloomberg
Advisors forced to talk tariffs as investor anxiety rises
EQUITIES MAR 06, 2025
Advisors forced to talk tariffs as investor anxiety rises

Market volatility is rising due to the president's tariff talk, and that's got wealth managers answering more and more client questions.

By Gregg Greenberg
Treasury yields descend toward year’s lows on tariff angst
FIXED INCOME MAR 05, 2025
Treasury yields descend toward year’s lows on tariff angst

Bullish picture emerges for Treasuries as investor focus pivots from inflationary risks to outright negative economic consequences.

By Bloomberg
GPB paid convicted top executives legal fees of $75M
ALTERNATIVES MAR 05, 2025
GPB paid convicted top executives legal fees of $75M

And GPB founder David Gentile and ex-broker-dealer chief Jeff Schneider want the company to continue paying legal expenses.

By Bruce Kelly
Fixed income ETFs set record pace in February with $42B inflows
ETFS MAR 05, 2025
Fixed income ETFs set record pace in February with $42B inflows

State Street Global Advisors sees robust demand for bond strategies as sector funds, notably tech ETFs, fall out of favor.

By Leo Almazora
Wall Street banks see recession risks flashing in the markets
EQUITIES MAR 05, 2025
Wall Street banks see recession risks flashing in the markets

Models from JPMorgan and Goldman show odds of a downturn edging up, echoing a view held by a small but growing group of bearish prognosticators.

By Bloomberg
Target-date fund assets surge to $3.97 trillion in 2024 as CITs overtake mutual funds
RETIREMENT PLANNING MAR 05, 2025
Target-date fund assets surge to $3.97 trillion in 2024 as CITs overtake mutual funds

Retirement industry research report shows ongoing dominance of Vanguard, with BlackRock coming out strong with its paycheck-for-life offering.

By Leo Almazora