Investing

Displaying 13473 results
BofA strategists warn bond investors of '5% world'
FIXED INCOME AUG 18, 2023
BofA strategists warn bond investors of '5% world'

Bond traders are finally coming to the realization that the rock-bottom yields of recent history might be gone for good.

By Bloomberg
Finra arbitrators order former advisor to pay $664,901 for unsuitable options strategy
ALTERNATIVES AUG 17, 2023
Finra arbitrators order former advisor to pay $664,901 for unsuitable options strategy

Alabama-based advisor denies he did anything wrong in a statement on his IAPD profile.

By Mark Schoeff Jr.
House Republicans take anti-ESG campaign to CalPERS
RETIREMENT PLANNING AUG 17, 2023
House Republicans take anti-ESG campaign to CalPERS

The California Public Employees’ Retirement System has turned over thousands of pages of documents in recent months to Congress.

By Bloomberg
Banks 'largely blind' to nature loss risks to portfolios, report warns
ESG AUG 17, 2023
Banks 'largely blind' to nature loss risks to portfolios, report warns

Financial firms' lack of oversight could result in higher costs, litigation and reputational damage.

By Bloomberg
Overwhelmed by ESG debate? Impact investing may be the answer
ESG AUG 16, 2023
Overwhelmed by ESG debate? Impact investing may be the answer

What does doing well by doing good mean to your clients? Advisors reveal how they approach plethora of options out there

By Gregg Greenberg
It's time to start looking at private real estate again
OPINION AUG 16, 2023
It's time to start looking at private real estate again

While the current market appears uncertain and complex, the intricacies of real estate investing do not necessarily spell trouble.

By Steven Brod
Can shareholders save the horseshoe crab?
OPINION AUG 16, 2023
Can shareholders save the horseshoe crab?

Efforts to stop the decline in horseshoe crabs show how investors can work with corporations on sustainability issues.

By Adam Kanzer
Hedge fund says US hard landing and sell-off frenzy ahead
ALTERNATIVES AUG 16, 2023
Hedge fund says US hard landing and sell-off frenzy ahead

Vantage Point Asset Management says people will be panicking.

By Bloomberg
SEC hits ESG funds with subpoenas
ESG AUG 15, 2023
SEC hits ESG funds with subpoenas

Authorities get tough over green claims.

By Matthew Sellers
Financial firms hate the term 'ESG' but are sticking with the strategy
ESG AUG 14, 2023
Financial firms hate the term 'ESG' but are sticking with the strategy

About two-thirds of respondents to a Bloomberg survey say they'll stop using ESG in conversations with clients but continue to incorporate it in their business.

By Bloomberg
SEC delays decision on ARK bitcoin ETF filing
ALTERNATIVES AUG 11, 2023
SEC delays decision on ARK bitcoin ETF filing

As the SEC puts off deciding on spot bitcoin ETF, 21Shares and ARK file for a fund that would invest in bitcoin futures.

By Bloomberg
Investing in courtroom outcomes is forecast to be a $24 billion industry in 5 years
ALTERNATIVES AUG 11, 2023
Investing in courtroom outcomes is forecast to be a $24 billion industry in 5 years

The litigation funding investment market js set for strong gains according to a new report.

By Steve Randall
Equities provided institutions with a 2.3% median return in second quarter
EQUITIES AUG 11, 2023
Equities provided institutions with a 2.3% median return in second quarter

Northern Trust research shows that tech sector stocks, especially AI, were among the winners.

By Steve Randall
Nuveen and TIAA roll out target-date series with annuity feature
RETIREMENT PLANNING AUG 09, 2023
Nuveen and TIAA roll out target-date series with annuity feature

Few 401(k) plans have such features, but product providers expect that to change.

By Emile Hallez
Don’t fear the inverted yield curve
OPINION AUG 09, 2023
Don’t fear the inverted yield curve

The most direct implication of the inverted curve isn't a recession, but that yields will be lower in the future.

By Gautam Khanna
'Location' isn't the only concern for advisors recommending real estate to clients
ALTERNATIVES AUG 09, 2023
'Location' isn't the only concern for advisors recommending real estate to clients

The volatility in publicly traded real estate stocks begs the question as to the best way to allocate to the sector.

By Gregg Greenberg
S&P drops ESG scores from debt ratings
ESG AUG 09, 2023
S&P drops ESG scores from debt ratings

The company made the change in response to confusion among investors who use its corporate credit ratings.

By Bloomberg
Is bitcoin set to surge after period of low volatility?
ALTERNATIVES AUG 09, 2023
Is bitcoin set to surge after period of low volatility?

Analysts believe the cryptocurrency is about to break free from mediocrity.

By Bloomberg
Lawsuit over ESG in 401(k) not cleared for takeoff, American Airlines says
RETIREMENT PLANNING AUG 08, 2023
Lawsuit over ESG in 401(k) not cleared for takeoff, American Airlines says

ESG-themed funds named in the case are only available through a brokerage window, the defendant noted.

By Emile Hallez
Will long-dated Treasuries entice investors?
FIXED INCOME AUG 08, 2023
Will long-dated Treasuries entice investors?

Or will higher yields repel buyers in the next round of refinancing?

By Bloomberg