Investing

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Citi Wealth CIO wary of 'warning flags' in S&P rally
EQUITIES JUN 27, 2025
Citi Wealth CIO wary of 'warning flags' in S&P rally

Drifting earnings expectations, a narrowing of stock market gains, and the looming July 9 deadline for tariffs all signal risks for US stocks, according to the BlackRock alum.

By Bloomberg
Fed markets pricing in third rate cut in 2025 based on inflation news
FIXED INCOME JUN 27, 2025
Fed markets pricing in third rate cut in 2025 based on inflation news

Inflation rises slightly in May as income and spending fall, challenging Fed path

Capital Group and BlackRock expand active ETF lineups as advisors embrace portfolio flexibility
ETFS JUN 27, 2025
Capital Group and BlackRock expand active ETF lineups as advisors embrace portfolio flexibility

The two giant asset managers are leaning into the rise of active ETFs, with Capital Group emphasizing its appeal to RIAs and model portfolio builders.

By Leo Almazora
Wall Street closes near record high, futures beat previous record
EQUITIES JUN 27, 2025
Wall Street closes near record high, futures beat previous record

Optimism surges on Middle East, rate cuts, trade deals boosts S&P 500.

By Steve Randall
China confirms trade framework with US
EQUITIES JUN 27, 2025
China confirms trade framework with US

Beijing says both sides will review export controls.

By Bloomberg
Treasuries on course for third weekly gain amid Fed hopes
FIXED INCOME JUN 27, 2025
Treasuries on course for third weekly gain amid Fed hopes

Hope for at least two rate cuts have boosted bonds.

By Bloomberg
Neuberger Berman adds tax-managed long-short strategy to custom direct investing platform
EQUITIES JUN 26, 2025
Neuberger Berman adds tax-managed long-short strategy to custom direct investing platform

The firm is enhancing its $6.6 billion platform amid an increasingly fluid tax landscape for high-net-worth individuals and endowments.

By Leo Almazora
Most Fed officials waving off July rate cut
EQUITIES JUN 26, 2025
Most Fed officials waving off July rate cut

After headline-grabbing comments from Fed Governors Waller and Bowman, nearly a dozen other policymakers have signaled less urgency for a dovish turn.

By Bloomberg
New safety trades launched amid $68B buffer-fund boom
ETFS JUN 26, 2025
New safety trades launched amid $68B buffer-fund boom

The latest derivatives-based strategies offer new guarantees against volatility even as the broader defined-outcome space faces some tough questions.

By Bloomberg
Is the Treasury about to make the 'revenge tax' irrelevant?
EQUITIES JUN 26, 2025
Is the Treasury about to make the 'revenge tax' irrelevant?

A deal could be close that will give relief to Wall Street investors.

By Bloomberg
Spiffed up BDCs, REITs are pricy, lean on leverage: Morningstar
ALTERNATIVES JUN 25, 2025
Spiffed up BDCs, REITs are pricy, lean on leverage: Morningstar

"Semiliquid funds are making private markets more accessible but are much pricier than public market funds," according to Morningstar.

By Bruce Kelly
$5T muni bond market in sight following record second quarter
FIXED INCOME JUN 25, 2025
$5T muni bond market in sight following record second quarter

Growing infrastructure costs and the near-term outlook for interest rates are fueling a resurgence in supply from increasingly needy state and local governments.

By Bloomberg
Buy on the cannons, sell on the trumpets? Financial advisors talk war and investing
EQUITIES JUN 25, 2025
Buy on the cannons, sell on the trumpets? Financial advisors talk war and investing

Wealth managers weigh in on the impact of investing during international military conflicts.

By Gregg Greenberg
AQR makes US mutual fund comeback with new levered trade strategies
ALTERNATIVES JUN 25, 2025
AQR makes US mutual fund comeback with new levered trade strategies

The firm's latest funds revive an active approach that infamously blew up during the 2008 financial crisis.

By Bloomberg
S&P 500 needs Fed cut, earnings boost to avoid looking frothy
EQUITIES JUN 25, 2025
S&P 500 needs Fed cut, earnings boost to avoid looking frothy

Are valuations justified without some supporting tailwinds?

By Bloomberg
Bond traders now think 10-year Treasury yields will fall below 4%
FIXED INCOME JUN 25, 2025
Bond traders now think 10-year Treasury yields will fall below 4%

Bets on the lowest yields since April are increasing.

By Bloomberg
Low quality stocks are a risk right now, warns Goldman trader
EQUITIES JUN 25, 2025
Low quality stocks are a risk right now, warns Goldman trader

Short-selling rather than corporate fundamentals are driving values.

By Bloomberg
CAIS adds investment models from leading alternative asset managers to its platform
ALTERNATIVES JUN 25, 2025
CAIS adds investment models from leading alternative asset managers to its platform

Meanwhile, MyVest and InvestSuite partner to offer custom model portfolio tools.

By Steve Randall
Powell says Fed staying on hold amid higher inflation outlook
EQUITIES JUN 24, 2025
Powell says Fed staying on hold amid higher inflation outlook

The Federal Reserve chair stressed continuing uncertainty, citing "many paths possible" from the impact of Trump's tariffs.

By Bloomberg
CAZ Investments founder: SEC accredited investor changes provide 'a freedom that is long overdue'
ALTERNATIVES JUN 24, 2025
CAZ Investments founder: SEC accredited investor changes provide 'a freedom that is long overdue'

Christopher Zook, founder and chief investment officer of CAZ Investments, highlights how the SEC's update will provide opportunities for investors to own some of the most iconic assets in the world.

By Andy Burt