Investing

Displaying 17017 results
Advisors lean on private markets as volatility rattles public portfolios
ALTERNATIVES APR 20, 2026
Advisors lean on private markets as volatility rattles public portfolios

Blackstone's latest advisor survey finds nearly all respondents holding or adding to private equity positions, even as redemption gates and AI-driven credit concerns shake the asset class.

By Leo Almazora
Advisors should think about the 60/40 portfolio as a ‘throwback track’: Franklin Templeton
EQUITIES APR 20, 2026
Advisors should think about the 60/40 portfolio as a ‘throwback track’: Franklin Templeton

“Investor objectives, like musical tastes, have become more nuanced,” said Max Gokhman, deputy chief investment officer at Franklin Templeton Investment Solutions.

By James Rogers
You can't beat the house: A portfolio manager's POV on prediction markets and sports betting
ALTERNATIVES APR 20, 2026
You can't beat the house: A portfolio manager's POV on prediction markets and sports betting

With Robinhood building a prediction hub and Schwab signaling caution, wealth firms are confronting potentially blurred lines between investment tools and pure speculation.

By Leo Almazora
Oil rising again as US, Iran fire on commercial traffic while peace talks are disputed
EQUITIES APR 19, 2026
Oil rising again as US, Iran fire on commercial traffic while peace talks are disputed

Investors should prepare for another tense week ahead as Middle East tension continues.

By Steve Randall
The market’s Iran-driven correction has likely run its course. This is what advisors need to know
EQUITIES APR 17, 2026
The market’s Iran-driven correction has likely run its course. This is what advisors need to know

“This is the first Friday trading session in well over a month where there isn't this underlying fear heading into the weekend,” said Paul Stanley, chief investment officer at Granite Bay Wealth Management.

By James Rogers
Passive investing risks eroding price discovery, warns CAPIS COO Dave Choate
EQUITIES APR 17, 2026
Passive investing risks eroding price discovery, warns CAPIS COO Dave Choate

Rising dominance of passive investing is pushing growth companies into private markets and reshaping the future of public equities.

By Steve Randall
Canadian boutique advisory expands into New York targeting mid-market private equity clients
ALTERNATIVES APR 17, 2026
Canadian boutique advisory expands into New York targeting mid-market private equity clients

Sapling CEO Rob Hong says relationship-driven growth, valuation gaps, and evolving deal structures are creating new opportunities across the US market.

By Steve Randall
Schwab moves into spot crypto trading with phased retail rollout
ALTERNATIVES APR 17, 2026
Schwab moves into spot crypto trading with phased retail rollout

Brokerage giant adds bitcoin and ethereum trading as demand for digital assets accelerates.

By Steve Randall
New York City plans to use taxpayer dollars to undercut private insurance market
LIFE INSURANCE AND ANNUITIES APR 16, 2026
New York City plans to use taxpayer dollars to undercut private insurance market

Government interference in insurance is always a concern

Calamos bolsters autocallable ETF lineup with growth offering
ETFS APR 16, 2026
Calamos bolsters autocallable ETF lineup with growth offering

The Calamos Autocallable Growth ETF targets capital growth, according to the investment management firm.

By James Rogers
S&P 500 closes at record as ceasefire optimism, bank earnings power rally
EQUITIES APR 15, 2026
S&P 500 closes at record as ceasefire optimism, bank earnings power rally

Markets hit fresh highs as easing tensions and strong results outweigh oil risks.

By Steve Randall
Mark Mobius, pioneer of emerging markets investing, dies at 89
EMERGING MARKETS APR 15, 2026
Mark Mobius, pioneer of emerging markets investing, dies at 89

The emerging markets evangelist spent more than three decades at Franklin Templeton building a case for investing in the developing world – and a track record that largely backed it up.

By Leo Almazora
Prediction markets on track for $1 trillion by 2030, but sports betting stirs legal storm
ALTERNATIVES APR 15, 2026
Prediction markets on track for $1 trillion by 2030, but sports betting stirs legal storm

Bernstein sees prediction market trading volume hitting $1 trillion by 2030, but an ongoing legal fight over sports event contracts could test that outlook.

By Leo Almazora
Senior housing wealth holds firm even as mortgage strain intensifies nationwide
ALTERNATIVES APR 15, 2026
Senior housing wealth holds firm even as mortgage strain intensifies nationwide

Older homeowners retain trillions in equity as affordability pressures weigh on younger buyers.

By Steve Randall
BlackRock flags ‘opportunity-rich’ era for hedge funds as market dispersion surges
ALTERNATIVES APR 15, 2026
BlackRock flags ‘opportunity-rich’ era for hedge funds as market dispersion surges

AI disruption, inflation shocks and M&A boom reshape hedge fund playbook globally.

By Steve Randall
Stocks surge toward records on US-Iran hopes, corporate earnings
EQUITIES APR 14, 2026
Stocks surge toward records on US-Iran hopes, corporate earnings

Markets climb on de-escalation hopes and earnings strength, even as oil and yields threaten outlook.

By Steve Randall
Kevin Warsh would be the richest Fed chair ever, disclosures show
FIXED INCOME APR 14, 2026
Kevin Warsh would be the richest Fed chair ever, disclosures show

His divulged net worth easily eclipses current Chair Jerome Powell's, though holdings in venture capital, private funds, and crypto make the exact number hard to pin down.

By Leo Almazora
Longevity planning gaps persist as new tool highlights weak readiness among Americans
RETIREMENT PLANNING APR 14, 2026
Longevity planning gaps persist as new tool highlights weak readiness among Americans

Average preparedness score exposes shortfalls beyond traditional retirement planning.

By Steve Randall
UHNW families rebalancing portfolios amid Iran fallout, spelling opportunity for advisors
EQUITIES APR 14, 2026
UHNW families rebalancing portfolios amid Iran fallout, spelling opportunity for advisors

“They see a world dividing into competing economic systems,” said Nigel Green, CEO of deVere Group.

By James Rogers
BlackRock profit climbs 46% on ETF flows and performance fees, but AUM slips from record high
ALTERNATIVES APR 14, 2026
BlackRock profit climbs 46% on ETF flows and performance fees, but AUM slips from record high

The giant asset manager's adjusted earnings of $12.53 per share topped estimates, but a market-driven slide from its year-end AUM record complicated an otherwise strong quarter.

By Leo Almazora