Investing

Displaying 17347 results
'Ice cold' June CPI data comes in below expectations. This is what it means for advisors
EQUITIES JUL 14, 2026
'Ice cold' June CPI data comes in below expectations. This is what it means for advisors

“Underneath the hood, inflation was fairly muted,” said Josh Jamner of ClearBridge Investments.

By James Rogers
Data center buildout: What inning are we in, and who wins from here?
EQUITIES JUL 14, 2026
Data center buildout: What inning are we in, and who wins from here?

Wealth managers say the AI infrastructure race is early-to-middle innings on spending — but that permitting, power, and monetization risk are changing who benefits

By Gregg Greenberg
After SpaceX, ETF XOVR taps into prediction market demand with $30 million Kalshi investment
ETFS JUL 13, 2026
After SpaceX, ETF XOVR taps into prediction market demand with $30 million Kalshi investment

"Kalshi seeks to turn uncertainty into a price,” said Eva Ados of fund manager ERShares.

By James Rogers
What came first, the advisor or the high-risk, high-priced product?
ALTERNATIVES JUL 13, 2026
What came first, the advisor or the high-risk, high-priced product?

It’s quite the turnaround for UBS and Blue Owl, according to the Financial Times.

By Bruce Kelly
Trump reinvested crypto windfall in stocks, bonds as retail buyers lost billions
ALTERNATIVES JUL 13, 2026
Trump reinvested crypto windfall in stocks, bonds as retail buyers lost billions

Financial disclosures show the president moved crypto proceeds into traditional assets even as the broader market of digital assets slumped.

By Leo Almazora
What advisors need to watch this week as Iran tensions, inflation data, and Warsh's Fed Senate testimony converge
EQUITIES JUL 13, 2026
What advisors need to watch this week as Iran tensions, inflation data, and Warsh's Fed Senate testimony converge

“Markets are balancing macro headlines and corporate fundamentals this week,” said Alex Guiliano of Resonate Wealth Partners

By James Rogers
WisdomTree launches Space Economy ETF to tap into launch and orbital boom
ETFS JUL 10, 2026
WisdomTree launches Space Economy ETF to tap into launch and orbital boom

“The cost revolution in launch has already happened,” said Christopher Gannatti of WisdomTree.

By James Rogers
What advisors need to know as Iran tensions threaten to reignite Fed hawkishness
EQUITIES JUL 10, 2026
What advisors need to know as Iran tensions threaten to reignite Fed hawkishness

Renewed U.S.-Iran conflict has pushed oil prices higher this week — and could tip the Fed back toward a more hawkish stance heading into its September and October meetings.

By James Rogers
Bitcoin's 2026 pullback: Buying opportunity or broken thesis? Advisors debate
EQUITIES JUL 10, 2026
Bitcoin's 2026 pullback: Buying opportunity or broken thesis? Advisors debate

Wealth managers weigh in on whether bitcoin's retreat from its $126,000 all-time high changes the long-term investment case — and what role it should play in client portfolios

By Gregg Greenberg
MSCI and UBS join forces to fix private markets' data gap
ALTERNATIVES JUL 10, 2026
MSCI and UBS join forces to fix private markets' data gap

The tie-up, arriving days after BlackRock's own push to introduce new benchmarking tools, pairs MSCI's index expertise with UBS's alternatives book.

By Leo Almazora
Oil prices swing wildly amid latest Gulf tensions, IEA says durable ceasefire is needed for stabilization
ALTERNATIVES JUL 10, 2026
Oil prices swing wildly amid latest Gulf tensions, IEA says durable ceasefire is needed for stabilization

Global supply rebounded sharply in June before renewed clashes reignited market volatility.

By Steve Randall
Russell Investments to be acquired by B Capital-led investor group
MUTUAL FUNDS JUL 09, 2026
Russell Investments to be acquired by B Capital-led investor group

B Capital and pension giant CalPERS lead a consortium buying the 90-year-old asset manager from TA Associates and Reverence Capital Partners.

By Leo Almazora
Small investors get a rare break as home prices lose ground to inflation
ALTERNATIVES JUL 09, 2026
Small investors get a rare break as home prices lose ground to inflation

Real estate investors see improving entry costs even as rental income keeps softening.

By Steve Randall
Fed minutes spotlight competing views over interest rates. This is what advisors can expect
EQUITIES JUL 08, 2026
Fed minutes spotlight competing views over interest rates. This is what advisors can expect

Fed divisions are grabbing attention, but future policy is heavily contingent on the situation in the Middle East, says Jeffrey Roach of LPL Financial.

By James Rogers
Citi brings back Matt Newnham to drive EMEA and UK asset manager partnerships as wealth push continues
MUTUAL FUNDS JUL 08, 2026
Citi brings back Matt Newnham to drive EMEA and UK asset manager partnerships as wealth push continues

The fund distribution veteran had a 10-year stint at Citi in Luxembourg, Hong Kong, and Sydney earlier in his care.

By James Rogers
BlackRock expands Aladdin's private markets benchmarking tools
ALTERNATIVES JUL 08, 2026
BlackRock expands Aladdin's private markets benchmarking tools

New Preqin-powered benchmarks add transparency to private equity and credit performance across BlackRock's platforms.

By Leo Almazora
Private markets infrastructure must catch up with wealth industry demand, says CEO of Fidelity backed Corastone
ALTERNATIVES JUL 08, 2026
Private markets infrastructure must catch up with wealth industry demand, says CEO of Fidelity backed Corastone

Rashad Kurbanov on why scalable, permissioned technology is the missing piece in private markets.

By Steve Randall
Why advisors need infrastructure, not just access, for pre-IPO equity
ALTERNATIVES JUL 08, 2026
Why advisors need infrastructure, not just access, for pre-IPO equity

CEO of KPC Private Funds says advisors gain an edge through institutional-grade access, not by chasing pre-IPO deals directly.

By Leo Almazora
Voya expands advisor managed accounts to add private market assets
RETIREMENT PLANNING JUL 07, 2026
Voya expands advisor managed accounts to add private market assets

Voya Financial adds private equity, credit and real estate options to its AMA program, building on support for looser federal investment rules in retirement accounts.

By Leo Almazora
Collapse zone declared, buildings evacuated as Manhattan skyscraper starts to buckle
ALTERNATIVES JUL 07, 2026
Collapse zone declared, buildings evacuated as Manhattan skyscraper starts to buckle

Midtown tower puts a spotlight on private credit's growing bet on office conversions.