Investing

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Knicks championship win fuels momentum ETF's early MSGS bet
ETFS JUN 18, 2026
Knicks championship win fuels momentum ETF's early MSGS bet

MarketDesk's algorithm ETF flagged MSGS in February after Madison Square Garden Sports Corp announced plans to split its Knicks and Rangers into separate stocks.

By Andrew Cohen
Private equity splinters as dealmakers chase fewer, bigger bets
ALTERNATIVES JUN 18, 2026
Private equity splinters as dealmakers chase fewer, bigger bets

PwC report finds LPs prioritizing distributions over paper gains as exits stall.

By Steve Randall
Federal Reserve keeps interest rates steady at Kevin Warsh’s first meeting as chair
EQUITIES JUN 17, 2026
Federal Reserve keeps interest rates steady at Kevin Warsh’s first meeting as chair

Advisors have been closely watching the Fed’s stance amid pressure from President Donald Trump to lower rates.

By James Rogers
SpaceX mega-IPO sparks flurry of ETF activity
ETFS JUN 17, 2026
SpaceX mega-IPO sparks flurry of ETF activity

Thematic SpaceX ETFs are coming thick and fast following the rocket maker’s historic IPO.

By James Rogers
Morningstar enters public-private model portfolio race
ALTERNATIVES JUN 17, 2026
Morningstar enters public-private model portfolio race

Morningstar Wealth partners with Apollo, Franklin Templeton and J.P. Morgan Asset Management to give advisors a multi-manager private markets solution.

By Leo Almazora
AI hype outpaces reality as adoption, trust and bias gaps persist
EQUITIES JUN 17, 2026
AI hype outpaces reality as adoption, trust and bias gaps persist

New research shows business uptake, public trust and fairness all lagging behind the narrative.

By Steve Randall
AI rally papers over a fragile market as old hedges stop working
EQUITIES JUN 17, 2026
AI rally papers over a fragile market as old hedges stop working

Few stocks drive the record highs while rising bond correlations erode portfolio protection.

By Steve Randall
Blackstone taps retirement veteran to lead defined contribution group
ALTERNATIVES JUN 16, 2026
Blackstone taps retirement veteran to lead defined contribution group

The alternative investment industry is primed to expand into 401(k)s, a multi-trillion dollar market they have been shut out of.

By Bruce Kelly
Fidelity is boarding the ETF share class express
ETFS JUN 16, 2026
Fidelity is boarding the ETF share class express

Fidelity adds ETF share options to three existing mutual fund strategies, joining a fast-moving industry shift after SEC cleared the way.

By Leo Almazora
In alternatives, advisors shifting to private equity and venture cap: Morningstar
ALTERNATIVES JUN 16, 2026
In alternatives, advisors shifting to private equity and venture cap: Morningstar

Investors in the first quarter of the year pulled $1.8 billion from the 10 largest direct lending funds,

By Bruce Kelly
Kevin Warsh makes Fed meeting debut as chair. This is what advisors should expect from him
EQUITIES JUN 16, 2026
Kevin Warsh makes Fed meeting debut as chair. This is what advisors should expect from him

New Fed Chair Kevin Warsh has stepped into the central bank’s hotseat at a tricky time.

By James Rogers
SpaceX IPO leaves many retail investors wanting more, but which mega-rich investor has a $1B stake?
EQUITIES JUN 16, 2026
SpaceX IPO leaves many retail investors wanting more, but which mega-rich investor has a $1B stake?

Share price may overtake Amazon but oversubscribed share issue means many smaller investors got a far lower piece of Musk’s company than they had hoped.

By Steve Randall
How longevity is reshaping what wealthy clients want from real estate in 2026
ALTERNATIVES JUN 15, 2026
How longevity is reshaping what wealthy clients want from real estate in 2026

Wellness and aging-in-place drive luxury demand, while starter home crisis spreads across US cities.

By Steve Randall
After SpaceX, more mega-IPOs are on deck. This is what advisors should know
EQUITIES JUN 15, 2026
After SpaceX, more mega-IPOs are on deck. This is what advisors should know

The emergence of mega-IPOs is very much “uncharted territory” for markets, says Michael Landsberg of Landsberg Bennett Private Wealth Management.

By James Rogers
US foreclosure filings rise 14% annually despite monthly dip in May 2026
ALTERNATIVES JUN 15, 2026
US foreclosure filings rise 14% annually despite monthly dip in May 2026

Foreclosure starts climb 13% year over year as mortgage costs squeeze homeowners.

By Steve Randall
US and Iran reach peace deal, Trump orders end to blockade of Strait of Hormuz
EQUITIES JUN 14, 2026
US and Iran reach peace deal, Trump orders end to blockade of Strait of Hormuz

Markets set for relief as four-month conflict ends, but nuclear talks and sanctions still unresolved.

By Steve Randall
SpaceX blasts off with record $75B IPO. This is what advisors need to know
EQUITIES JUN 12, 2026
SpaceX blasts off with record $75B IPO. This is what advisors need to know

“SpaceX is the ultimate growth stock,” said John Belton, portfolio manager at Gabelli Funds.

By James Rogers
Leveraged ETFs look to ride SpaceX IPO wave
ETFS JUN 12, 2026
Leveraged ETFs look to ride SpaceX IPO wave

"This is the largest IPO in the history of the world," said Paul Marino, chief revenue officer at Themes ETFs.

By James Rogers
Capital Group files for new multi-asset ETFs, looks to meet investors’ desire for income
ETFS JUN 12, 2026
Capital Group files for new multi-asset ETFs, looks to meet investors’ desire for income

“Financial advisors have consistently told us they want actively managed ETFs to help meet their clients’ income needs,” said Scott Davis, head of ETFs at Capital Group.

By James Rogers
SpaceX IPO sparks single-stock FOMO, but sector investing is still a winner, says State Street
EQUITIES JUN 12, 2026
SpaceX IPO sparks single-stock FOMO, but sector investing is still a winner, says State Street

“We're definitely continuing to see interest in using sector products, sector ETFs,” said Matthew Bartolini, global head of research strategists at State Street Investment Management.

By James Rogers