Investing

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Advisors offer their outlooks for gold as inflation rises and central banks buy
EQUITIES JUN 12, 2026
Advisors offer their outlooks for gold as inflation rises and central banks buy

Gold has not glittered this year despite higher inflation. Wealth managers weigh in on whether now is the right time to stock up on the yellow metal.

By Gregg Greenberg
Strait of Hormuz could be open within 30 days. But is a deal really imminent?
EQUITIES JUN 12, 2026
Strait of Hormuz could be open within 30 days. But is a deal really imminent?

US and Iran both suggest progress has been made, but that doesn’t mean agreement will be reached.

By Steve Randall
Investors pull back on alternatives as knowledge grows, survey finds
ALTERNATIVES JUN 12, 2026
Investors pull back on alternatives as knowledge grows, survey finds

More awareness of risk is translating into smaller intended allocations, with millennials leading the retreat.

By Steve Randall
Endowments and foundations turn to alternatives as confidence in return targets fades
ALTERNATIVES JUN 12, 2026
Endowments and foundations turn to alternatives as confidence in return targets fades

Liquidity risk overtakes access as the top concern for E&Fs as private markets dominate portfolios.

By Steve Randall
Janus Henderson taps Anthropic for all-in bet on AI
MUTUAL FUNDS JUN 11, 2026
Janus Henderson taps Anthropic for all-in bet on AI

Along with General Catalyst's Percepta, the $480 billion asset manager is deploying Claude across purpose-built platforms for investment research and client engagement.

By Leo Almazora
The World Cup is kicking off. Advisors should keep an eye on these stocks
EQUITIES JUN 11, 2026
The World Cup is kicking off. Advisors should keep an eye on these stocks

The 2026 World Cup features plenty of milestones and could boost gambling-related equities.

By James Rogers
Trump says Canada has nothing US needs as USMCA deadline edges closer
EQUITIES JUN 11, 2026
Trump says Canada has nothing US needs as USMCA deadline edges closer

Structural forces make US dependency almost impossible to escape, whatever governments decide.

By Steve Randall
May CPI data shows inflation hit highest level since 2023. This is what it means for advisors
EQUITIES JUN 10, 2026
May CPI data shows inflation hit highest level since 2023. This is what it means for advisors

The Fed’s next move may need to be an increase, and not a cut, according to Chris Zaccarelli, Chief Investment Officer for Northlight Asset Management.

By James Rogers
Why one ETF manager is shunning $400M in 'hot money' ahead of the SpaceX IPO
EQUITIES JUN 10, 2026
Why one ETF manager is shunning $400M in 'hot money' ahead of the SpaceX IPO

One fund is doing exactly the opposite of what most ETF issuers would do as the historic listing for Elon Musk's rocket company nears.

By Leo Almazora
Dynasty Financial Partners, Allocate deepen private markets push for independent RIAs
PRACTICE MANAGEMENT (GORIA) JUN 10, 2026
Dynasty Financial Partners, Allocate deepen private markets push for independent RIAs

Dynasty advisors gain access to white-label fund solutions and relationship pricing as two firms cement long-term build-out.

By Steve Randall
Advisors celebrating 'Annuities Awareness Month' with another sales record in the making
LIFE INSURANCE AND ANNUITIES JUN 10, 2026
Advisors celebrating 'Annuities Awareness Month' with another sales record in the making

June may be 'Annuities Awareness Month' on the calendar but advisors have already been selling record amounts of the guaranteed income products.

By Gregg Greenberg
Dealmakers hold their nerve on M&A despite tariff turbulence, Deloitte finds
ALTERNATIVES JUN 10, 2026
Dealmakers hold their nerve on M&A despite tariff turbulence, Deloitte finds

Cross-border deals draw growing interest as executives seek growth beyond domestic headwinds.

By Steve Randall
ETFs target SpaceX’s blast off as epic IPO looms
ETFS JUN 09, 2026
ETFs target SpaceX’s blast off as epic IPO looms

SpaceX is set to go public on the Nasdaq on June 12 in a historic IPO.

By James Rogers
Inflation worries deepen as gas prices weigh on household budgets
FIXED INCOME JUN 09, 2026
Inflation worries deepen as gas prices weigh on household budgets

New polling alongside fresh Federal Reserve research reveal how energy-driven price pressures are reshaping client sentiment and monetary policy.

By Leo Almazora
Here's how advisors are responding when clients ask about a tech bubble
EQUITIES JUN 09, 2026
Here's how advisors are responding when clients ask about a tech bubble

Wealth managers are increasingly being asked if the technology stock surge has reached bubble proportions. Here is what they are telling clients.

By Gregg Greenberg
Clients stuck in private equity? A $226bn market is reshaping how that gets resolved
ALTERNATIVES JUN 09, 2026
Clients stuck in private equity? A $226bn market is reshaping how that gets resolved

Mercer analysis of 150 transactions finds pricing discipline holds as continuation vehicles go mainstream.

By Steve Randall
Homeowners unlock housing wealth as equity withdrawals hit strongest first quarter since 2021
ALTERNATIVES JUN 09, 2026
Homeowners unlock housing wealth as equity withdrawals hit strongest first quarter since 2021

Borrowers increasingly tap home equity while purchase lending and mortgage demand remain muted.

By Steve Randall
OpenAI files IPO registration, but don’t expect market debut to be imminent
EQUITIES JUN 08, 2026
OpenAI files IPO registration, but don’t expect market debut to be imminent

ChatGPT firm files confidential S-1 as Altman sets out vision for a post-AGI economy.

By Steve Randall
Blackstone BDC redemption surge signals a warning for other funds
ALTERNATIVES JUN 08, 2026
Blackstone BDC redemption surge signals a warning for other funds

“BCRED is a huge fund, so thousands of people must have been trying to sell their shares,” said one industry executive.

By Bruce Kelly
Household financial outlook dims even as short-term inflation fears ease
FIXED INCOME JUN 08, 2026
Household financial outlook dims even as short-term inflation fears ease

The New York Fed's May survey shows consumers' financial confidence at multi-year lows despite stable price outlooks.

By Leo Almazora