Investing

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JPMorgan mulls new asset lending scheme aimed at crypto ETF investors
ALTERNATIVES JUN 04, 2025
JPMorgan mulls new asset lending scheme aimed at crypto ETF investors

Insiders say the Wall Street giant is looking to let clients count certain crypto holdings as collateral or, in some cases, assets in their overall net worth.

By Bloomberg
Trump's 'big beautiful bill' is a 'disgusting abomination' says Musk
EQUITIES JUN 04, 2025
Trump's 'big beautiful bill' is a 'disgusting abomination' says Musk

Billionaire slams lawmakers who voted for 'pork-filled' spending bill.

By Bloomberg
US futures remain higher ahead of jobs data
EQUITIES JUN 04, 2025
US futures remain higher ahead of jobs data

Global equities index hits all time high.

By Bloomberg
Gains for gold after previous session decline
ALTERNATIVES JUN 04, 2025
Gains for gold after previous session decline

Haven asset is still close to all-time high.

By Bloomberg
Trump Media could be about to launch its first ETF
ETFS JUN 04, 2025
Trump Media could be about to launch its first ETF

Regulatory filing submitted for Bitcoin fund tied to Truth Social.

By Bloomberg
Arizona seeks to strip advisor of license over GPB private placement sales
ALTERNATIVES JUN 03, 2025
Arizona seeks to strip advisor of license over GPB private placement sales

Michael Bradley faces allegations of "improper recommendation to clients" who bought GPB securities.

By Bruce Kelly
$17 trillion alts boom blasted as 'costly and wasteful'
ALTERNATIVES JUN 03, 2025
$17 trillion alts boom blasted as 'costly and wasteful'

Richard Ennis, the octogenarian investment consulting pioneer, has found that alternatives-laden endowments underperform against pensions and stock-bond portfolios.

By Bloomberg
RIA firm Certuity invests in Italy SailGP team alongside Anne Hathaway
ALTERNATIVES JUN 03, 2025
RIA firm Certuity invests in Italy SailGP team alongside Anne Hathaway

SailGP, the global sailing league founded by Larry Ellison, has added $3 billion RIA and multi-family office Certuity as an investor in its Italy team as the firm expands its focus on emerging sports following earlier investments in NBA franchises.

By Andrew Cohen
American homeowners have $17.6T in home equity, more are borrowing against it
ALTERNATIVES JUN 03, 2025
American homeowners have $17.6T in home equity, more are borrowing against it

Withdrawals from home equity lines of credit are at a 17 year high.

By Steve Randall
US stock futures dip amid global trade concerns
EQUITIES JUN 03, 2025
US stock futures dip amid global trade concerns

Market volatility remains as investors digest trading outlook.

By Bloomberg
Trump tariff impact on economy, warning from the OECD
EQUITIES JUN 03, 2025
Trump tariff impact on economy, warning from the OECD

US and global economy is under pressure from trade policy.

By Bloomberg
Musk taps investors for $5B after DOGE exit
EQUITIES JUN 03, 2025
Musk taps investors for $5B after DOGE exit

Billionaire entrepreneur is selling debt in his AI startup.

By Bloomberg
Treasury slump seeps into June on renewed tariff concerns
FIXED INCOME JUN 02, 2025
Treasury slump seeps into June on renewed tariff concerns

Concerns over the US fiscal outlook continued to dog government bonds after they notched their first monthly decline for the year in May.

By Bloomberg
Private equity dealmaking was building momentum in Q1, then came tariffs
ALTERNATIVES JUN 02, 2025
Private equity dealmaking was building momentum in Q1, then came tariffs

Report reveals slowdown in dealmaking and pressure on exits.

By Steve Randall
NTAM, Russell Investments boost investment strategy capabilities
ALTERNATIVES JUN 01, 2025
NTAM, Russell Investments boost investment strategy capabilities

Firms announce senior appointments to strengthen insights

By Steve Randall
Industry, financial experts sound off after DOL walks back crypto warning for 401(k)s
RETIREMENT PLANNING MAY 30, 2025
Industry, financial experts sound off after DOL walks back crypto warning for 401(k)s

The Labor Department's reversal from its 2022 guidance has drawn approval from crypto advocates – but fiduciaries must still mind their obligations.

By Leo Almazora
Junk bond returns beat private debt, Dimensional says
ALTERNATIVES MAY 30, 2025
Junk bond returns beat private debt, Dimensional says

Analytical framework reveals high-yield bond benchmarks outperforming private credit's internal rate of return over a four-decade period.

By Bloomberg
Concentrated wealth is crumbling and taxes are to blame, says advisor
EQUITIES MAY 30, 2025
Concentrated wealth is crumbling and taxes are to blame, says advisor

Stock success stories are facing resistance as diversification triggers massive tax fallout.

By Chris Davis
How to incorporate alternatives into a portfolio
ALTERNATIVES MAY 30, 2025
How to incorporate alternatives into a portfolio

Michael Henley outlines how he augments his core portfolios with alternative strategies.

By Chris Davis
Wealth managers weigh in on inflation numbers, prepare for volatility
EQUITIES MAY 30, 2025
Wealth managers weigh in on inflation numbers, prepare for volatility

Financial advisors are preparing client portfolios for potentially higher inflation due to tariffs.

By Gregg Greenberg