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Bonds are losing their 'shock absorber' status, KKR says
ALTERNATIVES MAY 20, 2025
Bonds are losing their 'shock absorber' status, KKR says

The global alternatives giant argues a breakdown in government bonds as a hedge and a "structurally" weaker dollar creates new diversification challenges.

By Bloomberg
SEC looks to revisit private fund investment rules
ALTERNATIVES MAY 19, 2025
SEC looks to revisit private fund investment rules

The agency's new chairman Paul Atkins says "common-sense" review of 23-year-old restrictions could unlock the $31 trillion industry to more investors.

By Bloomberg
S&P 500 slumps as Moody's US downgrade sinks in
EQUITIES MAY 19, 2025
S&P 500 slumps as Moody's US downgrade sinks in

A Friday evening markdown by the Big Four credit rating agency is compounding risks from tariff threats and long-simmering fiscal issues.

By Bloomberg
Suspended broker went all in with alternative investment GWG bonds: FINRA
ALTERNATIVES MAY 16, 2025
Suspended broker went all in with alternative investment GWG bonds: FINRA

"It should be literally impossible for a broker to put 96% of a client's money in any investment," said one attorney.

By Bruce Kelly
Wall Street dollar sentiment stays dour amid lingering trade unease
ALTERNATIVES MAY 16, 2025
Wall Street dollar sentiment stays dour amid lingering trade unease

The greenback's wild slide has continued as erratic US policymaking spurs a "love-hate" relationship with international investors.

By Bloomberg
Investors remain bearish about the US stock market, Schwab reveals
EQUITIES MAY 16, 2025
Investors remain bearish about the US stock market, Schwab reveals

Sentiment remains under pressure as trade, recession concerns endure.

By Steve Randall
ETF fees stall as mutual fund costs keep falling, Morningstar finds
ETFS MAY 15, 2025
ETF fees stall as mutual fund costs keep falling, Morningstar finds

Morningstar says that declining fees saved investors $5.9 billion in fund expenses across ETFs and mutual funds in 2024.

By Andrew Cohen
Luxury brands are suffering but high-net-worth clients still spending, advisors say
EQUITIES MAY 15, 2025
Luxury brands are suffering but high-net-worth clients still spending, advisors say

First quarter earnings from LVMH, Burberry and other posh brands were down, but advisors don't see their HNW clients changing their spending or investing habits.

By Gregg Greenberg
Clearstead strengthens alts push with expanded GLASfunds partnership
RIA NEWS MAY 15, 2025
Clearstead strengthens alts push with expanded GLASfunds partnership

An extended alliance between the Cleveland-based RIA and GLASfunds is set to deliver expanded private market access and back-office simplification for advisors.

By Leo Almazora
Don't forget the downsides of interval funds, Morningstar warns
ALTERNATIVES MAY 14, 2025
Don't forget the downsides of interval funds, Morningstar warns

Easy-to-miss fees and incentives around assets managed could make such alts vehicles a losing proposition for investors.

By Leo Almazora
Why the 60/40 portfolio is losing ground
EQUITIES MAY 14, 2025
Why the 60/40 portfolio is losing ground

Advisor explains why his firm has leaned into specialization, offering exposure to sectors like aircraft leasing, shipping, music royalties, litigation finance, and even Mississippi barges.

By Chris Davis
Private credit's latest golden moment conceals market cracks
ALTERNATIVES MAY 14, 2025
Private credit's latest golden moment conceals market cracks

Companies backed by private capital continue squeezed by stubbornly high interest rates and expected impact of Trump tariffs.

By Bloomberg
Empower opens door to private markets in retirement plans
RETIREMENT PLANNING MAY 14, 2025
Empower opens door to private markets in retirement plans

The firm is partnering with Apollo, Goldman Sachs, Sagard and others to launch collective investment trusts aimed at portfolio diversification.

By Leo Almazora
Stock rally rolls on as easing consumer prices lift optimism
EQUITIES MAY 13, 2025
Stock rally rolls on as easing consumer prices lift optimism

A smaller-than-expected inflation print for April was welcome news for investors bracing for tariff impacts.

By Bloomberg
Citi offloads private markets funds unit in iCapital deal
ALTERNATIVES MAY 13, 2025
Citi offloads private markets funds unit in iCapital deal

The giant Wall Street bank's deal with the alternative fintech platform provider comes amid a broader effort to simplify its operations.

By Leo Almazora
Fidelity glitches lock users out of US-China tariff relief rally
EQUITIES MAY 12, 2025
Fidelity glitches lock users out of US-China tariff relief rally

Brokerage customers frustrated as login problems coincide with bullish surges in the S&P 500 and the Nasdaq.

By Leo Almazora
ETFs gobble market share
ETFS MAY 11, 2025
ETFs gobble market share

Asset flows over recent years are evidence of advisors' love of ETFs, but professionals still see a place for mutual funds in client portfolios.

By Jeff Benjamin
Private placement executives from GPB Capital, guilty of fraud, get seven and six years in prison
ALTERNATIVES MAY 09, 2025
Private placement executives from GPB Capital, guilty of fraud, get seven and six years in prison

Last summer, the two, David Gentile and Jeff Schneider, were found guilty of fraud in federal court in Brooklyn and received their sentencing today.

By Bruce Kelly
Munis poised to outshine fixed income in coming summer redemption season
FIXED INCOME MAY 09, 2025
Munis poised to outshine fixed income in coming summer redemption season

Strategists expect municipal bonds to best Treasuries during the four-month window from May until August, following a historical trend.

By Bloomberg
Blackstone, Vanguard, Wellington fire first joint shot into interval fund space
ALTERNATIVES MAY 08, 2025
Blackstone, Vanguard, Wellington fire first joint shot into interval fund space

The proposed "all markets" fund is structured to enable quarterly redemptions, driven by investments in public equities, fixed income, and private market assets.

By Leo Almazora