Investing

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AI M&A surges as software captures nearly three-quarters of North American deals
ALTERNATIVES MAY 11, 2026
AI M&A surges as software captures nearly three-quarters of North American deals

S&P Global report shows AI transactions hit record levels, with software dominating investor interest.

By Steve Randall
Morningstar, Perplexity, and Plaid are reshaping how advisors research investments
ALTERNATIVES MAY 08, 2026
Morningstar, Perplexity, and Plaid are reshaping how advisors research investments

New AI integrations, which also includes intelligence from Pitchbook, is pushing advisor-grade investment data directly into the tools financial professionals already use.

By Leo Almazora
VanEck launches 'WARP' space ETF to tap into exploration and satellite boom
ETFS MAY 08, 2026
VanEck launches 'WARP' space ETF to tap into exploration and satellite boom

“Space is becoming a distinct and investable theme,” said VanEck Product Manager Nick Frasse.

By James Rogers
Jobs data comes in strong, crushing estimates. This is what it means for advisors
EQUITIES MAY 08, 2026
Jobs data comes in strong, crushing estimates. This is what it means for advisors

“The economy is so much better than what the doom crew has been saying," said Chris Zaccarelli, chief investment officer for Northlight Asset Management.

By James Rogers
ProShares touts new ‘Aristocrats’ ETF targeting S&P 500 buyback kings
ETFS MAY 07, 2026
ProShares touts new ‘Aristocrats’ ETF targeting S&P 500 buyback kings

The ProShares S&P 500 Buyback Aristocrats ETF aims to ride corporate America’s share repurchase wave.

By James Rogers
ETFs win the wrapper war as advisors and RIAs pull away from mutual funds
ETFS MAY 07, 2026
ETFs win the wrapper war as advisors and RIAs pull away from mutual funds

Advisor ETF preference has climbed to 60% from 53% in 2022, while mutual fund selection has halved – and RIA portfolio data show the shift is only deepening.

By Leo Almazora
Gold’s bull cycle faces short-term oil shock risk, but there is good news says State Street’s Doshi
ALTERNATIVES MAY 07, 2026
Gold’s bull cycle faces short-term oil shock risk, but there is good news says State Street’s Doshi

The firm’s Head of Gold Commodities Fund Strategy talks to InvestmentNews.

By Steve Randall
Capital reform push could restore Wall Street’s edge in global markets
WIREHOUSES MAY 07, 2026
Capital reform push could restore Wall Street’s edge in global markets

Proposed reforms may boost US banks’ competitiveness while reshaping global capital markets.

By Steve Randall
The young generation of investors were kids during the 2008 financial crisis. And that’s shaping their risk appetite, says BNY
EQUITIES MAY 06, 2026
The young generation of investors were kids during the 2008 financial crisis. And that’s shaping their risk appetite, says BNY

From the great recession to the housing bubble, the events of the global financial crisis will live long in the memory for anyone who experienced them firsthand.

By James Rogers
Reckoning comes for private credit as SEC, global watchdogs sharpen their focus
ALTERNATIVES MAY 06, 2026
Reckoning comes for private credit as SEC, global watchdogs sharpen their focus

Regulators on both sides of the Atlantic are scrutinizing a nearly $2 trillion market that has thrived in the shadows – and the pressure is mounting.

By Leo Almazora
Active managers outperform SPIVA when methodology changes, says IAA-backed study
PRACTICE MANAGEMENT MAY 06, 2026
Active managers outperform SPIVA when methodology changes, says IAA-backed study

Research challenges long-held assumptions about active fund underperformance.

By Steve Randall
ETF inflows surge to near-record $178B in April as risk appetite roars back
ETFS MAY 05, 2026
ETF inflows surge to near-record $178B in April as risk appetite roars back

Equity ETFs dominate as investors pile into risk assets amid global market rebound

By Steve Randall
Advisors see stars in SpaceX IPO after successful Artemis splashdown: Westwood CIO
EQUITIES MAY 04, 2026
Advisors see stars in SpaceX IPO after successful Artemis splashdown: Westwood CIO

“Wait till the splashdown of SpaceX in the public markets," said Adrian Helfert of Westwood Holdings Group.

By James Rogers
Trump’s Hormuz plan leaves shipping firms guessing as markets waver
EQUITIES MAY 04, 2026
Trump’s Hormuz plan leaves shipping firms guessing as markets waver

Stocks mixed as investors weigh Middle East risks and unclear US rescue strategy.

By Steve Randall
People moves: Mercer Advisors, Alaris Acquisitions bring in new M&A leaders
RETIREMENT PLANNING MAY 01, 2026
People moves: Mercer Advisors, Alaris Acquisitions bring in new M&A leaders

JPMorgan, KKR, Ares and Cliffwater also announce senior appointments across wealth and alternatives business lines.

By Leo Almazora
Apple emerges as Magnificent 7 outlier as earnings highlight AI discipline
EQUITIES MAY 01, 2026
Apple emerges as Magnificent 7 outlier as earnings highlight AI discipline

The firm’s latest results reflect strong product-based business with limited exposure to AI investment.

By Steve Randall
US housing slowdown leaves buyers squeezed between high prices, rents and down payments
ALTERNATIVES MAY 01, 2026
US housing slowdown leaves buyers squeezed between high prices, rents and down payments

Cooling price growth has not eased affordability pressure for would-be buyers.

By Steve Randall
Beyond the currency trade: Building a core Japan allocation for 2026
ETFS MAY 01, 2026
Beyond the currency trade: Building a core Japan allocation for 2026

WisdomTree's Christopher Gannatti on Berkshire's pivot from Japan's trading houses to its insurers, and the repricing advisors should not miss

By Manal Ali
Senate bans members from prediction markets amid insider trading concerns
ALTERNATIVES APR 30, 2026
Senate bans members from prediction markets amid insider trading concerns

With Kalshi and Polymarket at the center of insider trading allegations, Congress is moving on multiple fronts to rein in the fast-growing industry of event contracts.

By Leo Almazora
Are private markets really offering differentiation, or are ETFs, mutuals just as good?
ALTERNATIVES APR 30, 2026
Are private markets really offering differentiation, or are ETFs, mutuals just as good?

Morningstar report finds semiliquid funds often share holdings, raising questions on diversification.

By Steve Randall