Investing

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Treasury slide reaches third day as Fed rate cut bets fade
FIXED INCOME OCT 23, 2024
Treasury slide reaches third day as Fed rate cut bets fade

Speculation of a potential Trump win in pivotal November 5 presidential election, and subsequent inflation risks, is helping to push up yields.

By Bloomberg
Jackson gives a new spin on its investment-focused VAs, with guaranteed account balance option
LIFE INSURANCE AND ANNUITIES OCT 22, 2024
Jackson gives a new spin on its investment-focused VAs, with guaranteed account balance option

In a nod to sales trends that favor protection-focused annuities, the company has added a guaranteed minimum account balance rider for its Elite Access variable annuities.

BlackRock broadens active ETF shelf with AI and tech funds
ETFS OCT 22, 2024
BlackRock broadens active ETF shelf with AI and tech funds

The asset management behemoth's newest thematic funds offer investors additional options to get exposure to the new technology supercycle.

By Leo Almazora
Leaning into world's riskiest bonds a loser's game, warns Pimco
EMERGING MARKETS OCT 22, 2024
Leaning into world's riskiest bonds a loser's game, warns Pimco

The leading fixed income asset manager advises investors to fight the "temptation" to run into crowded high-yielding emerging markets.

By Bloomberg
What's the best investment case for private market assets?
ALTERNATIVES OCT 22, 2024
What's the best investment case for private market assets?

Blackstone advisor pulse survey reveals around 80 percent see private investments as a way to land new clients.

By Leo Almazora
SEC gives nod to options trading for spot bitcoin ETFs
ETFS OCT 21, 2024
SEC gives nod to options trading for spot bitcoin ETFs

The regulator approved amended requests for rule changes by CBOE and NYSE American to allow options trade for several spot bitcoin ETFs.

"Close your eyes and buy big US stocks," says Carson Block
EQUITIES OCT 21, 2024
"Close your eyes and buy big US stocks," says Carson Block

The famed short seller acknowledged investors may do well to bet on S&P 500 heavyweights amid weeks-long streak of gains.

By Bloomberg
North American institutions keeping long-term focus amid near-term noise
ALTERNATIVES OCT 18, 2024
North American institutions keeping long-term focus amid near-term noise

Two-thirds of survey respondents agree upcoming elections a distraction, while three-fourths are prioritizing central bank actions and private market investments.

By Leo Almazora
Good as gold? Why it might be a safer haven than Treasury bonds
ALTERNATIVES OCT 18, 2024
Good as gold? Why it might be a safer haven than Treasury bonds

BofA commodity strategist argues the yellow metal is a good option as governments go deeper into the red.

By Leo Almazora
Pair-trade ETF strategies raise questions on risk
EQUITIES OCT 18, 2024
Pair-trade ETF strategies raise questions on risk

One manager's filing for strategies bundling long and short bets extends debate on where the ETF innovation machine is headed.

By Bloomberg
CAIS announces new division to support advisors' alternative investment efforts
ALTERNATIVES OCT 18, 2024
CAIS announces new division to support advisors' alternative investment efforts

The firm will offer customizable model portfolios, advisory services, and a portfolio construction tool as part of its latest alts offensive.

By Leo Almazora
Annuity confusion crimps customer satisfaction, finds JD Power
RETIREMENT PLANNING OCT 17, 2024
Annuity confusion crimps customer satisfaction, finds JD Power

Survey finds three-fifths of annuity holders wrestling with financial health concerns, while many lack full understanding of the protected income products.

By Leo Almazora
StepStone Private Wealth welcomes two industry veterans to lead growth push
ALTERNATIVES OCT 17, 2024
StepStone Private Wealth welcomes two industry veterans to lead growth push

The fast-growing asset manager specializing in private markets is looking to build on its momentum after achieving a $5B milestone.

By Leo Almazora
Alleged hacker behind fake SEC Bitcoin ETF post arrested
ETFS OCT 17, 2024
Alleged hacker behind fake SEC Bitcoin ETF post arrested

Alabama resident charged over January hijacking of the Securities and Exchange Commission's X account before historic decision on spot bitcoin ETFs.

By Bloomberg
Calvert CIO highlights link between female employees and market returns
EQUITIES OCT 17, 2024
Calvert CIO highlights link between female employees and market returns

Calvert celebrates the 20th anniversary of its Women's Principles and the strides made by women in the workplace.

By Gregg Greenberg
Bull market stampede not stymieing demand for alts
EQUITIES OCT 17, 2024
Bull market stampede not stymieing demand for alts

Publicly traded stocks are soaring, and bond yields are bountiful. So why should advisors own alternatives?

By Gregg Greenberg
China ETFs rival Cathie Wood's as biggest wealth destroyers
EMERGING MARKETS OCT 17, 2024
China ETFs rival Cathie Wood's as biggest wealth destroyers

Those chasing the stimulus-fueled Chinese stock rally may find it difficult to achieve long-lasting gains.

By Bloomberg
S&P 500 to finish 2024 'well north of 6,000,' says Goldman trading strategist
EQUITIES OCT 16, 2024
S&P 500 to finish 2024 'well north of 6,000,' says Goldman trading strategist

Investing specialist reverses his bearish election call after analyzing data going back nearly 100 years.

By Bloomberg
Advisors weigh in on the heavyweight battle between Apple and NVDA
EQUITIES OCT 16, 2024
Advisors weigh in on the heavyweight battle between Apple and NVDA

Wealth managers watch as Apple and NVDA battle it out for the title of the world's largest company.

By Gregg Greenberg
T. Rowe Price rolls out new managed lifetime income solution
RETIREMENT PLANNING OCT 15, 2024
T. Rowe Price rolls out new managed lifetime income solution

The new retirement savings product, launched in partnership with Pacific Life, offers a fresh option for defined contribution plan participants.

By Leo Almazora