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Trump says $200B bond buying from Freddie, Fannie will cut mortgage rates
ALTERNATIVES JAN 08, 2026
Trump says $200B bond buying from Freddie, Fannie will cut mortgage rates

Median-priced homes remain below historic affordability in 99% of counties, with most markets inching better quarter-over-quarter.

By Steve Randall
Eyeing bankruptcies, some clients bail on BDCs, private credit
ALTERNATIVES JAN 08, 2026
Eyeing bankruptcies, some clients bail on BDCs, private credit

Declining distribution rates at some BDCs didn’t help either.

By Bruce Kelly
Global trade’s shape-shift tees up opportunity and risk for capital markets
EQUITIES JAN 08, 2026
Global trade’s shape-shift tees up opportunity and risk for capital markets

Trade growth persists amid geopolitical splintering; report suggests advisors must recalibrate risk and allocations.

By Steve Randall
Trump promises ban of single-family homes by ‘large institutional investors’
ALTERNATIVES JAN 07, 2026
Trump promises ban of single-family homes by ‘large institutional investors’

Plan likely part of the president's home affordability focus.

Blackstone REIT offers bonus shares in move that could goose sales
ALTERNATIVES JAN 07, 2026
Blackstone REIT offers bonus shares in move that could goose sales

The incentive program will translate into an extra 1% of shares for clients who put money into the REIT through April 1.

By Bruce Kelly
ETF inflows smash records as investors chase growth, income and diversification
ETFS JAN 07, 2026
ETF inflows smash records as investors chase growth, income and diversification

December’s $235B surge caps a historic year for ETFs, reshaping portfolio construction into 2026.

By Steve Randall
Our conviction in concrete: Why industrial real estate is built for what's next
ALTERNATIVES JAN 07, 2026
Our conviction in concrete: Why industrial real estate is built for what's next

Brendan McCurdy and Dave Fazekas discuss why industrial real estate remains one of the firm's highest-conviction investment opportunities.

By Ares Management
Retail investors deepen their bet on gold as prices soar
ALTERNATIVES JAN 06, 2026
Retail investors deepen their bet on gold as prices soar

Spot gold is nearing its late 2025 high as geopolitics and Fed rate easing are in focus.

By Steve Randall
Middle-market M&A set to expand in 2026 as deal confidence hits multi-year high
EQUITIES JAN 06, 2026
Middle-market M&A set to expand in 2026 as deal confidence hits multi-year high

Survey shows stronger optimism among PE firms and companies fueling broader 2026 deal pipeline.

By Steve Randall
Jackson Financial, TPG strike strategic private credit partnership
LIFE INSURANCE AND ANNUITIES JAN 06, 2026
Jackson Financial, TPG strike strategic private credit partnership

The two-way agreement, which has TPG overseeing an initially $12 billion mandate, makes Jackson the latest insurance player to tap external expertise in asset-based lending.

By Leo Almazora
Wealth managers expect healthcare sector momentum to continue into new year
EQUITIES JAN 06, 2026
Wealth managers expect healthcare sector momentum to continue into new year

Healthcare stocks picked up steam starting in mid-2025 after a slow start. Financial advisors believe low rates and M&A will keep the sector moving higher in 2026.

By Gregg Greenberg
Advisors say financial stocks ready for another run in 2026
EQUITIES JAN 06, 2026
Advisors say financial stocks ready for another run in 2026

Bank stocks provided outsized returns in 2025 and wealth managers believe M&A and Fed rate cuts will drive the sector higher again in 2026.

By Gregg Greenberg
Change ahead for the markets including structure, regulation, investor behavior
EQUITIES JAN 06, 2026
Change ahead for the markets including structure, regulation, investor behavior

Report suggests that AI’s rise, regulatory shifts and tokenization will reshape trading, yield and institutional strategies.

By Steve Randall
Prediction market trader claims $400K win from Maduro arrest
EQUITIES JAN 05, 2026
Prediction market trader claims $400K win from Maduro arrest

Who else were market winners from the arrest of Venezuela’s president?

By Steve Randall
US energy stocks jump after capture of Maduro
EQUITIES JAN 05, 2026
US energy stocks jump after capture of Maduro

Advisors react to short-term sentiment after action in Venezuela sparks risk-on moves for big oil names.

By James Burton
Opportunity Zones are about to matter again, says GTIS Partners’ head of capital markets
ALTERNATIVES JAN 05, 2026
Opportunity Zones are about to matter again, says GTIS Partners’ head of capital markets

Peter Ciganik tells InvestmentNews that OZs may become a core component of opportunistic real asset exposure for high-net-worth and sophisticated investors

By Steve Randall
Infrastructure investors re-price risk as AI, geopolitics, grid constraints reshape 2026 outlook
ALTERNATIVES DEC 24, 2025
Infrastructure investors re-price risk as AI, geopolitics, grid constraints reshape 2026 outlook

Aon’s Corey Lewis says investor sentiment has changed amid growing tensions

By Steve Randall
Bessent sees room for a future revamp of the Fed’s 2% target
FIXED INCOME DEC 23, 2025
Bessent sees room for a future revamp of the Fed’s 2% target

The Treasury secretary sees a "robust conversation" for establishing an inflation range – but the federal government and policymakers have to "maintain credibility" first.

By Bloomberg
Watch out for hidden AI bets and rising concentration risk, Morningstar warns
EQUITIES DEC 23, 2025
Watch out for hidden AI bets and rising concentration risk, Morningstar warns

Behind the chatbot hype, Morningstar highlights a surge in AI-related capex, questions around execution, and stealth portfolio exposures for equity investors.

By Leo Almazora
Peak ETF mania? Flows, launches and volume shatter all records
ETFS DEC 23, 2025
Peak ETF mania? Flows, launches and volume shatter all records

With $1.4 trillion in inflows and over 1,000 new products coming to market this year, some observers are asking whether a "reality check" is due.

By Bloomberg