Investing

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Redefining markets in a shifting global order
EQUITIES OCT 20, 2025
Redefining markets in a shifting global order

Bloomberg's second annual "Women, Money & Power" conference featured insights shared by the top women in leadership in areas of finance, markets, and economics.

By Andy Burt
First Brand fallout hits FS Specialty Lending Fund as it wins approval to trade
ALTERNATIVES OCT 17, 2025
First Brand fallout hits FS Specialty Lending Fund as it wins approval to trade

The fund's exposure to First Brands is about 1.4% of its $1.9 billion total assets, according to company filings.

By Bruce Kelly
Regional bank shares tank after distressed mortgage loans fraud claims
EQUITIES OCT 17, 2025
Regional bank shares tank after distressed mortgage loans fraud claims

Two regional US banks say they have been hit in a multimillion dollar fraud.

By Matthew Sellers
10 Famous investing bubbles at a glance
EQUITIES OCT 16, 2025
10 Famous investing bubbles at a glance

History’s bubbles and the fine line between folly and foundation.

By Matthew Sellers
Jefferies plummets 9% as investors question First Brands fallout
EQUITIES OCT 16, 2025
Jefferies plummets 9% as investors question First Brands fallout

Wall Street powerhouse sees annual share slide to nearly 40%, lawyers look for class action.

By Matthew Sellers
Schwab posts Q3 earnings beat estimates as client assets, trading surge
EQUITIES OCT 16, 2025
Schwab posts Q3 earnings beat estimates as client assets, trading surge

The brokerage giant added over one million new brokerage accounts for the fourth straight quarter, while total client assets reached a record $11.59 trillion.

By Leo Almazora
Private markets poised for a $32T boom by 2030, new report predicts
ALTERNATIVES OCT 16, 2025
Private markets poised for a $32T boom by 2030, new report predicts

Drivers include AI, credit innovation, infrastructure growth.

By Steve Randall
Morningstar's US Modern Market 100 Index brings public, private markets together
EQUITIES OCT 15, 2025
Morningstar's US Modern Market 100 Index brings public, private markets together

A new benchmark blends Wall Street giants with Silicon Valley disruptors — capturing how innovation and capital formation now transcend the boundary between public and private markets.

By Andy Burt
Blackstone muscling into 401(k) space with new DC plan unit
RETIREMENT PLANNING OCT 15, 2025
Blackstone muscling into 401(k) space with new DC plan unit

The move to enter the $13 trillion DC plan market follows recent regulatory shifts, with Blackstone joining other asset managers seeking to bring private assets to workplace retirement plans.

By Leo Almazora
ETF assets top $11 trillion as advisors drive record growth
PRACTICE MANAGEMENT OCT 15, 2025
ETF assets top $11 trillion as advisors drive record growth

Wirehouses and RIAs drive record ETF asset growth, fueling a surge in active and fixed-income strategies amid a changing regulatory landscape.

By Leo Almazora
Hashdex's vision for digital finance: Stablecoins, trust, and crypto's future
ALTERNATIVES OCT 15, 2025
Hashdex's vision for digital finance: Stablecoins, trust, and crypto's future

Hashdex's Bruno Caratori and Gerry O'Shea are betting that trust — not speculation — will define the next era of crypto investing.

By Andy Burt
F2 Strategy acquires HBMJ Consulting, deepens alternative investment consulting focus
ALTERNATIVES OCT 15, 2025
F2 Strategy acquires HBMJ Consulting, deepens alternative investment consulting focus

The deal adds hedge fund and private credit operations expertise to growing advisory platform.

By Steve Randall
Global wealth surges to new record but inequality and debt patterns shift sharply
EQUITIES OCT 15, 2025
Global wealth surges to new record but inequality and debt patterns shift sharply

North America leads amid booming markets and widening divides.

By Steve Randall
Powell signals more Fed rate cuts ahead as job market risks mount
FIXED INCOME OCT 14, 2025
Powell signals more Fed rate cuts ahead as job market risks mount

Fed chair highlights labor market concerns, hints at further rate reductions this year.

BlackRock's assets reach new $13.5T high as private markets, ETFs drive growth
ALTERNATIVES OCT 14, 2025
BlackRock's assets reach new $13.5T high as private markets, ETFs drive growth

CEO Larry Fink highlights ETF and alternatives growth in quarterly results, with new acquisitions and digital asset offerings contributing to higher revenue and expenses.

By Leo Almazora
Investor confidence hits record high as more Americans embrace financial risk
EQUITIES OCT 14, 2025
Investor confidence hits record high as more Americans embrace financial risk

More investors feel secure, set multiple goals, and see greater value in professional advice.

By Steve Randall
Most lower-income Americans now investing in capital markets, study reveals
EQUITIES OCT 14, 2025
Most lower-income Americans now investing in capital markets, study reveals

These new market participants are reshaping the investment landscape.

By Steve Randall
401(k) investors retreat to cash and bonds as retail traders chase equities
EQUITIES OCT 13, 2025
401(k) investors retreat to cash and bonds as retail traders chase equities

Alight data show 401(k) plan participants favored fixed income in September, while Schwab’s retail clients expanded their stock holdings.

By Leo Almazora
Jeff Bezos calls AI boom a 'good' bubble — but advisors see risks beneath the hype
EQUITIES OCT 13, 2025
Jeff Bezos calls AI boom a 'good' bubble — but advisors see risks beneath the hype

Is there such a thing as 'good bubble' — and even if it is — is this the sound of it bursting? Plus, the 10 most famous bubbles in history.

By Matthew Sellers
Jefferies addresses fallout from First Brands bankruptcy, says losses 'readily absorbable'
FIXED INCOME OCT 13, 2025
Jefferies addresses fallout from First Brands bankruptcy, says losses 'readily absorbable'

With First Brands’ CEO resigning and bankruptcy fallout ongoing, Jefferies reassures investors its exposure through Point Bonita is limited and manageable.

By Leo Almazora