Investing

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Dealmakers hold their nerve on M&A despite tariff turbulence, Deloitte finds
ALTERNATIVES JUN 10, 2026
Dealmakers hold their nerve on M&A despite tariff turbulence, Deloitte finds

Cross-border deals draw growing interest as executives seek growth beyond domestic headwinds.

By Steve Randall
ETFs target SpaceX’s blast off as epic IPO looms
ETFS JUN 09, 2026
ETFs target SpaceX’s blast off as epic IPO looms

SpaceX is set to go public on the Nasdaq on June 12 in a historic IPO.

By James Rogers
Inflation worries deepen as gas prices weigh on household budgets
FIXED INCOME JUN 09, 2026
Inflation worries deepen as gas prices weigh on household budgets

New polling alongside fresh Federal Reserve research reveal how energy-driven price pressures are reshaping client sentiment and monetary policy.

By Leo Almazora
Here's how advisors are responding when clients ask about a tech bubble
EQUITIES JUN 09, 2026
Here's how advisors are responding when clients ask about a tech bubble

Wealth managers are increasingly being asked if the technology stock surge has reached bubble proportions. Here is what they are telling clients.

By Gregg Greenberg
Clients stuck in private equity? A $226bn market is reshaping how that gets resolved
ALTERNATIVES JUN 09, 2026
Clients stuck in private equity? A $226bn market is reshaping how that gets resolved

Mercer analysis of 150 transactions finds pricing discipline holds as continuation vehicles go mainstream.

By Steve Randall
Homeowners unlock housing wealth as equity withdrawals hit strongest first quarter since 2021
ALTERNATIVES JUN 09, 2026
Homeowners unlock housing wealth as equity withdrawals hit strongest first quarter since 2021

Borrowers increasingly tap home equity while purchase lending and mortgage demand remain muted.

By Steve Randall
OpenAI files IPO registration, but don’t expect market debut to be imminent
EQUITIES JUN 08, 2026
OpenAI files IPO registration, but don’t expect market debut to be imminent

ChatGPT firm files confidential S-1 as Altman sets out vision for a post-AGI economy.

By Steve Randall
Blackstone BDC redemption surge signals a warning for other funds
ALTERNATIVES JUN 08, 2026
Blackstone BDC redemption surge signals a warning for other funds

“BCRED is a huge fund, so thousands of people must have been trying to sell their shares,” said one industry executive.

By Bruce Kelly
Household financial outlook dims even as short-term inflation fears ease
FIXED INCOME JUN 08, 2026
Household financial outlook dims even as short-term inflation fears ease

The New York Fed's May survey shows consumers' financial confidence at multi-year lows despite stable price outlooks.

By Leo Almazora
'Good' economic news may drive interest rate hikes, says Macquarie. This is what it means for advisors
EQUITIES JUN 08, 2026
'Good' economic news may drive interest rate hikes, says Macquarie. This is what it means for advisors

“We see the next move as a hike with our baseline timing being in 1Q27,” said David Doyle, head of economics at Macquarie Group.

By James Rogers
RFG Advisory teams up with iCapital to expand alternatives access
ALTERNATIVES JUN 08, 2026
RFG Advisory teams up with iCapital to expand alternatives access

Advisor demand for structured products and private markets puts pressure on independent platforms to deliver institutional-grade solutions.

By Leo Almazora
Triple shock kills private equity's second consecutive revival attempt
ALTERNATIVES JUN 08, 2026
Triple shock kills private equity's second consecutive revival attempt

Bain midyear report finds 33,000 unsold portfolio companies stuck in limbo as AI rout, credit stress, and Iran conflict stall dealmaking.

By Steve Randall
Nvidia leads WSJ's first-ever ranking of companies best positioned for an AI-driven future
EQUITIES JUN 08, 2026
Nvidia leads WSJ's first-ever ranking of companies best positioned for an AI-driven future

Tech giants dominate, but Friday’s $1.3T chip selloff highlights the risks alongside the opportunity.

By Steve Randall
ETF pioneer Dan Dolan calls for governance overhaul as fund industry tops $40T
ETFS JUN 07, 2026
ETF pioneer Dan Dolan calls for governance overhaul as fund industry tops $40T

The sector SPDR architect says proxy reform is the industry's next big win for investors.

By Steve Randall
OPEC+ raises output targets for fourth straight month despite Hormuz crisis crippling actual supply
ALTERNATIVES JUN 07, 2026
OPEC+ raises output targets for fourth straight month despite Hormuz crisis crippling actual supply

Paper increases mask a production collapse as Gulf exports remain blocked by the US-Iran war.

By Steve Randall
May jobs data blows past estimates as labor market shows strength. This is what it means for advisors
EQUITIES JUN 05, 2026
May jobs data blows past estimates as labor market shows strength. This is what it means for advisors

“The U.S. economy is in solid shape – and farther from a recession than many had feared,” said Katie Klingensmith, chief investment strategist at Edelman Financial Engines.

By James Rogers
Schwab opens up trading on crypto futures
ALTERNATIVES JUN 05, 2026
Schwab opens up trading on crypto futures

Demand for digital assets from retail investors and their advisors is likely to keep increasing.

By Bruce Kelly
Western Asset agrees to $100M SEC penalty over cherry-picking scheme
MUTUAL FUNDS JUN 05, 2026
Western Asset agrees to $100M SEC penalty over cherry-picking scheme

Franklin Resources' fixed-income unit settles SEC charges and closes firm-level DOJ and regulatory probes, but Kenneth Leech's criminal case continues.

By Leo Almazora
SpaceX shot down as S&P 500 blocks bid for fast-track entry
EQUITIES JUN 05, 2026
SpaceX shot down as S&P 500 blocks bid for fast-track entry

S&P Global reaffirms its profitability rules, leaving SpaceX's lofty $135-a-share IPO without the benchmark's passive fund boost.

By Leo Almazora
Housing market stalls as rising rates, foreclosure risk weigh on outlook
ALTERNATIVES JUN 05, 2026
Housing market stalls as rising rates, foreclosure risk weigh on outlook

New data from Zillow and ATTOM points to mounting headwinds for buyers and sellers alike as spring momentum fades.

By Steve Randall