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Trump denies plan to ax Powell after floating idea to lawmakers
FIXED INCOME JUL 16, 2025
Trump denies plan to ax Powell after floating idea to lawmakers

The market reaction was muted following earlier reports of the president taking steps against the Fed chair soon in a closed-door meeting with Republicans.

By Bloomberg
KKR urges investors to embrace risk assets, hedge weaker dollar
EQUITIES JUL 16, 2025
KKR urges investors to embrace risk assets, hedge weaker dollar

Despite a positive US market outlook, analysts at the alternative giant counselled increased international exposure as bigger deficits and geopolitical uncertainty take hold.

By Bloomberg
PPI, Beige Book reveal solid business activity, slightly pessimistic outlook
EQUITIES JUL 16, 2025
PPI, Beige Book reveal solid business activity, slightly pessimistic outlook

Ten out of 12 districts expect future economic activity to either flatline or soften in the upcoming months, according to the Fed's Beige Book release.

By Andy Burt
Record low expense ratios are empowering retirement savers and their advisors
RETIREMENT PLANNING JUL 16, 2025
Record low expense ratios are empowering retirement savers and their advisors

Mutual fund fees have improved thanks to the significant progress made, report shows.

By Steve Randall
Bluerock seeks to list real estate fund with investors already heading for the exits
EQUITIES JUL 15, 2025
Bluerock seeks to list real estate fund with investors already heading for the exits

“The Bluerock share redemptions are outrunning fund raising,” said one analyst. “I can’t imagine it will be treated kindly in the public markets.”

By Bruce Kelly
Wealth managers wondering how long copper spike will last
EQUITIES JUL 15, 2025
Wealth managers wondering how long copper spike will last

Financial advisors weigh in on the surge in copper prices in the wake of President Trump's tariff announcement.

By Gregg Greenberg
Inflation comes in higher in June as tariffs, housing trends shape outlook
EQUITIES JUL 15, 2025
Inflation comes in higher in June as tariffs, housing trends shape outlook

The latest federal data show the CPI increasing 2.7% over the previous 12 months, outpacing the 2.4% May figure and raising questions around the impact of trade uncertainty.

By Leo Almazora
Ex-CBIZ CIO Anna Rathbun bets on alts in solo RIA launch with music twist
PRACTICE MANAGEMENT (GORIA) JUL 15, 2025
Ex-CBIZ CIO Anna Rathbun bets on alts in solo RIA launch with music twist

Former CBIZ chief investment officer Anna Rathbun wants her new Cleveland-based Grenadilla Advisory to treat clients with the same "compassion and connectivity" she shares with audience members as a singer of classical music.

By Andrew Cohen
Blue Owl Capital, Voya strike private market partnership for retirement plans
RETIREMENT PLANNING JUL 14, 2025
Blue Owl Capital, Voya strike private market partnership for retirement plans

The collaboration will focus initially on strategies within collective investment trusts in DC plans, with plans to expand to other retirement-focused private investment solutions.

By Leo Almazora
Index-fund boom sparked by Vanguard makes it crypto's biggest backer
ALTERNATIVES JUL 14, 2025
Index-fund boom sparked by Vanguard makes it crypto's biggest backer

In an ironic twist, an analysis of regulatory filings suggests the Jack Bogle-founded firm is supporting the very "immature asset class" it's questioned in the past.

By Bloomberg
H2 outlook: Tariffs driving uncertainty in markets
EQUITIES JUL 14, 2025
H2 outlook: Tariffs driving uncertainty in markets

"The US economy’s slow patch during 2025’s tariff hikes will likely give way to stabilization in 2026 as income tax cuts kick in," Comerica's chief economist Bill Adams told InvestmentNews.

By Andy Burt
Wealth managers respond positively to SEC's 'token' statement
EQUITIES JUL 14, 2025
Wealth managers respond positively to SEC's 'token' statement

Innovation and regulation often produce friction in financial markets, maybe even fireworks. But financial advisors are applauding the SEC's latest move on financial tokens - so far.

By Gregg Greenberg
Senator Warren presses Empower for more details on PE in 401(k) plans
RETIREMENT PLANNING JUL 14, 2025
Senator Warren presses Empower for more details on PE in 401(k) plans

The Democrat from Massachusetts is pushing the retirement plan giant to explain how it would protect participants from risks linked to private markets.

By Leo Almazora
Is tariff impact on inflation, recession risk overplayed? Economists' survey provides insights
EQUITIES JUL 14, 2025
Is tariff impact on inflation, recession risk overplayed? Economists' survey provides insights

The trajectory for the US economy has shifted as each quarter of 2025 ticks by.

By Steve Randall
Active management is at the heart of fixed income strategy, says Morningstar
FIXED INCOME JUL 14, 2025
Active management is at the heart of fixed income strategy, says Morningstar

Report says bond investing's challenges mean active is likely to remain key.

By Steve Randall
New $120K record for Bitcoin as US legislation looms
ALTERNATIVES JUL 14, 2025
New $120K record for Bitcoin as US legislation looms

Investors have been piling money into crypto ETFs.

By Bloomberg
Private credit attracts ultra-rich with $3.1T to deploy
ALTERNATIVES JUL 11, 2025
Private credit attracts ultra-rich with $3.1T to deploy

Slowing distributions in private equity are pushing the stealthily wealthy elite to look deeper into the alternative credit space.

By Bloomberg
Market rotation swings momentum toward S&P 500 underperformers
EQUITIES JUL 10, 2025
Market rotation swings momentum toward S&P 500 underperformers

Energy has emerged as July's top performer so far, while bets around AI, US dollar weakness and other themes start to flag.

By Bloomberg
Treasuries dip ahead of 30-year bond sale
FIXED INCOME JUL 10, 2025
Treasuries dip ahead of 30-year bond sale

Yields on longer-maturity government bonds rose slightly as the Treasury looks to auction $22 billion of 30-year debt.

By Bloomberg
Retirement delays, Social Security fears prompt advisors to rethink income strategies
RETIREMENT PLANNING JUL 09, 2025
Retirement delays, Social Security fears prompt advisors to rethink income strategies

Concerns about outliving savings and healthcare costs are reshaping how "Peak 65" Americans and advisors approach income planning.

By Leo Almazora