Investing

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State Street aims to grow model portfolio business fivefold
ETFS FEB 13, 2024
State Street aims to grow model portfolio business fivefold

The asset manager is targeting 'north of $25 billion' of assets in its model portfolios over the next five to six years, up from roughly $5 billion currently.

By Bloomberg
Target-date funds hit $3.5T in record surge
RETIREMENT PLANNING FEB 13, 2024
Target-date funds hit $3.5T in record surge

Mutual funds narrowly maintained their lead over collective investment trusts, but CITs are growing faster, suggesting a potential shift in leadership this year.

By Leo Almazora
BlackRock opens its biggest ETF to proxy voting choice
ESG FEB 13, 2024
BlackRock opens its biggest ETF to proxy voting choice

About half the firm's index equity assets are now eligible for its pilot Voting Choice program.

By Emile Hallez
Morningstar Wealth strengthens its SMA shelf
ALTERNATIVES FEB 13, 2024
Morningstar Wealth strengthens its SMA shelf

Advisors on the platform now have more options and flexibility to build customized portfolios for clients.

By Leo Almazora
Are advisors missing the opportunity in active fixed-income ETFs?
ETFS FEB 13, 2024
Are advisors missing the opportunity in active fixed-income ETFs?

Survey of financial professionals exposes gaps in understanding, with more favoring active bond funds.

By Leo Almazora
Investors 'all in' on US tech stocks, BofA survey finds
EQUITIES FEB 13, 2024
Investors 'all in' on US tech stocks, BofA survey finds

Allocations to these equities is highest since summer 2020.

By Bloomberg
TIPS ETFs lose $43B as great inflation hedge unwinds
ETFS FEB 12, 2024
TIPS ETFs lose $43B as great inflation hedge unwinds

The pullback points to investors' confidence that the Federal Reserve has gotten inflation under control.

By Bloomberg
The case for ‘retailization’ of alts is getting stronger: BNY Mellon
ALTERNATIVES FEB 12, 2024
The case for ‘retailization’ of alts is getting stronger: BNY Mellon

Stronger performance, growing life expectancies, and easing regulatory barriers are among the trends supporting increased adoption of alternatives.

By Leo Almazora
Investing for social justice
ESG FEB 12, 2024
Investing for social justice

Advisors should ask how and why clients want to address racial equity in their portfolios.

By Emile Hallez
Bond traders change bets on Fed rate cuts
FIXED INCOME FEB 12, 2024
Bond traders change bets on Fed rate cuts

Markets are now conceding that a slower pace is likely.

By Bloomberg
Sustainable investing interest growing globally, Morgan Stanley says
ESG FEB 09, 2024
Sustainable investing interest growing globally, Morgan Stanley says

International poll shows US investors are allocating more of their portfolios toward sustainability compared to their peers overseas.

By Leo Almazora
Why some advisors have a preference for preferred stock
EQUITIES FEB 09, 2024
Why some advisors have a preference for preferred stock

A successful preferred investment involves getting two things right: the future of the underlying company and the future of interest rates.

By Gregg Greenberg
Bitcoin above $46K as ETF inflows endure
ALTERNATIVES FEB 09, 2024
Bitcoin above $46K as ETF inflows endure

The curious 'halving' event in April is also starting to impact value.

By Bloomberg
Bill Ackman targets Main Street investors with new Pershing fund
MUTUAL FUNDS FEB 08, 2024
Bill Ackman targets Main Street investors with new Pershing fund

Hopes are high for the proposed vehicle, which 'has the potential to be one of the largest closed-end funds,' according to the prospectus filed with the SEC.

By Leo Almazora
Bond trader who blew up Atlanta B-D found guilty in fraud case
BROKER DEALERS FEB 08, 2024
Bond trader who blew up Atlanta B-D found guilty in fraud case

'Somewhere in the firm's systems, a big, flashing red light should have gone off,' one attorney says.

By Bruce Kelly
Capital Group preps another wave of active ETFs
ETFS FEB 08, 2024
Capital Group preps another wave of active ETFs

The four active ETFs the company is readying include international equity and emerging markets exposure.

By Emile Hallez
Advisors weigh use of covered-call ETFs as S&P 500 keeps rising
ETFS FEB 08, 2024
Advisors weigh use of covered-call ETFs as S&P 500 keeps rising

The big question now facing covered call ETF holders is whether they should banish those bear market memories and let their index holdings ride uncovered.

By Gregg Greenberg
Markets await earnings, 30-year US government debt sale
FIXED INCOME FEB 08, 2024
Markets await earnings, 30-year US government debt sale

Stocks and bonds saw small movements in early trading Thursday.

By Bloomberg
Pricing climate risk is proving tricky for money managers
ESG FEB 08, 2024
Pricing climate risk is proving tricky for money managers

Lack of reliable data is a key reason for the challenge.

By Bloomberg
Investors ignoring renewables opportunity, Goldman Sachs says
ESG FEB 08, 2024
Investors ignoring renewables opportunity, Goldman Sachs says

The green stocks sell-off in 2023 may have clouded vision, says GSAM leader.

By Bloomberg