Investing

Displaying 17140 results
Private credit vs. public bonds: What are insurers seeing that’s prompting a portfolio pivot?
ALTERNATIVES JUL 20, 2026
Private credit vs. public bonds: What are insurers seeing that’s prompting a portfolio pivot?

Mercer survey points to a credit cycle insurers see as mature, risky and worth navigating anyway.

By Steve Randall
Young high earners build luxury collections as long-term investments, leave them exposed
ALTERNATIVES JUL 17, 2026
Young high earners build luxury collections as long-term investments, leave them exposed

Most HENRYs cite future value as a top buying factor, but insurance uptake lags behind.

By Steve Randall
Housing market shows strain on three fronts as sales stall, foreclosures climb and rents soften
ALTERNATIVES JUL 17, 2026
Housing market shows strain on three fronts as sales stall, foreclosures climb and rents soften

Pending sales drop, foreclosures rise and rents flatten, giving advisors a mixed mid-year housing signal.

By Steve Randall
Advisors pile into alternatives, but liquidity fears limit appetite
ALTERNATIVES JUL 16, 2026
Advisors pile into alternatives, but liquidity fears limit appetite

Ninety-five percent of advisors now use alternative investments, a new survey finds, even as illiquidity remains their top concern.

By Leo Almazora
Is the S&P 500 still diversified? Three advisors on the AI concentration problem
EQUITIES JUL 16, 2026
Is the S&P 500 still diversified? Three advisors on the AI concentration problem

With the top 10 stocks now at 43% of the index — a record — and SpaceX joining the Nasdaq-100, three wealth managers explain how they're talking to clients about concentration risk

By Gregg Greenberg
Alternatives gain traction in 401(k) plans as DOL rules open the door
RETIREMENT PLANNING JUL 16, 2026
Alternatives gain traction in 401(k) plans as DOL rules open the door

Large and mega plans show strongest appetite, but fee confusion persists.

By Steve Randall
Elevated Treasury yields signal strong entry point for bond investors, FTSE Russell finds
FIXED INCOME JUL 16, 2026
Elevated Treasury yields signal strong entry point for bond investors, FTSE Russell finds

Starting yields show high correlation with forward returns as US real rates hit multi-year highs.

By Steve Randall
Advisor inflation worries ease as latest PPI data comes in cold
EQUITIES JUL 15, 2026
Advisor inflation worries ease as latest PPI data comes in cold

The latest PPI numbers come hot on the heels of lower-than-expected CPI inflation data earlier this week.

By James Rogers
Mercer and American Beacon launch new US model portfolio suite
ETFS JUL 15, 2026
Mercer and American Beacon launch new US model portfolio suite

Partnership targets advisors, wealth managers, and multi-family offices as third-party model assets swell to near $1 trillion.

By Leo Almazora
BlackRock rides to record $15.3 trillion in assets on ETF and alternatives growth
ALTERNATIVES JUL 15, 2026
BlackRock rides to record $15.3 trillion in assets on ETF and alternatives growth

Q2 profit tops estimates as iShares inflows and private markets bets fuel BlackRock's asset surge.

By Leo Almazora
US luxury housing draws record global demand as wealthy buyers ‘landmaxx’
ALTERNATIVES JUL 15, 2026
US luxury housing draws record global demand as wealthy buyers ‘landmaxx’

Global inquiries double in 2026 as affluent clients chase land, privacy and scale.

By Steve Randall
Americans back sharing AI wealth as debate over industry’s economic benefits grows
EQUITIES JUL 14, 2026
Americans back sharing AI wealth as debate over industry’s economic benefits grows

Public support grows for policies that spread AI’s financial gains beyond tech companies.

By Hallie Diamant
Jur-asset Park? T Rex skeleton cost UHNW investor more than $50M
ALTERNATIVES JUL 14, 2026
Jur-asset Park? T Rex skeleton cost UHNW investor more than $50M

Fossil fuels imagination of specialized investors as dinosaur Gus heads an ancient line up.

By Steve Randall
'Ice cold' June CPI data comes in below expectations. This is what it means for advisors
EQUITIES JUL 14, 2026
'Ice cold' June CPI data comes in below expectations. This is what it means for advisors

“Underneath the hood, inflation was fairly muted,” said Josh Jamner of ClearBridge Investments.

By James Rogers
Data center buildout: What inning are we in, and who wins from here?
EQUITIES JUL 14, 2026
Data center buildout: What inning are we in, and who wins from here?

Wealth managers say the AI infrastructure race is early-to-middle innings on spending — but that permitting, power, and monetization risk are changing who benefits

By Gregg Greenberg
After SpaceX, ETF XOVR taps into prediction market demand with $30 million Kalshi investment
ETFS JUL 13, 2026
After SpaceX, ETF XOVR taps into prediction market demand with $30 million Kalshi investment

"Kalshi seeks to turn uncertainty into a price,” said Eva Ados of fund manager ERShares.

By James Rogers
What came first, the advisor or the high-risk, high-priced product?
ALTERNATIVES JUL 13, 2026
What came first, the advisor or the high-risk, high-priced product?

It’s quite the turnaround for UBS and Blue Owl, according to the Financial Times.

By Bruce Kelly
Trump reinvested crypto windfall in stocks, bonds as retail buyers lost billions
ALTERNATIVES JUL 13, 2026
Trump reinvested crypto windfall in stocks, bonds as retail buyers lost billions

Financial disclosures show the president moved crypto proceeds into traditional assets even as the broader market of digital assets slumped.

By Leo Almazora
What advisors need to watch this week as Iran tensions, inflation data, and Warsh's Fed Senate testimony converge
EQUITIES JUL 13, 2026
What advisors need to watch this week as Iran tensions, inflation data, and Warsh's Fed Senate testimony converge

“Markets are balancing macro headlines and corporate fundamentals this week,” said Alex Guiliano of Resonate Wealth Partners

By James Rogers
WisdomTree launches Space Economy ETF to tap into launch and orbital boom
ETFS JUL 10, 2026
WisdomTree launches Space Economy ETF to tap into launch and orbital boom

“The cost revolution in launch has already happened,” said Christopher Gannatti of WisdomTree.

By James Rogers