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Annuities hit new $223B high in H1 2025, LIMRA says
RETIREMENT PLANNING JUL 29, 2025
Annuities hit new $223B high in H1 2025, LIMRA says

The latest preliminary data show $117 billion in second-quarter sales, but hints of a slowdown are emerging.

By Leo Almazora
Even top earners are falling behind on credit card and car payments
FIXED INCOME JUL 29, 2025
Even top earners are falling behind on credit card and car payments

Surging delinquencies on such consumer debt, as well as problems in the housing market, raise the stakes for the Fed's next move on interest rates.

By Bloomberg
Trade deal rallies are fading for stocks as fatigue sets in
EQUITIES JUL 29, 2025
Trade deal rallies are fading for stocks as fatigue sets in

Markets appear to be focusing more on data, less on trade possibilities.

By Bloomberg
Goldman strategist's 2024 call to look beyond US stocks is still paying off
EQUITIES JUL 29, 2025
Goldman strategist's 2024 call to look beyond US stocks is still paying off

Firm’s chief global equity strategist shares insights into state of the market.

By Bloomberg
Private market optimism grows amid public market caution, says Wells Fargo
ALTERNATIVES JUL 29, 2025
Private market optimism grows amid public market caution, says Wells Fargo

Institutional investors are pivoting portfolios to reflect complex macroeconomics.

By Steve Randall
Harrison Street launches private wealth division to offers alts strategies to advisors, HNWIs
ALTERNATIVES JUL 29, 2025
Harrison Street launches private wealth division to offers alts strategies to advisors, HNWIs

Asset management firm expands and rebrands subsidiary for institutional-quality offering.

By Steve Randall
Manhattan lone shooter kills 4, including police officer, Blackstone executive
ALTERNATIVES JUL 29, 2025
Manhattan lone shooter kills 4, including police officer, Blackstone executive

The victims at 345 Park Ave, home to the PE firm as well as KPMG and the National Football League, included the CEO of the Blackstone Real Estate Income Trust.

By Andy Burt
Private equity in 401(k)s is 'inevitable,' says Meketa Capital CEO
RETIREMENT PLANNING JUL 28, 2025
Private equity in 401(k)s is 'inevitable,' says Meketa Capital CEO

Michael Bell explains how the PE push in retirement plans may benefit investors, why warnings around risks may be overplayed, and what it will take to get plan fiduciaries comfortable with private investments.

By Leo Almazora
IRA rollovers from DC plans to hit $1.15T by 2030, LIMRA says
RETIREMENT PLANNING JUL 28, 2025
IRA rollovers from DC plans to hit $1.15T by 2030, LIMRA says

Research highlights the dominant role of workplace retirement plans and breaks down the major factors dictating workers' IRA rollover decisions.

By Leo Almazora
S&P 500 rises with EU deal sealed ahead of data, earnings frenzy
EQUITIES JUL 28, 2025
S&P 500 rises with EU deal sealed ahead of data, earnings frenzy

Investors await quarterly results from tech giants Microsoft, Meta, Apple, and Amazon, as well as the Federal Reserve's key July rate decision.

By Bloomberg
Fed Week Preview: Advisors prepare for higher for longer rate environment
FIXED INCOME JUL 28, 2025
Fed Week Preview: Advisors prepare for higher for longer rate environment

Wealth managers weigh in on their fixed income positioning ahead of this week's FOMC meeting.

By Gregg Greenberg
Wall Street is rewriting the rules of bitcoin trading
ALTERNATIVES JUL 28, 2025
Wall Street is rewriting the rules of bitcoin trading

A growing complex of ETFs and other exchange-traded options, with BlackRock now having the world's biggest Bitcoin ETF, is giving institutions a liquid and legitimate onramp to the crypto space.

By Bloomberg
President Trump, Fed Chair Powell in closer alignment amid EU deal
EQUITIES JUL 28, 2025
President Trump, Fed Chair Powell in closer alignment amid EU deal

Even with greater consensus, it is still unlikely rates will be cut on July 30.

By Andy Burt
US, China officials to meet in Sweden to extend trade truce
EQUITIES JUL 28, 2025
US, China officials to meet in Sweden to extend trade truce

Hopes rising for further softening of trade tensions.

By Bloomberg
EQUITIES JUL 28, 2025
Goldman sees 11% upside in China stocks on potential for US deal

A deal could be a ‘market-clearing event for Chinese stocks’ say strategists.

By Bloomberg
Oil caught between a $70 Summer and growing surplus fears
ALTERNATIVES JUL 28, 2025
Oil caught between a $70 Summer and growing surplus fears

Prices are supported for now but expectation of a weakening market remain.

By Bloomberg
Hedge funds, wealth firms fuel Dubai finance hub’s record growth
ALTERNATIVES JUL 28, 2025
Hedge funds, wealth firms fuel Dubai finance hub’s record growth

Middle East location is increasing its position as a center for global finance.

By Bloomberg
Trump agrees 15% ‘best we could get’ tariff deal with EU while markets await Fed
EQUITIES JUL 28, 2025
Trump agrees 15% ‘best we could get’ tariff deal with EU while markets await Fed

Trade deals and interest rates high on the agenda for market watchers this week.

By Steve Randall
Retirement plans in flux: Why more Americans are reconsidering their exit timeline
RETIREMENT PLANNING JUL 28, 2025
Retirement plans in flux: Why more Americans are reconsidering their exit timeline

Many people have already continued working past their planned retirement date

By Steve Randall
Munis trail Treasuries by most since 2020 after issuance boom
FIXED INCOME JUL 25, 2025
Munis trail Treasuries by most since 2020 after issuance boom

With supply expected to stay elevated to the end of the year, muni performance could dip further amid "a game of hot potato" between broker-dealers and retail investors.

By Bloomberg