Investing

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Alts platform CAIS secures another partnership
ALTERNATIVES APR 23, 2024
Alts platform CAIS secures another partnership

The leading alternative investments provider is helping Captrust, the $800B wealth juggernaut, provide a better experience for advisors.

By Leo Almazora
Tesla soars as Musk’s cheaper EVs calm fears over strategy
EQUITIES APR 23, 2024
Tesla soars as Musk’s cheaper EVs calm fears over strategy

EV stock rebounds after suffering longest rout since late 2022.

By Bloomberg
There’s a gender gap in emerging tech investment
ALTERNATIVES APR 22, 2024
There’s a gender gap in emerging tech investment

Fintech platform’s poll shows men more likely than women to dive into crypto, blockchain, and alternative assets.

By Leo Almazora
BlackRock set for first mutual fund-to-ETF switch
ETFS APR 22, 2024
BlackRock set for first mutual fund-to-ETF switch

The global asset management firm is converting a $700M dividend strategy amid pervasive investor demand for tax-efficient fund structures.

By Leo Almazora
Rockefeller deepens its bench with fixed-income muscle
FIXED INCOME APR 22, 2024
Rockefeller deepens its bench with fixed-income muscle

The firm adds three portfolio management professionals to its asset management arm as it seeks opportunities in the muni bond market.

By Leo Almazora
The pressure’s on for big tech firms, says BofA
EQUITIES APR 22, 2024
The pressure’s on for big tech firms, says BofA

All eyes are on the Magnificent Seven, say strategists at the banking giant, as earnings put promises around AI in focus.

By Bloomberg
Have bond yields peaked? This week will provide answers
FIXED INCOME APR 22, 2024
Have bond yields peaked? This week will provide answers

Several Treasury auctions this week will signal whether 5% is the peak.

By Bloomberg
Advisors weighing real estate options as rates remain elevated
ALTERNATIVES APR 19, 2024
Advisors weighing real estate options as rates remain elevated

Demand for office space is down as employees that were coming in five days a week are now coming in only three or four days.

By Gregg Greenberg
Why good economic news is now bad for equities: BofA
EQUITIES APR 19, 2024
Why good economic news is now bad for equities: BofA

Investors are pulling back from stocks.

By Bloomberg
Gold retreats from near record despite Middle East tensions
ALTERNATIVES APR 19, 2024
Gold retreats from near record despite Middle East tensions

Short-term speculators help push bullion above $2,400.

By Bloomberg
Bitcoin halving may disappoint this time
ALTERNATIVES APR 19, 2024
Bitcoin halving may disappoint this time

The historical rise post-halving may already be baked into the higher price.

By Bloomberg
RIAs considering more private credit in portfolios: Study
RIA NEWS APR 18, 2024
RIAs considering more private credit in portfolios: Study

Advisors like its high yield potential, better risk-adjusted returns and diversification benefits, according to the survey.

By Josh Welsh
Bankrupt GWG bonds not right for anyone: Finra arbitrator
ALTERNATIVES APR 18, 2024
Bankrupt GWG bonds not right for anyone: Finra arbitrator

By 2020, 'GWG had shown years of losses and large negative cash flows,' a securities arbitrator writes.

By Bruce Kelly
Summit sharpens HNW focus with souped-up alts platform
RIA NEWS APR 17, 2024
Summit sharpens HNW focus with souped-up alts platform

RIA unveils partnerships with leading tech and alts providers to arm advisors with a range of alternative investment options.

By Leo Almazora
US yields at highest since November, enticing opportunist buyers
FIXED INCOME APR 17, 2024
US yields at highest since November, enticing opportunist buyers

Despite negative sentiment, some investors are seeing potential.

By Bloomberg
Large long futures pullback could worsen stock weakness: Citi
EQUITIES APR 16, 2024
Large long futures pullback could worsen stock weakness: Citi

Wall Street strategists say $52 billion worth of long positions on the S&P 500 pose risk.

By Bloomberg
Emerging market assets at lowest point so far in 2024
EMERGING MARKETS APR 16, 2024
Emerging market assets at lowest point so far in 2024

Index highlights international weakness as US economy remains robust.

By Bloomberg
Arete Wealth pays out $1.1M in arb claims to start 2024
ALTERNATIVES APR 15, 2024
Arete Wealth pays out $1.1M in arb claims to start 2024

"We have a handful of open cases against Arete Wealth, and some involve Center Street, as well," says a plaintiff's attorney.

By Bruce Kelly
Stocks gain, oil declines as Middle East tension eases
EQUITIES APR 15, 2024
Stocks gain, oil declines as Middle East tension eases

Traders bet on no further escalation of the conflict after Iran attack.

By Bloomberg
JPMorgan strategists don't expect equities rally from earnings
EQUITIES APR 15, 2024
JPMorgan strategists don't expect equities rally from earnings

Outperformance may be limited in the latest season.

By Bloomberg