Investing

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Repo market spikes, but remember 2019?
FIXED INCOME DEC 06, 2023
Repo market spikes, but remember 2019?

Memories of market turmoil are being sparked by current frenzy.

By Bloomberg
Goldman strategist says stock rally is now 'out of gas'
EQUITIES DEC 05, 2023
Goldman strategist says stock rally is now 'out of gas'

Scott Rubner says that investors should add portfolio hedges.

By Bloomberg
Bonds slip back amid rising rate cuts doubts
FIXED INCOME DEC 04, 2023
Bonds slip back amid rising rate cuts doubts

Gold, cryptos have gained in early trading Monday.

By Bloomberg
Tough month for stocks? Morgan Stanley bear says so
EQUITIES DEC 04, 2023
Tough month for stocks? Morgan Stanley bear says so

Strategist Michael Wilson sees volatility during December.

By Bloomberg
Can banks really be trusted on ESG when they set their own rules?
ESG DEC 04, 2023
Can banks really be trusted on ESG when they set their own rules?

Discussions at COP28 include global standards for sustainability reporting.

By Bloomberg
Sizable decline in US ESG market leads global shrinkage
ESG DEC 01, 2023
Sizable decline in US ESG market leads global shrinkage

A report shows investors had $30.3 trillion in sustainable assets in 2022, down from $35.3 trillion in 2020.

By Bloomberg
Advisors using alternatives still a minority despite business case, says Fuse
ALTERNATIVES DEC 01, 2023
Advisors using alternatives still a minority despite business case, says Fuse

Adoption of emerging structures such as interval funds and BDCs remains low.

By Steve Randall
Nashville B-D that sold GWG bonds closing down
ALTERNATIVES NOV 30, 2023
Nashville B-D that sold GWG bonds closing down

The securities industry has a long, sad history of firms going out of business after a product like GWG bonds fails.

By Bruce Kelly
Global bonds accelerate at fastest pace since 2008
FIXED INCOME NOV 29, 2023
Global bonds accelerate at fastest pace since 2008

End of rate-hikes era is sparking demand for sovereign and corporate debt.

By Bloomberg
UBS chair warns about bubble in private credit
ALTERNATIVES NOV 28, 2023
UBS chair warns about bubble in private credit

Colm Kelleher joins other executives and regulators warning of growing risks in the booming market.

By Bloomberg
S&P 500 to reach record high of 5,000 in 2024, BofA predicts
EQUITIES NOV 28, 2023
S&P 500 to reach record high of 5,000 in 2024, BofA predicts

But not all of the bank's strategists are optimistic about next year's big stories.

By Steve Randall
Investors poured $10B into US emerging market ETFs in 2023
ETFS NOV 28, 2023
Investors poured $10B into US emerging market ETFs in 2023

Total reflects improving sentiment for developing economies' outlook.

By Bloomberg
Stocks decline on long-term growth prospects
EQUITIES NOV 27, 2023
Stocks decline on long-term growth prospects

Weak China data has added to growing pessimism.

By Bloomberg
Carbon trading markets set for boost at COP28
ESG NOV 24, 2023
Carbon trading markets set for boost at COP28

At the global climate conference in Dubai, envoys from more than 190 nations are set to discuss standards for credits.

By Bloomberg
Oklahoma sued over anti-ESG law
RETIREMENT PLANNING NOV 22, 2023
Oklahoma sued over anti-ESG law

A former state employee is challenging a state law that targets financial firms, including BlackRock and JPMorgan Chase, for their climate change policies.

By Bloomberg
Known co-founder Molina Niño focuses on wealth gap
ALTERNATIVES NOV 22, 2023
Known co-founder Molina Niño focuses on wealth gap

The investment advisory firm is highly diverse and will never need a DEI initiative, co-founder says

By Emile Hallez
When it comes to responsible investing, language matters
OPINION NOV 22, 2023
When it comes to responsible investing, language matters

A recent survey shows clients were more likely to talk to their advisors about 'responsible investing' than 'ESG investing.'

By Kent McClanahan
Nontraded REIT sales tank in 2023
ALTERNATIVES NOV 21, 2023
Nontraded REIT sales tank in 2023

'Ironically, I think the redemption issue is the best thing ever happen to nontraded REIT space,' says Kevin Gannon of Stanger.

By Bruce Kelly
Bitcoin ETF hype has Wall Street eyeing crypto potential
ETFS NOV 20, 2023
Bitcoin ETF hype has Wall Street eyeing crypto potential

The SEC is expected to green-light spot-bitcoin ETFs in coming months, and that's seen as kicking open investing in digital currency among both institutional and retail investors.

By Bloomberg
JPMorgan’s struggling ETFs show crisis in demand for do-good funds
ESG NOV 17, 2023
JPMorgan’s struggling ETFs show crisis in demand for do-good funds

The firm announced Thursday that it will shutter two socially conscious exchange-traded funds by year-end.

By Bloomberg