Investing

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Gold-mining ETF exits mount amid metal's torrid 2025 rally
EQUITIES JUN 06, 2025
Gold-mining ETF exits mount amid metal's torrid 2025 rally

Even as fans of precious metals sing the sector's praises, a raft of factors are pushing investors in gold-digger firms to sell out.

By Bloomberg
Labor market holds steady in May, muting Fed rate cut prospects
EQUITIES JUN 06, 2025
Labor market holds steady in May, muting Fed rate cut prospects

The latest jobs print showed hiring and unemployment holding steady, though downward revisions from March and April numbers offer cause for concerns.

By Leo Almazora
Bond ETFs lead May rebound as inflows hit $86 billion
EQUITIES JUN 05, 2025
Bond ETFs lead May rebound as inflows hit $86 billion

Active ETFs, international funds, and long-duration bonds emerged among top beneficiaries of May asset flows.

By Leo Almazora
Fidelity wades into the managed futures space with new ETF
ALTERNATIVES JUN 05, 2025
Fidelity wades into the managed futures space with new ETF

The investment giant's newest exchange-traded fund offers low-cost exposure to a diversifying liquid alternative strategy.

By Leo Almazora
Clients can't plan for retirement like their parents did
RETIREMENT PLANNING JUN 05, 2025
Clients can't plan for retirement like their parents did

Unequal life expectancy, emotional decision-making, and market swings are rewriting the rules, forcing a rethink on everything from default plans to annuities.

By Chris Davis
How one CEO protects his assets
ALTERNATIVES JUN 05, 2025
How one CEO protects his assets

Hedge alternatives to offset illiquidity risk, says Bartholomew & Company CEO.

By Chris Davis
Cresset turns to private credit to weather market volatility
ALTERNATIVES JUN 05, 2025
Cresset turns to private credit to weather market volatility

The Chicago-based firm overseeing $65 billion in client assets has ramped up its allocation as erratic turns in the Trump administration's trade policy roils markets.

By Bloomberg
Private markets set for massive push from retail ‘revolution’
ALTERNATIVES JUN 05, 2025
Private markets set for massive push from retail ‘revolution’

Report reveals expectation that products for individual investors will ignite.

By Steve Randall
Schwab monitors prediction markets as Kalshi targets brokerages
EMERGING MARKETS JUN 04, 2025
Schwab monitors prediction markets as Kalshi targets brokerages

As Kalshi aims to bring prediction markets to the same apps where clients check 401(k) balances, Schwab says its "monitoring the space and regulatory landscape closely" but has no current integration plans with prediction markets.

By Andrew Cohen
FPA report finds planners ramping up options, private credit allocations amid market turmoil
ALTERNATIVES JUN 04, 2025
FPA report finds planners ramping up options, private credit allocations amid market turmoil

Annual survey research shows increased adoption of alternatives including listed REITs and SMAs, with ESG funds falling by the wayside.

By Leo Almazora
JPMorgan mulls new asset lending scheme aimed at crypto ETF investors
ALTERNATIVES JUN 04, 2025
JPMorgan mulls new asset lending scheme aimed at crypto ETF investors

Insiders say the Wall Street giant is looking to let clients count certain crypto holdings as collateral or, in some cases, assets in their overall net worth.

By Bloomberg
Arizona seeks to strip advisor of license over GPB private placement sales
ALTERNATIVES JUN 03, 2025
Arizona seeks to strip advisor of license over GPB private placement sales

Michael Bradley faces allegations of "improper recommendation to clients" who bought GPB securities.

By Bruce Kelly
$17 trillion alts boom blasted as 'costly and wasteful'
ALTERNATIVES JUN 03, 2025
$17 trillion alts boom blasted as 'costly and wasteful'

Richard Ennis, the octogenarian investment consulting pioneer, has found that alternatives-laden endowments underperform against pensions and stock-bond portfolios.

By Bloomberg
RIA firm Certuity invests in Italy SailGP team alongside Anne Hathaway
ALTERNATIVES JUN 03, 2025
RIA firm Certuity invests in Italy SailGP team alongside Anne Hathaway

SailGP, the global sailing league founded by Larry Ellison, has added $3 billion RIA and multi-family office Certuity as an investor in its Italy team as the firm expands its focus on emerging sports following earlier investments in NBA franchises.

By Andrew Cohen
American homeowners have $17.6T in home equity, more are borrowing against it
ALTERNATIVES JUN 03, 2025
American homeowners have $17.6T in home equity, more are borrowing against it

Withdrawals from home equity lines of credit are at a 17 year high.

By Steve Randall
Treasury slump seeps into June on renewed tariff concerns
FIXED INCOME JUN 02, 2025
Treasury slump seeps into June on renewed tariff concerns

Concerns over the US fiscal outlook continued to dog government bonds after they notched their first monthly decline for the year in May.

By Bloomberg
Private equity dealmaking was building momentum in Q1, then came tariffs
ALTERNATIVES JUN 02, 2025
Private equity dealmaking was building momentum in Q1, then came tariffs

Report reveals slowdown in dealmaking and pressure on exits.

By Steve Randall
NTAM, Russell Investments boost investment strategy capabilities
ALTERNATIVES JUN 01, 2025
NTAM, Russell Investments boost investment strategy capabilities

Firms announce senior appointments to strengthen insights

By Steve Randall
Industry, financial experts sound off after DOL walks back crypto warning for 401(k)s
RETIREMENT PLANNING MAY 30, 2025
Industry, financial experts sound off after DOL walks back crypto warning for 401(k)s

The Labor Department's reversal from its 2022 guidance has drawn approval from crypto advocates – but fiduciaries must still mind their obligations.

By Leo Almazora
Junk bond returns beat private debt, Dimensional says
ALTERNATIVES MAY 30, 2025
Junk bond returns beat private debt, Dimensional says

Analytical framework reveals high-yield bond benchmarks outperforming private credit's internal rate of return over a four-decade period.

By Bloomberg