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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
Concentrated wealth is crumbling and taxes are to blame, says advisor
EQUITIES MAY 30, 2025
Concentrated wealth is crumbling and taxes are to blame, says advisor

Stock success stories are facing resistance as diversification triggers massive tax fallout.

By Chris Davis
How to incorporate alternatives into a portfolio
ALTERNATIVES MAY 30, 2025
How to incorporate alternatives into a portfolio

Michael Henley outlines how he augments his core portfolios with alternative strategies.

By Chris Davis
Wealth managers weigh in on inflation numbers, prepare for volatility
EQUITIES MAY 30, 2025
Wealth managers weigh in on inflation numbers, prepare for volatility

Financial advisors are preparing client portfolios for potentially higher inflation due to tariffs.

By Gregg Greenberg
Ackman, Druckenmiller-tracking ETFs join ranks of star investor copycats
EQUITIES MAY 30, 2025
Ackman, Druckenmiller-tracking ETFs join ranks of star investor copycats

Filing for new ETF suite, which includes one following Michael Burry, takes a slightly different tack to the broader push to democratize "smart" institutional investors' strategies.

By Bloomberg
Core inflation eases in April as Fed eyes tariff risks
EQUITIES MAY 30, 2025
Core inflation eases in April as Fed eyes tariff risks

The Federal Reserve's favored inflation measure rises just 0.1%, opening the door slightly wider to rate cuts.

By Leo Almazora
Goldman's Waldron says debt now tops tariffs on bond traders' fear list
FIXED INCOME MAY 29, 2025
Goldman's Waldron says debt now tops tariffs on bond traders' fear list

The firm's potential next CEO sees a "somewhat concerning" fiscal picture developing as 30-year Treasury rates flirt with a historic high.

By Bloomberg
Rising demand for guaranteed retirement income: Survey
LIFE INSURANCE AND ANNUITIES MAY 29, 2025
Rising demand for guaranteed retirement income: Survey

Advisors confirm the findings of a recent Nuveen survey that showed an uptick in demand for guaranteed income in retirement.

By Gregg Greenberg
Trump’s tariffs in turmoil after court slams their legality; what next?
EQUITIES MAY 29, 2025
Trump’s tariffs in turmoil after court slams their legality; what next?

US Court of International Trade decision raises many questions.

By Steve Randall
Market volatility, economic uncertainty not stopping HNW wealth transfer
EQUITIES MAY 29, 2025
Market volatility, economic uncertainty not stopping HNW wealth transfer

Long-term gifting plans remain as wealthy clients stay focused.

By Steve Randall
Wall Street rush into Vanguard-style funds draws concerns
ETFS MAY 28, 2025
Wall Street rush into Vanguard-style funds draws concerns

Asset managers filing to launch dual share-class mutual funds, creating an ETF sleeve for existing strategies, could end up eroding key benefits of the wrapper.

By Bloomberg
Blackstone, Wellington Management, and Vanguard Group to run new interval fund; face big questions
ALTERNATIVES MAY 27, 2025
Blackstone, Wellington Management, and Vanguard Group to run new interval fund; face big questions

In regards to the new fund, called WVB All Markets Fund, Morningstar analysts wrote that, "despite the brand-name pedigree of the asset managers involved, most of these strategies are untested."

By Bruce Kelly
Vanguard effect loses potency as new ETFs post record high in fees
ETFS MAY 27, 2025
Vanguard effect loses potency as new ETFs post record high in fees

The latest launches in 2025, which include leveraged strategies, cryptocurrency, and active funds, mark a sharp turn from the passive revolution envisioned by Jack Bogle.

By Bloomberg
New IRA account claims to make retirees millionaires with science-backed formula
RETIREMENT PLANNING MAY 27, 2025
New IRA account claims to make retirees millionaires with science-backed formula

Money Anxiety Index creator Dr. Dan Geller talks with InvestmentNews to explain.

By Steve Randall
Trump threatens 25% tariffs against Apple unless iPhones made in US
EQUITIES MAY 23, 2025
Trump threatens 25% tariffs against Apple unless iPhones made in US

The tech giant's shares slumped following presidential blowback against its India offshoring strategy.

By Bloomberg
Residential real estate: what’s happening with sales, prices, rents?
ALTERNATIVES MAY 23, 2025
Residential real estate: what’s happening with sales, prices, rents?

Challenging conditions for investors as market remains pressured.

By Steve Randall
Trump's next reckoning: the fixed-income market's fiscal deficit focus
FIXED INCOME MAY 22, 2025
Trump's next reckoning: the fixed-income market's fiscal deficit focus

Bond investors "getting fed up" as passage of GOP-led tax bill amplifies concerns around the country's ballooning national debt.

By Bloomberg
FINRA puts kibosh on David Lerner's sales of proprietary products
ALTERNATIVES MAY 22, 2025
FINRA puts kibosh on David Lerner's sales of proprietary products

For decades, the bulk of the retail brokerage industry has moved away from selling expensive, proprietary funds.

By Bruce Kelly
Trump's 'big beautiful' tax bill squeaks past House
EQUITIES MAY 22, 2025
Trump's 'big beautiful' tax bill squeaks past House

After an extended impasse with an infighting GOP, the president's signature legislation heads to the Senate with late changes to SALT and relief for overtime pay.

By Bloomberg
US government deficit brings warnings from bond market
FIXED INCOME MAY 22, 2025
US government deficit brings warnings from bond market

Pushback comes as tax bill edges closer.

By Bloomberg