Investing

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Is investors’ love affair with thematic ETFs officially over?
ETFS MAY 14, 2024
Is investors’ love affair with thematic ETFs officially over?

With ETFs around thematic bets bleeding billions so far this year, niche asset managers have had to make some tough choices.

By Bloomberg
In just five months, junk muni fund zooms from zero to $1B
FIXED INCOME MAY 13, 2024
In just five months, junk muni fund zooms from zero to $1B

The growth of the strategy, helmed by multi-decade industry veteran and “king” of high-yield muni bonds, reflects a market-wide hunger.

By Bloomberg
GameStop surge leaves short sellers with a $1.4B burn
ALTERNATIVES MAY 13, 2024
GameStop surge leaves short sellers with a $1.4B burn

Skeptics betting against the popular meme stock were hit with massive paper losses as the company’s share price roughly tripled this month.

By Bloomberg
More advisors than ever considering crypto for clients
ALTERNATIVES MAY 13, 2024
More advisors than ever considering crypto for clients

Polling by DACFP and Franklin Templeton reveals 70 percent surge in advisors planning to recommend digital asset allocations in client portfolios.

By Leo Almazora
How much of an income edge could retirees get from annuities?
RETIREMENT PLANNING MAY 13, 2024
How much of an income edge could retirees get from annuities?

With 'new North Star' metric, TIAA urges new retirees to rethink 4 percent rule and incorporate a lifetime income strategy.

By Leo Almazora
BofA, Barclays strategists split on muni bond rally odds
FIXED INCOME MAY 10, 2024
BofA, Barclays strategists split on muni bond rally odds

Two of the biggest players in the $4T space offered contrasting views on what the summer will bring for investors.

By Bloomberg
Global ETF demand shrivels amid doused Fed rate-cut hopes
ETFS MAY 10, 2024
Global ETF demand shrivels amid doused Fed rate-cut hopes

April data show 'muted' sentiment among investors, with equity ETF flows declining and fixed income maintaining strength.

By Leo Almazora
RIA-focused fintech Flourish is living up to its name
LIFE INSURANCE AND ANNUITIES MAY 10, 2024
RIA-focused fintech Flourish is living up to its name

The firm has announced a surge in advisors and AUC.

By Steve Randall
AlTi announces deal for $3B family office Envoi
ALTERNATIVES MAY 09, 2024
AlTi announces deal for $3B family office Envoi

The acquisition in Minneapolis extends the global wealth manager’s ambitions to become a key player in the UHNW space.

By Leo Almazora
Blackstone set to make debut on CAIS alts platform
ALTERNATIVES MAY 09, 2024
Blackstone set to make debut on CAIS alts platform

Partnership will give more independent advisors and firms access to Blackstone strategies that have been curated and vetted by Mercer.

By Leo Almazora
MassMutual and iCapital unveil expanded alts platform
ALTERNATIVES MAY 09, 2024
MassMutual and iCapital unveil expanded alts platform

The firms have teamed up to build a centralized tech platform for advisors to access alternatives, structured notes, and annuities.

By Leo Almazora
Blackstone REIT in media cross hairs over valuation
ALTERNATIVES MAY 08, 2024
Blackstone REIT in media cross hairs over valuation

Sketchy math dogs private market investments sold to retail investors.

By Bruce Kelly
With SEC rule changes looming, money funds start shifting their holdings
MUTUAL FUNDS MAY 08, 2024
With SEC rule changes looming, money funds start shifting their holdings

Measures from the federal regulator are likely to shift the balance of market demand toward less risky assets.

By Bloomberg
First Citizens Wealth boosts private investments for HNW clients
ALTERNATIVES MAY 08, 2024
First Citizens Wealth boosts private investments for HNW clients

The North Carolina-based wealth firm is expanding its private equity, private debt, private real estate options for qualified individuals and institutions.

By Leo Almazora
Cracks are showing in private credit, says Moody’s
ALTERNATIVES MAY 07, 2024
Cracks are showing in private credit, says Moody’s

The ratings agency sees a potential reckoning as “realities of higher interest rates” erode credit quality and create performance challenges.

By Bloomberg
Active ETFs are on a roll
ETFS MAY 07, 2024
Active ETFs are on a roll

There has been an explosion in the number of products and total assets in active ETFs – and things might just be getting started.

By Emile Hallez
If it’s a rollover, it’s fiduciary
RETIREMENT PLANNING MAY 07, 2024
If it’s a rollover, it’s fiduciary

The new fiduciary rule will pull a lot of brokers under the Employee Retirement Income Security Act, and harkens back to the levelized compensation from the 2016 rule.

By Emile Hallez
Private credit is growing as a financing option, outperforming for investors
ALTERNATIVES MAY 07, 2024
Private credit is growing as a financing option, outperforming for investors

American Investment Council says the market continues to expand.

By Steve Randall
Goldman bolsters alts commitment with new lending solution
RIA NEWS MAY 06, 2024
Goldman bolsters alts commitment with new lending solution

Extended to eligible RIA clients, the new offering takes the staid practice of securities lending to the alternative investment space.

By Leo Almazora
iCapital unveils model portfolios for alts-focused advisors
ALTERNATIVES MAY 06, 2024
iCapital unveils model portfolios for alts-focused advisors

The leading alternative investments provider is rolling out a suite of asset-allocation strategies across private equity, private credit, and real assets.

By Leo Almazora