Investing

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Muni bonds’ tax shield looking shinier amid US wealth boom
FIXED INCOME MAR 21, 2024
Muni bonds’ tax shield looking shinier amid US wealth boom

With tax and rate hikes on the horizon, a surge in high-earning American households sets up robust demand for munis.

By Bloomberg
BlackRock advances digital assets strategy with launch of first public tokenized fund
ALTERNATIVES MAR 21, 2024
BlackRock advances digital assets strategy with launch of first public tokenized fund

Asset manager has invested in Securitize to further digital assets infrastructure.

By Steve Randall
Advisors may want to up their emerging market bond allocations
FIXED INCOME MAR 20, 2024
Advisors may want to up their emerging market bond allocations

A VanEck strategist says EM bond allocations have nowhere to go but up, and he believes that’s exactly where they should be headed.

By Gregg Greenberg
JPMorgan expects foreign investors to buy Indian stocks
EQUITIES MAR 20, 2024
JPMorgan expects foreign investors to buy Indian stocks

The completion of the country's general elections is set to spark interest.

By Bloomberg
Commercial real estate tremors reverberate in CLO space
ALTERNATIVES MAR 19, 2024
Commercial real estate tremors reverberate in CLO space

Unprecedented stress in vehicles for risky real estate debt could be canary in the coal mine for the broader commercial real estate debt market.

By Bloomberg
Residential real estate is hot commodity for investors
ALTERNATIVES MAR 19, 2024
Residential real estate is hot commodity for investors

'Advisors have been looking for other areas to park some money for some time and real estate's a natural lateral move,' asset manager says.

By Josh Welsh
Are advisors having a change of heart on crypto?
ALTERNATIVES MAR 19, 2024
Are advisors having a change of heart on crypto?

Research by the Digital Assets Council of Financial Professionals finds three-fifths are suggesting crypto to clients.

By Leo Almazora
Firms and advisors need an alt-friendly tech solution
OPINION MAR 19, 2024
Firms and advisors need an alt-friendly tech solution

As alternative investments grow in popularity, firms and advisors will need tech that enables them to provide better service to clients exposed to such assets.

By Akhil Lodha
CalPERS has $34B bet on private equity, shifts from equities
RETIREMENT PLANNING MAR 19, 2024
CalPERS has $34B bet on private equity, shifts from equities

Largest US pension fund believes riskier assets will outperform.

By Bloomberg
Grayscale posts largest outflows since switch to ETF
ALTERNATIVES MAR 19, 2024
Grayscale posts largest outflows since switch to ETF

Bitcoin was down 6.5% in early trading Tuesday

By Bloomberg
Barings blasts asset manager Corinthia over ‘corporate raid’
ALTERNATIVES MAR 18, 2024
Barings blasts asset manager Corinthia over ‘corporate raid’

The MassMutual subsidiary filed legal action as an aggressive recruitment strategy threatens its status in the private credit space.

By Leo Almazora
Fintech iPipeline unveils annuity order tracker
FINTECH MAR 18, 2024
Fintech iPipeline unveils annuity order tracker

In a first for the industry, the platform offers advisors the ability to manage annuity purchases from multiple carriers in real time.

By Leo Almazora
Neuberger Berman inks direct indexing deal with Key Wealth
ALTERNATIVES MAR 18, 2024
Neuberger Berman inks direct indexing deal with Key Wealth

Wealth management firm adds custom SMA platform to its shelf of proprietary portfolio products for high-net-worth and ultra-high-net-worth clients.

By Leo Almazora
Bond yields could disrupt equities rally: Morgan Stanley
EQUITIES MAR 18, 2024
Bond yields could disrupt equities rally: Morgan Stanley

Strategists warn that the rally faces tests this week.

By Bloomberg
Senior secured loans are the next best investment, Bluerock says
ALTERNATIVES MAR 15, 2024
Senior secured loans are the next best investment, Bluerock says

The loans offer several benefits for investors, including diversification.

By Josh Welsh
Schlichter's message to pension sponsors: Be very careful with PRTs
RETIREMENT PLANNING MAR 15, 2024
Schlichter's message to pension sponsors: Be very careful with PRTs

Many pension risk transfers in recent years have gone to Athene, and two recent suits over plans' choice of the insurer suggest more cases will follow.

By Emile Hallez
Clients asking more about gold as yellow metal moves higher
ALTERNATIVES MAR 15, 2024
Clients asking more about gold as yellow metal moves higher

Advisors say the stealthy advance in gold is starting to attract more attention from clients. And some strategists believe this is only beginning.

By Gregg Greenberg
Uh-oh! Are we facing a bitcoin bubble?
ALTERNATIVES MAR 15, 2024
Uh-oh! Are we facing a bitcoin bubble?

Cryptocurrency has eased from its recent record high.

By Bloomberg
Stocks pause as market digests latest US inflation stats
EQUITIES MAR 15, 2024
Stocks pause as market digests latest US inflation stats

CPI data suggests Fed will hold rates again next week.

By Bloomberg
Companies transferred billions in pension assets to annuities. Here come the lawsuits
RETIREMENT PLANNING MAR 14, 2024
Companies transferred billions in pension assets to annuities. Here come the lawsuits

The law firm behind one of the cases is well-known for its 401(k) and 403(b) litigation: Schlichter Bogard.

By Emile Hallez