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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
'Annuity Yoda' sees an industry that could be more thoughtful
LIFE INSURANCE AND ANNUITIES DEC 05, 2023
'Annuity Yoda' sees an industry that could be more thoughtful

Tamiko Toland, a force in the annuities business, recently started a consulting firm.

By Emile Hallez
DPL Financial Partners doubles annuity sales to $2B in little more than a year
LIFE INSURANCE AND ANNUITIES DEC 05, 2023
DPL Financial Partners doubles annuity sales to $2B in little more than a year

Breakaway fiduciary practices have helped accelerate the firm's sales.

By Steve Randall
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
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
Most millennials value life insurance, but cost and confusion are holding them back
LIFE INSURANCE AND ANNUITIES NOV 24, 2023
Most millennials value life insurance, but cost and confusion are holding them back

The generation appears split on some key components of life insurance.

By Steve Randall
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
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
ETFS 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
Money floods into active ETFs that look somewhat passive
ETFS NOV 17, 2023
Money floods into active ETFs that look somewhat passive

While a record $100 billion has flowed into actively managed exchange-traded funds this year, the funds getting the bond aren’t traditional bond and stock pickers.

By Bloomberg
Stocks gain, bond yields fall as rate-cut bets intensify
EQUITIES NOV 17, 2023
Stocks gain, bond yields fall as rate-cut bets intensify

Markets are becoming more convinced the Fed will cut rates in 2024.

By Bloomberg