Investing

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Oil investments to drop 6% as IEA says demand is weakening
EQUITIES JUN 05, 2025
Oil investments to drop 6% as IEA says demand is weakening

Economic uncertainty is damaging outlook, holding down prices.

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
Trump's 'big beautiful bill' is a 'disgusting abomination' says Musk
EQUITIES JUN 04, 2025
Trump's 'big beautiful bill' is a 'disgusting abomination' says Musk

Billionaire slams lawmakers who voted for 'pork-filled' spending bill.

By Bloomberg
US futures remain higher ahead of jobs data
EQUITIES JUN 04, 2025
US futures remain higher ahead of jobs data

Global equities index hits all time high.

By Bloomberg
Gains for gold after previous session decline
ALTERNATIVES JUN 04, 2025
Gains for gold after previous session decline

Haven asset is still close to all-time high.

By Bloomberg
Trump Media could be about to launch its first ETF
ETFS JUN 04, 2025
Trump Media could be about to launch its first ETF

Regulatory filing submitted for Bitcoin fund tied to Truth Social.

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
US stock futures dip amid global trade concerns
EQUITIES JUN 03, 2025
US stock futures dip amid global trade concerns

Market volatility remains as investors digest trading outlook.

By Bloomberg
Trump tariff impact on economy, warning from the OECD
EQUITIES JUN 03, 2025
Trump tariff impact on economy, warning from the OECD

US and global economy is under pressure from trade policy.

By Bloomberg
Musk taps investors for $5B after DOGE exit
EQUITIES JUN 03, 2025
Musk taps investors for $5B after DOGE exit

Billionaire entrepreneur is selling debt in his AI startup.

By Bloomberg
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