Wealth managers weigh on what they expect to happen amid the latest twists in the Iran conflict.
“The implications of a Moody’s downgrade itself are that it damages confidence,” said a senior industry executive.
With more than $8 billion trapped across the industry and rivals capping withdrawals, the firm is now moving to capitalize on easing competition among lenders.
“We see record highs in stocks by early fall,” says Robert Edwards, chief investment officer at Edwards Asset Management.
But inflation and supply chain risks are still dominating underlying market sentiment.
Consultancy flags rapid shift toward software, data and AI-driven industrial value creation
As spending rises and priorities shift toward detection and interception, WisdomTree’s Sam Rines sees defense becoming a long-term feature of global capital allocation
“The client isn’t sacrificing any yield, any liquidity, this all comes out of our pocket, not theirs,” said Stephanie Pierce, deputy head of BNY Investments.
Firm continues recruiting push as experienced advisors seek flexibility, support, and growth.
Compound Planning principal wealth advisor Nicholas Garcia tells InvestmentNews that rapid pre-IPO tender offers are forcing a rethink.
Oil climbs and equities edge higher as investors track fragile diplomacy and rising risks.
A sweeping new survey finds that experts across academia, industry and policy largely agree that artificial intelligence will reshape the economy — but disagree sharply about how much.
The JPMorgan chief''s annual letter points to the '70s oil-shock recession, private credit losses running "a little higher than they should be," and "second- and third-order effects" from emerging AI technology.
"This is the sector to watch throughout the year,” said Jeffrey Roach, Chief Economist for LPL Financial.
Roland Kastoun, asset and wealth management advisory leader at PwC, says private credit's recent troubles will ultimately make the asset class stronger.
Geopolitical tensions and rising yields drive cautious ETF flows as investors pivot to defence, energy, and short-duration bonds.
Matt Berman tells InvestmentNews that long-term financial planning is evolving due to client demand.
Deadline diplomacy, oil shock and war risks leave investors navigating volatile global markets.
Meanwhile, KKR FS also limits client redemptions.
A year after the White House reset US trade policy, price pressures, supply-chain rewiring and policy uncertainty are still shaping portfolios and growth expectations.
