Investing

Displaying 16077 results
'Location' isn't the only concern for advisors recommending real estate to clients
ALTERNATIVES AUG 09, 2023
'Location' isn't the only concern for advisors recommending real estate to clients

The volatility in publicly traded real estate stocks begs the question as to the best way to allocate to the sector.

By Gregg Greenberg
S&P drops ESG scores from debt ratings
FIXED INCOME AUG 09, 2023
S&P drops ESG scores from debt ratings

The company made the change in response to confusion among investors who use its corporate credit ratings.

By Bloomberg
Is bitcoin set to surge after period of low volatility?
ALTERNATIVES AUG 09, 2023
Is bitcoin set to surge after period of low volatility?

Analysts believe the cryptocurrency is about to break free from mediocrity.

By Bloomberg
Will long-dated Treasuries entice investors?
FIXED INCOME AUG 08, 2023
Will long-dated Treasuries entice investors?

Or will higher yields repel buyers in the next round of refinancing?

By Bloomberg
Cathie Wood predicts SEC will approve multiple bitcoin ETFs at once
ALTERNATIVES AUG 07, 2023
Cathie Wood predicts SEC will approve multiple bitcoin ETFs at once

The ARK Investment Management CEO backed away from her previous view that her firm's spot-bitcoin ETF would be the first to be approved.

By Bloomberg
Many Americans relying on insurance they haven't bought to pay for old-age care
RETIREMENT PLANNING AUG 07, 2023
Many Americans relying on insurance they haven't bought to pay for old-age care

Survey reveals how people believe they will cope in their senior years, and the gaps that exist.

By Steve Randall
Time to start foraging for foreign stocks as dollar declines
EQUITIES AUG 03, 2023
Time to start foraging for foreign stocks as dollar declines

'If the dollar comes down, then you get a double bonus for investing offshore,' says Citi Global Wealth's CIO.

By Gregg Greenberg
ETF firms race to be first in line for ether futures
ALTERNATIVES AUG 02, 2023
ETF firms race to be first in line for ether futures

But demand for futures products, rather than spot ones, is a big question.

By Emile Hallez
Advisors take US debt downgrade in stride: ‘More to do with politics than economic stability’
FIXED INCOME AUG 02, 2023
Advisors take US debt downgrade in stride: ‘More to do with politics than economic stability’

'Not worth panicking about' — advisors caught off guard by Fitch's timing but remain sanguine.

By Mark Schoeff Jr.
Will adding annuities to 401(k) plans alleviate the retirement crisis?
RETIREMENT PLANNING AUG 02, 2023
Will adding annuities to 401(k) plans alleviate the retirement crisis?

Client feelings of certainty and happiness are main benefits of adding annuity option to retirement plans, says advisor.

By Gregg Greenberg
A road map for selling concentrated stock positions
OPINION AUG 02, 2023
A road map for selling concentrated stock positions

If a client's position in a single stock has become untenable, here are five strategies for reducing concentration risk.

By David Bigelow
Fitch downgrades US credit rating
FIXED INCOME AUG 01, 2023
Fitch downgrades US credit rating

In cutting its rating on US sovereign debt to AA from AAA, Fitch cited 'repeated debt limit standoffs and last-minute resolutions.'

By Bloomberg
State Street cuts fees on $78bn of ETFs in its core line
ETFS AUG 01, 2023
State Street cuts fees on $78bn of ETFs in its core line

The firm reduced fees by as much as half on its low-cost Portfolio ETFs, which are for buy-and-hold investors.

By Emile Hallez
Why are advisors overlooking Peak 65 women's retirement needs?
RETIREMENT PLANNING AUG 01, 2023
Why are advisors overlooking Peak 65 women's retirement needs?

'Advisors better wake up' — study reveals 61- to 65-year-old women are more likely to buy an annuity than men of the same age.

By Gregg Greenberg
Oppenheimer predicts record for S&P 500 by year-end
EQUITIES AUG 01, 2023
Oppenheimer predicts record for S&P 500 by year-end

The asset manager's chief investment strategist has Wall Street’s most bullish forecast.

By Bloomberg
Advisors tilt toward ETFs, growth stocks and investment-grade bonds: Fidelity
RIA NEWS JUL 31, 2023
Advisors tilt toward ETFs, growth stocks and investment-grade bonds: Fidelity

Advisors hail traditional benefits of ETFs while trend toward aggressive equity exposure shows how 'soft landing has replaced recession.'

By Jeff Benjamin
Morgan Stanley's Wilson says stock rally is similar to 2019
EQUITIES JUL 31, 2023
Morgan Stanley's Wilson says stock rally is similar to 2019

The strategist says that there should be more to come and is open to an economic upturn ahead.

By Bloomberg
Tech in favor, but investors wary of AI hype
EQUITIES JUL 31, 2023
Tech in favor, but investors wary of AI hype

Survey reveals investors plan to increase tech allocations but are unsure about how much artificial intelligence will upend business.

By Bloomberg
Inflation data fuel markets but economists remain cautious
RIA NEWS JUL 28, 2023
Inflation data fuel markets but economists remain cautious

PCE inflation data is at its lowest level in two years, but is that enough to stop the Fed from raising interest rates?

By Jeff Benjamin
Blockbuster investing: When to buy stocks related to movie brands
EQUITIES JUL 27, 2023
Blockbuster investing: When to buy stocks related to movie brands

With 'Barbie' packing theatres, investors may have already missed their chance to maximize returns from product manufacturer's shares.

By Steve Randall