Investing

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Small investors tighten grip on entry-level homes as Senate passes curbs on institutional activity
ALTERNATIVES JUN 24, 2026
Small investors tighten grip on entry-level homes as Senate passes curbs on institutional activity

What will the new law mean for home prices? And how are potential homebuyers feeling about the market?

By Steve Randall
Cboe brings prediction markets into the regulated mainstream with binary options launch
ALTERNATIVES JUN 24, 2026
Cboe brings prediction markets into the regulated mainstream with binary options launch

Amid growing interest in predictions markets, the new platform offers yes-or-no contracts on the Mini-S&P 500 Index.

By Steve Randall
Advisor alts appetite shifts: Infrastructure rises, private credit cools
ALTERNATIVES JUN 23, 2026
Advisor alts appetite shifts: Infrastructure rises, private credit cools

New survey data reveal a sharp reversal in advisor sentiment toward alternative investments, with illiquidity remaining the stubborn barrier to wider adoption.

By Leo Almazora
SpaceX–Tesla merger talk puts advisors on alert for dilution risk
EQUITIES JUN 23, 2026
SpaceX–Tesla merger talk puts advisors on alert for dilution risk

SpaceX COO Gwynne Shotwell didn't dismiss the possibility of a Tesla-SpaceX merger, and Morningstar says a deal could come within a year

By Andrew Cohen
Trump ETF trend continues as Truth Social God Bless America fund relaunched
ETFS JUN 23, 2026
Trump ETF trend continues as Truth Social God Bless America fund relaunched

A number of Trump-themed or linked ETFs have emerged in recent years.

By James Rogers
Apollo throttles withdrawals from $26B private credit fund after exit requests rise to 17%
ALTERNATIVES JUN 23, 2026
Apollo throttles withdrawals from $26B private credit fund after exit requests rise to 17%

The surge in redemption requests, amounting to $2.4 billion, marks latest sign of stress for the BDC and semiliquid fund sector.

By Leo Almazora
Private markets eclipse public exchanges as $18 trillion industry prompts calls for regulatory rethink
ALTERNATIVES JUN 23, 2026
Private markets eclipse public exchanges as $18 trillion industry prompts calls for regulatory rethink

CFA Institute warns of valuation opacity and systemic risk as companies shun public listings.

By Steve Randall
Private credit appetite cools sharply as investors brace for zombie fund surge
ALTERNATIVES JUN 23, 2026
Private credit appetite cools sharply as investors brace for zombie fund surge

LP survey reveals mounting concern over fund manager quality and undead portfolios.

By Steve Randall
SpaceX IPO rocket plunges $400B wiping $300B off Musk’s fortune (he’s still a trillionaire!)
EQUITIES JUN 23, 2026
SpaceX IPO rocket plunges $400B wiping $300B off Musk’s fortune (he’s still a trillionaire!)

Firm to launch bond sale as post-IPO collapse extends into a third day as rising rate expectations and an ESG downgrade pile pressure on Musk's $2T company.

By Steve Randall
Alan Greenspan, former Fed chairman who helped shape modern US economy, dies at 100
EQUITIES JUN 22, 2026
Alan Greenspan, former Fed chairman who helped shape modern US economy, dies at 100

The economist who guided the Federal Reserve through two decades of boom and crisis leaves a complex, still-debated legacy.

By Leo Almazora
Where have all the bears gone? Advisors weigh in on market optimism
EQUITIES JUN 22, 2026
Where have all the bears gone? Advisors weigh in on market optimism

Wealth concentration, AI euphoria, and the structural risks of a market with almost no skeptics.

By Gregg Greenberg
Who builds the income when the pension disappears?
LIFE INSURANCE AND ANNUITIES JUN 22, 2026
Who builds the income when the pension disappears?

Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income

By Manal Ali
Active ETFs dominate US product launches as closures stay in check
ETFS JUN 18, 2026
Active ETFs dominate US product launches as closures stay in check

New research confirms the active ETF wave is accelerating — but not every product will survive the shakeout.

By Leo Almazora
Knicks championship win fuels momentum ETF's early MSGS bet
ETFS JUN 18, 2026
Knicks championship win fuels momentum ETF's early MSGS bet

MarketDesk's algorithm ETF flagged MSGS in February after Madison Square Garden Sports Corp announced plans to split its Knicks and Rangers into separate stocks.

By Andrew Cohen
Private equity splinters as dealmakers chase fewer, bigger bets
ALTERNATIVES JUN 18, 2026
Private equity splinters as dealmakers chase fewer, bigger bets

PwC report finds LPs prioritizing distributions over paper gains as exits stall.

By Steve Randall
Federal Reserve keeps interest rates steady at Kevin Warsh’s first meeting as chair
EQUITIES JUN 17, 2026
Federal Reserve keeps interest rates steady at Kevin Warsh’s first meeting as chair

Advisors have been closely watching the Fed’s stance amid pressure from President Donald Trump to lower rates.

By James Rogers
SpaceX mega-IPO sparks flurry of ETF activity
ETFS JUN 17, 2026
SpaceX mega-IPO sparks flurry of ETF activity

Thematic SpaceX ETFs are coming thick and fast following the rocket maker’s historic IPO.

By James Rogers
Morningstar enters public-private model portfolio race
ALTERNATIVES JUN 17, 2026
Morningstar enters public-private model portfolio race

Morningstar Wealth partners with Apollo, Franklin Templeton and J.P. Morgan Asset Management to give advisors a multi-manager private markets solution.

By Leo Almazora
AI hype outpaces reality as adoption, trust and bias gaps persist
EQUITIES JUN 17, 2026
AI hype outpaces reality as adoption, trust and bias gaps persist

New research shows business uptake, public trust and fairness all lagging behind the narrative.

By Steve Randall
AI rally papers over a fragile market as old hedges stop working
EQUITIES JUN 17, 2026
AI rally papers over a fragile market as old hedges stop working

Few stocks drive the record highs while rising bond correlations erode portfolio protection.

By Steve Randall