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Junk bond returns beat private debt, Dimensional says
ALTERNATIVES MAY 30, 2025
Junk bond returns beat private debt, Dimensional says

Analytical framework reveals high-yield bond benchmarks outperforming private credit's internal rate of return over a four-decade period.

By Bloomberg
Concentrated wealth is crumbling and taxes are to blame, says advisor
EQUITIES MAY 30, 2025
Concentrated wealth is crumbling and taxes are to blame, says advisor

Stock success stories are facing resistance as diversification triggers massive tax fallout.

By Chris Davis
How to incorporate alternatives into a portfolio
ALTERNATIVES MAY 30, 2025
How to incorporate alternatives into a portfolio

Michael Henley outlines how he augments his core portfolios with alternative strategies.

By Chris Davis
Wealth managers weigh in on inflation numbers, prepare for volatility
EQUITIES MAY 30, 2025
Wealth managers weigh in on inflation numbers, prepare for volatility

Financial advisors are preparing client portfolios for potentially higher inflation due to tariffs.

By Gregg Greenberg
Ackman, Druckenmiller-tracking ETFs join ranks of star investor copycats
EQUITIES MAY 30, 2025
Ackman, Druckenmiller-tracking ETFs join ranks of star investor copycats

Filing for new ETF suite, which includes one following Michael Burry, takes a slightly different tack to the broader push to democratize "smart" institutional investors' strategies.

By Bloomberg
Core inflation eases in April as Fed eyes tariff risks
EQUITIES MAY 30, 2025
Core inflation eases in April as Fed eyes tariff risks

The Federal Reserve's favored inflation measure rises just 0.1%, opening the door slightly wider to rate cuts.

By Leo Almazora
S&P 500 faces 'bumpy patch' following banner month
EQUITIES MAY 30, 2025
S&P 500 faces 'bumpy patch' following banner month

Rally over recent weeks set to slow in historically lackluster June.

By Bloomberg
Tariffs get appeals court pause, but they will remain anyway
EQUITIES MAY 30, 2025
Tariffs get appeals court pause, but they will remain anyway

Even if Trump loses in court, he has other options.

By Bloomberg
BlackRock's Bitcoin ETF attracted record $6.35B inflows in May
ALTERNATIVES MAY 30, 2025
BlackRock's Bitcoin ETF attracted record $6.35B inflows in May

Institutions appear to have bolstered the fund.

By Bloomberg
Fed's Logan says it could be a while before rate cuts
FIXED INCOME MAY 30, 2025
Fed's Logan says it could be a while before rate cuts

Dallas Fed president believes monetary policy is in a 'good place'.

By Bloomberg
Goldman's Waldron says debt now tops tariffs on bond traders' fear list
FIXED INCOME MAY 29, 2025
Goldman's Waldron says debt now tops tariffs on bond traders' fear list

The firm's potential next CEO sees a "somewhat concerning" fiscal picture developing as 30-year Treasury rates flirt with a historic high.

By Bloomberg
Rising demand for guaranteed retirement income: Survey
LIFE INSURANCE AND ANNUITIES MAY 29, 2025
Rising demand for guaranteed retirement income: Survey

Advisors confirm the findings of a recent Nuveen survey that showed an uptick in demand for guaranteed income in retirement.

By Gregg Greenberg
Riskier stocks are attracting attention, says UBS
EQUITIES MAY 29, 2025
Riskier stocks are attracting attention, says UBS

GameStop, AMC Holdings among those that could outperform.

By Bloomberg
Microsoft stock surges towards record high
EQUITIES MAY 29, 2025
Microsoft stock surges towards record high

AI and cloud computing have boosted the laggard stock.

By Bloomberg
Trump’s tariffs in turmoil after court slams their legality; what next?
EQUITIES MAY 29, 2025
Trump’s tariffs in turmoil after court slams their legality; what next?

US Court of International Trade decision raises many questions.

By Steve Randall
Market volatility, economic uncertainty not stopping HNW wealth transfer
EQUITIES MAY 29, 2025
Market volatility, economic uncertainty not stopping HNW wealth transfer

Long-term gifting plans remain as wealthy clients stay focused.

By Steve Randall
Wall Street rush into Vanguard-style funds draws concerns
ETFS MAY 28, 2025
Wall Street rush into Vanguard-style funds draws concerns

Asset managers filing to launch dual share-class mutual funds, creating an ETF sleeve for existing strategies, could end up eroding key benefits of the wrapper.

By Bloomberg
US equities lose steam as economic, trade concerns dominate
EQUITIES MAY 28, 2025
US equities lose steam as economic, trade concerns dominate

Stock futures are trending lower so far Wednesday.

By Bloomberg
Why China stocks are back in favor for Wall Street
EQUITIES MAY 28, 2025
Why China stocks are back in favor for Wall Street

Trade tensions may have eased but future is uncertain.

By Bloomberg
Nvidia earnings now just hours away, what's expected?
EQUITIES MAY 28, 2025
Nvidia earnings now just hours away, what's expected?

And what will the results mean for the wider tech sector?

By Bloomberg