Investing

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Annuities make target dates more complicated
RETIREMENT PLANNING APR 09, 2024
Annuities make target dates more complicated

BlackRock CEO Larry Fink and others see a big future for target-date funds with annuities, but teaching people how to use them is a challenge.

By Emile Hallez
Emerging markets rise to near two-year high but US inflation is a risk
EQUITIES APR 09, 2024
Emerging markets rise to near two-year high but US inflation is a risk

If Wednesday's stats are higher than expected, volatility may spike.

By Bloomberg
Buy 'cheap' larger-cap Chinese stocks: JPMorgan
EQUITIES APR 09, 2024
Buy 'cheap' larger-cap Chinese stocks: JPMorgan

Investors looking for exposure to a potential upturn should pick wisely.

By Bloomberg
The complications of investing in China
EQUITIES APR 08, 2024
The complications of investing in China

As performance has dragged for Chinese equities, money has flowed out of funds.

By Emile Hallez
Another new high for gold ahead of US inflation data
ALTERNATIVES APR 08, 2024
Another new high for gold ahead of US inflation data

Stats will be revealed later this week.

By Bloomberg
Wall Street looks to Europe for outperforming equities
EQUITIES APR 08, 2024
Wall Street looks to Europe for outperforming equities

Goldman, Citi among those suggesting cyclical stocks will deliver.

By Bloomberg
LeafHouse, ARS bring managed accounts to retirement plans
RETIREMENT PLANNING APR 05, 2024
LeafHouse, ARS bring managed accounts to retirement plans

Tech tie-up taps 401(k) target-date funds from State Street to create personalized lifetime income for workplace plan participants.

By Leo Almazora
Advisors regaining an appreciation for bonds as higher rates settle in
FIXED INCOME APR 05, 2024
Advisors regaining an appreciation for bonds as higher rates settle in

'With 10-year Treasury yields near multiyear highs, now is a good time to be a bond investor,' an advisor says.

By Gregg Greenberg
Treasury yields rise as jobs report trims rate-cut expectations
FIXED INCOME APR 05, 2024
Treasury yields rise as jobs report trims rate-cut expectations

Traders pushed back when they foresee the Fed cutting rates after a stronger-than-expected March payrolls report.

By Bloomberg
SEC seeks input on spot ether ETFs, whose future is hardly certain
ALTERNATIVES APR 04, 2024
SEC seeks input on spot ether ETFs, whose future is hardly certain

The SEC could put extra scrutiny on products that benefit from ether's proof-of-stake consensus mechanism, although most ETF applicants may not get the staking benefits in their funds.

By Emile Hallez
Stocks, bonds gain as Powell signals rate cuts are ahead
EQUITIES APR 04, 2024
Stocks, bonds gain as Powell signals rate cuts are ahead

US jobs report due Friday is a key focus for the market.

By Bloomberg
Gold at new record high for 4th time this week
ALTERNATIVES APR 04, 2024
Gold at new record high for 4th time this week

Rate-cut expectations and demand are driving bullion prices.

By Bloomberg
US stock valuations rich, Japan a better bet, says Morgan Stanley's Shalett
EQUITIES APR 03, 2024
US stock valuations rich, Japan a better bet, says Morgan Stanley's Shalett

Strategist questions whether companies are truly going to be able to eke out material margin expansion as forecasts demand.

By Gregg Greenberg
Blackstone REIT paid out more than it took in last year
ALTERNATIVES APR 03, 2024
Blackstone REIT paid out more than it took in last year

The fund paid out more than $2.8 billion in distributions during 2023, exceeding its cash flows of $2.7 billion, according to its annual report.

By Bloomberg
Which assets do global insurers expect their best returns to come from?
LIFE INSURANCE AND ANNUITIES APR 03, 2024
Which assets do global insurers expect their best returns to come from?

Goldman Sachs report reveals expectations of firms with $13 trillion on their balance sheets.

By Steve Randall
Stocks continue decline amid weaker rate-cut expectations
EQUITIES APR 03, 2024
Stocks continue decline amid weaker rate-cut expectations

Data continue to suggest the Fed and others will be reluctant to cut.

By Bloomberg
Mutual funds make a comeback in February, Cerulli says
ETFS APR 02, 2024
Mutual funds make a comeback in February, Cerulli says

Data show the first net inflows into mutual funds in roughly two years, with an unprecedented $22 billion net influx into active ETFs.

By Leo Almazora
Luma forges annuity management alliance with Pershing
CUSTODIAN APR 02, 2024
Luma forges annuity management alliance with Pershing

The partnership will unlock educational resources, analytics, and tools to help advisors manage annuity sales on Pershing’s platform.

By Leo Almazora
Strategist sees 10-year AI super-cycle taking Dow to 100K
EQUITIES APR 02, 2024
Strategist sees 10-year AI super-cycle taking Dow to 100K

Don’t fret if you think you’ve missed the rally – there’s still a ways to go, says James Demmert of Main Street Research.

By Gregg Greenberg
Bonds decline as traders weigh fewer Fed rate cuts
FIXED INCOME APR 02, 2024
Bonds decline as traders weigh fewer Fed rate cuts

This week's jobs data could confirm expectations that Fed rate cuts will be scaled back.

By Bloomberg