Investors and advisors often seek private equity, but they are frequently thwarted by liquidity and other issues.
Top RIA executives said Tuesday the industry's growth is still early, with breakaway clients and a talent shortage as key forces.
GraniteShares and VettaFi are bringing together the experts to demystify autocallable and barrier ETFs: how they generate superior income, how barrier levels protect against the downside, and exactly how they fit into a modern income strategy.
Apollo Global Management Inc. announced last week that it will soon provide daily pricing for its private credit. It may not sound like a big move, but its decision to lift the veil on these assets could be the most impactful development in financial markets and investing in a long time.
April delivered a constructive backdrop for preferred securities, with the ICE BofA Fixed-Rate Preferred Securities Index rebounding 2.23% and bringing YTD returns back into positive territory at 0.8%.
Artificial intelligence (AI) leadership is no longer a developed-market monopoly. Emerging markets (EM) now have their own AI champions, and productivity gains may follow. For bond investors, we expect the implications to differ by country—driven by industry composition, capital intensity, digital infrastructure and speed to adoption.
Typically, an investor’s traditional bond portfolio begins with a cornerstone, or core holding of some sort. From either a strategic or tactical perspective, a core fixed income position provides the investor with some ballast to help anchor any other strategies that may be included.
Kevin Warsh set to be confirmed as the next Fed chair, Senate committee meets to consider the CLARITY Act, President Trump heads to China, and the gerrymandering wars heat up.
With inflation persistent and rising due to soaring energy prices, it’s not surprising that advisors and fixed income investors are revisiting Treasury Inflation-Protected Securities (TIPS). In fact, data indicate that inflation-linked bonds have been among the most popular fixed income destinations, dating back to 2022.
The ETF landscape is ever changing, and has grown massively since the ETF rule arrived in 2019. It was the game-changer that streamlined the launch process for new funds, thus allowing asset managers to offer new and innovative strategies in the wrapper.
Andrew Chanin, CEO of ProcureAM, and Paul Baiocchi, head of fund sales and strategy at SS&C ALPS Advisors, joined Nate Geraci on this week’s ETF Prime to discuss specialized thematic opportunities. The Procure Space ETF (UFO) has grown from $50 million to over $800 million in assets over the past year while gaining nearly 150% in the same period, according to Chanin.
Goldman Sachs Group, Inc. (GS) executives detailed their artificial intelligence strategy for operational efficiency as new data showed the top 100 registered investment advisor firms now manage more than $1.6 trillion in client assets, double what they controlled just two years ago, according to Padi Raphael, global co-head of third party wealth at the firm.
Fears of hotter-than-expected inflation were realized today. Consumer Price Index (CPI) data revealed that headline CPI rose 0.6% month-over-month in April. This pushed the year-over-year figure to 3.8%, which constitutes the highest reading since May 2023. To beat the CPI heat, three distinct natural resource ETFs offer varying ways to hedge against higher inflation.
To understand the full impact of AI on advisor productivity, it’s important to look beyond speed alone. The more relevant question is whether efficiency gains are creating meaningful breathing room or simply raising expectations and expanding the scope of work.
The nuclear power industry is booming. With electricity demand surging, dozens of nations have set a goal of tripling the world’s capacity by 2050. And the US, which has the biggest fission fleet, is pushing to quadruple output from its reactors.
Alphabet Inc.’s Google introduced a new high-end laptop segment called "Googlebook" that will run Android and prominently showcase Gemini artificial intelligence. Hardware partners Dell Technologies Inc., Lenovo Group Ltd. and HP Inc. will debut models built on the platform in the coming months.
A real fundamental story doesn’t require a parabolic chart to validate it. In fact, fundamentals tend to drag prices up the trend line, not push them through the ceiling. When a “shortage” narrative arrives at the same moment that the worst-quality names in the sector are leading the index higher, that’s not fundamentals at work.
Within private credit, attempts to increase liquidity – the ability to buy or sell an asset quickly, in size, and at prices reflecting fundamental values – are welcome developments, in our view. Yet until these efforts address the market’s inherent structural constraints, including a lack of true price discovery, they will only increase the perception of liquidity without truly improving liquidity.
Get ready each week with high-conviction insights that go beyond media headlines.
The inflation dragon is alive and well. Last November, Donald Trump called himself “the affordability president.” However, it appears that the message is falling flat with your average American.
Beneath the surface, however, the story is more complicated. The economy is still advancing, yet it is doing so with a growing bifurcation between households and sectors, while inflation pressures continue to simmer in the background.
In the current market, broad healthcare exposure means navigating relentless regulatory pressure and drug-pricing reform, a combination that can erode returns quickly. To find true value in this challenging macro environment, investors are increasingly turning to cash as the ultimate truth-teller, specifically, free cash flow (FCF).
Once clients’ taxes are filed, most assume the story is over for another year. For many, filing season ends with relief, frustration, or confusion — a refund that feels arbitrary, a payment that stings, or little clarity about what to do differently next time. That’s where you, as the advisor, can step in.
AI infrastructure costs just keep on rising. Big tech firms are likely to invest several trillion dollars over the next few years to satisfy your ChatGPT and Claude habit.
China investors are counting on the summit between Xi Jinping and Donald Trump to deliver just enough to sustain the detente trade underpinning stocks and the yuan.
A scorching rally in Intel Corp. shares is threatening huge losses for traders wagering that they’re due to fall. But that isn’t stopping them from placing those bets.
United Airlines Holding Inc. is returning to the municipal bond market with a junk-rated $256 million sale, after last year’s volatility forced it to postpone the deal.
After going negative in March after the outbreak of hostilities between the U.S. and Iran, flows of gold into ETFs flipped positive again in April, with all regions reporting inflows of metal.
Innovation drives portfolio growth, but how can investors access it while limiting concentration risk – or paying for red-hot valuations? Most investors are already significantly exposed to megacap tech names, but there are plenty more tech players out there that can deliver for investors.
Early detection, I believe, is one of the smartest investments you can make, whether we’re talking about your portfolio or your health.
Scalable personalization means saving time while not sacrificing the “secret sauce” that is unique to your practice. Time savings can come from scaling portfolio construction via model portfolios or direct indexing, adding tools or talent to complement strengths, and using technology like AI.
Join the experts at Goldman Sachs Asset Management as they explore structural shifts within private equity and outline how the characteristics of private equity, such as sector, country and style, can be accessed by capturing replicable performance drivers through public markets in an ETF wrapper.
Rather than worrying about the narrow impact of faster IPO inclusion on index fund performance, we think investors would be better served by focusing on the long-term expected returns offered by the markets in which they’re investing – in particular the U.S. and non-U.S. equity markets.
The nuclear industry has seen a recent flurry of announcements, headlined by two major industry partnerships to rapidly deploy new reactors. These exciting developments come against the backdrop of a new national poll showing increased positive sentiment towards nuclear energy. This all adds to the positive tailwinds for nuclear development in the U.S.
In my former life as a mutual fund analyst, T. Rowe Price was always a staple of my research. Back then, the focus was on their fundamentally focused active mutual fund lineup. However, in the last 15 years, the investment world — and my own research focus — has moved toward ETFs. I watched with strong interest as this Baltimore-based firm brought its active management expertise into the ETF world in 2020.
Copper headed toward its highest close ever — and other metals advanced — as traders shrugged off the apparent deadlock between the US and Iran to join a broader rally for risk assets.
Retail traders largely sat out a record-setting advance in chip stocks in April. Now they’re diving in just as worries mount that the group’s rally may be losing steam.
Cerebras Systems Inc. increased the size of its initial public offering, now seeking to raise as much as $4.8 billion, as demand for the artificial intelligence chipmaker and data center operator’s shares continues to build
The travel and leisure space remains a bright spot, with Marriott posting a robust earnings beat driven by a 12% increase in gross revenue and strong global booking trends. Airbnb also had a strong showing, topping revenue forecasts and raising its full-year outlook as global travel momentum drove a 19% increase in gross booking value.
That skepticism isn’t contrarianism for its own sake, but rather the recognition that when a thesis achieves consensus, the crowd has usually already priced the easy part of the move, and the hard part is what comes next.
With 82% of market cap having reported, the S&P 500 is on track for 27% year-over-year earnings per share (EPS) growth, the strongest since 4Q21. More than 84% have beaten earnings estimates − the most since 1Q21 − while earnings revisions are up 12%, the fastest pace in four years.
Gold demand was up 2 percent year-on-year in the first quarter, setting a record in value terms. Including over-the-counter (OTC) selling, gold demand came in at 1,231 tonnes.
In this month’s Allocation Views, the Middle East conflict and its impact on the global economy in 2026 continue to be the chief concern for asset allocation, as inflationary pressures challenge central bank policy.
The U.S. labor market demonstrated remarkable endurance in April, with job gains outpacing expectations and private sector expansion reaching its strongest point in over a year. As the Federal Reserve maintains a steady interest rate policy, the focus now turns to upcoming inflation and retail data to gauge the sustainability of this momentum.
With the war in Iran dragging past the original ceasefire deadline, how might the situation impact global energy markets—and other sectors—from here? To cut through the noise, we asked Luke Pryor, Security of the Future Portfolio Manager and Co-Portfolio Manager of Strategic Equities, to share his oil and gas industry expertise.
As market volatility lingers, the latest S&P Persistence Scorecard reveals a sobering reality for active managers.
DoubleLine Capital’s Jeffrey Gundlach is repositioning some of his funds for the extreme scenario that the US government could choose to restructure its debt in response to a potential future recession.
After years of U.S. equity dominance, conditions were shifting coming into 2026. Earnings growth outside the U.S. had begun to converge, wide valuation gaps narrowed modestly, and investor interest in international equities was rebuilding. While the Iran war injected uncertainty and temporarily dampened enthusiasm for non‑U.S. stocks, the underlying setup remains intact.
The April FOMC meeting’s four dissents and resistance to maintaining an easing bias signal a higher bar for rate cuts under incoming Chair Warsh, suggesting investors may favor Treasury floating-rate strategies to navigate a prolonged “higher-for-longer” environment.
Dividends have historically been the dominant method by which companies returned capital to shareholders. Share repurchases have only recently surpassed cash dividends as the primary form of corporate payout in the United States. Investor interest in buyback strategies has grown rapidly as a result.
