At a time when financial professionals are increasingly looking for differentiated alternative investment products for diversification and return benefits, these are the three things you need to know about the growing asset class.
The US industrial renaissance is not a new theme for RBA. We first wrote about it in 2012 when we argued that US corporations had moved operations overseas because they were too focused on labor costs, and were ignoring transportation, governmental, geopolitical, and supply chain risks.
Bitcoin sank to a two-week low before paring losses as demand for dedicated US exchange-traded funds dries up and investors question the Federal Reserve’s scope to lower interest rates quickly.
An obscure investment product used to finance risky real estate projects is facing unprecedented stress as borrowers struggle to repay loans tied to commercial property ventures.
The timing and pace of Federal Reserve interest rate cuts will consume economists and market commentators for months to come. But an emerging story in 2024 is that lenders and borrowers are jumping the gun well in advance of any policy easing.
Snap up more Japanese stocks, ratchet up shorts on government debt and keep buying the yen: these are some of the most popular calls from big-name money managers ahead of a central bank meeting that may end the world’s last experiment with negative interest rates.
Just as private credit is becoming an asset class of its own and private equity houses are finding a new revenue stream away from their bread-and-butter buyout businesses, this burgeoning part of leveraged finance is losing steam.
Google’s investors are entitled to be furious about the stunningly incompetent rollout of the company’s Gemini artificial intelligence system. For everybody else, including this grateful Google user and committed technology optimist, it was a blessing.
There’s a new law of the land taking root in Silicon Valley: the more technology makes us laypeople replaceable, the more the technocrats building it are considered indispensable.
Super Tuesday was, if I may, super obvious. Former President Donald Trump clinched nearly every delegate that was up for grabs, forcing his Republican challenger, Nikki Haley, out of the race, which all but guarantees his nomination.
It’s a year since the failures of Silicon Valley Bank and Signature Bank – and the renewed cries of “never again.” Almost instantly began inquiries to work out who to blame, as well as hurried efforts to tighten banking rules, raise capital demands and enact laws to make executives pay.
Breaking away from wirehouses has never been easy. But the leap of faith to independence demands a lot more work for advisors than it did even a few years ago.
Despite what headlines say, expensive M&A isn’t the only way to grow a firm.
The US federal budget seems out of control. Funding spats and debt-ceiling standoffs routinely threaten to force defaults and shutdowns. America's once-unassailable credit rating keeps slipping. Has the government simply become too big to manage?
Bitcoin and gold were both top of mind at this past week’s 2024 Investment U Conference in Ojai, California, which I had the privilege of presenting at.
The frenzy around AI stocks has blindsided Wall Street forecasters, spurring a race among strategists to keep up with a stock market rally that’s already blowing past their expectations when 2024 began.
Colm Kelleher whipped up a storm at the end of last year when the UBS Group AG chairman warned of a dangerous bubble in private credit.
There’s a reason they call him the Oracle of Omaha. For decades now investors have pored over Warren Buffett’s annual letter to shareholders, hoping to soak up whatever wisdom they can from the business icon.
Let’s look at each DiSC style and how you can adapt to make them more comfortable with you.
For high income earners, a 4.5% after-tax return is equivalent to an 8%+ pre-tax return. Whole-life insurance can provide the same after-tax return of an investment with a higher pre-tax return – but without the higher investment risk.
NVIDIA reported financial results for the fourth quarter and full-year 2023 this week, and I’m still picking my jaw off the floor.
The US and China are discussing new measures to prevent a wave of emerging market sovereign defaults, according to people familiar with the situation, one of the most significant attempts in years at economic cooperation between the rival superpowers.
A Fidelity International money manager has sold the vast majority of US Treasuries from funds he oversees on expectations the world’s biggest economy still has room to expand.
Marketing is about people, and there are three categories of people that you are likely pushing away on a professional basis due to lack of perceived prospect value.
Nvidia Corp.’s market-leading advance has left even the bulls questioning if an earnings beat will be enough to propel the AI chipmaker’s shares higher.
Relatively hot inflation reports might be blips, but they reinforce why the Fed's rate-cutting cycle might be more gradual, which could be a better backdrop for stocks.
Investment banks including Goldman Sachs Group Inc. and Barclays Plc are striving to get a lucrative fee-making machine back in action.
If you’re a parent or grandparent, you may know of the “Choose Your Own Adventure” storybook series. Written in second person, they make “you” the hero.
Approximately 80% of all S&P 500 companies have reported fourth-quarter earnings as of today, and of those, 75% have reported earnings per share (EPS) above estimates. That’s well above the 10-year average, according to FactSet.
Two seasoned investment professionals bring us up to date on the intersection of commercial real estate and bank lending.
The cost of housing remains a hot-button topic with both Millennials and Gen-Z. Plenty of articles and commentaries address the concern of supply and affordability, with the younger generations getting hit the hardest.
I met with seniors from Duquesne University recently, all of them about your age. They are Finance Majors graduating in the spring and were looking for insights into investing, career advice and strategies for building successful careers.
I highlight six important ways advisors can best prepare to sell their RIA to an external third party.
Brian Kelly is The Points Guy, a pioneer in the cottage industry that helps credit card users get the most out of airmiles and other rewards. He got into it when young out of a determination to always fly business class. His motivation? “I’m six-foot-seven!” he says.
By now, we all know the routine: An early start. A line down the street. Apple Inc. store employees whooping and hollering with such coordination it must make Kim Jong Un envious.
Modern economies, even small ones, are unfathomably complex. The number of variables is far more than any human can comprehend or any model can track. It’s really no wonder so many forecasts are wrong.
JPMorgan Chase & Co. is making the titans of private credit markets very anxious.
Economic growth in the US is off to a better start than expected this year, thanks largely to a long-awaited pickup in consumers buying “stuff” again after they shifted spending to experiences in 2022.
Andy Rothman reviews data points that offer insights into the coming quarters.
C.S. Lewis coined the term ‘chronological snobbery’. According to Lewis, the definition of chronological snobbery is “the uncritical acceptance of the intellectual climate of our own age and the assumption that whatever has gone out of date is on that count discredited.”
Lenders in the world’s two most-populous nations are having very different problems with monetary and fiscal taps. In China, creditors are drowning in cheap central bank cash, but loan demand is muted. In India, banks are in the middle of their fastest expansion in a decade, but they’re parched for liquidity.
Last July, I issued an open letter to the annuity industry requesting the introduction of a product to meet the needs of independent advisors who adhere to a safety-first, goals-based investing philosophy. That call has been answered.
Can inflation continue to decline, and what will drive it down?
What does a November 2023 hockey bet have to do with the 2008 financial crisis and the Chunnel connecting England to France? A lot, and the relation is key to understanding financial disasters — not to mention getting paid for longshot sports bets and getting from London to Paris safely.
What denomination of coin will you spend two seconds to pick up?
One of last year’s best wagers in emerging-market debt is getting a fresh boost from bets the Federal Reserve will finally begin cutting interest rates.
When Brookline Bancorp Inc. needs to borrow short-term cash quickly — part of the regular course of business for the Boston-based lender — it has a range of options. One source of cheap money it’s loath to turn to, however, is the Federal Reserve for fear of setting off alarm bells.
The world watched Iowa Republicans – the party of Lincoln – give a big boost to Donald Trump Monday night, January 15.
The negative side of the strong increase in mortgage rates has fallen on those who did not have a home before the start of the increase in rates and on the ability of those Americans to purchase a home.
The race for the White House intensified this week as Donald Trump won the Iowa caucus with 51% of the vote, handily beating rivals Ron DeSantis and Nikki Haley. Results from the online prediction market PredictIt now show that Trump has become the betting favorite to win November’s general election.
