Investors willing and able to accept the illiquidity risk of CLOs should consider them as alternatives with attractive risk/reward characteristics.

A lot of the conversation around the rise of artificial intelligence has focused on its threat to white-collar jobs and knowledge workers.

I sense a growing middle-of-the-road regulatory consensus on cryptocurrencies. It splits the difference between “crypto is a Ponzi scheme to defraud investors and enable criminals,” on the one hand, and “crypto solves ancient financial problems and will usher in an era of prosperity and freedom,” on the other.

Inspired by the modest market turbulence late last year, I just couldn’t resist trying my hand at a daily financial column. Only the names have been changed to protect the clueless.

This year, managers at Jefferies Financial Group Inc., Evercore Inc. and PJT Partners Inc. say they’ve been inundated with CVs from the likes of Goldman, Barclays Plc and Credit Suisse.

It’s shaping up to be a pivotal week for global stocks, as companies with a combined $27 trillion market value gear up to report quarterly earnings. As Netflix Inc. and Tesla Inc. showed last week, the pressure is on — to deliver or face a sharp selloff.

It made sense at the time. Jerome Powell was waging war on inflation. The bond market was flashing dire warnings. Practically everyone saw a recession coming.

Target-date funds, which make up over half of total 401(k) assets, are not following investment theory, exposing investors to excessive risk.

Financial companies that help address some of the world’s most pressing socioeconomic challenges deserve attention from sustainability-focused investors.

So far in 2023, equity markets have shrugged off banking stress, recession risk, and monetary tightening in favor of a more optimistic view. While risks remain, alternative data suggests that inflation may fall faster than expected as the economy remains relatively healthy.

This Knowledge Leader aims to provide solutions that can help societies overcome complex challenges. For example, NEC makes biometric identification systems, video analytics systems, and digital government solutions designed to improve the efficiency and transparency of government operations.

It is no secret that the biggest virtual event of the summer is the coming July 24 Fixed Income Symposium. Here’s why advisors can’t afford to miss this event.

Economic indicators are released every week to help provide insight into the overall health of the U.S. economy. In this article, we examine indicators from the past week, such as inflation, that shed light on both inflationary trends and sentiment within the market.

Last month, BlackRock Inc., the world’s biggest money manager, asked the Securities and Exchange Commission to approve a spot Bitcoin exchange-traded fund — a fund that would invest in the digital currency directly rather than through futures markets.

Global corporate bond returns just hit their highest level this year on bets that the inflation crisis is coming to an end. Some investors say this may be as good as it gets, with dangers lurking in credit markets for the second half.

China’s ultra-long government bonds are seeing heated demand as the economy’s dire outlook and expectations for modest stimulus drive bets for further gains.

Crypto investors appear to be the most optimistic in over a year about the odds of the world’s biggest Bitcoin investment product being allowed to be turned into an exchange-traded fund.

An out-of-cycle rebalance in the Nasdaq 100 is adding another layer of wrinkles to stock trading with a flood of options expiring Friday.

Home country bias means that investors may be overlooking international bonds. Certainly, the flows into U.S. fixed income ETFs dwarf the flows into international bond ETFs. That could be a missed opportunity.

Transitioning to a green net-zero economy requires climate solutions that enable the economy to decarbonise, such as renewable energy, electric vehicles, and recycling technologies.

Health care’s innovation-driven growth and inherent resilience makes it a natural fit for dividend growth investors, according to Franklin Equity Group.

Amazon is the world’s largest online retailer and a prominent player in the field of cloud services, digital streaming, and artificial intelligence. This Knowledge Leader has redefined the landscape of e-commerce and technology.

The MSCI EM index is up 20% from its bottom last October, but is almost 30% below its February 2021 peak. Thus, it has lagged other major markets globally. We have seen and heard investors getting more positive on emerging equities and reallocating capital accordingly.

Tesla Inc.’s latest results gave bulls a lot of what they wanted: An earnings beat, tantalizing shots of the Cybertruck, and an “internal projection of Dojo compute power,” referring to the in-house supercomputer.

Perhaps taking a page from the US, where retirement funds have long made significant equity investments, the UK is hoping that adding lots of private equity to its pension pots will drive higher returns and superior growth outcomes.

Nasdaq Inc. became the latest mainstream financial firm to take a step back from digital assets, aborting its launch of a custodian business in the US due to the shifting business and regulatory environment.

Wells Fargo & Co. grabbed the most trading and dealmaking market share in years, a key milestone for Chief Executive Officer Charlie Scharf’s quest to build the fourth-largest US bank into a more formidable Wall Street player.

Goldman Sachs Group Inc.’s profit plunged as the Wall Street giant notched one of its weakest quarters under Chief Executive Officer David Solomon.

Using LOGICLY’s data and analytics platform, this article looks at the top funds in the equity asset class that have brought in the most assets YTD.

We favor emerging market (EM) to developed market (DM) assets on a brighter macro backdrop. We get granular and harness mega forces, per our playbook.

Nokia Corporation is a global leader in networking. Based in Espoo, Finland, this Knowledge Leader’s mission is to bring together the world’s people, machines, and devices to realize the potential of digital in every industry.

Even benchmark-makers are starting to address the supersized influence of heavyweight stocks. Nasdaq’s plan to reconfigure the weights of its constituents should prompt investors to think about the broader concentration risks in US equity markets, particularly in passive portfolios.

VettaFi’s vice chairman Tom Lydon discussed the Consumer Discretionary Select Sector SPDR® Fund (XLY) on this week’s “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”

NEOS is an ETF sponsor, and its ETFs aim to deliver the next evolution of options strategies that seek income as the outcome. Built on decades of research and experience, NEOS ETFs aim to empower investors with portfolio building blocks to provide high monthly income, tax efficiency, and diversification through data-driven options-based ETFs. Today, we’ll be speaking with Garrett Paolella of NEOS investments, to learn more about its suite of ETFs, its potential benefits, and where they may fit in investment portfolios.

Climate change presents a significant source of transition risk for investors as companies face increasing pressures from regulators, consumers, and shareholders to lower their carbon footprints.

Here are the top employee wellness trends that you can leverage this year.

When asked about how tighter regulations affect banks’ business models, JPMorgan Chase & Co.’s Chief Executive Officer Jamie Dimon commented that it was great news for hedge funds and private equity firms.

Richard Cooper’s phone is something of an early alarm bell for the global economy. Lately, it’s been ringing a lot.

The best argument in favor of approving new Bitcoin exchange-traded funds is that they already exist, tracking futures. Sadly for the crypto crowd, that’s also the best argument for why nobody needs a new one.

The pioneer of the world’s first “buffer ETFs” — exchange-traded funds that are supposed to limit losses during market selloffs — has launched a new product that it says offers investors complete downside protection.

An improved income outlook for multi-asset investors, including higher yields, sharply contrasts with cloudy conditions at 2023’s start.

The S&P 500 has generated double digit returns so far in 2023, but the gains have been narrowly focused. Heading into the second half, we will be watching to see whether the rally broadens or the market capitulates.

The Fed is executing its playbook according to plan – get interest rates up quickly, keep tightening albeit at a more moderate pace, and then hold rates steady to allow real rates to nudge higher as inflation recedes.

Investors with $250,000 or more to spend on municipal bonds are increasingly seeking opportunities to pick and choose what goes into their portfolios.

Healthcare stocks have been laggards on the back of cost pressures and punitive regulations. But the long-term trends are extremely favorable, making the sector a compelling opportunity.

Cathie Wood said Nvidia Corp. is now an “obvious” artificial intelligence bet, and she’s buying up shares of other companies that can capture more upside from the potentially transformative technology.

When a “special rebalance” of the Nasdaq 100 Index was touched off to curb the dominance of the biggest technology stocks, Meta Platforms Inc. was the only mega-cap to fall below a crucial threshold for downsizing. Now it seems the social media giant will be pared back anyway.

Dial into any bank earnings call these days and you will hear lots of talk about “deposit beta.” The phrase came up 29 times in the presentations following results from four of the largest US banks last week. A metric that analysts have tracked for years has hit the mainstream.

Japan may uniquely benefit from a wage-price spiral.

Falling airfare prices in the U.S. don’t appear to have any effect on airlines’ revenue, according to Goldman Sachs. In fact, Delta just reported record revenue and profits in the June quarter.