Investing Strategies

Smart investing strategies and perspectives from thought leaders.

Advisor Upside

Inside BlackRock’s Latest $12B Private Assets Deal

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BlackRock is acquiring HPS Investment Partners in a deal that could increase its private assets under management to $600 billion.

2 min read
Advisor Upside

Option Calls on Bitcoin ETFs Are Both Innovative And Risky

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While the strategies can be seen as the next logical step in crypto investing, some are calling them a step into speculative waters.

2 min read
Advisor Upside

New ETFs May Target Crypto’s ‘Degen’ Crowd

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Crypto ETFs have pulled in billions since the election, and new products that deal in lesser-known currencies are in the works.

2 min read
Advisor Upside

How ETFs Can Help When Rates Are Going Up or Down

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Advisors know exchange-traded funds as a way to invest in broad market indexes, but they are great for bond management, too.

2 min read
Advisor Upside

Advisors Are Still on the Fence About Crypto. Should They Be?

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It’s important to keep an open mind and take simple steps to determine whether it’s right for your practice.

2 min read
Advisor Upside

Advisors Wary of Fixed Income Ahead of Trump 2.0

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The next administration may look to increase tariffs and lower taxes, which could spell higher inflation and lower bond prices.

2 min read
Advisor Upside

Why Nvidia in the Dow Is Bad News for Dividend Investors

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The index investors consider as a basket of blue chip stocks has taken a hard turn toward growth, and away from mature dividend stocks.

2 min read
Advisor Upside

Ahead of Trump 2.0, Advisors Dig into Policy

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The markets reacted positively to a second Trump term, but financial advisors are still sorting out the impacts.

2 min read
Advisor Upside

Do Elections Matter to Markets?

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Most advisors agree that elections have little impact on markets, but that’s not stopping investors from bracing their portfolios.

2 min read
Advisor Upside

New ETFs Help Clients Defer Taxes like the Super Rich

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New ETF launches are using sophisticated strategies that were once only available to the wealthy to help clients defer capital gains tax.

2 min read
Advisor Upside

How Clients Can Invest in NFL Teams

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As the NFL opens up investments from private equity firms, new funds may help clients invest in their favorite teams.

2 min read
Markets

Weathering the Storm: A Q&A with Vanguard on Market Volatility

Photo illustration by Connor Lin / The Daily Upside, Photo via Vanguard

The last four years have been head-spinning. Dan Newhall, Vanguard’s head of portfolio solutions, talked us through the volatility.

5 min read
Advisor Upside

Inside State Street and Apollo’s Private Market ETF

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The asset managers are hoping to offer the first private asset ETF and open up alternative investments to the masses.

2 min read
Advisor Upside

Vanguard Sets Sights on Active Fixed Income

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Vanguard CEO Salim Ramji sees massive opportunities in active fixed income, and said it will play a larger role in retirement saving.

2 min read
Advisor Upside

Wealthy Families Are Ditching Cash for Riskier Wagers

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Family offices are trimming their cash investments and moving into equity plays as the outlook for global markets improves.

2 min read
Advisor Upside

Latest ETF Taps AI Versions of Buffett, Druckenmiller

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Intelligent Alpha launched a new ETF that leverages AI large-language models to mimic some of the world’s best stock pickers.

2 min read
Advisor Upside

Rich Families’ Wealth to Grow to $9.5 Trillion by 2030

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Wealthy families with their own family offices will be nearly 200% richer by the end of the decade, according to a Deloitte report.

1 min read
Advisor Upside

Hedge Funds Are Falling out of Favor with the World’s Wealthy

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New research has found a growing number of family offices and high-net-worth clients are kicking their traditional hedge funds to the curb.

2 min read
Advisor Upside

Active ETFs Approach $1 Trillion in Global Assets

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The actively managed investment vehicles have quickly gained momentum after a Securities and Exchange Commission rule change in 2019.

2 min read
Advisor Upside

Josh Brown Talks AI and ‘Perpetual Motion Machines’

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‘Downtown’ Josh Brown is largely bullish on investments in artificial technology and tackles the segment’s future in a new book out this week.

2 min read