Investing Strategies

Smart investing strategies and perspectives from thought leaders.

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
Advisor Upside

Advisors Donated More to Trump, Republicans — With a Major Caveat

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Advisors have donated roughly $1.5 million to Trump and Republican groups compared to less than $400,000 to Harris and Democratic groups.

2 min read
Advisor Upside

Advisors Key in on Fixed Income Ahead of Interest Rate Cuts

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With the Fed primed to begin the next cutting cycle, advisors are looking for fresh places to park clients’ cash.

2 min read
Advisor Upside

Ether ETFs Struggle to Impress in Opening Act

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The funds that track the second-largest cryptocurrency were off to the races in late July, but have been stuck in the ether ever since.

2 min read
Advisor Upside

Why Women Have Less Money Saved for Retirement than Men

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While saving for retirement, women have less than a third the median assets as men and face unique challenges, according to a new survey.

2 min read
Advisor Upside

How Do Active ETFs Work?

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The number of active ETF launches in the US has outpaced passive ETF product launches every year since 2020.

4 min read
Advisor Upside

This ETF Is the Most Volatile in the US

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A new exchange-traded fund that tracks a stock closely correlated to Bitcoin has just become the most volatile in the US.

2 min read
Advisor Upside

Rob Arnott Doesn’t Like ‘Getting Dumped,’ But These Stocks Do

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Arnott is launching a new index, called NIXT, that targets small-cap value companies that have been dropped from other indexes.

2 min read
Advisor Upside

Betting on Volatility? Cboe Plans to Launch Options on VIX Futures

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Attaching options to futures contracts adds more complexity, but the exchange says it may also help protect investments against uncertainty.

2 min read
Advisor Upside

Is an Over-Concentrated Stock Market Fueling Volatility?

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As the markets become increasingly reliant on a handful of stocks, experts say uncertainty could be a growing feature of equity investing.

2 min read
Advisor Upside

Ares Management Breaks Private Credit Fund Record at $34B

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The investment manager’s fund is the largest in a growing number of investments that are fueling the private credit market.

2 min read
Advisor Upside

BlackRock, Invesco Battle Over Private Asset ETFs

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The world’s largest asset managers are devising new ETFs that wrap up private investments into a passive fund.

2 min read
Advisor Upside

Vanguard, BlackRock, State Street Face Potential Hurdle From Decades-Old Rules

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Vanguard is sounding the alarm that regulators may soon enforce rules that set limits on how much of a company investors can own.

2 min read