Investing Strategies

Advisor Upside

Jamie Dimon Clears Bitcoin for JPMorgan Clients: ‘I Defend Your Right to Smoke’

Photo by Jakub Zerdzicki via Pexels

The bank’s CEO said clients can trade bitcoin, but remained outspoken about the dangers.

2 min read

Photo via Rayliant

Advisor Upside

Jason Hsu’s Fundamentals Avoid ‘Sex and Sizzle’ of Value Investing

The Rayliant founder and CIO talks emerging markets, global trade, and Japanese growth.

3 min read
Photo by Towfiqu Barbhuiya via Pexels

Advisor Upside

Private Assets Get the In With Long-Sought-After 401(k)s

Empower is adding private market allocations with collective investment trusts used in managed accounts.

2 min read
Photo by Roman Tiraspolsky via iStock

Advisor Upside

Inside the Interval Fund from Vanguard, Blackstone, Wellington

The announcement follows similar plans by prominent asset managers like State Street, Apollo, KKR and Capital Group.

2 min read

Advisor Upside

Real Assets, like Property and Timber, Pique Interest Amid Volatility: Bank of America

Photo by Ruben Hanssen via Unsplash

Real assets exhibit little correlation to traditional stocks and bonds, making them highly desirable among clients in these volatile times.

1 min read

Advisor Upside

Behind the Vanguard, Blackstone, Wellington Plan to Launch Private Investments

Photo by JHVEPhoto via iStock

The announcement follows the introduction of a public and private ETF from State Street and Apollo last month.

2 min read

Photo by JJ Gouin via iStock

OP-ED | Advisor Upside

Bonds Get a Bad Wrap. But They Thrived During Their ‘Great Depression’ of 2022.

Previous bond declines mean clients can now earn an expected return above inflation.

4 min read
Photo by Zlaťáky.cz via Unsplash

Advisor Upside

Can Gold Help Weather a Downturn? Maybe

The precious metal has been riding high lately as equities have taken a tumble after the Trump administration’s sweeping tariffs.

1 min read
Photo illustration by Connor Lin / The Daily Upside, Photos by Happyphoton, Wavebreakmedia, and Olegback via iStock

Advisor Upside

Dual-Share Classes Are Coming. Why It Matters.

More than 50 asset managers have asked the Securities and Exchange Commission for permission to create dual share classes of mutual funds.

3 min read

Advisor Upside

Rob Arnott on Deep Value and ‘Running Towards Lions’

Photo by Gage Skidmore via CC BY-SA 2.0

The founder of Research Affiliates said serving clients means helping them not do incredibly stupid things.

3 min read

Sign Up for The Daily Upside to Unlock This Article

Sharp news & analysis on finance, economics, and investing.