BlackRock

Advisor Upside

Meet the BlackRock ETF Taking Aim at Invesco’s QQQ

Photo via Erik McGregor/Sipa USA/Newscom

The company filed Monday for the iShares Nasdaq 100 ETF, a result of the exchange broadening its US licensing for the index.

2 min read

Photo illustration by Connor Lin / The Daily Upside, Photo by Klyaksun via iStock

Investing Strategies

How the ‘Domino Effect’ from a Wonky SEC Policy Shift May Ease Capital Gains Pain

An ETF makeover for mutual funds, enabled by the Securities and Exchange Commission, may cut taxes for millions and upend the funds biz.

5 min read
Photo via Richard B. Levine/Newscom

Finance

Blue Owl Slams Brakes on Redemptions at Two Funds as Private Credit Worries Mount

Investors asked to yank 21.9% from Blue Owl’s $20 billion Credit Income Corp. fund between January and March.

2 min read
Photo by Liam Truong via Unsplash

ETF Upside

Goldman, BlackRock CEOs Predict Massive Growth in Alternatives

By 2030, Goldman alone expects its alternative assets under supervision to reach $750 billion.

2 min read

Energy

Clean Energy Regains Its Swagger as Hedge Against Wartime Oil Crisis

Photo via Jim West/UCG/Universal Images Group/Newscom

The iShares Global Clean Energy ETF jumped more than 5% last week, exceeding the oil-and-gas-focused Vanguard Energy ETF’s 1.3% gain.

1 min read

Photo illustration by Connor Lin / The Daily Upside, Photo by Mikolajn and Feedough and via iStock

Advisor Upside

Why Advisors Are Doubling Down on Munis, High-Quality Bonds Right Now

Financial professionals are recommending staying in high quality products to help ride out any potential volatility.

4 min read
Photo via Billy Tompkins/ZUMAPRESS/Newscom

Finance

Private Credit Crunch: JPMorgan Limits Exposure, Morgan Stanley Fund Caps Redemptions

Shares of major private-credit lenders are down significantly this year: Apollo has lost 26%, KKR 31%, Blackstone 30%, and Ares 35%.

2 min read
Photo via Richard B. Levine/Newscom

Markets

BlackRock’s Writedown of Small Loan Fuels Private Credit Alarm

BlackRock’s writedown of a $25 million loan is fueling concern that much larger defaults are lurking in private credit.

2 min read

ETF Upside

BlackRock Ramps Up Risk in Its Target-Date Funds

Photo via Gado Images/Smith Collection/Gado/Sipa USA/Newscom

The company is increasing stock exposure in its target-date funds, a response to people living longer and investing more.

2 min read

Banking

Morgan Stanley Pushes Past Crypto Blues to Build its First Bitcoin ETF

Photo via Richard B. Levine/Newscom

Bitcoin ETFs just notched $697 million worth of inflows on Monday, their biggest gain since early October.

1 min read

Sign Up for The Daily Upside to Unlock This Article

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