Markets

Advisor Upside

What’s Going On In Clients’ Heads? Don’t Ask AI

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Client risk aversion shifts constantly, and advisors must navigate those changes while technology becomes more prominent in investment management.

2 min read

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Hedge Funds

Hedge Fund Assets Reach Record $5 Trillion With Most Inflows Since 2007

The last time this many people piled into hedge funds, the only great recession anyone might have been aware of was Larry David’s hairline.

1 min read
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Finance

Can Beyond Meat’s Meme-Stock Star Turn Last Beyond Last Week?

Beyond reported a 20% year-over-year revenue decline in its latest quarter, so this was not a fundamentals-driven rally.

2 min read
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Blockchain

Crypto Stocks and Currencies Earn Their Own S&P Index

Cryptocurrency markets still remain somewhat volatile, so indexing adds the appeal of smoothing out exposure.

2 min read

Finance

Dwindling IPOs Reward Investors With Return Bonanza

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New data compiled by Bloomberg found that shares in companies to debut on US exchanges this year have climbed by a weighted average of 53%.

2 min read

Investments

Glass Lewis, ISS Grapple With Renewed Risk to Influencer Status

Photo illustration by Connor Lin / The Daily Upside, Photos by Prostock-Studio and Bee32 via iStock

ISS, Glass Lewis face criticism from an oil giant engaged in a bitter proxy fight just as Congress renews scrutiny of advisory firms.

6 min read

Finance

Trade War Selloff Sends Investors Seeking Shelter Close to Home

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The S&P 500 notched its biggest single-day decline in market value terms since the onset of the pandemic on Thursday.

2 min read

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