Capital markets

Market recovery has made the risk of missing out more pronounced this year, forcing many funds to position themselves towards historically bullish levels.

It’s the latest dramatic twist in the story of USO, which was at the center of the storm as crude prices plunged earlier this year.

While stimulus talks have stalled, better-than-feared economic data and corporate earnings have instilled optimism that a recovery is taking shape.

The aggregator thinks it’s found a sweet spot sharing revenues with firms it acquires, says CEO Bob Oros.

Innovator ETFs, an asset manager, will debut its so-called buffer funds at a time when Treasury yields are hovering near historic lows and duration risk climbs.

“If you decide to make the portfolio more conservative, make sure you have a plan — an exact plan — on when to come back,” an expert says.

The alternative asset manager said it has $77 billion in cash, securities and other available capital, including uncalled capital commitments from clients.

It’s enough to frustrate star traders, leaving them vulnerable to poaching by hedge funds willing to pay more.

The fund industry's latest arrivals underline the seismic shifts underway in the business of asset management.

Ben Meng’s downfall raises questions about who would succeed him in a job that attracts so much unwelcome attention, not to mention navigate a pandemic.

Such a scenario could "challenge market assumptions both about cyclicality and about eternally negative rates," according to strategists.

Because of potential tax and compliance implications, they must tell the company if they are working from a location other than their home address.

The framework provides asset managers with a set of recommended actions, metrics and methodologies to help them meet the “net-zero emissions” goal by 2050.

The alternative asset manager surpassed its previous peak from the fourth quarter of 2017.

The 20 top-performers have generated gains well over 50% in the first seven months of the year.

The change bars money managers from using some types of business entities to take advantage of an exemption to rules laid out in the 2017 tax law.

A combination of GLD’s higher fees and an almost relentless demand for the yellow metal have catapulted it from fourth on the revenue leader board in 2017.

Fintechs are facing unique challenges in the pandemic. There might be a resurgence in funding on the horizon, but startups are looking to see what they can do now to weather the storm.

About two dozen advisors are using the software now, and the firm is making changes based on their feedback, an executive says.

The asset manager has become one of the fastest-growing hedge funds at a time when many competitors are losing assets.