Investment strategies

The passive-investing juggernaut is picking up speed — and it's stirring up fresh angst about the dangers posed by the index-tracking boom across Wall Street.

All these topics and more were the subject of the recent webinar, "Morningstar's 2025 Outlook: Investment Strategies for the Year Ahead."

A rapidly growing number currently use models suggested by a broker-dealer, TAMP, asset manager or third-party strategist provider without modification.

The founders of HPS will lead a new private financing business unit in BlackRock.

As investors think about moving cash out of money market funds, a low-duration strategy could make sense.

The Texas AG leads a lawsuit against BlackRock, Vanguard, State Street, alleging asset managers' influence on coal production led to higher energy prices.

With interest rate easing cycles, geopolitical risk and post-election policies, experts looked forward to what's ahead in the new year.

Starting next year, all of its existing RIA non-retirement clients' cash balances will be moved from higher-yield money market funds to FCASH — a lower-yield cash management product.

The new Granny Shots ETF from Fundstrat is built around large caps and has already drawn more than $400 million from investors.

The US Sustainable Investment Forum (SIF) sees thin Republican majorities in Congress hampering anti-ESG legislation from advancing.