Portfolio strategies

Lower interest rates are just one of many factors weighing on the $1.7 trillion market for private debt.

Experts expect the rate cuts to continue, but for how long and how effective they will be in achieving a "soft landing" remain to be seen.

Advisors and industry experts say a historical perspective of the past and a long-ranging view of the future are key in this moment of change.

The firm raises its predictions after finding that fewer customers are shifting cash in pursuit of higher yields.

Edward Jones is also lowering its fees on certain asset ranges and seeing faster-than-expected adoption of the MoneyGuide investing systems.

New offering would allow advisors to connect with more than 20 external asset managers.

The offering comes amid a slowdown in large insitutional investors' funding of private credit and equity.

The "father of the index fund" was famously skeptical that exchange-traded funds would encourage risky and speculative stock market bets.

The deal comes an ongoing boom in private loans to businesses and consumers.

Recent years have taken the shine off of fixed income, both as a portfolio diversifier and a way to boost total returns. The prospect of falling rates next month promises to reverse that.

While big firms keep getting hit with lawsuits alleging unfair cash sweep policies, MaxMyInterest is generating returns from cash through the competitive marketplace.

Financial planners have had to field plenty of questions about why they weren't more aggressively chasing returns. With the market correction, they now have a chance to show the benefits of a diversified strategy.

The combination of variable prepaid forwards with long and short equity positions outpaces the after-tax returns of a direct indexing strategy, a new study found.

With the recent bull market being driven by just a few companies, many clients are asking: Why wasn't I in that stock? Here's how to answer.

David Kelly of JPMorgan thinks investors can safely navigate private markets — provided they work with the right managers.

Experts from Fidelity Investments, JPMorgan Asset Management and Brown Capital Management argue the answer is definitely "yes." Here's why.

CEO Larry Fink predicts will prove the key to 'democratizing' alternative investments.

Experts from Vanguard say financial advisors and clients see opportunities in active fixed income amid cooling inflation and expected rate cuts.

With rate cuts still on the horizon, some advisors wonder if it's time to look for returns beyond high-yield savings and money market accounts.

Recent research may suggest private credit doesn't produce great returns after fees and risks are taken into account, but wealth managers still see a case for using it and other alternatives to move beyond the 60-40 portfolio.