Investments

Advisor Upside

Advisors Weigh In on Fixed Income in Turbulent Markets

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As stocks pull back on macroeconomic fears, the bond market presents pockets of opportunity.

4 min read

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Investments

Investors Seeking Safe Havens Hoard Gold — Physical as well as Digital

Investors are increasingly hoarding gold and bitcoin as conventional safe havens in US bonds and the dollar have come up short.

2 min read
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Economics

Dollar Takes a Bruising From Trump’s Jabs at Fed Chair

The US dollar hit a three year low against a basket of currencies Monday, highlighting investor concerns about US assets.

2 min read
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Investments

Morgan Stanley Wants to Woo the Day-Trader Crowd

Morgan Stanley is doubling down on its pursuit of day traders with a fancy new, souped-up premium platform for retail investing.

1 min read

OP-ED | Advisor Upside

Bonds Get a Bad Wrap. But They Thrived During Their ‘Great Depression’ of 2022.

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Previous bond declines mean clients can now earn an expected return above inflation.

4 min read

Advisor Upside

Dual-Share Classes Are Coming. Why It Matters.

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More than 50 asset managers have asked the Securities and Exchange Commission for permission to create dual share classes of mutual funds.

3 min read

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Advisor Upside

Fidelity Wins First SEC Approval to Expand Semi-transparent ETF Holdings

Fidelity can include securities beyond US stocks in semi-transparent ETFs, per an SEC order, though it must disclose the added holdings daily.

2 min read
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Advisor Upside

Vanguard Pushes Ahead with Another Active ETF

The firm is nearing a dozen actively managed exchange-traded funds in its lineup.

2 min read
Photo via Connor Lin / The Daily Upside

Advisor Upside

Westwood ETF Says it Pays to Be Democratic

A new fund from Westwood and TOBAM aims to limit exposure to authoritarian states including China, Russia, and Turkey.

2 min read

Advisor Upside

Are Investors Buying Tesla’s Nosedive?

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ETFs shorting Tesla have recently outperformed, while those doubling down on the company have not. The long-term numbers are another story.

2 min read

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