Investments

Investments

Retirement-Platform Giant Turns On Private Markets Tap

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Retirement plan provider Empower is making private market investments available to participants with help from some Wall Street titans.

2 min read

Jerome Powell, Chair of the Federal Reserve. Photo by Federal Reserve Board of Governors via PDM 1.0.

International Economics

Optimism Overpowers Market Uncertainty Following US-China Trade Thaw

The US and China shocked the world in announcing a 90 day trade truce, turning weeks of uncertainty into a day of optimism.

2 min read
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Bonds

Tariff War Transforms US Bond Market From Boring to ‘Yippy’

US Treasurys have long been safe havens during financial market upheaval. President Trump’s sweeping import tariffs made them more volatile.

4 min read
Brian Armstrong, CEO of Coinbase. Photo by TechCrunch via CC BY 2.0.

Cryptocurrency

Crypto on Track for M&A Record With Coinbase’s $2.9B Derebit Takeover

Coinbase is acquiring Derebit for $2.9 billion in the crypto industry’s biggest ever deal as it spars with rival Kraken.

2 min read

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

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.

Photo illustration by Connor Lin / The Daily Upside, Photos by Happyphoton, Wavebreakmedia, and Olegback via iStock

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
Photo via Connor Lin / The Daily Upside

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

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