To complement portfolios, advisors are adding exposure to alternatives through funds focused on specific strategies, preferring niche over multi-strategy funds, industry observers said.
June 19, 2024
Industry News
June 19, 2024
June 19, 2024
An Advisor’s Guide to Elections and the Markets
YCharts’ latest guide, How Do Presidential Elections Impact The Market? answers the most commonly asked questions that financial advisors hear from clients during an election year.
June 13, 2024
Can a ‘financial X-ray’ help advisors address client financial literacy?
Canadians lack a universal level of financial literacy. A study of middle-income Canadians by Primerica recently found that 68 per cent of Canadians feel their education did not prepare them to manage finances in adulthood.
June 6, 2024
Federal court strikes down SEC private funds rule
A US appellate court has thrown out an SEC rule that required higher transparency from private funds.
June 5, 2024
Morningstar DBRS Revises Apollo Debt Solutions BDC’s Trend to Positive from Stable and Confirms Long-Term Credit Ratings at BBB (low)
Morningstar DBRS confirms the Long-Term Issuer Rating and Long-Term Senior Debt rating of Apollo Debt Solutions BDC (ADS or the Company) at BBB (low).
May 7, 2024
Commercial Real Estate’s Private Credit Market Is Just Revving Up
I expect banks to actively decrease their commercial real estate exposure, resulting in a scarcity of debt capital, which is unlikely to change meaningfully for the next few years.
Private Wealth Is Heading To Alternatives—What’s Driving It And Where Is It Going?
Alternative investments is a top priority for 49% of North American family offices, while 34% are planning to increase allocations to private credit.
April 5, 2024
Manhattan Office Leasing Drops 23%
Office leasing volume in Manhattan retreated to 6.8M SF in Q1, down from the hefty 8.9M SF reported in the previous quarter.
April 4, 2024
REITs Climbed in March; Specialty REITs Lead in 2024
As of March 28, the dividend yield for the FTSE Nareit All Equity REITs Index was 4.06% and the FTSE Nareit Mortgage REITs Index yielded 12.18%, compared to 1.3% for the S&P 500.
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The alternative investments industry is
expected to grow to $17 trillion by 2025.
