Investment

A majority of stock analysts now recommend investors hold Morgan Stanley, but not to add shares, while they recommend buying Citigroup.

Observers tend to focus a lot on ETF launches, but Morningstar analyzed the more than 200 ETFs that closed in 2023. A higher interest rate environment made things tough for private equity in 2023 and that could continue this year, reports...

When the end of a monetary tightening cycle is near, real estate investment trusts outperform. All signs indicate positive returns will continue in 2024, argues Edward F. Pierzak, senior vice president of research for the National Association of...

The race-to-the-bottom on fees is a feature of the highly competitive $8 trillion US ETF industry, where even a couple of basis points of difference can translate into millions of dollars worth of inflows. 

Firms such as Carlyle Group Inc. and KKR & Co. are among those building so-called evergreen funds.

Dubbed BXPE, the fund will invest in private strategies including startups, fund stakes and the buyouts that Blackstone Chief Executive Officer Steve Schwarzman is known for.

Modern Portfolio Theory is out of date thanks to mainstream access to alternative investments.