Equities

The functionality will enable investors to choose how to rebalance rather than have it done automatically.

The potential disruption of the AI market is shaking up some investment theses. But many are waiting for the dust to settle before making any allocation tweaks.

Ray Dalio warned that the runup in values of AI-tied firms is a reminder of dotcom bubble excesses, reports the Financial Times. Single-stock ETFs magnified some of the losses in markets amid the DeepSeek fallout, according to etf.com. These are...

Envestnet’s Brandon Thomas talks about the growing use of direct indexing and how advisors are using the strategy in client portfolios.

Industry analysts looked at Trump’s speeches and choices on executive orders for clues on what his policies might mean for markets. Morningstar’s Jeffrey Ptak found that thematic funds have dramatically underperformed target-date funds. These are...

Morningstar looks at whether investor portfolios should be flipped to 40/60 as bonds become more attractive. Allianz has rolled out two fund of funds that focus on buffer ETFs, reports etf.com. These are among the investment must reads we found...

Nonetheless, investors should focus on building portfolios that are "antifragile."