April 19, 2024
Funds

Analysis-Wobbling US stocks could push volatility-linked funds to ramp up selling

By Saqib Iqbal Ahmed NEW YORK (Reuters) – Volatility-linked investment strategies are joining the nascent sell-off in U.S. stocks and could help accelerate declines if market gyrations keep increasing. Volatility control funds – systematic investment strategies that typically buy equities when markets are calm and sell when they grow turbulent – hoovered up stocks as

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Funds

Large Fund Bets Big on Groceries Through Walmart, Kroger Stock

One of the first sovereign-wealth funds, and the largest at the state level in the U.S., just made a big bet on groceries as inflation continues to pressure American consumers. Alaska Permanent Fund tripled its investments in shares of Walmart and Kroger —the respective No. 1 and No. 2 players in terms of their share

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Loans

Blackstone and Starwood Are Both Mortgage REITs. Their Reserves Tell Different Stories.

The specialized lenders known as mortgage real estate investment trusts have a prominent spot on the injured list of players in commercial real estate. Since rising rates started to weigh on real estate borrowers in early 2022, shares of two mortgage REITs— Starwood Property Trust and Blackstone Mortgage Trust —have fallen 15% and 35%, respectively.

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Funds

Someplace Safe receives funds from multiple sources – Alexandria Echo Press

ALEXANDRIA — Someplace Safe was recently awarded funding to offer supportive services to community members who are experiencing labor trafficking throughout the agency’s 9-county service area. Someplace Safe labor trafficking services include crisis intervention, safety planning, case management, assisting with housing and emergency resources, connecting with legal and immigration services, and general support. “Labor trafficking

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Funds

BlackRock’s digital fund attracts $245m from 7 investors in a week – Ledger Insights

A week ago BlackRock unveiled its BlackRock USD Institutional Digital Liquidity Fund (BUIDL), a money market fund that aims to offer a stable $1 value. One week on, BUIDL has attracted $245 million in assets from seven investors. Ondo Finance, which previously tokenized BlackRock ETF funds, has shifted $95 million into the BUIDL fund and makes up

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Funds

This Top International Fund Is Snapping Up Japan Stocks

A well-articulated sell strategy—and the discipline to stick with it—are among the most important qualities a patient investor can have, but they’re often overlooked. Most investors can explain why they bought a stock, but few can say, before they buy a stock, what would cause them to sell it. The managers of the MFS International

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Funds

The Fed’s High Interest Rates Are Helping Pension Funds Close the Gap

This is commentary by Allan Sloan, an independent business journalist and seven-time winner of the Loeb Award, business journalism’s highest honor. We hear lots of talk about the problems that high interest rates have been causing since the Federal Reserve began jacking up rates two years ago. We also hear endless talk from people waiting

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Investment

5 Ways to Cut Your Taxes on Income Investments

Tax day is almost here, and, thanks to higher interest rates, many investors are finding they earned a lot more income from their portfolios in 2023—and now they owe the government a piece of it. “That’s a good thing,” says Mary Ellen Stanek, co-chief investment officer at Baird Asset Management. “But it means investors need

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Investors

Should Investors Buy Bitcoin ETFs? Financial Advisors Weigh In.

How are financial advisors feeling about Bitcoin these days? In years past, many have expressed deep skepticism, citing price volatility, regulatory uncertainties, and even cryptocurrencies’ use in criminal activities. While plenty of doubts remain, the landscape has changed. In January, the Securities and Exchange Commission approved 11 spot Bitcoin ETFs. Two of the biggest, BlackRock’s

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