Wealth Management

FEBRUARY 27, 2024

Retail investor activity helped drive the crypto market rally in January, says JP Morgan. These are among the investment must reads we found this week for wealth advisors. Non-traded alternative managers raised $7.6 billion in January, according to data from Robert A.

Investments 238

Investments Investing Wealth Advisor Retail 238

Abnormal Returns

OCTOBER 7, 2024

wealthmanagement.com) Derivatives-based ETFs are booming, with retail piling in. (ft.com) Pfizer ($PFE) has an activist in Starboard Value. wsj.com) ETFs Cambria and Alpha Architect are teaming up for the Cambria Tax Aware ETF ($TAX). bloomberg.com) Jane Street Jane Street is seeing extraordinary profits on the back of the ETF boom.

Investments 278

Investments Investing Financial Advising Retail 278

Wealth Management

MARCH 13, 2023

A rising number of investment platforms, asset managers and sponsors are tapping into retail investor appetite for private real estate assets.

Investments 245

Investments Investing Retail Assets 245

Wealth Management

JANUARY 27, 2025

The volume of fundraising for alternative investment vehicles through the retail channel reached $122 billion, reports Robert A. Stanger & Co.

Retail 223

Retail Investing Investments 223

Wealth Management

OCTOBER 18, 2022

Once a niche play, DSTs have drawn the interest of institutional-grade sponsors to offer as an option to retail investors managing their real estate plays.

Retail 328

Retail Investments Investing Management 328

Wealth Management

SEPTEMBER 28, 2022

Our third quarter virtual forum examined trends in multifamily, grocery-anchored retail and BTRs amid broader discussions about how CRE is dealing with rising interest rates and persistent inflation.

Retail 285

Retail Investments Investing 285

Abnormal Returns

JANUARY 20, 2023

news.crunchbase.com) Crypto companies, like FTX, invested in a bunch of crypto startups. bonddad.blogspot.com) Why falling retail sales aren't all bad. (ft.com) Startups How unicorns are dealing with the decline in valuations. Those stakes are set to change hands. theinformation.com) The bloom is off the 'passion economy' rose?

Investments 246

Investments Investing Startup Financial Advising 246

Abnormal Returns

MARCH 17, 2025

awealthofcommonsense.com) Books "Buffett and Munger Unscripted: Three Decades of Investment and Business Insights from the Berkshire Hathaway Shareholder Meetings" by Alex Morris is a good refresher course. propublica.org) Economy Retail sales are decelerating. Markets Corrections happen more often than you remember.

Media 195

Media Retail Economy Management 195

The Big Picture

APRIL 4, 2025

This week, I speak with with Lisa Shalett , Chief Investment Officer and head of Global Investment Office for Morgan Stanley Wealth Management. He was recently appointed to the Harvard Management Company Board.

Asset Allocation 130

Asset Allocation Wealth Management Assets Retail 130

Wealth Management

AUGUST 20, 2024

The challenge from sports betting should be met with better, more innovative financial solutions for retail investors.

Retail 221

Retail Investments Investing 221

Wealth Management

AUGUST 1, 2024

The finding is part of a broader Cerulli report examining the opportunities and challenges surrounding the use of alternative investments in the retail channel.

Assets 318

Assets Retail Management Investing 318

Wealth Management

DECEMBER 19, 2022

Advisors and analysts look back on their best and worst calls, with ideas on ways retail investors should position themselves heading for the new year.

Portfolio 232

Portfolio Retail Investments Investing 232

Calculated Risk

JULY 7, 2024

decline in April, retail sales in May were only up by 0.1%, not meeting the anticipated 0.3% This approach involves large retail chains offering a limited selection of their products in more compact locations. Both asking and effective rents experienced a marginal increase of 0.2% and $19.07 per square foot respectively. and $19.07

Retail 182

Retail Sales Planning Investing 182

Dear Mr. Market

APRIL 2, 2025

Market: This is perhaps one of our favorite articles and times of the year; not necessarily because of basketball but rather it allows us the opprtunity to articulate our main investment themes we see playing out for the remainder of the year. This region is filled with heavy-hitters: tech giants, retail titans, and energy powerhouses.

Investments 62

Investments Investing Valuation Advertising 62

Calculated Risk

FEBRUARY 14, 2025

Feb 14th] emphasis added From Goldman: Following this mornings retail sales and industrial production reports, we lowered our Q1 GDP tracking estimate by 0.3pp to +2.0% (quarter-over-quarter annualized) and our Q1 domestic final sales forecast by 0.1pp to +2.2%. From BofA: Next week, we will initiate our 1Q GDP tracker. percent on February 7.

Retail 162

Retail Sales Investing Investments 162

Wealth Management

JUNE 12, 2024

The chief investment officers for T. Rowe Price and Schwab Asset Management discussed disconnects between how RIAs and retail investors view current opportunities.

Retail 296

Retail Assets Marketing Marketing 296

Wealth Management

MAY 25, 2023

Investment sales in the sector have been impacted by the same volatile forces as other commercial real estate assets, but potential long-term returns remain attractive.

Assets 278

Assets Retail Sales Investing 278

Wealth Management

SEPTEMBER 24, 2024

Revolut Invest will offer nearly 5,000 assets on debut, including US and European stocks, exchange-traded funds, commodities and bonds, as well as new products such as contracts for difference.

Retail 245

Retail Assets Investing Investments 245

Wealth Management

MAY 30, 2024

Apollo’s products for individual investors are distributed through intermediaries such as bank wealth channels and registered investment advisers, and the firm doesn’t expect that to change.

Retail 244

Retail Assets Distribution Planning 244

Abnormal Returns

DECEMBER 10, 2024

sherwood.news) Annual outlooks It's always going to be a 'stockpicker's market' in strategist investment outlooks. behaviouralinvestment.com) Financial writing Nick's favorite investment writing from 2024 including 'No Regrets' by Jonathan Clements. bloomberg.com) Retail Vinted wants to become the Amazon of secondhand.

Retail 147

Retail Economy Media Assets 147

Calculated Risk

APRIL 9, 2024

During the holiday season, consumer activity was robust but as expected, decelerated in January as retailers reduced their expenditures at the start of the year. However, February marked a resurgence in consumer spending, with retail sales climbing by 0.6%. Asking rents rose slightly by 0.2% increase to $18.98

Retail 173

Retail Sales Investing Investments 173

Abnormal Returns

NOVEMBER 29, 2024

mrzepczynski.blogspot.com) Strategy No one is immune from investment FOMO. ft.com) BlackRock ($BLK) reportedly has a deal to buy HPS Investment Partners, a private credit manager. ft.com) Retail How Target ($TGT) lost its shine. Markets A look at the best performing stocks of the past 20 years.

Media 162

Media Retail Economy Economics 162

Wealth Management

JUNE 13, 2023

Retail investors’ beliefs regarding gold investments are contradictory to the empirical evidence.

Retail 290

Retail Investing Investments 290

Abnormal Returns

JUNE 25, 2024

Alternatives Pension plans could generate equivalent returns with low-cost, index investments. crr.bc.edu) Equity funds with VC investments don't outperform. insights.finominal.com) Retail traders just can't quit lottery stocks. papers.ssrn.com) Just how big is the carried interest loophole. papers.ssrn.com)

Retail 289

Retail Management Planning Investing 289

Wealth Management

MAY 26, 2023

billion joint venture focused on retail assets. These are some must reads from around the real estate investment world heading into the weekend. Office REITs are trading at their lowest levels since 2009, reports Bloomberg. Crow Holdings formed a $2.6

Retail 298

Retail Assets Investing Investments 298

Abnormal Returns

AUGUST 6, 2024

Retail Using LLMs to identify retail trader strategies. alphaarchitect.com) Analysts Why are all-start investment analysts influential? papers.ssrn.com) A look at the value, or lack thereof, of WallStreetBets stock picks. papers.ssrn.com) Can LLMs replace the average human analyst?

Retail 278

Retail Accounting Taxes Numbers 278

Abnormal Returns

AUGUST 13, 2024

Venture capital There is nothing normal about the distribution of angel investment returns. ofdollarsanddata.com) Retail trading frenzies can have real world impacts. blogs.cfainstitute.org) How much AUM do the big hedge funds have per investment professional? papers.ssrn.com) Research How long can stocks underperform inflation?

Distribution 264

Distribution Retail Media Portfolio 264

Wealth Management

AUGUST 18, 2022

The Massachusetts Secretary of the Commonwealth said retail investors should not consider the ETFs as long-term investments.

Retail 278

Retail Investing Investments 278

Validea

NOVEMBER 25, 2024

This episode explores how passive investing has transformed markets, featuring insights from leading experts including Mike Green, Aswath Damodaran, Rick Ferri, Rob Arnott, and Cliff Asness. In this episode, Jack Forehand and Matt Zeigler dive deep into one of the most debated topics in modern finance with special guest Dave Nadig.

Portfolio 52

Portfolio Investing Investments Retail 52

Wealth Management

NOVEMBER 21, 2023

Japan’s government pension fund is investing $1 billion in funds managed by Brookfield and Blackstone, reported Bisnow. Private investors have been increasingly focusing on retail real estate in recent months, according to JLL. These are among today’s must reads from around the commercial real estate industry.

Retail 288

Retail Government Management Investing 288

Calculated Risk

OCTOBER 6, 2024

vacancy rate for the retail sector, dropping to 10.3% These results were propelled by robust performance in online purchases and core retail sales, excluding automobiles, gasoline, building materials, and food services, alongside a decline in the unemployment rate following four consecutive monthly increases. this quarter.

Retail 147

Retail Food Sales Investing 147

Calculated Risk

OCTOBER 9, 2023

During the sector’s ongoing revolution, retail clusters have been shifting towards service-centric and experience-oriented uses. As non-performing assets get replaced by modernized retail forms or even mixed-use communities, the retail sector ignited a long-awaited hope at the rise of pent-up consumer demand. [N]eighborhood

Retail 286

Retail Sales Assets Investing 286

Validea

APRIL 4, 2025

The recent market sell-off, driven by rising tariff concerns and economic uncertainty, has significantly impacted retail and consumer-facing stocks. Using Valideas Guru Stock Screener, we’ve identified a number of quality retail stocks trading at that have declined significantly. Apparel Abercrombie & Fitch Co. Genesco Inc.

Retail 52

Retail Risk Tolerance Marketing Marketing 52

Abnormal Returns

MARCH 20, 2025

morningstar.com) Books Barry Ritholtzs "How Not to Invest" is a 'very informative book about investing that is most importantly a lot of fun.' newyorker.com) Tesla Retail investors are buying the dip in Tesla ($TSLA). (capitalspectator.com) Which sectors look cheap after this correction?

Startup 130

Startup Media Retail Economy 130

The Big Picture

MARCH 20, 2024

At the Money: Benefits of Quantitative Investing (March 20, 2024) Throughout history, investing has been a lot more “Art” than “Science.” For most of the last century, investing was a lot more art than science. What Works on Wall Street was the first quantitative equity investing work, more or less for the layperson.

Investments 162

Investments Investing Portfolio Valuation 162

Abnormal Returns

OCTOBER 6, 2023

Strategy Defining what you will invest in, versus what you will not invest in, is important. awealthofcommonsense.com) Why simplicity in investing can help reduce errors. semafor.com) More clothes retailers are eliminating free returns. calculatedriskblog.com) Manufacturing investment is booming.

Financial Advising 278

Financial Advising Medical Economy Retail 278

Wealth Management

OCTOBER 15, 2023

Bloomberg reported that Netflix is planning to open physical retail stores. These are among the must reads from the real estate investment world to kick off the new week. The volume of distressed asset sales remains muted and Bisnow looked at why that is the case.

Retail 258

Retail Sales Assets Planning 258