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What Investors Should (and Shouldn’t) Do When Markets Crash

INVESTMENT STRATEGIES
 
Wealth Management Investment Strategies

For more investment coverage check out our Investment Section on WealthManagement.com 

AUGUST 6, 2024

Top Stories

What Bankers Say You Should (and Shouldn’t) Do When Markets Crash

Market observers opine on buying the dip, bargains and what’s next.

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10 Investment Must Reads This Week

Amid the market rancor in recent days, some wirehouse advisors are telling clients to “buy the dip,” reports FundFire. The unwinding of a popular carry trade borrowing in yen and investing in other currencies is a culprit in the increased market volatility. These are among the investment must reads we found this week for wealth advisors.

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WHITE PAPER

The Pros of Bonds in High Interest Rates

Bonds may help investors reduce their tax burden.

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What's In My Model Portfolio

Carnegie Investment Counsel: Keeping It Simple with a 70/30 Allocation

CEO Richard Alt explains the firm’s straightforward investment philosophy.

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ETFs

Report: Morgan Stanley OKs Advisors to Pitch Spot Bitcoin ETFs

Morgan Stanley is the first wirehouse to let advisors actively solicit investments in spot bitcoin ETFs to certain clients, approving products from BlackRock and Fidelity.

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SPONSORED VIDEO

Loans vs Other Capital Markets: Starting Yields Matter

Loans can offer high yields, short durations, and strong returns.

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Tech ETFs That Drew Billions Are Battered by Losses Hitting 60%

Leveraged-up ETF positions are getting thrashed in the sweeping market meltdown.

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Bitcoin and Ether ETFs Battered Amid Global Selloff in Equities

This marks the first loss for Bitcoin funds in five weeks.

FULL ARTICLE

BlackRock Leads Big Firms Racing to Put Private Assets Into ETFs

There are a slew of technical and regulatory hurdles to overcome before the likes of BlackRock, Invesco and others can squeeze the likes of real estate and pre-public companies into ETFs.

FULL ARTICLE

‘Dr. Doom’ Nouriel Roubini Is Looking to Launch His First ETF

Nouriel Roubini, who runs Roubini Macro Associates, is the latest in a long list of prominent economists and investors to attach their names to ETFs.

FULL ARTICLE

Podcasts

ADJUSTED FOR RISK PODCAST

What's In Store for Income Investing With Rate Cuts Upcoming?

Sound Income Strategies founder and CEO David Scranton discusses how income investing can help stabilize a portfolio.

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DIAMOND PODCAST FOR FINANCIAL ADVISORS

Democratizing Alternative Investments with CAIS' Matt Brown

CAIS founder Matt Brown details how the firm uses technology to make alternative investments more accessible to the masses.

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Alternative Investments

Cerulli: JVs Between Traditional Asset Managers, Alts Providers Are On the Rise

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

FULL ARTICLE

KKR: Fundraising from Wealth Channel Accelerates

The firm's K-Series now takes in $900 million monthly, while its collaboration with Capital Group is on track to roll out its first funds next year.

FULL ARTICLE

Report: Demand Grows for Custom Model Portfolios

A new survey from Cerulli Associates found asset managers are increasingly focused on offering custom options to keep their clients loyal.

FULL ARTICLE

Private Credit Sells Funds for Small Investors as Big Ones Balk

Interval funds are being pitched to registered investment advisors as an easy-to-sell entry into direct lending.

FULL ARTICLE

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