Here’s our weekly roundup of the most-read articles at Barron’s Advisor.
3 minute read
Investment pros lay out their bullish and bearish scenarios for stocks next year.
Long Read
Sanctuary Wealth’s chief investment strategist expects a “’reset year” with more modest gains, favoring growth over value and large-cap stocks over small-caps.
2 minute read
Continued AI adoption and capex spending are likely to fuel further gains, but investors should be aware that a bubble may develop down the road.
Long Read
The managing partner of $6.3 billion Douglass Winthrop Advisors thinks higher inflation and tariff uncertainty could trip up the economy, but he’s still bullish on stocks like Microsoft, Berkshire, and Deere.
Long Read
Publicly traded companies may soon be able to report earnings semiannually—a change that could result in both positives and peril.
Long Read
Private credit, buyout funds, and direct investment strategies can temper tech bets if the market turns.
4 minute read
Direct indexing and 351 exchange funds are among the innovations advisors are using to help investors limit the tax bite on their investments.
Long Read
A new investor study from brokerage industry self-regulator Finra finds investors are getting more risk-averse despite feeling pressure to take big risks to achieve financial security.
3 minute read
Earth Equity Advisors’ Peter Krull likes infrastructure, biotech, semiconductors, and EVs.
Long Read
Amid a backlash to ESG investing, the president and chief investment officer of Reynders, McVeigh Capital Management, remains optimistic.
Long Read
As artificial intelligence stocks start to wobble, financial pros say whether they see signs of a bubble getting ready to burst.
Long Read
Clients of financial advisors may need to ask for extra information, but advisors can do themselves, and their clients, a favor by having an in-depth conversation about long-term performance.
4 minute read
Here’s our weekly roundup of the most-read articles at Barron’s Advisor.
2 minute read
In our monthly newsletter focusing on women financial advisors, we cover surprising results from a Goldman Sachs survey about alternative investments.
Long Read
Here’s our weekly roundup of the most-read articles at Barron’s Advisor.
2 minute read
Berkshire Hathaway is holding a record amount of cash and is a net seller of stocks. Investors may want to reduce risk in their portfolios.
3 minute read
From emerging markets to an underloved corner of private equity, there are plenty of promising investments that aren’t AI.
Long Read
Even if interest-rate cuts slow demand for annuities, the trade group Limra is still expecting a strong fourth quarter.
2 minute read
Seven lawmakers including Elizabeth Warren sign a letter expressing skepticism about how risky products can co-exist with retirement-plan advisors’ fiduciary duties.
3 minute read
A new BlackRock report argues that hedge funds are good diversifiers amid a volatile market.
3 minute read
Investors buying marquee sports franchises dominate headlines, but a growing ecosystem of alternative investments offer more accessible entry points for high-net-worth clients.
4 minute read
Here’s our weekly roundup of the most-read articles at Barron’s Advisor.
2 minute read
Citigroup is working on plans to custody digital assets, while Morgan Stanley advisors can now pitch crypto to all clients.
4 minute read
The chief investment officer at Pence Wealth Management expects that strong earnings and lower interest rates will lift the S&P 500 next year and particularly benefit smaller stocks.
4 minute read