Navigating Alternative Investments: Private Equity and Credit Funds vs. Publicly Traded Managers – Which Delivers Better Returns?
In the evolving landscape of alternative investments, investors face a pivotal choice: direct exposure through private equity (PE) and credit funds, or indirect participation via the stocks of leading alternative asset managers like Blackstone (BX), KKR (KKR), Ares Management (ARES), and Blue Owl Capital (OWL). As of January 2026, with private markets surpassing $13 trillion globally and public managers commanding trillions in assets under management (AUM), this debate is more relevant than ever. Private funds promise potentially higher, illiquid returns tied to underlying assets, while manager stocks offer liquidity, dividends, and leverage to industry growth—but with market volatility.This article examines historical and recent returns, risks, and forward-looking factors to help determin
Navigating Momentum Trades in 2026: Top ETFs to Consider
As we step into 2026, the investment landscape continues to evolve amid economic shifts, technological advancements, and global uncertainties. Momentum trading, a strategy that capitalizes on the continuation of existing market trends, remains a popular approach for investors seeking to ride waves of upward price movements. This style involves selecting assets that have shown strong recent performance, betting that their positive trajectory will persist. With AI-driven growth, easing monetary policies, and potential earnings expansions on the horizon, momentum strategies could shine brightly this year. In this article, we'll explore some of the top exchange-traded funds (ETFs) well-suited for momentum trading in 2026. These funds target stocks exhibiting high momentum characteristics
Options trading can be a powerful tool for investors looking to generate consistent income from their portfolios. Unlike traditional stock investing, options allow you to leverage positions with potentially lower capital outlays while collecting premiums upfront. However, options trading involves significant risks, including the potential loss of principal, and it's essential to understand the mechanics before diving in. What Are Options? A Quick PrimerOptions are financial derivatives that give buyers the right, but not the obligation, to buy (call option) or sell (put option) an underlying asset, typically a stock, at a predetermined price (strike price) before a set expiration date. Sellers (or writers) of options receive a premium from the buyer in exchange for taking on the obligation
Why 2026 Could Be the Year the IPO Market Finally Roars Back to Life
Look, after years of false starts and tepid activity, I'm convinced 2026 is going to be a breakout year for initial public offerings. The stars are aligning: interest rates are easing, investor appetite for growth stories is returning, and there's a massive backlog of mature, high-profile companies itching to tap public markets. We've seen glimpses of momentum in 2025, but next year feels different—like the dam is about to break. I believe we're on the cusp of a genuine resurgence, driven by megadeals in AI, space, and fintech. Sure, not every IPO will be a home run, and volatility could derail things, but the potential upside is enormous. Investors who position themselves wisely could ride some truly transformative waves. The Case for a 2026 IPO BoomIn my view, the IPO drought of recent y
Flash Crash in Silver and Gold: End of the Bubble or Time to Load Up? The precious metals market experienced a dramatic shake-up on December 29, 2025, as silver and gold prices plummeted in what many are calling a "flash crash." Silver, which had surged to an all-time high of nearly $84 per ounce earlier in the day, cratered by over 15% to a low of around $73.72, marking its steepest single-day decline in nearly five years. Gold, while less volatile, retreated from its record highs near $4,584 to session lows around $4,385, erasing billions in market value across the sector. This violent reversal came amid a banner year for precious metals, with silver posting a staggering 168% return and gold climbing 72% in 2025 alone. Investors are now left pondering: Is this the bursting of a spe
Dan Ives' 2026 Investment Outlook: The AI Revolution Accelerates
As we approach the new year, few voices carry as much weight in the tech investment space as Dan Ives, the Global Head of Tech Research at Wedbush Securities. Known for his bullish calls on transformative technologies, Ives has built a reputation over 25 years on Wall Street for spotting winners in high-growth sectors. His predictions often focus on the intersection of innovation and market opportunity, and for 2026, he's doubling down on what he calls the "AI Revolution" entering its next gear. Drawing from his recently published Top 10 Tech Predictions, Ives envisions a year where AI moves beyond hype into widespread monetization, driving gains across software, chips, infrastructure, and related fields. In this article, we'll break down Ives' key themes, his top investment picks, and pra
The names JPM pick to outperform are the traditional strong performers. I think it is worth looking at mid cap stocks with reasonable valuation to drive the strong performance of Singapore stocks
Definitely choose IAUM. lowest fees for exposure to Gold plus the ETF have direct physical replication. Though AUM is on the small side the liquidity in this ETF is enough
Top Investment Trends to Watch as We Close Out 2025 and Head into 2026
The stock market has been on an incredible three-year bull run, with the S&P 500 delivering strong gains amid AI hype, resilient economic growth, and shifting Fed policies. As of late December 2025, major indices are near all-time highs, but investors are asking: What's next?Here are the hottest investment trends dominating headlines and portfolios right now:AI Dominance Continues Massive capex from tech giants is fueling the AI buildout, with questions about whether revenues will catch up. Sectors like semiconductors, cloud computing, and software are still leading the charge. Clean Energy & Infrastructure Boom Global R&D spending and government incentives are pouring into renewables, grids, and advanced manufacturing. Defensive real estate (healthcare REITs, towers) and utili