Amey Stone

Amey Stone

Managing Editor

LATEST ARTICLES

Infrastructure Is a Booming Asset Class. This Pro Favors 5 Sectors.

Infrastructure Is a Booming Asset Class. This Pro Favors 5 Sectors.

Sadek Wahba sees opportunity in public-private partnerships.

Long Read

The Tariff Ruling Could Hit Your Bond Portfolio. Here’s Why.

The Tariff Ruling Could Hit Your Bond Portfolio. Here’s Why.

Interest rates have hardly budged since the Supreme Court decision voiding most of Trump’s tariffs. Don’t get complacent.

3 minute read

What the Heck Is an Evergreen Fund?

What the Heck Is an Evergreen Fund?

These newfangled funds offer individual investors access to investments that were once primarily the domain of institutional investors.

4 minute read

BlackRock, Morgan Stanley, and Partners Group Team Up on New Alts Offering

BlackRock, Morgan Stanley, and Partners Group Team Up on New Alts Offering

The new separately managed accounts are oriented around specific goals and include seven underlying private funds.

2 minute read

For Extra Yield, Try Tapping the New-Issue Muni Bond Market

For Extra Yield, Try Tapping the New-Issue Muni Bond Market

A flood of new issuance is creating more opportunities, plus it’s getting easier for individual investors to access new offerings.

3 minute read

BlackRock’s 2026 Investment Outlook. Plus, Women Advisors on the Move in January.

BlackRock’s 2026 Investment Outlook. Plus, Women Advisors on the Move in January.

In our monthly newsletter focusing on women in wealth management, we look at BlackRock’s predictions for this year and share best practices from female advisors.

Long Read

Fidelity Gets Back in the Business of Underwriting Muni Bonds

Fidelity Gets Back in the Business of Underwriting Muni Bonds

After Citigroup exited the municipal bond underwriting business in 2024, Fidelity saw an opportunity to jump back in.

2 minute read

A 20th Anniversary Celebration of Women Advisors. Plus, Women on the Move in December

A 20th Anniversary Celebration of Women Advisors. Plus, Women on the Move in December

In our monthly newsletter focusing on women financial advisors, we cover the Barron’s Advisor Women Summit.

Long Read

Preferred Shares Are Great for Income. Choosing Among Them Is Getting Harder.

Preferred Shares Are Great for Income. Choosing Among Them Is Getting Harder.

As the Federal Reserve lowers rates, investor demand for these hybrid securities should increase.

Long Read

The Gender Gap in Alts. Plus, Women Advisors on the Move in November.

The Gender Gap in Alts. Plus, Women Advisors on the Move in November.

In our monthly newsletter focusing on women financial advisors, we cover surprising results from a Goldman Sachs survey about alternative investments.

Long Read

For Yield Seekers, Dipping Into Mortgage REITs Can Go a Long Way

For Yield Seekers, Dipping Into Mortgage REITs Can Go a Long Way

So-called mREITs can sport high yields. But they’re quite complex, often volatile, and hard to predict. One safe strategy: indexed exchange-traded funds.

3 minute read

This ‘Go Anywhere’ Bond Fund Manager Delivers a 6% Yield Low on Risk

This ‘Go Anywhere’ Bond Fund Manager Delivers a 6% Yield Low on Risk

Pimco’s Sonali Pier leans on corporate bonds and mortgages at home and abroad to produce winning results.

Long Read

Asset-Backed Investing Moves Mainstream

Asset-Backed Investing Moves Mainstream

The packages of loans, once a niche in professionally managed portfolios, are increasingly being added to public and private funds for yield and diversification benefits.

Long Read

Cresset’s Motto: Put Clients First and Everything Else Will Take Care of Itself

Cresset’s Motto: Put Clients First and Everything Else Will Take Care of Itself

The $70.4 billion-asset firm that focuses on family-office services is moving up Barron’s Top RIA rankings.

Long Read

There Are Great Back-to-School Deals on University Muni Bonds

There Are Great Back-to-School Deals on University Muni Bonds

While long-term challenges to higher education remain, bonds issued by top-tier universities offer compelling tax-exempt yields.

3 minute read

Private Credit Is Booming. Where This Pro Sees Opportunities Now.

Private Credit Is Booming. Where This Pro Sees Opportunities Now.

Brad Marshall, global head of private credit strategies at Blackstone, says he owes his family and career to this asset class. How he manages default risk.

Long Read

Rates Are Falling. It’s Time to Rethink Your Bond Strategy.

Rates Are Falling. It’s Time to Rethink Your Bond Strategy.

Fixed-income strategists say to stick with five-to-seven-year maturities and add a yield boost with private credit, agency mortgages, or high-yield municipal bonds.

3 minute read

Women Advisors on the Move in July

Women Advisors on the Move in July

We cover the latest career changes women advisors are making and the accolades they are earning.

Long Read

BlackRock Is Becoming an Infrastructure Behemoth. It’s Launching Its First Active Infrastructure ETF.

BlackRock Is Becoming an Infrastructure Behemoth. It’s Launching Its First Active Infrastructure ETF.

The iShares Infrastructure Active ETF (BILT) is a new addition to BlackRock’s $183 billion infrastructure investing business.

2 minute read

Investing in Private Infrastructure Funds Is Suddenly Hot. Here’s Why.

Investing in Private Infrastructure Funds Is Suddenly Hot. Here’s Why.

These strategies aren’t new, but they are newly popular due to their potential for stable cash flows and inflation protection. 

3 minute read

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