DOMINIC Rizzo, manager of T. Rowe Price Global Technology fund, loves his job. “It’s exciting. This is the moment for technology,” he says. Since taking over Global Technology in late 2022, he has delivered a 33% annualized return, ahead of the 24% average gain of tech-fund peers. Rizzo favors companies with linchpin technologies in innovative, growing markets, among other things. Roughly half of its assets are invested in semiconductor companies, such as AMD and Broadcom, that are benefiting

STOCKS, schmocks. Lately, bonds have been a rewarding place to be, too, if the recent performance of Kiplinger ETF 20 member JPMorgan Income is any guide. The multisector bond fund, which aims to maximize income for a prudent level of risk, delivered a 6.9% return over the past 12 months, with less than half the volatility of the Bloomberg U.S. Aggregate Bond index. It currently yields 5.6%. The fund’s managers, led by Andrew Norelli, have a flexible mandate. They are free to invest in any

THE basic business of banks is simple. They lend money to one group of customers, and they get that money by borrowing from another group of customers. The trick is to lend at a higher rate than you borrow—and most of the time, it’s easy. Just lend long term, where rates are high, and borrow short term, where they are lower. Then pocket the difference, or spread. In recent years, that spread has been narrow or even nonexistent as the yield curve turned negative. The St. Louis Federal Reserve

HUNDREDS OF PRIVATE EQUITY FIRMS ARE NOW DROWNING IN A SEA OF COMPETITION, SEARCHING FOR LIFEBOATS OF NEW CAPITAL AS THEY CLING TO PORTFOLIOS OF NEARLY UNSALEABLE INVESTMENTS. MEANWHILE, THEIR INVESTORS ARE LOSING PATIENCE.

The former Treasury secretary and Harvard president is no longer affiliated with America’s leading economics organization

Greater flexibility, sponsorship, advancement opportunities could inspire more women to work in the sector

Leading with values, encouraging questions, empathy and education are all part of the solution

As his billionaire friend Mort Zuckerman's health declined, Jeffrey Epstein proposed taking over his finances. Updated Mar 8, 2026, 9:00 AM GMT Jeffrey Epstein pitched himself to take over the finances of his billionaire friend Mort Zuckerman. He persisted despite repeated rejections. Jeffery Epstein/US Department of Justice; Rob Kim/Getty; Getty Images; Tyler Le/BI The two great underwriters of Jeffrey Epstein's $630 million fortune were the billionaires Les Wexner and Leon Black, who entrusted

To Lloyd Blankfein, who led Goldman Sachs through the 2008 subprime mortgage crisis, it's reasonable to prepare for a "reckoning."

Unlike equities, bond markets remain fragmented, complex, and distortion-prone—creating durable advantages for active managers. From derivatives and leverage to off-index credit and securitized exposure, structural flexibility gives skilled funds a measurable edge over passive benchmarks.

Broad-based growth powers gains in revenue, earnings

AI is no longer playing a starring role, says the widely followed investor

Here’s our weekly roundup of the most-read articles at Barron’s Advisor

Canadians are feasting on financial influencer content, for better or worse

An asset management professional grew up in poverty in a single-mother household. They worked their way into a job at a large asset management firm overseeing more than $1 trillion in assets and later began running the finance division for a billionaire's family office. They learned to code. They built financial models. They created tools that saved hundreds of thousands of dollars. Still, they wanted something of their own. So they turned to Reddit and asked self-made millionaires under 35 who

Two of the firm’s bankers maintained close ties with Epstein as he took on a bigger role running Leon Black’s family office

CNBC's Robert Frank joins 'Squawk Box' to unveil CNBC's exclusive list of the most active family officers of the past year.

Private banker Paul Barrett quietly became the convicted sex offender's money manager in his final years