Assets in interval funds surged to $98 billion by the end of 2024, marking a 31% increase from the previous year, according to new research from Cerulli Associates. While the structure’s expansion is ...

Growing interval funds are bucking the trend of outflows from most actively managed strategies. Interest is surging as everyday investors look for yield in illiquid assets. But interval funds’ complex ...

James Chen, CMT is an expert trader, investment adviser, and global market strategist. Chip Stapleton is a Series 7 and Series 66 license holder, CFA Level 1 exam holder, and currently holds a Life, ...

At the end of May, the Bluerock Total Income + Real Estate Fund said the net asset value, or NAV, of its Class A and Class C shares, respectively, was $25.74 and $23.71. The funds’ other share classes ...

MIAMI--(BUSINESS WIRE)--Interval International, a leading travel membership company, has welcomed six luxurious all-inclusive resorts within the Blue Diamond Resorts (BDR) portfolio to its global ...

Since the global financial crisis, fund managers have explored new vehicles to tap into the private markets. A new wrapper aims to offer diversified opportunities. But no investment opportunity comes ...