Jason Kephart

Jason was a reporter at InvestmentNews from 2011 to 2014, before moving on to work for Morningstar. Connect on Twitter: @jasonkephart

Jason Kephart
Displaying 186 results
INVESTING EQUITIES JAN 03, 2014
Take Five with Chris Alderson of T. Rowe Price International

Domestic equities have been the place to be since the financial crisis ended almost five years ago, but with head winds starting to mount in the U.S., investors may be better off on the other side of the Atlantic, says Chris Alderson, president of T. Rowe Price International.

NEWS INDUSTRY NEWS JAN 02, 2014
Here's what happens to stocks when the Fed hikes rates

Equities usually react favorably when the central bank tightens, according to new research

INVESTING EQUITIES JAN 02, 2014
Here's what happens to stocks when the Fed hikes rates

Equities usually react favorably when the central bank tightens, according to new research.

INVESTING MUTUAL FUNDS DEC 23, 2013
American Funds retools approach to adviser market

After five years of outflows — to the tune of $242 billion — American Funds is overhauling its approach to working with financial advisers. Jason Kephart has the details.

NEWS INDUSTRY NEWS DEC 18, 2013
S&P Indexes is playing the Grinch with its bets on top-performing funds

The index company has bad news for this year's top-performing funds looking to continue their winning streak

NEWS INDUSTRY NEWS DEC 17, 2013
S&P has bad news for this year's top-performing funds

S&P Indexes is playing the Grinch with its report that the odds of the top-performing funds repeating that success are low and only get worse over time.

NEWS INDUSTRY NEWS DEC 16, 2013
Vanguard: Look overseas to lower interest rate risk

For investors who aren't comfortable with bonds that aren't likely to act like bonds when there is a stock market correction, there may be a better way.

NEWS INDUSTRY NEWS DEC 11, 2013
Why it's not too late to ride the equity bull market

Too many investors are still underinvested, even after the stock market has blown past Wells Fargo's 2013 target for the S&P 500 by about 6%

NEWS INDUSTRY NEWS DEC 05, 2013
How 'smart beta' ETFs turned closet indexing into a winner

Actively managed equity mutual funds that don't make big bets versus their benchmarks have been shunned by investors, but a handful of funds that rely on factors or “smart beta” have proven that you don't need to make big bets to outperform.

NEWS INDUSTRY NEWS DEC 01, 2013
'Tis the year without volatility

Investors enjoy big rally with few shocks – but drama ahead