John Waggoner

John Waggoner
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Bond king Jeffrey Gundlach's DoubleLine smart beta stock fund bucks the outflow trend
INVESTING EQUITIES AUG 22, 2016
Bond king Jeffrey Gundlach's DoubleLine smart beta stock fund bucks the outflow trend

The DoubleLine Shiller Enhanced CAPE fund had a net inflow of $117.07 million in July, its largest ever.

Advisers should think twice before adding volatility ETFs to client portfolios
INVESTING MUTUAL FUNDS AUG 19, 2016
Advisers should think twice before adding volatility ETFs to client portfolios

Vanguard, the king of passive investing, hops on board the active ETF train
NEWS INDUSTRY NEWS AUG 19, 2016
Vanguard, the king of passive investing, hops on board the active ETF train

Investors' lust for bonds continues in their hunt for yield
INVESTING MUTUAL FUNDS AUG 18, 2016
Investors' lust for bonds continues in their hunt for yield

Intermediate-term bonds took in $15 billion last month — the largest inflow of any Morningstar category.

iShares, VanEck Vectors commodity ETFs lead comeback as supplies dwindle
INVESTING MUTUAL FUNDS AUG 18, 2016
iShares, VanEck Vectors commodity ETFs lead comeback as supplies dwindle

Even coal, which has seen hundreds of mines close worldwide, is riding the commodity rally.

When clients call the stock market a big bubble, here's what to say
YOUR PRACTICE FINTECH AUG 17, 2016
When clients call the stock market a big bubble, here's what to say

Looking for stock tips from hedge fund managers? Try active manager Fidelity, instead
INVESTING MUTUAL FUNDS AUG 17, 2016
Looking for stock tips from hedge fund managers? Try active manager Fidelity, instead

YOUR PRACTICE PRACTICE MANAGEMENT AUG 16, 2016
Why aren't there more women fund managers?

Men still overwhelmingly dominate investment management, but women have made inroads, especially in money market funds.

SEC to audit RIAs over the types of mutual fund share classes they sell to clients
NEWS RIAS AUG 16, 2016
SEC to audit RIAs over the types of mutual fund share classes they sell to clients

The agency is particularly interested in conflicts of interest where the adviser is also a broker-dealer or affiliated with a broker-dealer that gets fees from sales of particular share classes.

Fidelity files with SEC for new type of actively managed ETF
INVESTING MUTUAL FUNDS AUG 15, 2016
Fidelity files with SEC for new type of actively managed ETF

Complex tracking basket that would be published daily a key component of the product.