Shrugging off the once-coveted, three-year performance record, advisers are pouring billions of dollars in assets into funds with untested histories.
The rally initially collapsed Thursday after the company disclosed plans to sell more shares so it could cut its heavy debts.
Investors in concentrated ESG strategies have experienced crashing lows from the highs of last year, while broadly diversified strategies have offered a smoother ride and still beat the S&P 500.
With the benchmark equity gauge near its all-time high, short interest in the $357 billion ETF is rising.
If price pressures are picking up, cash and fixed income will suffer, and stocks could offer investors the best return.
Thirteen years after the first green bond, some financial firms are now working on creating a market for green stocks that meet measurable climate metrics.
The company's new Responsible Investing Institute taps into the growing appeal of ESG investing by giving financial advisers a road map to building portfolios and working with clients. Beyond the courses, the curriculum also include podcasts.
Self-directed investors are reaching thresholds that are starting to make professional financial advice more appealing.
A new Morningstar report presents proxy voting as a backdoor entry to ESG investing for retirement plan participants. As advocates pressure for simpler proxy voting procedures, retail investors could gain considerable leverage.
The Biden administration's record-setting government spending is seen as a path to higher inflation.
The agency lending platform joins a compact group of less than a dozen companies that enable funds to lend securities to be sold short.
Financial advisers continue to recommend hefty cash reserves yielding almost nothing and losing ground to inflation, under the premise that safety trumps yield.
After 12-month returns in the triple digits, investors got a wake-up call when ESG funds came crashing back down to earth.
The big increase in the U.S. M1 money supply could lead to inflationary pressures that will increase risks for the fixed-income portion of a 60-40 portfolio allocation.
The flipside of the new Innovator Capital Management products is the performance is capped and they can be more expensive than some of the cheaper indexed options.
The equally weighted S&P 500 index has outperformed its cap-weighted counterpart this year.
Calvert and American Century bring home overall fund company awards, and a record 21 funds sweep their categories.
The industry is nowhere near settled on a common vernacular. The ESG space needs more clarity and writing off greenwashing is not helping anyone.
The popular market strategist and forecaster is making an exit, a spokesperson confirmed on Tuesday. Doll, 66, who has worked in investment management for 42 years, is expected to officially depart at the end of March.
The manager of the Infinity Q liquid alt fund was fired after being accused of fudging asset values. The fund could not value its assets for purposes of calculating its net asset value.
