Investing

Displaying 13197 results
Investors are headed to extra innings
EQUITIES JUN 04, 2019
Investors are headed to extra innings

Expect more fireworks in the second half, followed by periods of tranquility when global policymakers step in to calm markets.

Movie director's family office looks at investments through an ESG lens
ALTERNATIVES JUN 03, 2019
Movie director's family office looks at investments through an ESG lens

James Cameron and his wife are focused on companies involved in plant-based nutrition.

LPL cuts ticket charge for some ETFs on key RIA platforms
MUTUAL FUNDS MAY 30, 2019
LPL cuts ticket charge for some ETFs on key RIA platforms

Transaction charges for three ETF managers will drop 45%.

Overlooked fund category is dominating 2019
RIAS MAY 29, 2019
Overlooked fund category is dominating 2019

Mid-cap funds exhibit unexplained momentum to lead all fund categories so far this year.

Selling your firm, even if you've never thought about it
ALTERNATIVES MAY 29, 2019
Selling your firm, even if you've never thought about it

The advisory industry is consolidating, and firms that think they might want to do something at some point should explore their options.

Wealthfront has courted controversy with risk-parity fund
FINTECH MAY 28, 2019
Wealthfront has courted controversy with risk-parity fund

Critics see a volatile product that has underperformed benchmarks and contains difficult-to-understand costs.

Are China trade tensions a concern among your clients?
EMERGING MARKETS MAY 28, 2019
Are China trade tensions a concern among your clients?

The situation goes beyond tariff increases, so be ready to explain why China matters to the U.S. economy and investors.

Trade-war threat presents opportunities for energy investments
MUTUAL FUNDS MAY 23, 2019
Trade-war threat presents opportunities for energy investments

Master limited partnerships are riding high.

How one adviser is getting ahead of the hot IPO market
RIAS MAY 22, 2019
How one adviser is getting ahead of the hot IPO market

Fund will tackle the risks and rewards of buying companies before they go public.

How ETF investors are playing trade tensions
ETFS MAY 20, 2019
How ETF investors are playing trade tensions

They're exiting funds that focus on Chinese tech companies and shorting the S&P 500.

The growth of factor-based investing
MUTUAL FUNDS MAY 18, 2019
The growth of factor-based investing

Advisers are making decisions about clients' portfolios by using the same characteristics that govern factor-based ETFs.

Investors worldwide support ESG investing, but still want performance
ESG MAY 16, 2019
Investors worldwide support ESG investing, but still want performance

Global survey by Natixis polled 12,375 individual investors, financial advisers and institutional investors

Grim milestone for active management
EQUITIES MAY 16, 2019
Grim milestone for active management

Passive investments makes an historic claim to market share dominance of U.S. equity fund assets

Uber IPO flop is coming to an ETF near you
ETFS MAY 15, 2019
Uber IPO flop is coming to an ETF near you

Two exchange-traded funds focus on newly listed companies.

Fate worse than zero hits fund land
ETFS MAY 15, 2019
Fate worse than zero hits fund land

A survey shows younger investors embrace passive funds, suggesting the downward pressure on fees will continue.

Capital Group, bastion of active management, rebounds to $1.9 trillion
MUTUAL FUNDS MAY 14, 2019
Capital Group, bastion of active management, rebounds to $1.9 trillion

American Funds sponsor still faces uncertain future as investors flock to low-cost, passive investing.

Small-cap stocks bear the brunt of trade dispute
EQUITIES MAY 13, 2019
Small-cap stocks bear the brunt of trade dispute

Contrary to popular thinking, smaller companies prove most vulnerable to geopolitical wrangling.

Markets tumble as trade war escalates
EQUITIES MAY 13, 2019
Markets tumble as trade war escalates

The S&P headed for the biggest slide in four months and the Dow slumped more than 500 points after China targeted some of the nation's biggest exporters.

Kyle Weaver of Fidelity pursues deep value in secular themes
EQUITIES MAY 13, 2019
Kyle Weaver of Fidelity pursues deep value in secular themes

High-performing growth fund includes pre-IPO Juul among its top holdings.

ETF investors see gyrating markets over next six months
MUTUAL FUNDS MAY 10, 2019
ETF investors see gyrating markets over next six months

Schwab study finds ETF investors view vehicle as way to manage volatility.