Investing

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The end of the Goldilocks credit markets?
OPINION MAY 21, 2018
The end of the Goldilocks credit markets?

Going forward, the fixed-income environment may favor more sophisticated active approaches, such as flexible 'best ideas' strategies.

EQUITIES MAY 21, 2018
Stock buybacks hit record, but is that a good thing?

Companies aren't noted for their savvy when it comes to buying back shares.

ETFS MAY 18, 2018
The Gradual Rise of Actively Managed ETFs

Only a few see big inflows; even Vanguard's offerings get little love from investors.

ALTERNATIVES MAY 17, 2018
JPMorgan Chase to make alt investments available to the many

Bank plans to slash minimum buy-in to $100,000 from $10 million.

RETIREMENT PLANNING MAY 17, 2018
Those in managed accounts, target-date funds get better returns than DIY investors

'Professionals pretty much everywhere will probably outperform amateurs.'

EQUITIES MAY 16, 2018
Value funds could wake from long slumber

Growth has outperformed value in recent decades, but higher rates and more normal volatility levels could give value investments a boost.

FINTECH MAY 15, 2018
ETF flows show tech is back in vogue

The PowerShares QQQ Trust Series ETF took in more than $2 billion last week

ETFS MAY 14, 2018
Short-dated Treasury ETFs see huge inflows

Demand at short end could ease funding costs and make stocks look better by comparison.

FIXED INCOME MAY 14, 2018
Bond mark-up transparency rule could help investors, cause more work for brokers

New regulation requiring brokers to disclose their markup or markdown on corporate and municipal bonds goes into effect today.

ETFS MAY 14, 2018
The passive-investing bid for equities is roaring back

About $5.7 billion poured into ETFs tracking the S&P 500 last week

ETFS MAY 11, 2018
Slow Adoption of Actively Managed ETFs: Unveiling the Reasons

Only a few see big inflows; even Vanguard's offerings get little love from investors.

Warren Buffett be damned, case for value investing wanes
EQUITIES MAY 10, 2018
Warren Buffett be damned, case for value investing wanes

If we look at the past 30 years, large-company growth funds have gained an average 9.23% a year, while large-company value funds have gained 9.01% a year.

EMERGING MARKETS MAY 08, 2018
Emerging Asia is where the growth is, but your index fund might not find it

An expanding middle class is fueling economies, but emerging market indexes are light on consumer stocks.

Target-date-fund fees fall for ninth consecutive year
MUTUAL FUNDS MAY 08, 2018
Target-date-fund fees fall for ninth consecutive year

Nearly 95% of net TDF inflows in 2017 went to passive series, Morningstar says.

All that smart beta can obscure the big picture
ALTERNATIVES MAY 08, 2018
All that smart beta can obscure the big picture

Every factor involves uncertainty, regardless of whether it works during a certain period.

EMERGING MARKETS MAY 07, 2018
How advisers can spot market bubbles

<b>Investments &amp; Wealth Institute Conference </b>Bubbles are rare, but advisers need to watch out for them.

FIXED INCOME MAY 07, 2018
Pimco's Dan Ivascyn on inflation risk and market volatility

Fixed-income expert on whether this is the beginning of a secular bear market in bonds.

FIXED INCOME MAY 07, 2018
Fidelity manager hasn't been this excited by bonds in five years

At current levels, the market has already priced in three more Fed rate hikes, Jeff Moore argues.

ALTERNATIVES MAY 05, 2018
It's time to educate your clients, and yourself, about alternative investments

Advisers must know the benefits and pitfalls of common alts.

EQUITIES MAY 04, 2018
Research Affiliates'Arnott sounds a warning on market bubbles

Tech stocks and cryptocurrencies are bubbles, he says, while foreign and emerging markets offer better long-term value