Investing

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ETFS FEB 26, 2018
Worried about rising rates? These ETFs may offer limited value

Few of the exchange-traded funds designed to cope with climbing interest rates are shining

EQUITIES FEB 26, 2018
Fidelity may rein in star stock pickers

Firm considering move to team management approach, says Wall Street Journal.

EQUITIES FEB 26, 2018
Morgan takes on Goldman with bullish bond call

Treasury bonds' bear market is over and yield curve will continue to flatten, analysts say

FIXED INCOME FEB 26, 2018
Finra panel awards five UBS clients $521,000 in damages over Puerto Rican bonds

Puerto Rican residents charged the firm with fraud and breach of fiduciary duty.

MUTUAL FUNDS FEB 23, 2018
The sunny side of rising rates

Returns on money funds and CDs could outpace inflation this year

MUTUAL FUNDS FEB 23, 2018
Investing in bond funds when interest rates rise

As rates head higher, returns on cash can outpace returns on long-term bonds.

ALTERNATIVES FEB 23, 2018
Is the REIT sell-off over?

Real estate investment trusts have gotten clobbered amid concerns about rising rates.

EQUITIES FEB 22, 2018
Inflation is a bigger threat to stocks than rates

Data show stocks have held up well during rising rate environments, but not so well during periods when inflation was picking up.

MUTUAL FUNDS FEB 22, 2018
Stocks tremble, but savers cheer rising rates

Rates on money funds and CDs could outpace inflation this year.

ALTERNATIVES FEB 22, 2018
Bond dilemma requires new thinking

Innovative strategies are needed as investors face the end of the long bull cycle in fixed income.

MUTUAL FUNDS FEB 21, 2018
Morningstar: Fund fees continue to fall

The reductions in fees are modest but continual.

ETFS FEB 20, 2018
Investors pile into cash ETF

SPDR T-Bill ETF took in $580 million last week, tops among U.S. fixed-income products.

FIXED INCOME FEB 20, 2018
U.S. 10-year poised to cross market's red line

Benchmark Treasury note is nearing the 3% yield level, which could spark a wave of risk repricing.

ESG FEB 20, 2018
ESG and impact investing: Do you know the difference?

Impact investing helps advisers to differentiate their practice by providing compelling mandates such as support for resilient infrastructure.

RETIREMENT PLANNING FEB 20, 2018
Active TDF managers push to compete on fees

Fees are one of the most important metrics for advisers and plan sponsors when selecting TDFs.

ETFS FEB 20, 2018
Inside ETFs CEO departs for cryptocurrency venture

Matt Hougan will stay on as chairman of Inside ETFs, even as he takes on a new position with Bitwise Asset Management.

FIXED INCOME FEB 16, 2018
Inside the $700 billion bond empire in Newark

Morningstar award winners' low-for-longer view on rates faces big test.

FIXED INCOME FEB 16, 2018
Pimco reports Q4 earnings of $684M

The highest since co-founder Bill Gross quit the firm in Q3 2014.

LIFE INSURANCE AND ANNUITIES FEB 16, 2018
Indexed annuities' performance may not be what you expect

Advisers should position the products more like fixed income than equities.

RETIREMENT PLANNING FEB 16, 2018
What's the right number of funds in a 401(k) plan?

There's no hard-and-fast rule, but too many can overwhelm participants and breed bad decisions.