<i>Breakfast with Benjamin</i> Investors are flocking to junk bond ETFs, showing another leg of risk-on investing.
Vanguard, BlackRock funds see the biggest inflows, largely because they're the largest providers of passively managed funds.
Brandes, Invesco funds add a helping of Brazil.
<i>Breakfast with Benjamin</i> Should you care if a portfolio manager is investing in a fund he or she is managing? It depends.
Asset managers must expand the depth and breadth of their offerings to become more relevant and differentiated.
Plus: Diversification varies when it comes to ETFs, Wall Street starts cutting pay, and the next President will need to figure out how to handle Congress
Treasury yields hit the floor while stocks hope for the best.
<i>Breakfast with Benjamin</i> The direction of bond yields does not bode well for the equity markets.
String of negative earnings don't support stock price valuations.
<i>Breakfast with Benjamin</i> The sudden rally in Japan has some citing a turnaround, riding on the wave of Abenomics.
Being early is the same thing as being wrong.
Some funds up more that 100% so far this year.
Little to indicate the ETF industry is fully prepared for a major rush to the exits by investors.
Safe haven currencies, bonds and metals soothed some wounds.
<i>Breakfast with Benjamin</i> DoubleLine's Jeffrey Gundlach says a Donald Trump presidency would be bad for bonds, but good for stocks.
