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Advisers go on the offensive, getting clients ready for the next market correction

May 22, 2017

Editor's note: This is the first in a series of stories that will look at how the advice industry is getting ready for the next market correction. Proactive advisers have been taking steps in recent months to equip clients with the mental resilience...

Stock market's rally may have further to run

May 18, 2017

It's been more than eight years since the stock market bottomed out in the winter of 2009, with the S&P 500 hitting its low of 676.5 on March 9. Since then, the broad index of large-cap stocks has increased by more than 3.5 times, and on Wednesday...

Low volatility funds live up to their name as market falls

May 18, 2017

Low-volatility funds largely lived up to their name in Wednesday's market carnage — but clients should be reminded that "low-vol" doesn't mean "no loss." As their category name implies, low-vol funds are designed to not bounce as high or fall...

Markets fall in reaction to Trump turmoil

May 17, 2017

European and Asian equity markets slumped in the wake of the worst day in eight months for U.S. stocks as the political crisis engulfing U.S. President Donald J. Trump's administration drove investors to the safety of bonds. Shares across Europe...

Investors turn to international equity funds in April

May 12, 2017

Stock investors sent their money to Paris in April — and London, Hong Kong and Brussels, according to Morningstar's most recent report on mutual fund and ETF flows. International equity funds saw a net $21.1 billion in new money in April,...

Think you're an expert on market sentiment? So does everyone else

April 27, 2017

As the stock market soars to new highs, you'll probably have clients point to clues that mean the stock market is seriously overvalued: aged relatives investing in Tesla, for example, or billionaires moving to Thailand. Rather than throwing...

Stocks and bonds sending out divergent outlooks on economy

April 25, 2017

Markets are taking sides when it comes to the direction of the U.S. economy. In the green corner are stocks. The Standard & Poor's 500 index is just 0.3% away from a record high reached in March on bets that Donald J. Trump's administration...

Investors pour into bond funds in March

April 12, 2017

You'd expect that after an eight-year bull market and a massive first-quarter stock rally, investors would be pouring more money into stock funds than bond funds. You'd be wrong. Investors yanked an estimated $5.2 billion from U.S. open-ended...

Active fund managers underperform once again: S&P

April 12, 2017

Legendary Mets manager Casey Stengel once cried out, "Can't anyone here play this game?" Had he asked that about active fund managers, Standard & Poor's would once again reply, "No." S&P's semi-annual scorecard for active fund managers found...

A case of disappearing shares

March 22, 2017

Client shares parked at the Depository Trust & Clearing Corp. may not be as safe as you think. It's not that the threat is coming from potential theft of the shares. The problem is that the DTCC "sometimes can't keep pace," of them, according...

Post-election confidence leads to gains for domestic stock funds

March 3, 2017

This may no longer be the most hated bull market in history. The Standard & Poor's 500 stock index has roared to a 22.5% gain the past 12 months, yet investors have yanked an estimated $2.4 billion from domestic mutual fund and ETFs during that...

Markets looking for policy details in Trump's speech

February 27, 2017

Donald Trump's address to Congress on Tuesday is taking on the importance of a State of the Union speech when it comes to U.S. financial markets. For investors relying on more than a year of campaign promises of a pro-growth agenda to push U.S....

Why the calendar is making some advisers look smarter than they really are

February 8, 2017

If you want to prove your genius to clients, today would be a good day, provided you use the most recent 12-month figures available to you. While it may seem like a distant, dark memory, the first part of 2016 was awful. The Standard & Poor's...

Dow at 20,000 — is it time to double down or pull out?

January 25, 2017

Dow 20,000 — it's the talk of Wall Street and maybe even worth a tweet from the president. But what's it mean to professional investors? Mostly a call for caution, it turns out. The Dow Jones Industrial Average's taking out of the latest round-number...

Dow sails past 20,000

January 25, 2017

Thinking too hard about investing doesn't get you anywhere, wrote Jesse Livermore, legendary trader of the Roaring '20s. To make the really big money, you just need to “be right and sit tight.” Rarely has Mr. Livermore's advice been harder...

When it comes to investment returns, not all robos measure up

January 25, 2017

Just as no two financial advisory firms will provide a client the same results when it comes to investment performance, robo advisers vary greatly in performance for investors, a new analysis finds. Seeking to illustrate that the assumptions...

Fred Alger Management scoops up Boston-based asset manager

January 18, 2017

Alger Associates, the parent company of Fred Alger Management, is acquiring Weatherbie Capital, a Boston-based registered investment adviser with $800 million under management. The deal, expected to close in March, represents Alger's first acquisition...

Even top notch firms feel sting from fickle investors

January 12, 2017

William Nygren has succeeded at a difficult task: picking stocks to deliver market-beating returns over long stretches of time. Both his $16.5 billion Oakmark Fund and his $5.6 billion Oakmark Select Fund have topped the S&P 500 by an annual...

Cyberattack threats to nation's utilities pose credit risk for investors

January 9, 2017

Utility stocks and bonds, long a safe haven for income investors, are increasingly risky investments because of cyberwarfare threats, according to Moody's Investors Services. The December attack on the electric department in Burlington, Vt.,...

How the biggest stock funds performed in 2016

December 29, 2016

For a year that started with a 10.5% decline in the Standard and Poor’s 500 stock index, 2016 turned out pretty darn good for most investors, with the S&P 500 recording a 13.43% gain. Morningstar’s database has 14 U.S. diversified, open-ended...

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