Results for "investments"

Displaying 8,051 results

Sort: Date | Relevance

Author:

Your clients just won the lottery. Now what?

August 25, 2017

For Mavis Wanczyk, winner of the $758 million Powerball jackpot, investing her new cash will be the easy part. Keeping it from taxes, shysters and her own human nature will be the hard part. Ms. Wanczyk's after-tax winnings amount to $336 million,...

Tech bubble just talk — for now

August 24, 2017

Ever since the dot-com bubble burst in 2000, investors have been wary of another tech wreck. And some analysts, worried about some of this year's tech rockets, are saying tech is looking bubbly again. But — at least for now — tech isn't...

Big U.S. banks could see profits jump 20% with deregulation

August 24, 2017

The deregulation winds blowing through Washington could add $27 billion of gross profit at the six largest U.S. banks, lifting their annual pretax income by about 20 percent. JPMorgan Chase & Co. and Morgan Stanley would benefit most from changes...

Gundlach faces battle to keep his bond star from fading

August 24, 2017

Times are tough for active managers, even for Hall of Famers such as Jeffrey Gundlach, manager of the DoubleLine Total Return Bond Fund. As the Wall Street Journal reported on Sunday, the fund's assets have declined 13 percent to $53.6 billion...

Invesco said to mull ETF-only Guggenheim deal

August 24, 2017

Invesco's rumored purchase of Guggenheim Partners' retail mutual fund business may be limited to a $1 billion buyout of Guggenheim's ETF operations, Barron's reports. That represents a significant rollback from previous rumors. Earlier in August,...

Bear funds prosper, but how do you use them?

August 23, 2017

Every so often, you come across something at an antique store that makes you wonder: What on earth was that used for? Celery vases, for example. Celery used to be a novelty, so you bought special vases to display it. Other things, such as left-handed...

High-grade U.S. bonds run at fastest pace ever past $1 trillion

August 22, 2017

Blue-chip companies have sold more than $1 trillion of bonds in 2017, passing that milestone for the sixth straight year, as Federal Reserve rate hikes spur companies to borrow while it's still cheap. Sales from Amazon.com Inc. and Philip Morris...

Investment managers have found a new way to give back

August 22, 2017

The popularity of companies that give back — such as Warby Parker and TOMS, which donate a pair of glasses or shoes for every pair you buy — is spreading to investments. Investment manager Infrastructure Capital Advisors, for one, is giving...

Active ETFs are ripe for transparent, low-cost strategies

August 22, 2017

Over the last decade, active U.S. large cap strategies with lower turnover and greater concentration have delivered solid performance, better down-market capture and higher Sharpe ratios than more diversified, higher turnover active strategies.*...

401(k) advisers value active management in some categories, despite indexing craze

August 21, 2017

Index funds are continuing their push into 401(k) plan menus, but some retirement plan advisers and analysts still see areas where active management makes sense. The number of 401(k) plans offering index funds to employees swelled to 89.4% of...

Big gains attract new money to emerging markets, but should investors stay?

August 19, 2017

Emerging markets​ have offered all the thrill of a 10-foot slide into a cobra pit for much of the past decade. But right now, emerging-market stocks are in a sweet spot: They have low prices, lots of momentum and a flood of new cash pouring...

Best- and worst-performing emerging-market funds

August 19, 2017

U.S. open-end diversified emerging-market funds TOP 10 Name Current fund-level net assets YTD return 1-year return 3-year return 5-year return Net expense ratio Ashmore Emerging Markets Value Instl (EMFIX) $10,064,105 31.19% 41.24% 3.52% 6.70%...

Emerging issues affecting financial advice

August 19, 2017

Management guru Peter Drucker once described predicting the future as driving down a country road at night with no lights on while looking out the rear window. Admittedly, no one can precisely predict how advisers and firms will work too far...

Will Jeffrey Gundlach's Trump-like approach on Twitter work in financial services?

August 18, 2017

Jeffrey Gundlach's new aggressive Tweeting style has sparked a discussion as to whether it makes sense in the financial services industry. The founder and CEO of DoubleLine Capital, a $111 billion asset management firm specializing in fixed...

Mutual fund class of 2016 gets boost from international investments

August 18, 2017

The mutual fund class of 2016 — those that made their debut last year — has a certain worldly air about it that has helped performance this year. Morningstar's database lists 327 mutual funds and 246 exchange-traded funds launched in 2016....

The best and worst liquid alternative funds over the past 10 years

August 16, 2017

The financial crisis spawned a rebirth of alternative-strategy mutual funds designed to help investors through the next downturn. The strategies don’t promise to keep pace with the stock market, but here are the five-best and five-worst performers...

ETFs making emerging markets vulnerable to sudden outflows: Citi

August 16, 2017

Add Citigroup Inc. to the list of analysts and investors concerned by the bumper inflows into emerging-market ETFs this year. After attracting almost $47 billion of new cash so far this year, exchange-traded funds have made developing nations...

401(k) DCIOs: Some are folding, holding and doubling down

August 16, 2017

Editor's note: This story was updated on Aug. 18, based on additional information received from Russell Investments. All segments of the 401(k) market are going through the early stages of maturity, led by record keepers and broker-dealers,...

International investing: How to set an allocation you — and your clients — can live with

August 16, 2017

Life is full of complicated, eminently debatable questions. Could the Red Sox beat the Dodgers this year? What will happen next year when Vanguard has all the money in the world? And what is the correct allocation between international and U.S....

European junk bonds posted highest returns after financial crisis

August 15, 2017

If you'd bought European high-yield bonds the day the global financial crisis erupted, closed your eyes and held onto them through the unprecedented events of the following decade, you would now be sitting on a 100 percent return. On the other...

« Previous PageNext Page »

1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 ... 403