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Thinking outside the style box

March 22, 2018

The popular "style box" developed by Morningstar Inc. goes back to 1992. Entire generations of mutual fund managers, financial advisers and investors have never been without the concept. An intuitive framework for equity investing, the style...

More turnover at top of REIT manager CNL Financial

March 22, 2018

CNL Financial Group Inc., a leading manager and seller of nontraded real estate investment trusts, continues to see senior managers exit, with Neil Menard, the former president of CNL's wholesaling broker-dealer, leaving the company at the start...

David Herro on the best opportunities in international investing

March 22, 2018

David Herro, chief investment officer for international equities at Harris Associates, has been a manager of the $47 billion Oakmark International fund (OAKIX) since 1992. He won Morningstar's International Stock Fund Manager of the Year in...

Guggenheim's Minerd sees defaults, recession ahead

March 21, 2018

Companies that went on a borrowing binge may default on their debt as interest rates increase and the prospect of a recession grows, according to Scott Minerd, chief investment officer at Guggenheim Partners. After skirting defaults and bankruptcies...

Jim Rogers says trade war is making him even more bearish

March 21, 2018

Veteran investor Jim Rogers is already predicting the worst bear market for stocks in his lifetime. And that's before you figure in a trade war. "The next bear market is going to be the worst in my lifetime — just because of the debt — but...

ETF outflows show growing distaste for U.S. dollar

March 20, 2018

Here's one sign that investors remain hostile to the dollar: Buyers of U.S.-listed funds are rushing into European and Japanese stocks without currency protection. Money managers have pulled $2.1 billion from the WisdomTree Japan Hedged Equity...

Managers allocate less to global equities, more to bonds

March 20, 2018

Money managers' global equity allocations continued to decline in March, while their global bond allocations rose from a record low, said Bank of America Merrill Lynch's monthly fund manager survey released Tuesday. Managers' global equity allocations...

UBS ordered to pay $204,000 in Puerto Rican bond claim

March 20, 2018

A Finra all-public arbitration panel has found UBS liable for breach of contract and unsuitability in a customer complaint involving Puerto Rican bonds, and ordered UBS to pay compensatory damages of $204,339, plus $66,000 in costs. The claimant...

Investors stood pat during February correction

March 19, 2018

Those flighty individual investors didn't flee the stock market during February's correction — which means the panicking was left to Wall Street's pros. Just 6% of individual investors were net sellers during the February correction, according...

Passive target-date funds? No such thing

March 17, 2018

If your clients ask for a passively managed target-date fund, you might have to explain to them that there's no such thing — although you should certainly steer them to a low-cost target-date fund. Passive investing has taken investors' fancy...

A great year in the markets, but few managers beat their indexes

March 16, 2018

Some active managers saw their performance improve in 2017, according to S&P Dow Jones Indices, but over the long run, their records against their benchmarks are still nearly all awful. The S&P Indices Versus Active (SPIVA) report for 2017 shows...

Stocks of brokerages, insurers rally after DOL rule struck down

March 16, 2018

Morgan Stanley and Principal Financial Group Inc. were among banks and insurers that rallied after a U.S. appeals court struck down a sweeping Obama-era rule that aimed to protect millions of Americans from conflicted investment advice. The...

Stock funds and ETFs saw record inflows in latest week

March 16, 2018

Investors poured more money into U.S. stocks in the latest week than at any time since Bank of America Merrill Lynch started keeping records in 2002. A record $43.4 billion flooded into U.S. stocks in the week ended Wednesday, bringing the total...

GMO's Grantham: No bubble yet, but keep your eyes open

March 15, 2018

Jeremy Grantham is a co-founder of Grantham Mayo Van Otterloo, a $70 billion global asset manager. He serves the firm's chief strategist and is a member of GMO's asset allocation team. Mr. Grantham warned about both the dot-com bubble of 2000...

ETF tracking broker-dealers and exchanges rakes in cash

March 14, 2018

As investors grow increasingly bullish on financial stocks, they're flocking to an exchange-traded fund that tracks a specific niche. The iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI) has taken in more than $70 million over the...

Gundlach says 10-year Treasury above 3% would drive down stocks

March 14, 2018

If the yield on the 10-year Treasury note breaks above 3%, there's a high chance U.S. stocks will end the year down, according to Jeffrey Gundlach, chief investment officer at DoubleLine Capital. "My idea that the S&P would go down on the year...

UBS plans to cut 840 funds from its platform

March 14, 2018

Following an emerging pattern among wirehouses, UBS Wealth Management plans to trim the number of mutual funds listed on the platform advisers use to select investments for clients. The move, described by UBS sources familiar with the strategy...

Money markets undergo sea change

March 13, 2018

While many fixed-income investors may be focused on the specter of higher long-term Treasury yields, there's a sea change afoot at the shorter end — in U.S. money markets. The London interbank offered rate, or Libor, and rates on Treasury...

Emerging market funds are powered by tech stocks

March 13, 2018

If you notice that your car is going 115 miles on the highway, instead of the usual 53, you might be tempted to look under the hood to see if someone dropped a Maserati engine in while you weren't looking. And if your client's emerging market...

Guide Clients Through Emotional Ups and Downs To Prevent Costly Decisions

March 12, 2018

Even good people make bad decisions. The client who invests $8,000 in a late night TV real estate scam; quits a lucrative career to join in an ill-advised business venture; or has an out-of-control spending habit. When fueled by emotion or bad...

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