Results for "investments"

Displaying 8,257 results

Sort: Date | Relevance

Author:

Investing in bond funds when interest rates rise

February 23, 2018

The last time investors faced rising interest rates, one of us was investing paper route money and other wasn't even born yet. In other words, the idea of a rising rate environment isn't something we, or most advisers, have ever had to deal...

Bond dilemma requires new thinking

February 22, 2018

The case for bonds in investment portfolios has traditionally been compelling. With higher certainty of returns at lower volatility, they have been the stable cornerstone of portfolios, particularly over the last three decades, as bond prices...

Stocks tremble, but savers cheer rising rates

February 22, 2018

As the stock market trembles before the specter of three — or possibly four — interest-rate hikes by the Federal Reserve this year, investors in ultrasafe money market mutual funds and bank certificates of deposit will be cheering. Stocks...

Inflation is a bigger threat to stocks than rates

February 22, 2018

Investors tend to attach narratives after events like the recent bout of market volatility as a way to provide comfort in the face of market uncertainty and losses. Although there could be any number of causes for the downturn, recent data on...

Morningstar: Fund fees continue to fall

February 21, 2018

Fees on actively managed mutual funds are falling, but the funds are still about as popular with investors as flat beer. Morningstar Inc. found that median expense ratios for diversified domestic stock funds and exchange-traded funds have fallen...

Euphoric rush to invest in crypto quickly turns painful

February 21, 2018

Making big bets on speculative assets with retirement money is something most advisers warn against, but bitcoin fever is prompting all sorts of puzzling decisions. For 67-year-old Dennis Gartman, the longtime publisher of a namesake daily investing...

ESG and impact investing: Do you know the difference?

February 20, 2018

As investors increasingly rally behind the concept that their investment choices yield the ability to positively impact social or environmental issues, interest in impact investing has skyrocketed. Of the more than 22,000 investors worldwide...

The industrialization of asset management

February 20, 2018

Model marketplaces are popping up everywhere, like daffodils in springtime. They give advisers access to model portfolios built by asset management firms and "fund strategists." Advisers can implement the models exactly as built by their creators...

UBS Survey: Only 10-15% of investors put their cash to work during market pullback

February 20, 2018

Only about 10% to 15% of investors took advantage of the recent market pullback to boost their equity allocations or put cash to work, according to UBS Group AG. "We believe that this bull-market correction provides an opportunity," Michael...

U.S. 10-year poised to cross market's red line

February 20, 2018

Enter the danger zone. Bond markets are signaling the 10-year U.S. Treasury yield may reach 3% as early as this week — a potential watershed for risk appetite across asset classes. A deluge of debt supply and the strengthening momentum of...

Investors pile into cash ETF

February 20, 2018

Someone call Ray Dalio: Investors are feeling less stupid about owning cash. The SPDR Bloomberg Barclays 1-3 Month T-Bill exchange-traded fund (BIL) took in $580 million last week, tops among U.S. fixed-income products. During an interview in...

Keep calm and carry on: DC participants appear to take market's volatility in stride

February 20, 2018

Record keepers and researchers say the recent stock market volatility prompted an increase in inquiries from defined contribution plan participants, but trading activity didn't always fit what might be considered a typical response of moving...

2017 largest variable annuity providers

February 17, 2018

VA sales have trended downward for five years, and the third quarter brought more bad news: the 
product line saw the lowest sales in 20 years. However, experts think interest may slowly pick up as advisers and insurers get more comfortable...

Indexed annuities' performance may not be what you expect

February 16, 2018

At first glance, indexed annuities may sound quite similar to index mutual funds. Their names suggest as much. Consumers can buy annuities that are linked to the Standard & Poor's 500 index, like their mutual-fund counterparts. Plus, indexed...

Inside the $700 billion bond empire in Newark

February 16, 2018

A quartet of bond managers ensconced in a glistening tower in Newark, New Jersey, say historically low long-term Treasury yields are here to stay. And they've got a growing pile of money backing that view. For the crew at PGIM Fixed Income,...

Pimco reports Q4 earnings of $684M

February 16, 2018

The turnaround at Pimco is complete. The bond manager owned by German insurer Allianz SE on Friday reported a fourth-quarter operating profit of 546 million euros ($684 million), the highest since co-founder Bill Gross quit the firm in the third...

Sell-off grips credit funds

February 16, 2018

Investors pulled $14.1 billion from debt funds, the fifth-largest stretch of redemptions in the week through Feb. 14, according to a Bank of America Merrill Lynch report, citing EPFR data. High-yield bonds lost $10.9 billion alone, the second...

Gun violence hits investment strategies, sparks political debates with advisers

February 16, 2018

It is perhaps a sad sign of the times when the latest episode of deadly gun violence doesn't bring a fresh wave of calls from clients seeking to screen out investments in weapons manufacturers. Financial advisers who specialize in various forms...

What's the right number of funds in a 401(k) plan?

February 16, 2018

Just what is the optimal number of funds to have in a defined-contribution plan? It's a tricky question, and depends on a number of factors such as the profile and mindset of the plan sponsor and its employees. However, there's a sweet spot...

ETF alphabet soup obscures market risks

February 15, 2018

What's in a name? When it comes to exchange-traded funds, the answer could mean the difference between surviving a volatile market and getting wiped out. ETFs have tripled their assets to $3.4 trillion over the last six years, capitalizing on...

Next Page »

1 | 2 | 3 | 4 | 5 ... 413

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.