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10 funds that sustained heavy losses in the first half

July 11, 2017

Just as there’s always a bull market somewhere on the planet, there’s always a place where the bears roam free. The Standard & Poor’s 500 stock index rose 9.3% in the first half of this year, and the international MSCI EAFE index jumped...

What 'Moneyball' can teach advisers about better portfolio construction

July 10, 2017

"We've got to use every piece of data and piece of information, and hopefully that will help us be accurate with our player evaluation. For us, that's our life blood." — Billy Bean, subject of "Moneyball: The Art of Winning an Unfair Game"...

Fed nudges savings rates higher

June 23, 2017

Cash is starting to get a bit less trashy. The Federal Reserve nudged short-term interest rates on June 14, and rates on short-term savings vehicles have started to reach levels that are almost compelling. The Fed raised its target level for...

Vanguard founder John Bogle still prefers U.S. stocks

June 12, 2017

While a chorus of market experts is telling investors to look outside of the U.S. for big returns, at least one loud voice is singing a very different tune — Vanguard Group founder John Bogle. The 88-year-old investor, who started the first...

Infrastructure funds building gains

June 7, 2017

If you think the roads in your neighborhood are bad, you should try driving in Tanzania, where you might not only break an axle, but get eaten by hyenas afterwards. In the vast scheme of human infrastructure, there are plenty of opportunities...

Collectibles market not what it used to be

September 22, 2017

If you have clients who are thinking of investing in collectibles, Harry Rinker, dean of collectibles, has a few words for you: Collecting isn't what it used to be. "Collecting as a whole is threatened," said Mr. Rinker, head of the Institute...

Investors do better with low-cost funds: Morningstar

June 5, 2017

If investors want to narrow the much-publicized shortfall between mutual funds' money-weighted and time-weighted returns and their own returns in those funds, they should use systematic investment programs and invest in lower-cost funds, according...

Complex strategies lead to lower returns: study

May 30, 2017

If your actively managed fund's prospectus comes with a certain air of desperation, a recent paper from Queen's University in Ontario, Canada, explains why: As passive funds become harder to beat, active funds are increasingly using sophisticated...

Market gains concentrated in biggest stocks

May 26, 2017

So far this year, 15 stocks have accounted for 50% of the gains in the Standard & Poor's 500. Should you be worried? Not yet. According to preliminary data from S&P, the blue-chip index has gained 8.27% this year, including reinvested dividends....

Knowledge-Based Investing: The Case for the HighMark Small Cap Core Fund

May 24, 2017

Derek Izuel of HighMark Capital Management recently joined Evan Cooper of InvestmentNews Content Strategy Studio to discuss the role small-cap investments play in a portfolio. To learn insights and tips on how to use knowledge-based investing...

Why gold is less of a haven these days

August 31, 2017

Having waited patiently for the "any-minute-now" moment, gold investors are taking comfort from the recent rise in price in response to geopolitical tensions. Yet the responsiveness of gold, as well as the overall price, appears weaker than...

Fidelity launches savings plan for disabled children

May 10, 2017

Nearly a year after tax-advantaged savings plans for disabled children were first made available, investing giant Fidelity Investments is jumping into the business to offer the specialized accounts to U.S. families. The Boston-based firm on...

Does Yale endowment's defense of higher-fee active management hold water?

April 13, 2017

Don't count out active managers just yet, the Yale endowment said. As Bloomberg's Janet Lorin reported Sunday, Yale University's endowment hit back at "fee bashers" in its recently released 2016 annual report. Yale gave voice to the battle cry...

Beware the potential pitfalls of investing in infrastructure funds

April 5, 2017

Infrastructure funds have steamrolled much of their competition this year, and, with the promise of $1 trillion in infrastructure spending under the Trump administration, money has been pouring into the funds. But if your clients bring up the...

Ned Davis: Passion for passive a 'bubble'

March 30, 2017

As assets continue to pour into passive index funds, backlash from active managers has risen. The latest salvo against passive investing comes from Ned Davis Research in a recent piece by the firm's founder titled "The Passive Investment Bubble."...

Top funds honored by Lipper in 2017

March 23, 2017

The Thomson Reuters Lipper Fund Awards recognize top-performing funds for excellence in categories related to equities, fixed income and mixed assets. Click through to find out which funds distinguished themselves as 3-year, 5-year and 10-year...

How to invest in frontier markets

September 6, 2017

In the normal course of a bull market, investors push up shares of big, stable companies. As those prices get steeper, they send mid-cap stocks soaring and then, before you know it, a small-cap ant farm supplier is the top-performing stock of...

Why the best portfolios mix active and passive investments

March 15, 2017

"The reports of my death are greatly exaggerated." The famous quip attributed to Mark Twain humorously captures a theme that many financial advisers and investment managers would apply to active management. In my experience as an adviser, the...

Why Robert Shiller is so suspicious of the Trump rally

March 14, 2017

The last time Robert Shiller heard stock-market investors talk like this in 2000, it didn't end well for the bulls. Back then, the Nobel Prize-winning economist says, traders were captivated by a "new era story" of technological transformation:...

Advice to drive your dividend income strategy

September 1, 2017

Build your portfolio of dividend-paying stocks to seek consistent income, not necessarily the highest income. Download transcript The views expressed are as of April 2017, may change as market or other conditions change and may differ from views...

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