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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.*...

Investors pour money into bonds, international in July

August 10, 2017

If you're an adviser, you're probably wondering: Who is pouring all that money into bond funds? It's not an easy question to answer, but at least part of the answer can be found in the mirror. Most mutual fund inflows come via the institutional...

S&P: Managers still faring miserably vs. indexes

August 9, 2017

Stop us if you've heard this before, but active money managers are really bad at beating their benchmark indexes. A new report from S&P Dow Jones Indices shows that most managers in nearly every domestic equity category underperformed their...

Pimco and T. Rowe Price warn investors it's time to reduce risk

August 9, 2017

Two of the biggest money managers have a message for investors: it's time to dial back risk. Investors should pare U.S. stocks and high-yield debt while shifting to lower-risk assets, such as Treasuries and mortgage-backed securities, according...

9 bear markets and the events that caused them

August 8, 2017

“Bull markets don’t die of old age; they die of fright.” And usually, that fright comes not from elevated prices or mass panic, but from exogenous events: war, oil shortages, unexpected financial collapse. Here’s a look at the nine bear...

Stock market gains spark questions from clients

August 3, 2017

The longer the stock market goes up, the more clients of AllianceBernstein ask when it will go down. That's according to Dianne Lob, senior managing director for equities, who says questions about the timing of the next 5% or 10% decline in...

Dow Jones Industrial Average hits 22,000: Should you care?

August 3, 2017

The Dow Jones Industrial Average inched past 22,000 Wednesday, and the key question is: Should anyone care? The venerable index rose 52.32 points Wednesday to close at 22,016.24, helped by Apple Inc., which surged 4.37% on a blockbuster earnings...

RIAs less optimistic about economy and stock market

August 1, 2017

​ After reaching new highs at the start of the year, optimism about the economy and the stock market has slipped among registered investment advisers, according to a mid-year survey of RIA sentiment from TD Ameritrade Institutional. Sixty...

Take 5: Vanguard's new CIO Greg Davis talks bonds, stocks and costs

July 24, 2017

Earlier this month, Greg Davis became Vanguard's chief investment officer, overseeing the $3.8 trillion in assets in more than 300 mutual funds and exchange-traded funds. Mr. Davis, 46, took the role from Vanguard's new CEO, Timothy Buckley....

Fidelity: Will Goldilocks market have a happy ending?

July 7, 2017

A Fidelity Investments analyst is warning that a fairy tale stock market may not have a fairy tale ending. What makes the current stock market such a wonderland? "Investors have enjoyed the best of all worlds," said Jurrien Timmer, Fidelity's...

Growth funds soar in first six months of 2017

July 5, 2017

With a 14.1% gain, growth funds clobbered value funds in the first half, with bargain-hunters posting only a 5.6% increase, according to Morningstar Inc. "Well-established growth companies did what you'd expect well-established growth companies...

Second-half outlook: Not as bad as you might think

June 20, 2017

With the Standard & Poor's 500 reaching record highs after an eight-year bull market, the Federal Reserve Bank raising interest rates and high stock valuations, strategists must be worried about the stock market, right? Not so much. Despite...

Are emerging markets the place to be when US stocks drop?

May 24, 2017

Editor's note: This is part of a series looking at how the advice industry is getting ready for the next market correction. If you've ever bought a refurbished fire extinguisher from Frank's Firefighting Warehouse ("Where every sale is a fire...

Investments that advisers should look at in an overheated market

May 24, 2017

Editor's note: This is part of a series looking at how the advice industry is getting ready for the next market correction. Investing in today's stock market is a bit like driving 90 miles an hour on a wet highway with bald tires. You may not...

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...

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