Results for "index funds"

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Value strategies defy logic in push past growth stocks

August 24, 2016

Ten years into a bull market for growth stocks, the cycle finally appears to be turning in favor of value investing, but not for all the usual reasons. Among domestic equity mutual fund categories, small- and mid-cap value strategies stand out...

ETF providers scramble to put Aug. 24 'flash crash' in rearview mirror

August 23, 2016

If there is an upside to the Aug. 24, 2015 “flash crash” that saw volatility spike and trigger nearly 1,300 individual trading halts, it is that the asset management industry and the exchanges are now scrambling to work with regulators to...

A case for cash when stock prices are off the charts

August 22, 2016

Sometimes the best investment move is toward the sidelines, especially when stocks and bonds are both teetering near record highs. The case for cash. Former hedge funder, Steve Eisman, who is now with Neuberger Berman, says hedge fund fees are...

When outperformance puts active managers out of business

August 22, 2016

The legal jargon about past performance not being indicative of future returns might need to be tweaked to suggest that past performance could be indicative of future underperformance. New research from S&P Global Market Intelligence and S&P...

Morningstar demystifies 401(k) loans

August 19, 2016

Morningstar's Christine Benz cracks to code on those perplexing 401(k) loans. Dissecting the pros, cons and myths of borrowing from a retirement account. The Department of Justice moves to phase out the use of private prisons for federal inmates....

Fees matter most when it comes to active management performance: Morningstar

August 19, 2016

Morningstar's midyear analysis of active versus passive investing shows once again that higher fees have the biggest impact on performance. The semiannual report describes fees as “one of the only reliable predictors of success.” The research...

Billionaire Paul Tudor Jones makes a costly big short on the market

August 17, 2016

Hedge funder Paul Tudor Jones continues to double down on his big short of the U.S. stock market. He now owns puts on 8.34 million shares of SPDR S&P 500 (SPY). Meanwhile, as the stock market chugs along, seemingly defying gravity and logic,...

All three stock indexes hit record highs in 1999 redux, minus the investor euphoria

August 12, 2016

Seeing three major U.S. stock markets indexes all hit record highs for the first time since 1999 has given pundits and market watchers plenty to analyze, but fear is not yet part of the equation. “Valuations are getting high, but they can...

Insider buying patterns say now is the time to sell

August 12, 2016

If you're still seeing this frothy stock market as a keen buying opportunity, you might want to consider that most corporate insiders don't share those views. Insiders are selling. Hillary Clinton's full-throated pitch to promote middle-class...

What's behind the gold price rally, and will it hold?

August 11, 2016

There are seemingly endless theories to explain the stunning gold-price rally this year, and most of them support more of the same for the precious metal. Global gold demand reached 2,336 tons through the first six months of the year, led by...

Rob Arnott says cheesy copy cats are hurting smart beta investing

August 11, 2016

Rob Arnott, a pioneer of smart-beta investing, says the growing popularity of the investing style has gotten out of hand. Perhaps he longs for the good old days when almost nobody believed in smart beta. “There are a lot of dumb ideas masquerading...

Nassim Taleb trots out another 'black swan' forecast

August 9, 2016

Nassim Taleb calls for a market crash and much pain ahead. The creator of “black swan” theory says we can thank quantitative easing for the mess heading our way. The “uber-rich have benefitted, and nothing has been cured.” Barclays throws...

Bond-fund correlations increase interest-rate risk

August 4, 2016

If the direction of asset flows out of stock funds and into bond funds this year is any kind of guide, investors are seeking shelter and yield in fixed income. But they could be getting neither. Through the end of June, U.S. equity mutual funds...

If history is a guide, market volatility is about to spike

August 1, 2016

The S&P 500 Index has gained nearly 19% from the February market lows, and the reports are stacking up in favor of a pullback over the next couple months. August, which is typically one of the slowest months for Wall Street activity, is also...

Deutsche Bank says fiscal stimulus can't save us

July 29, 2016

Deutsche Bank says fiscal stimulus is not helping and will not save us. Look no further than Japan and Europe for real-life examples of failed policies. In need of a new direction for fiscal policy. Gold investors hunker down on the reality...

Active ETFs produce few stars and even fewer fans

July 28, 2016

Actively managed exchange-traded funds continue to represent one of the unsolved mysteries of the asset management industry. It is an incarnation that is less than a decade old that includes some glowing success stories, a general reluctance...

Liquid alt imposters fall to the wayside

July 25, 2016

Multi-alternative-strategy mutual funds have been quietly fading into the background, reflecting the challenges facing alternative strategy mutual funds. Of the 31 funds shut down this year across eight liquid alt fund categories tracked by...

Keep index funds in perspective in the active-passive debate

July 22, 2016

Since the start of the year, the average large-cap growth mutual fund has gained 2.31%, while the benchmark S&P 500 Index has increased 7.14%. Sounds like an open-and-shut case for passive indexed investing over active management, right? Well,...

The fiduciary conundrum of charging lower fees for bond allocations

July 20, 2016

Can charging lower fees for bond investments be both the right thing to do and a violation of your fiduciary duty as a financial adviser? The answer is, yep. As bond returns grind lower, the focus on cost has grown. Turns out, the Federal Reserve...

As stock market soars, financial advisers batten down the hatches

July 11, 2016

As the S&P 500 Index notched another record high shortly after the stock market opened for trading Monday, financial advisers were doubling down on calls to proceed with caution. The index, which is up 5.5% from the start of the year, stands...

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