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Jason Kephart

Jason was a reporter at InvestmentNews from 2011 to 2014, before moving on to work for Morningstar. Connect on Twitter: @jasonkephart

Displaying 199 results

Topic

Advisers betting heavily on Europe’s growth

The eurozone is finally starting to show signs of growth more than five years after the financial crisis, and financial advisers are betting that there is more good news to come.

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Reallocation gives pop to Edward Jones’ first fund launch

New offering grabs $2.8 billion in first few days; a JPMorgan fund has similar outflow.

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Muni market beware: Puerto Rico running out of time

If the commonwealth defaults, it will cause a shock to the system.

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Guess who’s picking up the cash that’s flowed out of Pimco

BlackRock and Goldman Sachs are the big beneficiaries of Pimco's bad bond call.

Topic

Why active equity managers should be scared of Gundlach, Gross

Both Bill Gross' Pimco and Jeffrey Gundlach's DoubleLine Capital have made pushes into actively managed equities in the last three or so years, and if active managers aren't worried yet, they should be.

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AQR goes after a smarter “smart” beta

AQR Capital Management has launched a new alternatives mutual fund that takes factor investing to another level.

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Capital gain distributions making a comeback

Actively managed equity mutual funds are expected to distribute capital gains taxes at a far greater rate at the end of this year than any time since the market meltdown.

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Goldman’s first closed-end fund IPO raises $826 million and hopes for sector

Goldman Sachs' first closed-end fund IPO had a sterling debut, raising hopes for a rebound in the sector. The fund benefited from the combination of brand appeal and the focus on master limited partnerships, which have been a hot asset class.

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Dennis Stattman’s 25-year balancing act

Dennis Stattman, manager of BlackRock's global allocation fund, has made advisers look smart and has kept clients happy thanks to 25 years of outperformance.

Topic

Private-equity giants set their sights on alternatives for mom and pop

Advisers could benefit as retail investors load up on alts.