Jason Kephart
Jason was a reporter at InvestmentNews from 2011 to 2014, before moving on to work for Morningstar. Connect on Twitter: @jasonkephart
Jason was a reporter at InvestmentNews from 2011 to 2014, before moving on to work for Morningstar. Connect on Twitter: @jasonkephart
Domestic equities have been the place to be since the financial crisis ended almost five years ago, but with head winds starting to mount in the U.S., investors may be better off on the other side of the Atlantic, says Chris Alderson, president of T. Rowe Price International.
Equities usually react favorably when the central bank tightens, according to new research
Equities usually react favorably when the central bank tightens, according to new research.
After five years of outflows — to the tune of $242 billion — American Funds is overhauling its approach to working with financial advisers. Jason Kephart has the details.
The index company has bad news for this year's top-performing funds looking to continue their winning streak
S&P Indexes is playing the Grinch with its report that the odds of the top-performing funds repeating that success are low and only get worse over time.
For investors who aren't comfortable with bonds that aren't likely to act like bonds when there is a stock market correction, there may be a better way.
Too many investors are still underinvested, even after the stock market has blown past Wells Fargo's 2013 target for the S&P 500 by about 6%
Actively managed equity mutual funds that don't make big bets versus their benchmarks have been shunned by investors, but a handful of funds that rely on factors or “smart beta” have proven that you don't need to make big bets to outperform.
Investors enjoy big rally with few shocks – but drama ahead
