'This is a big, big moment,' according to DoubleLine Capital's chief investment officer. 'Interest rates have bottomed.'
Performance anticipation push financials to the head of the pack in August.
Plus: Investors can't get enough of muni bond ETFs, finding robust yields in fine wines, and a pampered perspective.
Lumping ETFs and mutual funds into the same peer groups.
The case to raise interest rates is getting stronger as the U.S. economy approaches the central bank's goals, Federal Reserve Chair Yellen said.
Plus: Investors buckle in for a bumpy ride, the mystery of bond yields, and the upside of mid-day naps
The dollar also gained as traders digested mixed data in the world's largest economy amid bets interest rates will stay low.
The usual volatility could be enhanced by the Fed, geopolitics and the presidential election.
Tempting yields might be just replacing one kind of risk with another.
Federal Reserve officials need to consider the costs of keeping interest rates low, even as the U.S. economy is pressured by diminished worker productivity, according to Allianz's chief economic adviser.
Plus: The Fed's new spin, Wall Street women dish out career advice, and how to spend away a summer
Pinning the value rally on the Fed, hoping for the best.
August and September can be rough months for investors.
Plus: You probably shouldn't curse in front on your clients, there's a limit to delaying retirement, and do we really need all these dollar bills?
The divide has grown between Goldman Sachs and Morgan Stanley over the likelihood of higher U.S. interest rates this month.
Plus: U.S. oil production could derail oil rally, a cash management strategy ahead of October's rule change, and bond ladders still make sense
Advisers should not forget overall portfolio construction objectives when chasing dividend yields.
Plus: DOJ move sends prison stocks to the hole, SEC wants cleaner earnings reports, and proof that faster food can be healthier food
Japan's Government Pension Investment Fund loses 3.9%, erasing gains from previous six quarters.
Taking on too much risk to stay on top.
