Investing

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New 60/40 portfolio substitutes riskier hedges for U.S. debt
FIXED INCOME OCT 20, 2020
New 60/40 portfolio substitutes riskier hedges for U.S. debt

Some managers are exploring other investments, ranging from options to currencies, to provide the protection that traditionally came from Treasuries

By Bloomberg
Investment Company Institute appoints Eric Pan chief executive
MUTUAL FUNDS OCT 20, 2020
Investment Company Institute appoints Eric Pan chief executive

Former SEC, CFTC official puts mutual fund disclosure, ESG policy at top of agenda

By Mark Schoeff Jr.
ESG pioneer Amy Domini on elections, climate and her start
ESG OCT 20, 2020
ESG pioneer Amy Domini on elections, climate and her start

Founder of $2.3 billion Domini Impact expects the 'crazy market' will wake up soon

By Bloomberg
Morgan Stanley's Gorman stresses caution amid 'turmoil and uncertainty'
PRACTICE MANAGEMENT OCT 19, 2020
Morgan Stanley's Gorman stresses caution amid 'turmoil and uncertainty'

The looming election, social tension and economic factors are creating an atmosphere for prudence, he said

By Mark Schoeff Jr.
Speculators reverse big Nasdaq short
EQUITIES OCT 19, 2020
Speculators reverse big Nasdaq short

The buying comes after hedge funds had driven net short bets to the highest level since before the financial crisis

By Bloomberg
ESG is coming for emerging markets
ESG OCT 16, 2020
ESG is coming for emerging markets

A top-performing emerging markets bond fund shuns investments from many countries because of their low ESG ratings

By Bloomberg
Value stocks could shine after the election
EQUITIES OCT 15, 2020
Value stocks could shine after the election

Citigroup analyst says the shift could occur no matter who's elected

By Bloomberg
U.S. institutions cooler to ESG than investors globally, survey finds
ESG OCT 15, 2020
U.S. institutions cooler to ESG than investors globally, survey finds

Nearly 26% of U.S. investors express skepticism about ESG’s performance merits

By InvestmentNews
New asset manager tests adviser appetite for targeted ETFs
MUTUAL FUNDS OCT 15, 2020
New asset manager tests adviser appetite for targeted ETFs

Gabriel Hammond's latest venture is setting its sights on private markets

By Jeff Benjamin
How to stay out of trouble with ESG-related investments
OPINION OCT 13, 2020
How to stay out of trouble with ESG-related investments

What the DOL has failed to grasp is that today, ESG items can be financial factors, capable of creating value or exposing liability

By Deborah G. George
A record $170 billion flooded into bond ETFs this year
MUTUAL FUNDS OCT 13, 2020
A record $170 billion flooded into bond ETFs this year

The Fed's March announcement that it would buy corporate debt ETFs served as a stamp of approve for the sector

By Bloomberg
David Lerner Associates' liabilities  keep growing
FIXED INCOME OCT 12, 2020
David Lerner Associates' liabilities keep growing

The broker-dealer reported a 'negative net worth' of $22 million last year

By Bruce Kelly
Salesforce 401(k) suit dismissal a reprieve amid much litigation
RETIREMENT PLANNING OCT 12, 2020
Salesforce 401(k) suit dismissal a reprieve amid much litigation

A federal judge tossed the excessive-fee claims, though they will likely be refiled

By Emile Hallez
ETF price wars may resume
MUTUAL FUNDS OCT 12, 2020
ETF price wars may resume

Big new entrants to the exchange-traded fund market are rolling out funds with low expense ratios

By Bloomberg
Private Wealth Adviser goes international
EMERGING MARKETS OCT 12, 2020
Private Wealth Adviser goes international

Thanks to the reach our parent company provides, this issue marks the first time we could incorporate a global outlook

By George Moriarty
Green investments rally ahead of potential 'blue wave' election
ESG OCT 09, 2020
Green investments rally ahead of potential 'blue wave' election

Targeted ETF strategies are up more than 80% so far this year as Biden gains steam

By Jeff Benjamin
US asset managers race to gain China market share
EMERGING MARKETS OCT 09, 2020
US asset managers race to gain China market share

Only US-based asset managers have shown the intention of owning a 100%-owned retail fund business in China

By Francis Acosta
FATCA: A force to be reckoned with
OPINION OCT 09, 2020
FATCA: A force to be reckoned with

Advisers that serve clients currently living or planning a move overseas must investigate this often overlooked issue

By Kirsten Hastings
Chinese equities emerge from the pack
EMERGING MARKETS OCT 09, 2020
Chinese equities emerge from the pack

Investors based in Asia have noted that the Chinese market has become too big and should be viewed as a standalone market

By Francis Acosta
Volatility coming for muni market
FIXED INCOME OCT 09, 2020
Volatility coming for muni market

BlackRock, Wells Fargo analysts see the election and a surge in muni sales shattering the market's calm

By Bloomberg