Investing

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Big ETF inflows in Q1 worry bulls looking for signs of bottom
EQUITIES APR 01, 2020
Big ETF inflows in Q1 worry bulls looking for signs of bottom

Exchange-traded funds took in $66.3 billion during the first quarter, about $8 billion more than they attracted during the same period last year

By Bloomberg
Fed's move into corporate bonds calms ETF dislocations
MUTUAL FUNDS APR 01, 2020
Fed's move into corporate bonds calms ETF dislocations

The central bank's pledge to buy investment-grade credit and certain ETFs sparked a rally in higher-rated debt

By Bloomberg
Gundlach sees stocks falling past the lows reached in March
EQUITIES MAR 31, 2020
Gundlach sees stocks falling past the lows reached in March

The bond manager predicts unemployment will rise to 10% and said the current economy resembles a 'depression'

By Bloomberg
New ETF offerings dried up amid March volatility
MUTUAL FUNDS MAR 31, 2020
New ETF offerings dried up amid March volatility

But April may be livelier, with American Century announcing that the first active nontransparent ETFs will begin trading Thursday

By Bloomberg
Fidelity liable for some 401(k) claims: Court
RETIREMENT PLANNING MAR 31, 2020
Fidelity liable for some 401(k) claims: Court

The company failed to monitor plan fiduciaries' handling of investment and record-keeping fees, the judge wrote

By Emile Hallez
Market volatility likely to prompt 401(k) plan menu changes
RETIREMENT PLANNING MAR 30, 2020
Market volatility likely to prompt 401(k) plan menu changes

Retirement plan sponsors might change their views on risk, especially for participants near retirement

By Emile Hallez
BlackRock waives ETF fees for New York Federal Reserve
ETFS MAR 30, 2020
BlackRock waives ETF fees for New York Federal Reserve

The new fee structure addresses how the asset manager will handle conflicts of interest inherent in its arrangement with the Fed

By InvestmentNews
By the numbers: Mutual funds
MUTUAL FUNDS MAR 27, 2020
By the numbers: Mutual funds

How did the Treasury Department respond to market volatility caused by the coronavirus? What do the Lipper Awards say about ESG investing? InvestmentNews Chief Content Officer George Moriarty has the answers.

By InvestmentNews
SEC lifts borrowing rules for funds hit by liquidity crunch
PRACTICE MANAGEMENT MAR 26, 2020
SEC lifts borrowing rules for funds hit by liquidity crunch

The regulator is allowing mutual funds to borrow from managers or other funds to meet redemption requests

By Emile Hallez
By the Numbers: Bitcoin and alternative assets
ALTERNATIVES MAR 25, 2020
By the Numbers: Bitcoin and alternative assets

How far did digital currencies fall in March? Why do advisers need to keep an eye on nontraded BDCs? InvestmentNews Chief Content Officer George Moriarty discusses these topics

By InvestmentNews
By the Numbers: Mutual funds
MUTUAL FUNDS MAR 24, 2020
By the Numbers: Mutual funds

How did the Treasury Department step in as the pandemic sparked volatility? What do the Lipper Awards say about ESG investing? InvestmentNews Chief Content Officer George Moriarty answers both questions

By InvestmentNews
Investing styles will take on an active approach
EQUITIES MAR 23, 2020
Investing styles will take on an active approach

A bear market could lead to more hands-on investing, but advisers haven't had to beat the market in more than a decade

By Sean Allocca
Fund merger puts Vanguard investors into higher-priced version
MUTUAL FUNDS MAR 23, 2020
Fund merger puts Vanguard investors into higher-priced version

Asset manager consolidates two actively managed funds to better compete with index products

By Jeff Benjamin
ICapital Network alts platform raises $146 million
ALTERNATIVES MAR 23, 2020
ICapital Network alts platform raises $146 million

Funds for expansion come from new, existing investors

By InvestmentNews
‘Illiquidity doom loop’ threatens European bond ETFs, analyst says
MUTUAL FUNDS MAR 20, 2020
‘Illiquidity doom loop’ threatens European bond ETFs, analyst says

The gap between some funds' price and the value of their assets could lead to problems

By Bloomberg
How balanced portfolios recovered after six major market events
EQUITIES MAR 19, 2020
How balanced portfolios recovered after six major market events

Here's a look at how a basic portfolio of 60% stocks and 40% bonds performed following six major market events in recent decades

By Jeff Benjamin 
NYSE to shut trading floors Monday
EQUITIES MAR 18, 2020
NYSE to shut trading floors Monday

The company said that an employee and a trader both tested positive for the coronavirus

By Bloomberg
Investor advocate says variable annuity summary prospectus lacked sufficient testing
LIFE INSURANCE AND ANNUITIES MAR 18, 2020
Investor advocate says variable annuity summary prospectus lacked sufficient testing

The SEC says in the final rule that it solicited feedback on hypothetical forms

By Mark Schoeff Jr.
Annuities, hard hit by COVID-19, give retirees one less option
RETIREMENT PLANNING MAR 18, 2020
Annuities, hard hit by COVID-19, give retirees one less option

Insurers have started pulling some products amid volatility and low interest rates

By Emile Hallez
Treasury proposes to guarantee money market funds in stimulus
MUTUAL FUNDS MAR 18, 2020
Treasury proposes to guarantee money market funds in stimulus

The plan temporarily permits the use of its exchange stabilization fund to guarantee money market funds

By Bloomberg