Investing

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Managers allocate less to global equities, more to bonds
EQUITIES MAR 20, 2018
Managers allocate less to global equities, more to bonds

Large majority of investors now believe the global economy is in 'late cycle,' BofA survey finds.

By James Comtois
ETFS MAR 20, 2018
Dividend ETF sees 27th week of inflows

Interest in high-dividend stocks suggests fears of Fed rate hikes are fading.

By Bloomberg
EQUITIES MAR 19, 2018
Investors stood pat during February correction

Some individual investors even added to their stock holdings last month, survey shows.

By John Waggoner
ETFS MAR 19, 2018
Lawsuit over exchange-traded note shows peril in democratized investing

ETP industry is reconsidering disclosures at issuance and sale.

By Bloomberg
RETIREMENT PLANNING MAR 17, 2018
Passive target-date funds? No such thing

Glide path requires active decisions from a manager

By John Waggoner
MUTUAL FUNDS MAR 16, 2018
A great year in the markets, but few managers beat their indexes

Their long-term record is even worse, according to a report on indexes versus active managers.

By John Waggoner
EQUITIES MAR 16, 2018
GMO's Grantham: No bubble yet, but keep your eyes open

Veteran investor who predicted both the dot-com and housing bubbles is warning about a possible "melt-up" in stocks.

By John Waggoner
EQUITIES MAR 16, 2018
Stock funds and ETFs saw record inflows in latest week

In an about-face, investors are favoring stocks over bonds this year.

By John Waggoner
EQUITIES MAR 15, 2018
GMO's Grantham: No bubble yet, but keep your eyes open

Veteran investor who predicted both the dot-com and housing bubbles is warning about a possible "melt-up" in stocks

By John Waggoner
WIREHOUSES MAR 14, 2018
UBS plans to cut 840 funds from its platform

Broker-dealer will remove about 20% of its 4,200 funds, a trend among wirehouses with several possible reasons behind it.

By Jeff Benjamin
EQUITIES MAR 14, 2018
Gundlach says 10-year Treasury above 3% would drive down stocks

Rising U.S. deficit and Fed tightening are putting upward pressure on the 10-year yield

By Bloomberg
MUTUAL FUNDS MAR 14, 2018
ETF tracking broker-dealers and exchanges rakes in cash

The iShares fund has big holdings in Goldman, Morgan Stanley and Schwab.

By Bloomberg
MUTUAL FUNDS MAR 13, 2018
Money markets undergo sea change

Rates on Treasury bills, dollar Libor are at their highest level since 2008

By Bloomberg
MUTUAL FUNDS MAR 13, 2018
How advisers can hold on to their clients despite Vanguard's broadening reach

First the company added a robo, and now it's beefing up its product offerings with factor-based index ETFs.

By Joe Duran
FINTECH MAR 13, 2018
Emerging market funds are powered by tech stocks

Should clients be concerned about funds' big holdings of Chinese technology stocks?

By John Waggoner
MUTUAL FUNDS MAR 13, 2018
BlackRock's lowest-cost ETFs win almost half of U.S. inflows

Four iShares Core funds have taken in $33.4 billion so far this year, a big chunk of the $75.3 billion added to U.S.-listed ETFs

By Bloomberg
ALTERNATIVES MAR 12, 2018
Lynn Tilton's Zohar funds file for bankruptcy

Tilton plans to refinance debt or sell assets of the three structured debt vehicles.

By Bloomberg
EQUITIES MAR 09, 2018
Trump tariffs must not be ignored — here's why

If the president's move sparks a trade war, you'll be glad you paid attention.

By John Waggoner
MUTUAL FUNDS MAR 09, 2018
Vanguard crushed active investing. Now it could save it

The asset manager recently rolled out actively traded ETFs with fees comparable to those on smart beta funds

By Bloomberg
MUTUAL FUNDS MAR 09, 2018
Top tech-tracking ETF attracts $616 million in one day

Inflows come after investors pulled $1.2 billion from the Technology Select Sector SPDR Fund in February

By Bloomberg