Investing

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MUTUAL FUNDS FEB 23, 2018
The sunny side of rising rates

Returns on money funds and CDs could outpace inflation this year

By John Waggoner
MUTUAL FUNDS FEB 23, 2018
Investing in bond funds when interest rates rise

As rates head higher, returns on cash can outpace returns on long-term bonds.

By Michael Finke and David Blanchett
ALTERNATIVES FEB 23, 2018
Is the REIT sell-off over?

Real estate investment trusts have gotten clobbered amid concerns about rising rates.

By John Waggoner
EQUITIES FEB 22, 2018
Inflation is a bigger threat to stocks than rates

Data show stocks have held up well during rising rate environments, but not so well during periods when inflation was picking up.

By Ben Carlson
LIFE INSURANCE AND ANNUITIES FEB 22, 2018
IRI seeks Republican support for bill to expand auto-401(k) plans

Legislation by Rep. Richard Neal would require most small businesses to establish a retirement plan and automatically enroll employees.

By Mark Schoeff Jr.
MUTUAL FUNDS FEB 22, 2018
Stocks tremble, but savers cheer rising rates

Rates on money funds and CDs could outpace inflation this year.

By John Waggoner
ALTERNATIVES FEB 22, 2018
Bond dilemma requires new thinking

Innovative strategies are needed as investors face the end of the long bull cycle in fixed income.

By Karan Sood
RETIREMENT PLANNING FEB 21, 2018
DOL fiduciary rule continues to take toll on annuity sales

Uncertainty over the Labor Department rule, in addition to a potential SEC fiduciary regulation and others from the states, was a primary contributor to the industry's slide.

By Greg Iacurci
MUTUAL FUNDS FEB 21, 2018
Morningstar: Fund fees continue to fall

The reductions in fees are modest but continual.

By John Waggoner
ETFS FEB 20, 2018
Investors pile into cash ETF

SPDR T-Bill ETF took in $580 million last week, tops among U.S. fixed-income products.

By Bloomberg
FIXED INCOME FEB 20, 2018
U.S. 10-year poised to cross market's red line

Benchmark Treasury note is nearing the 3% yield level, which could spark a wave of risk repricing.

By Bloomberg
RETIREMENT PLANNING FEB 20, 2018
Active TDF managers push to compete on fees

Fees are one of the most important metrics for advisers and plan sponsors when selecting TDFs.

By Greg Iacurci
RETIREMENT PLANNING FEB 20, 2018
Growth in Health Savings Accounts may have stalled, says EBRI

Many accounts are unfunded and not receiving contributions, group finds.

By InvestmentNews
ETFS FEB 20, 2018
Inside ETFs CEO departs for cryptocurrency venture

Matt Hougan will stay on as chairman of Inside ETFs, even as he takes on a new position with Bitwise Asset Management.

By Jeff Benjamin
FIXED INCOME FEB 16, 2018
Inside the $700 billion bond empire in Newark

Morningstar award winners' low-for-longer view on rates faces big test.

By Bloomberg
FIXED INCOME FEB 16, 2018
Pimco reports Q4 earnings of $684M

The highest since co-founder Bill Gross quit the firm in Q3 2014.

By Bloomberg
LIFE INSURANCE AND ANNUITIES FEB 16, 2018
Indexed annuities' performance may not be what you expect

Advisers should position the products more like fixed income than equities.

By Greg Iacurci
RETIREMENT PLANNING FEB 16, 2018
What's the right number of funds in a 401(k) plan?

There's no hard-and-fast rule, but too many can overwhelm participants and breed bad decisions.

By Greg Iacurci
MUTUAL FUNDS FEB 16, 2018
Sell-off grips credit funds

Corporate bond funds succumb to rate fears that have gripped stocks and Treasuries

By Bloomberg
ETFS FEB 15, 2018
ETF alphabet soup obscures market risks

Industry executives call for clearer classification of exchange-traded products after the XIV ETN plummeted last week.

By Bloomberg