New American Funds offering seeks to take advantage of strong payouts but some doubt strategy.
The Vanguard Group Inc., the third-largest U.S. provider of exchange-traded funds, has asked regulators for permission to open actively managed ETFs.
Index funds became popular over the last four decades because they're simple, conservative and low cost. A different kind of exchange-traded fund is drawing record cash by promoting better returns with the same stocks.
The Securities and Exchange Commission is investigating whether currency traders at the world's biggest banks distorted prices for options and exchange- traded funds by rigging benchmark foreign-exchange rates, according to two people with knowledge of the matter.
Rule proposal would touch on active vs. index funds, transparency, flexibility and inverse leverage
Small-cap stocks have been going gangbusters, but market analysts say it's time for those companies to start earning their keep.
BlackRock Inc. hired JPMorgan Chase & Co.'s Christopher Jones as chief investment officer for stocks in the Americas as the world's biggest money manager seeks to bolster its active equity business.
<i>Breakfast with Benjamin:</i> How the Russia situation could hit the economy. Plus: JPMorgan abandons its commodities business, Morningstar's deep dive into the Pimco mess, expect the expected from Yellen today, retirees give Boomers the playbook, and, big surprise, short-sellers badmouth stocks.
Despite the popularity of passive strategies, shrewd stock pickers may soon have their day, Jeff Benjamin reports.
Buttoned-down money manager Dodge & Cox says it has no plans to change the way it invests.
<i>Friday's menu:</i> Both sides of the gold rally. Plus: Who won at last night's Lipper Awards; Yellen gets credit for driving the dollar higher; nearly all big banks pass stress tests; Russian sanctions taking hold; and when to use home equity to buy stocks.
Bill Gross, musing on his legacy in an April investment outlook, contended that the real test of his greatness as investor would be his ability to adapt to a new era of shrinking bond market returns. Almost a year later, the bond king is stumbling.
Market performance boosts AUM as asset flows mostly negative.
<i>Breakfast with Benjamin:</i> ICI resists 'Too Big to Fail' label for fund firms plus Crimea chooses Mother Russia and what that means for the markets. And guess what, the Fed is out of ammo, Pimco spins the Mohamed El-Erian departure while Mr. El-Erian opens a Twitter account.
Most are international focused in automatic response to money flows.
Investors who beat a path out of global equity markets earlier this year are stampeding back in.
February net flows still negative, fall far shy of broader fixed-income recovery
Investors are returning to the U.S stock market after the worst selloff in seven months, adding almost 52 times more money to exchange-traded funds that own equities than bonds.
A UBS unit is facing a legal fight over the sale of Puerto Rico closed-end-bond funds after their values slumped. Bruce Kelly has the story.
Gauging investor interest in exchange-traded funds in much the same way as Twitter or Facebook tracks online friends.
